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CIK: 0001843832
Total reported value
$318.7M
$318.7M
120 檔
30.4%
The Q1 2026 SEC filing reveals that Skyline Advisors, Inc. held a total portfolio value of $318.7M, covering 120 public equity positions.
In Q1 2026, Skyline Advisors, Inc. displayed an active expansion posture, initiating 25 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IUSB, VTI, IXUS) accounted for 30.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 9.00% | +0.42% | +11.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.37% | -1.76% | -36.61% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 6.25% | -2.30% | -43.92% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -0.59% | -0.79% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.33% | +0.16% | -8.54% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.21% | -2.50% | -28.86% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.08% | -1.47% | -41.87% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.05% | -0.93% | -2.78% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 3.26% | -0.57% | -34.84% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.72% | -0.21% | +10.58% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | +3.49% | — | |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 2.34% | +1.39% | — | |
| 13 | BLCV | Ishares Large Cap Val Act | ETF-Large Cap & Growth | 2.31% | +0.47% | — | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.11% | +2.90% | +469.64% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.08% | -1.49% | -49.03% | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.65% | -0.31% | +2378.36% | |
| 17 | CGMU | Cap Group Municipal Income | ETF-Other | 1.56% | -0.41% | -4.43% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.27% | -0.07% | — | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.24% | +0.21% | +44.98% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.19% | +0.11% | +94.09% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.01% | -4.05% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.21% | -27.94% | |
| 23 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.10% | +0.94% | — | |
| 24 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.03% | +0.74% | +30.98% | |
| 25 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.03% | +0.22% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.99% | +0.04% | -2.78% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 28 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.83% | +0.35% | — | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.75% | -0.28% | -11.73% | |
| 30 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.72% | +0.07% | +7.66% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.72% | -0.50% | -63.40% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.70% | -0.01% | -5.33% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.64% | — | -0.56% | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.64% | -0.38% | -46.89% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.57% | +0.27% | — | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.32% | -15.64% | |
| 37 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.47% | -0.01% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.07% | -5.51% | |
| 39 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.44% | +0.09% | — | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.38% | -0.03% | -1.64% | |
| 41 | OWNS | Ccm Affordable Hous Mbs ETF | ETF-Other | 0.37% | +0.10% | +59.50% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.02% | -1.63% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.35% | — | +0.01% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | +0.04% | +9.14% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.01% | +0.35% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | -0.07% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | +0.03% | — | |
| 48 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.32% | -0.03% | -17.95% | |
| 49 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.30% | -0.03% | -26.06% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.29% | -0.02% | +0.22% |
According to official SEC Form 13F filings, Skyline Advisors, Inc. reported a total U.S. public equity portfolio value of $318.7M across 120 disclosed positions in Q1 2026.
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Top New Position Initiated
VOO
市值: $7.2M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $778.7K
During Q1 2026, Skyline Advisors, Inc.'s top holdings by market value included IUSB (9.0%)、VTI (7.4%)、IXUS (6.3%). The largest single position, IUSB, represented 9.0% of total portfolio value.
In Q1 2026, Skyline Advisors, Inc. made 109 total portfolio adjustments, initiating 25 new buys, adding to 34 positions, trimming 41 holdings, and fully liquidating 9 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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