SA

Skyline Advisors, Inc.

Diversified strategySector-focusedContrarian

Total reported value

$286.6M

Reporting period: 2026-03-31 · Number of holdings: 120

Skyline Advisors, Inc. disclosed 120 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $286.6M and a quarterly turnover rate of 48.1%.

Personality snowflake

Concentration
14.66
Portfolio Stability
48.13
Momentum/Contrarian
0
Sector conviction
100
Diversification
100
Sizing Uniformity
81.49

Recent moves

  • Trim VTI

    -36.6%　-$13.7M

  • Trim IXUS

    -43.9%　-$13.3M

  • Trim QUAL

    -28.9%　-$6.8M

  • Trim HELO

    -49.0%　-$6.2M

  • Trim SCHD

    -41.9%　-$6.3M

  • Add DYNF

    +469.6%　$4.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other9.00%+1.24%+11.76%
2VTIVanguard Total Stock Mkt ETFETF-Other7.37%-4.26%-36.61%
3IXUSIshares Core Intl Stock ETFETF-Other6.25%-4.16%-43.92%
4MSFTMicrosoft CORPStock-Tech5.88%-1.53%-0.79%
5SCHGSchwab US Large-cap GrowthETF-Other5.33%-0.91%-8.54%
6QUALIshares Msci USA Quality FacETF-Other5.21%-2.04%-28.86%
7SCHDSchwab US Dvd Equity ETFETF-Other4.08%-1.93%-41.87%
8MUBIshares National Muni Bond EETF-Other4.05%+0.02%-2.78%
9CGMSCap Group US Multi-sect BondETF-Other3.26%-1.60%-34.84%
10JMUBJpmorgan Municipal ETFETF-Other2.72%+0.35%+10.58%
11VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.50%+2.50%NEW
12COROIsh Intl Ctry Rot Act ETFETF-Other2.34%+2.34%NEW
13BLCVIshares Large Cap Val ActETF-Large Cap & Growth2.31%+2.31%NEW
14DYNFIshrs US E F R A Etf-usd INCETF-Other2.11%+1.74%+469.64%
15HELOJpmorgan Hedged Equity ETFETF-Other2.08%-1.99%-49.03%
16THROIshares U.s. Thematic RotatiETF-Other1.65%+1.58%+2378.36%
17CGMUCap Group Municipal IncomeETF-Other1.56%—-4.43%
18IEMGIshares Core Msci EmergingETF-Emerging Markets1.27%+1.27%NEW
19VGLTVanguard Long-term TreasuryETF-Gov Bonds1.24%+0.41%+44.98%
20BNDXVanguard Total Intl Bond ETFETF-Other1.19%+0.60%+94.09%
21AAPLApple INCStock-Tech1.16%-0.08%-4.05%
22BRK-BBerkshire Hathaway Inc-cl BStock-Other1.13%-0.45%-27.94%
23BAIIshrs Ai In And Tech Act ETFETF-Tech1.10%+1.10%NEW
24INMUIshares Intermediate Muni InETF-Other1.03%+0.27%+30.98%
25JMOMJpmorgan US Momentum FactorETF-Other1.03%+1.03%NEW
26SCHBSchwab US Broad Market ETFETF-Other0.99%—-2.78%
27EFVIshares Msci Eafe Value ETFETF-Other0.91%+0.91%NEW
28SHLDGlobal X Defense Tech ETFETF-Tech0.83%+0.83%NEW
29JMSTJPM Ultra-short Muni IncomeETF-Other0.75%—-11.73%
30USXFIshares Esg Advance Msci USAETF-Other0.72%—+7.66%
31JPSTJpmorgan Ultra-short IncomeETF-Other0.72%-1.15%-63.40%
32DEDeere & CoStock-Industrials0.70%—-5.33%
33ESGVVanguard Esg US Stock ETFETF-Other0.64%—-0.56%
34SCHPSchwab U.s. Tips ETFETF-Other0.64%-0.50%-46.89%
35IAUIshares Gold TrustETF-Commodities0.57%+0.57%NEW
36AGGIshares Core U.s. AggregateETF-Other0.55%—-15.64%
37SUSCIshares Esg Aware Usd CorporETF-Other0.47%+0.47%NEW
38COSTCostco Wholesale CORPStock-Consumer Staples0.44%—-5.51%
39LCTUIshares U.s. Carbon TransitiETF-Other0.44%+0.44%NEW
40VSGXVanguard Esg Intl Stock ETFETF-Other0.38%—-1.64%
41OWNSCcm Affordable Hous Mbs ETFETF-Other0.37%+0.14%+59.50%
42BACBank Of America CORPStock-Financials0.36%—-1.63%
43VEUVanguard Ftse All-world Ex-uETF-Other0.35%—+0.01%
44VEAVanguard Ftse Developed ETFETF-Other0.35%—+9.14%
45NVDANvidia CORPStock-Tech0.35%—+0.35%
46IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.34%—-0.07%
47DGROIshares Core Dividend GrowthETF-Other0.33%+0.33%NEW
48SMMUPimco Shrt Trm Muni Bnd ETFETF-Other0.32%—-17.95%
49DFSBDim Glb Sustain Fix INC ETFETF-Other0.30%—-26.06%
50VCRVanguard Consumer Discre ETFETF-Other0.29%—+0.22%
1–50 of 120

Holding changes this quarter

Skyline Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard S&p 500 ETF (VOO); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Large Cap Val Act (BLCV); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishrs Ai In And Tech Act ETF (BAI).

Position changes disclosed by Skyline Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DYNFIshrs US E F R A Etf-usd INC+1.7%+469.64%Add
2THROIshares U.s. Thematic Rotati+1.6%+2378.36%Add
3IUSBIshr Cr Unvrse Usd Bd Etf-ui+1.2%+11.76%Add
4BNDXVanguard Total Intl Bond ETF+0.6%+94.09%Add
5VGLTVanguard Long-term Treasury+0.4%+44.98%Add
6JMUBJpmorgan Municipal ETF+0.4%+10.58%Add
7INMUIshares Intermediate Muni In+0.3%+30.98%Add
8OWNSCcm Affordable Hous Mbs ETF+0.1%+59.50%Add
9MUBIshares National Muni Bond E0%-2.78%Trim
10AAPLApple INC-0.1%-4.05%Trim
11NULGNuveen Esg Lrg-cap Grw ETF-0.1%-50.01%Trim
12XSOEWisdmtree Emerg Mkt Ex-st Ow-0.2%-44.31%Trim
13EUSBIshr Esg Advn Universal Bd-$-0.2%-45.64%Trim
14CVLCCalvert US L-c Cr Resp Index-0.4%-73.09%Trim
15BRK-BBerkshire Hathaway Inc-cl B-0.5%-27.94%Trim
16SCHPSchwab U.s. Tips ETF-0.5%-46.89%Trim
17SCHGSchwab US Large-cap Growth-0.9%-8.54%Trim
18JPSTJpmorgan Ultra-short Income-1.2%-63.40%Trim
19MSFTMicrosoft CORP-1.5%-0.79%Trim
20CGMSCap Group US Multi-sect Bond-1.6%-34.84%Trim
21SCHDSchwab US Dvd Equity ETF-1.9%-41.87%Trim
22HELOJpmorgan Hedged Equity ETF-2%-49.03%Trim
23QUALIshares Msci USA Quality Fac-2%-28.86%Trim
24IXUSIshares Core Intl Stock ETF-4.2%-43.92%Trim
25VTIVanguard Total Stock Mkt ETF-4.3%-36.61%Trim
26VOOVanguard S&p 500 ETF—NEWNew buy
27COROIsh Intl Ctry Rot Act ETF—NEWNew buy
28BLCVIshares Large Cap Val Act—NEWNew buy
29IEMGIshares Core Msci Emerging—NEWNew buy
30BAIIshrs Ai In And Tech Act ETF—NEWNew buy
31JMOMJpmorgan US Momentum Factor—NEWNew buy
32EFVIshares Msci Eafe Value ETF—NEWNew buy
33SHLDGlobal X Defense Tech ETF—NEWNew buy
34IAUIshares Gold Trust—NEWNew buy
35SUSCIshares Esg Aware Usd Corpor—NEWNew buy
36LCTUIshares U.s. Carbon Transiti—NEWNew buy
37DGROIshares Core Dividend Growth—NEWNew buy
38FNDFSchwab Fndmn Intl Lrg Co ETF—NEWNew buy
39PZAInvesco National Amt-free Mu—NEWNew buy
40JEPQJPM Nasdaq Equity Premium—EXITSold out
41SYSBIshares Systematic Bond ETF—NEWNew buy
42CLOAIshares Aaa Clo Act Etf-usdi—NEWNew buy
43BINCIshares Flex I A Etf-usd INC—NEWNew buy
44BALIIs US Lrg Cp Pre INC Act-usd—NEWNew buy
45DUNKDana Unconstrained Eq ETF—EXITSold out
46HDVIshares Core High Dividend E—NEWNew buy
47VCEBVanguard Esg US CORP Bond—EXITSold out
48EVUSIshares Esg Aw Msci US Value—NEWNew buy
49STIPIshares 0-5 Year Tips Bond E—NEWNew buy
50✓ Blackrock ETF Trust—EXITSold out

FAQ

What is Skyline Advisors, Inc. and what type of investor is it?
Skyline Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $286.6M, spread across 120 disclosed positions.
What are Skyline Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, Skyline Advisors, Inc.'s top holdings by market value are: 1. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $25.8M (9.0%) 2. Vanguard Total Stock Mkt ETF (VTI) — $21.1M (7.4%) 3. Ishares Core Intl Stock ETF (IXUS) — $17.9M (6.3%) 4. Microsoft CORP (MSFT) — $16.9M (5.9%) 5. Schwab US Large-cap Growth (SCHG) — $15.3M (5.3%)
What changes did Skyline Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Skyline Advisors, Inc. made 50 notable position adjustments: 21 new positions were initiated, 8 existing holdings were added to, 17 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Vanguard S&p 500 ETF (VOO); New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Large Cap Val Act (BLCV); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishrs Ai In And Tech Act ETF (BAI)
What sectors does Skyline Advisors, Inc. focus on?
Skyline Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 63.0% • Financials: 13.4% • Consumer Staples: 9.1% • Industrials: 7.0% • Consumer Discretionary: 3.7% • Health Care: 2.1%