Q2 2026 13F · SEC CIK 1843832

Skyline Advisors, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $318.7M
Reported positions: 123
Top holdings a year, 3 yrs: +9.9%
Assets under management: $386.5M

Skyline Advisors, Inc. is a wealth manager that reported 123 positions worth $318.7M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Ishares Core Universal Usd Bond ETF (IUSB, 9.4%), Vanguard S&p 500 ETF (VOO, 6.0%), Vanguard Index Fds (VTI, 5.6%). A portfolio copying its top holdings returned 9.9% a year over the last 3 years, against 18.4% for the S&P 500.

Skyline Advisors, Inc. holdings largest 50 of 123 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Skyline Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IUSBIshares Core Universal Usd Bond ETF	9.4%	9.0%	650,653	+16.5%	$30.0M
VOOVanguard S&p 500 ETF	6.0%	2.5%	27,812	+132.3%	$19.1M
VTIVanguard Index Fds	5.6%	7.4%	48,253	-26.7%	$17.9M
SCHGSchwab U.s. Large-Cap Growth ETF	5.5%	5.3%	516,796	-1.4%	$17.5M
MSFTMicrosoft Corp	5.3%	5.9%	45,224	-0.7%	$16.9M
DYNFIshares U.s. Equity Factor Rotation Acti	5.0%	2.1%	234,552	+125.7%	$16.0M
IXUSIshares Core Msci Total International St	4.0%	6.2%	131,900	-36.2%	$12.6M
COROBlackrock ETF Trust	3.7%	2.3%	324,665	+55.3%	$11.9M
MUBIshares National Muni Bond ETF	3.1%	4.0%	92,092	-15.7%	$9.9M
BLCVBlackrock ETF Trust	2.8%	2.3%	214,230	+16.6%	$8.8M
QUALIshares Msci USA Quality Factor ETF	2.7%	5.2%	39,301	-49.5%	$8.6M
CGMSCapital Grp Fixed Incm ETF T	2.7%	3.3%	313,360	-8.7%	$8.6M
SCHDSchwab Strategic Tr	2.6%	4.1%	262,410	-31.2%	$8.3M
JMUBJ P Morgan Exchange Traded F	2.5%	2.7%	158,074	+1.5%	$8.0M
BAIIshares A.i. Innovation and Tech Active	2.0%	1.1%	123,161	+28.7%	$6.5M
INMUBlackrock ETF Trust II	1.8%	1.0%	232,920	+88.0%	$5.6M
VGLTVanguard Long-Term Treasury ETF Total	1.4%	1.2%	83,617	+30.0%	$4.6M
PZAInvesco Exch Traded Fd Tr II	1.4%	—	188,506	—	$4.4M
BTHMBlackrock ETF Trust	1.3%	1.7%	98,862	-24.5%	$4.3M
BNDXVanguard Charlotte Fds	1.3%	1.2%	85,505	+20.6%	$4.1M
IALTBlackrock ETF Trust	1.3%	—	143,194	—	$4.0M
JMOMJ P Morgan Exchange Traded F	1.2%	1.0%	46,516	+7.1%	$4.0M
IEMGIshares	1.2%	1.3%	46,219	-11.2%	$3.8M
SHLDGlobal X Fds	1.2%	0.8%	63,061	+87.5%	$3.8M
AAPLApple Inc	1.2%	1.2%	12,886	-1.3%	$3.7M
CGMUCapital Grp Fixed Incm ETF T	1.1%	1.6%	132,850	-19.2%	$3.6M
SCHBSchwb US Broad	1.0%	1.0%	112,885	-0.0%	$3.3M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.1%	5,862	-13.3%	$2.9M
BLCRBlackrock ETF Trust	0.9%	—	55,240	—	$2.8M
IAUIshares Gold Trust	0.8%	0.6%	35,574	+93.2%	$2.7M
USXFiShares ESG Advanced MSCI USA E	0.8%	0.7%	36,174	-3.8%	$2.5M
DEDeere & Co Com	0.7%	0.7%	3,465	-2.5%	$2.2M
ESGVVanguard World Fd	0.6%	0.6%	15,342	-6.6%	$2.0M
HELOJ P Morgan Exchange Traded F	0.6%	2.1%	27,596	-70.5%	$1.9M
LCTUiShares U.S. Carbon Transition Readiness	0.5%	0.4%	21,141	+17.7%	$1.7M
JMSTJ P Morgan Exchange Traded F	0.5%	0.7%	29,491	-29.6%	$1.5M
OWNSQuaker Invt Tr	0.5%	0.4%	86,279	+39.3%	$1.5M
SUSCIshares Tr	0.5%	0.5%	62,842	+8.1%	$1.5M
VEAVanguard Tax-Managed Fds	0.4%	0.3%	17,543	+12.7%	$1.2M
BACBank of Amer Corp	0.4%	0.4%	20,993	+0.0%	$1.2M
COSTCostco Whsl Corp New	0.4%	0.4%	1,268	+0.0%	$1.2M
DGROIshares Core Dividend Growth ETF	0.4%	0.3%	15,338	+13.0%	$1.2M
OEFIshares S&p 100 ETF	0.4%	—	15,394	—	$1.1M
VSGXVanguard ESG International Stoc	0.4%	0.4%	13,723	-10.2%	$1.1M
VEUVanguard FTSE All	0.4%	0.4%	13,414	+0.0%	$1.1M
NVDANvidia Corporation Com	0.3%	0.3%	5,366	-6.2%	$1.1M
IVVIshares Core S&p 500 ETF	0.3%	0.3%	1,358	-9.1%	$1.0M
SMMUPimco ETF Tr	0.3%	0.3%	18,030	-0.5%	$911K
BALIBlackrock ETF Trust	0.3%	—	26,544	—	$898K
VCRVanguard World Fd	0.3%	0.3%	2,199	-5.4%	$872K

What Skyline Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.5% /yr; S&P 500 +20.1%
3 years: +9.9% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$318.7M	123
Q1 2026	$286.6M	120
Q4 2025	$299.6M	104
Q3 2025	$290.3M	96
Q2 2025	$270.7M	96
Q1 2025	$253.9M	88
Q4 2024	$257.7M	94
Q3 2024	$242.9M	92
Q2 2024	$229.9M	80
Q1 2024	$223.4M	80
Q4 2023	$209.5M	80

Questions about Skyline Advisors, Inc.'s portfolio

What stocks does Skyline Advisors, Inc. own?

Skyline Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 123 positions worth $318.7M. The largest are Ishares Core Universal Usd Bond ETF (IUSB) at 9.4%, Vanguard S&p 500 ETF (VOO) at 6.0%, Vanguard Index Fds (VTI) at 5.6%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 5.5% and Microsoft Corp (MSFT) at 5.3%.

What did Skyline Advisors, Inc. buy last quarter?

In Q2 2026, Skyline Advisors, Inc. added Vanguard S&p 500 ETF (VOO) (+132.3% shares), Ishares U.s. Equity Factor Rotation Acti (DYNF) (+125.7% shares) and Ishares Gold Trust (IAU) (+93.2% shares), compared with its Q1 2026 filing.

What did Skyline Advisors, Inc. sell last quarter?

In Q2 2026, Skyline Advisors, Inc. cut from its top 50 Ishares Tr (EFV), cut from its top 50 J P Morgan Exchange Traded Fd (JPST), cut from its top 50 Schwab Strategic Tr (SCHP), cut from its top 50 Ishares Tr (AGG), cut from its top 50 Dimensional ETF Trust (DFSB), J P Morgan Exchange Traded F (HELO) (-70.5% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-49.5% shares) and Ishares Core Msci Total International St (IXUS) (-36.2% shares), compared with its Q1 2026 filing.

How has Skyline Advisors, Inc.'s portfolio performed?

A portfolio copying Skyline Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.9% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +10.5% against +20.1%.

When is Skyline Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Skyline Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Skyline Advisors, Inc. manage?

Skyline Advisors, Inc. reported $386.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $318.7M.