CIK: 0002111890
Total reported value
$96.9M
Reporting period: 2025-12-31 · Number of holdings: 57
Skyview Financial Group LLC disclosed 57 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $96.9M and a quarterly turnover rate of 0.0%.
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Skyview Financial Group LLC's disclosed holdings carry a Herfindahl concentration index of 0.030 — mathematically equivalent to about 33 equally-sized positions, well below its 57 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.86), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 7.16% | — | — | — |
| 2 | CAH | Cardinal Health INC | Stock-Healthcare | 4.44% | — | — | — |
| 3 | BA | Boeing Co/the | Stock-Industrials | 4.19% | — | — | — |
| 4 | C | Citigroup INC | Stock-Financials | 4.17% | — | — | — |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.01% | — | — | — |
| 6 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 3.99% | — | — | — |
| 7 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 3.98% | — | — | — |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.63% | — | — | — |
| 9 | KLAC | Kla CORP | Stock-Tech | 3.57% | — | — | — |
| 10 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 3.38% | — | — | — |
| 11 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 3.33% | — | — | — |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | — | — | — |
| 13 | AIR | Aar CORP | Stock-Industrials | 2.94% | — | — | — |
| 14 | PATH | Uipath INC - Class A | Stock-Tech | 2.88% | — | — | — |
| 15 | HCA | Hca Healthcare INC | Stock-Healthcare | 2.81% | — | — | — |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.70% | — | — | — |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.53% | — | — | — |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 2.32% | — | — | — |
| 19 | MA | Mastercard INC - A | Stock-Financials | 2.30% | — | — | — |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.28% | — | — | — |
| 21 | ORCL | Oracle CORP | Stock-Tech | 2.26% | — | — | — |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 2.14% | — | — | — |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.86% | — | — | — |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.73% | — | — | — |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.36% | — | — | — |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.32% | — | — | — |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | — | — | — |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 1.23% | — | — | — |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.23% | — | — | — |
| 30 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.10% | — | — | — |
| 31 | BFLY | Butterfly Network INC | Stock-Other | 1.09% | — | — | — |
| 32 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 1.08% | — | — | — |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | — | — | — |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | — | — | — |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.98% | — | — | — |
| 36 | PWR | Quanta Services INC | Stock-Industrials | 0.86% | — | — | — |
| 37 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.72% | — | — | — |
| 38 | AMSC | American Superconductor CORP | Stock-Other | 0.68% | — | — | — |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | — | — | — |
| 40 | SLV | Ishares Silver Trust | ETF-Commodities | 0.66% | — | — | — |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | — | — | — |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.55% | — | — | — |
| 43 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 0.51% | — | — | — |
| 44 | AAPL | Apple INC | Stock-Tech | 0.49% | — | — | — |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | — | — | — |
| 46 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.40% | — | — | — |
| 47 | AVGO | Broadcom INC | Stock-Tech | 0.36% | — | — | — |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | — | — |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.36% | — | — | — |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | — | — |
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+2.7%
Based on 5 months of available history
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-02-18 | 13F-HR | View on EDGAR |
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