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 Tr (IUSB, 9.4%), Vanguard Index Fds (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 Tr	9.4%	9.0%	650,653	+16.5%	$30.0M
VOOVanguard Index Fds	6.0%	2.5%	27,812	+132.3%	$19.1M
VTIVanguard Index Fds	5.6%	7.4%	48,253	-26.7%	$17.9M
SCHGSchwab Strategic Tr	5.5%	5.3%	516,796	-1.4%	$17.5M
MSFTMicrosoft Corp	5.3%	5.9%	45,224	-0.7%	$16.9M
DYNFBlackrock ETF Trust	5.0%	2.1%	234,552	+125.7%	$16.0M
IXUSIshares Tr	4.0%	6.2%	131,900	-36.2%	$12.6M
COROBlackrock ETF Trust	3.7%	2.3%	324,665	+55.3%	$11.9M
MUBIshares Tr	3.1%	4.0%	92,092	-15.7%	$9.9M
BLCVBlackrock ETF Trust	2.8%	2.3%	214,230	+16.6%	$8.8M
QUALIshares Tr	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
BAIBlackrock ETF Trust	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 Scottsdale Fds	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 Inc	1.2%	1.3%	46,219	-11.2%	$3.8M
SHLDGlobal X Defense Tech ETF	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
SCHBSchwab Strategic Tr	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 Tr	0.8%	0.6%	35,574	+93.2%	$2.7M
USXFIshares Tr	0.8%	0.7%	36,174	-3.8%	$2.5M
DEDeere & Co	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
LCTUBlackrock ETF Trust	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 Ftse Developed Markets Index Fu	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 Wholesale Corporation	0.4%	0.4%	1,268	+0.0%	$1.2M
DGROIshares Tr	0.4%	0.3%	15,338	+13.0%	$1.2M
OEFIshares Tr	0.4%	—	15,394	—	$1.1M
VSGXVanguard World Fd	0.4%	0.4%	13,723	-10.2%	$1.1M
VEUVanguard Intl Equity Index F	0.4%	0.4%	13,414	+0.0%	$1.1M
NVDANvidia Corporation	0.3%	0.3%	5,366	-6.2%	$1.1M
IVVIshares Tr	0.3%	0.3%	1,358	-9.1%	$1.0M
SMMUPimco	0.3%	0.3%	18,030	-0.5%	$911K
BALIBlackrock ETF Trust	0.3%	—	26,544	—	$898K
VCRVanguard Consumer Discretionary ETF	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IUSB) at 9.4%, Vanguard Index Fds (VOO) at 6.0%, Vanguard Index Fds (VTI) at 5.6%, Schwab Strategic Tr (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 Index Fds (VOO) (+132.3% shares), Blackrock ETF Trust (DYNF) (+125.7% shares) and Ishares Gold Tr (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 F (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 Tr (QUAL) (-49.5% shares) and Ishares Tr (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.