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CIK: 0001843832
Total reported value
$318.7M
$318.7M
104 檔
41.8%
In Q4 2025, Skyline Advisors, Inc.'s U.S. equity holdings reached a combined market value of $318.7M, distributed across 104 disclosed stock positions.
In Q4 2025, Skyline Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 26 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 | 11.62% | -1.76% | +1.18% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.41% | -2.30% | +1.63% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 7.76% | +0.42% | +5.30% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.41% | -0.59% | -2.00% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.25% | -2.50% | +1.42% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.24% | +0.16% | -1.16% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.01% | -1.47% | +0.67% | |
| 8 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.86% | -0.57% | +5.40% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 4.07% | -1.49% | -2.62% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 4.02% | -0.93% | +2.76% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.37% | -0.21% | +6.61% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | -0.50% | +5.75% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.21% | +0.28% | |
| 14 | CGMU | Cap Group Municipal Income | ETF-Other | 1.57% | -0.41% | +3.59% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.01% | -14.09% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.14% | -0.38% | +3.25% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.02% | +0.04% | +0.05% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.83% | +0.21% | +9.62% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.81% | -0.28% | +1.21% | |
| 20 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.76% | +0.74% | — | |
| 21 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.67% | +0.07% | -2.33% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.67% | — | -0.78% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.32% | -1.55% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.59% | +0.11% | +2.30% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.58% | -0.01% | -3.69% | |
| 26 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.55% | -0.08% | -1.19% | |
| 27 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.49% | -0.15% | +6.97% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.46% | -0.03% | -2.28% | |
| 29 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.39% | -0.03% | +12.38% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.02% | -1.08% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.07% | +0.15% | |
| 32 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.37% | -0.03% | -5.58% | |
| 33 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | -0.03% | -8.36% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | +2.90% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.01% | +26.97% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -3.80% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | — | +0.03% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.31% | -0.05% | +9.18% | |
| 39 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.30% | -0.02% | +0.17% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | +0.04% | +14.88% | |
| 41 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.26% | -0.03% | -5.05% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.26% | — | +6.94% | |
| 43 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.26% | -0.03% | -9.60% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.25% | -0.01% | +0.67% | |
| 45 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.23% | +0.10% | +11.49% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | +0.01% | -0.96% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.02% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | +0.01% | +0.45% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.21% | +0.16% | +50.34% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.20% | -0.02% | -8.80% |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 104 disclosed positions in Q4 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, IUSB) accounted for 41.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
INMU
市值: $2.3M
Top Position Liquidated / Trimmed
IGOV
前期市值: $415.4K
During Q4 2025, Skyline Advisors, Inc.'s top holdings by market value included VTI (11.6%)、IXUS (10.4%)、IUSB (7.8%). The largest single position, VTI, represented 11.6% of total portfolio value.
In Q4 2025, Skyline Advisors, Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 13 holdings, and fully liquidating 1 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.
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