13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001843832
Total reported value
$318.7M
$318.7M
96 檔
38.2%
During the Q2 2025 filing period, Skyline Advisors, Inc. (CIK: 0001843832) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $318.7M across 96 reported positions.
In Q2 2025, Skyline Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.44% | -1.76% | -0.84% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.24% | -2.30% | +1.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.62% | -0.59% | -0.64% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.83% | +0.42% | +1.32% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.90% | -2.50% | -2.29% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.11% | +0.16% | +1.12% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.06% | -1.47% | +0.45% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.91% | -0.57% | +1.77% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 3.81% | -1.49% | -11.78% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.51% | -0.93% | -44.52% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.90% | -0.50% | +9.98% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.75% | -0.21% | -28.05% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.21% | +0.76% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.01% | -4.70% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.21% | -0.38% | +4.59% | |
| 16 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.21% | -0.12% | EXIT | |
| 17 | CGMU | Cap Group Municipal Income | ETF-Other | 1.19% | -0.41% | -16.23% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.02% | +0.04% | +15.44% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.82% | +0.21% | +2.31% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.82% | -0.28% | +11.50% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.73% | -0.01% | -3.11% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.72% | — | -6.85% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.70% | +0.07% | +2.01% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | -0.32% | -5.05% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.69% | — | — | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | +0.11% | -1.37% | |
| 27 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.54% | -0.08% | +7.11% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.07% | -10.91% | |
| 29 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.47% | -0.03% | -1.16% | |
| 30 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.46% | -0.15% | +6.52% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.02% | -16.70% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | -0.03% | -4.17% | |
| 33 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.42% | -0.03% | +6.07% | |
| 34 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.38% | -0.03% | +7.52% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.02% | — | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.36% | -0.08% | EXIT | |
| 37 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.34% | — | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | — | +12.27% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | -0.01% | -4.32% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.31% | -0.02% | +0.17% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.31% | -0.05% | +1.40% | |
| 42 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.30% | -0.03% | +0.25% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | +0.11% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.28% | +0.01% | +0.04% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.28% | -0.03% | +2.06% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | +0.04% | — | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.25% | -0.02% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.01% | -0.14% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.25% | — | +1.41% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.25% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -0.64% | Trim |
| 2 | MEAR | Ishrs Short Mat Muni Act ETF | +1.2% | NEW | New buy |
| 3 | SUB | Ishares Short-term National | +0.7% | NEW | New buy |
| 4 | SCHG | Schwab US Large-cap Growth | +0.6% | +1.12% | Add |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +1.49% | Add |
| 6 | HEQT | Simplify Hedged Equity ETF | +0.3% | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -0.84% | Trim |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.2% | NEW | New buy |
| 9 | VTIP | Vanguard Short-term Tips | +0.2% | NEW | New buy |
| 10 | SCHB | Schwab US Broad Market ETF | +0.2% | +15.44% | Add |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 12 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 14 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 15 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.1% | -0.14% | Trim |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +9.98% | Add |
| 18 | USXF | Ishares Esg Advance Msci USA | +0.1% | +2.01% | Add |
| 19 | CVLC | Calvert US L-c Cr Resp Index | +0.1% | +7.11% | Add |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +12.27% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | Unchanged |
| 22 | JMST | JPM Ultra-short Muni Income | 0% | +11.50% | Add |
| 23 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | 0% | +6.07% | Add |
| 24 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | +2.06% | Add |
| 25 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 26 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 27 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 28 | AMZN | Amazon.com Inc | 0% | +0.11% | Add |
| 29 | BA | Boeing Co/the | 0% | +0.53% | Add |
| 30 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +7.52% | Add |
| 31 | VCR | Vanguard Consumer Discre ETF | 0% | +0.17% | Add |
| 32 | DE | Deere & Co | 0% | -3.11% | Trim |
| 33 | SCHP | Schwab U.s. Tips ETF | 0% | +4.59% | Add |
| 34 | LOW | Lowe's Cos Inc | 0% | -23.77% | Trim |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | -43.07% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -16.70% | Trim |
| 37 | COST | Costco Wholesale CORP | -0.1% | -10.91% | Trim |
| 38 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | -5.05% | Trim |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -2.29% | Trim |
| 41 | SCHA | Schwab US Small-cap ETF | -0.1% | EXIT | Sold out |
| 42 | CGMS | Cap Group US Multi-sect Bond | -0.2% | +1.77% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.76% | Add |
| 44 | AAPL | Apple Inc | -0.3% | -4.70% | Trim |
| 45 | CGMU | Cap Group Municipal Income | -0.3% | -16.23% | Trim |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | +1.32% | Add |
| 47 | HELO | Jpmorgan Hedged Equity ETF | -0.6% | -11.78% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +0.45% | Add |
| 49 | JMUB | Jpmorgan Municipal ETF | -0.9% | -28.05% | Trim |
| 50 | MUB | Ishares National Muni Bond E | -2.4% | -44.52% | Trim |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 96 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IXUS, MSFT) accounted for 38.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
MEAR
市值: $3.3M
Top Position Liquidated / Trimmed
SCHA
前期市值: $324.0K
During Q2 2025, Skyline Advisors, Inc.'s top holdings by market value included VTI (11.4%)、IXUS (10.2%)、MSFT (8.6%). The largest single position, VTI, represented 11.4% of total portfolio value.
In Q2 2025, Skyline Advisors, Inc. made 46 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.