Skyline Advisors, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1843832
Institutional-grade research for retail investors

13F Reported Value

$286.6M

Holdings

120

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Skyline Advisors, Inc. disclosed 120 positions worth $286.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 6. The portfolio is most concentrated in Other (85.1% of disclosed assets). All figures are sourced directly from Skyline Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1843832.

Sector Allocation

OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • ISHARES TR

    Quality

    $25.8M558,459 sh
  • VANGUARD INDEX FDS

    Quality

    $21.1M65,805 sh
  • ISHARES TR

    Quality

    $17.9M206,663 sh
  • $16.9M45,538 sh
  • SCHWAB STRATEGIC TR

    Quality

    $15.3M524,137 sh
  • ISHARES TR

    Quality

    $14.9M77,806 sh
  • SCHWAB STRATEGIC TR

    Quality

    $11.7M381,285 sh
  • ISHARES TR

    Quality

    $11.6M109,228 sh
  • CAPITAL GRP FIXED INCM ETF T

    Quality

    $9.3M343,313 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $7.8M155,768 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Skyline Advisors, Inc.'s 120 positions.

Showing top 10 of 120 holdings.

Sector Allocation

Other

$244.0M

Technology

$23.1M

Financials

$8.5M

Consumer Discretionary

$2.9M

Industrials

$2.8M

Consumer Staples

$2.3M

Utilities

$1.4M

Healthcare

$749,840

Full Holdings — Skyline Advisors, Inc. (Q1 2026)

All 120 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$25.8M9.0%+12%
2VANGUARD INDEX FDS$21.1M7.4%-37%
3ISHARES TR$17.9M6.3%-44%
4MSFT$MSFTMICROSOFT CORP$16.9M5.9%-1%83.7
5SCHWAB STRATEGIC TR$15.3M5.3%-9%
6ISHARES TR$14.9M5.2%-29%
7SCHWAB STRATEGIC TR$11.7M4.1%-42%
8ISHARES TR$11.6M4.0%-3%
9CAPITAL GRP FIXED INCM ETF T$9.3M3.3%-35%
10J P MORGAN EXCHANGE TRADED F$7.8M2.7%+11%
11VANGUARD INDEX FDS$7.2M2.5%+527%
12BLACKROCK ETF TRUST$6.7M2.3%+2398%
13BLACKROCK ETF TRUST$6.6M2.3%+2095%
14BLACKROCK ETF TRUST$6.0M2.1%+470%
15J P MORGAN EXCHANGE TRADED F$6.0M2.1%-49%
16BLACKROCK ETF TRUST$4.7M1.6%+2378%
17CAPITAL GRP FIXED INCM ETF T$4.5M1.6%-4%
18ISHARES INC$3.6M1.3%NEW
19VANGUARD SCOTTSDALE FDS$3.6M1.2%+45%
20VANGUARD CHARLOTTE FDS$3.4M1.2%+94%
21AAPL$AAPLApple Inc.$3.3M1.2%-4%76.1
22BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.2M1.1%-28%64.5
23BLACKROCK ETF TRUST$3.2M1.1%+1044%
24BLACKROCK ETF TRUST II$3.0M1.0%+31%
25J P MORGAN EXCHANGE TRADED F$2.9M1.0%-76%
26SCHWAB STRATEGIC TR$2.8M1.0%-3%
27ISHARES TR$2.6M0.9%+5%
28GLOBAL X FDS$2.4M0.8%NEW
29J P MORGAN EXCHANGE TRADED F$2.1M0.8%-12%
30ISHARES TR$2.1M0.7%+8%
31J P MORGAN EXCHANGE TRADED F$2.1M0.7%-63%
32DE$DEDEERE & CO$2.0M0.7%-5%57.4
33VANGUARD WORLD FD$1.8M0.6%-1%
34SCHWAB STRATEGIC TR$1.8M0.6%-47%
35IAU$IAUISHARES GOLD TRUST$1.6M0.6%NEW
36ISHARES TR$1.6M0.6%-16%
37ISHARES TR$1.3M0.5%+74%
38COST$COSTCOSTCO WHOLESALE CORP /NEW$1.3M0.4%-6%67
39BLACKROCK ETF TRUST$1.3M0.4%+115%
40VANGUARD WORLD FD$1.1M0.4%-2%
41TIDAL TRUST III$1.1M0.4%+59%
42BAC$BACBANK OF AMERICA CORP /DE/$1.0M0.4%-2%68.4
43VANGUARD INTL EQUITY INDEX F$1.0M0.3%+0%
44VANGUARD TAX-MANAGED FDS$997,8130.3%+9%
45NVDA$NVDANVIDIA CORP$997,6760.3%+0%90.2
46ISHARES TR$975,9230.3%-0%
47ISHARES TR$952,8310.3%-59%
48PIMCO ETF TR$914,3900.3%-18%
49DIMENSIONAL ETF TRUST$871,9180.3%-26%
50VANGUARD WORLD FD$834,2780.3%+0%
51ISHARES TR$791,4840.3%-46%
52WISDOMTREE TR$785,0680.3%-44%
53SCHWAB STRATEGIC TR$784,8860.3%-97%
54IVZ$IVZInvesco Ltd.$782,3120.3%NEW
55PM$PMPhilip Morris International Inc.$770,4540.3%-1%80.5
56ISHARES TR$746,3890.3%-3%
57SO$SOSOUTHERN CO$724,5870.3%+0%65.1
58SBUX$SBUXSTARBUCKS CORP$717,9320.3%+0%54.6
59ISHARES TR$663,7400.2%+0%
60ISHARES TR$631,1600.2%-79%
61J P MORGAN EXCHANGE TRADED F$619,3970.2%-32%
62MO$MOALTRIA GROUP, INC.$597,5410.2%+0%72.1
63EMR$EMREMERSON ELECTRIC CO$597,4510.2%+0%65.9
64ISHARES TR$587,3400.2%+0%
65ISHARES TR$568,0730.2%-10%
66BLACKROCK ETF TRUST II$547,9420.2%-89%
67BLACKROCK ETF TRUST II$531,2980.2%-89%
68BLACKROCK ETF TRUST$518,0080.2%+101%
69EA SERIES TRUST$501,7490.2%+22%
70SIGI$SIGISELECTIVE INSURANCE GROUP INC$495,6890.2%+0%68.7
71ISHARES TR$487,9620.2%+0%
72JNJ$JNJJOHNSON & JOHNSON$480,5820.2%+0%72.8
73BA$BABOEING CO$479,8880.2%+0%51.8
74ISHARES TR$462,1710.2%+0%
75BLACKROCK ETF TRUST II$459,1040.2%+15%
76J P MORGAN EXCHANGE TRADED F$451,4510.2%+1%
77ISHARES TR$431,6850.1%+4%
78MORGAN STANLEY ETF TRUST$419,8650.1%-73%
79VANGUARD INDEX FDS$415,0690.1%+0%
80ISHARES TR$411,5240.1%-91%
81PG$PGPROCTER & GAMBLE Co$407,4290.1%+0%72.9
82SGOL$SGOLabrdn Gold ETF Trust$401,5800.1%+0%
83NEE$NEENEXTERA ENERGY INC$396,5800.1%-0%71.7
84TMUS$TMUST-Mobile US, Inc.$393,6260.1%-12%72.7
85CRWD$CRWDCrowdStrike Holdings, Inc.$391,1910.1%+0%55
86ISHARES TR$387,3920.1%+0%
87NUSHARES ETF TR$368,5240.1%-50%
88AMZN$AMZNAMAZON COM INC$362,8060.1%+2%74.6
89CSCO$CSCOCISCO SYSTEMS, INC.$343,6740.1%+0%72.3
90IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$332,8430.1%+0%66.7
91ISHARES U S ETF TR$331,2270.1%+0%
92ISHARES TR$316,4100.1%-70%
93ISHARES TR$315,4120.1%-91%
94JPM$JPMJPMORGAN CHASE & CO$302,7860.1%+0%35.6
95VANGUARD WORLD FD$301,7500.1%-11%
96NI$NINISOURCE INC.$297,3810.1%+0%61.7
97ISHARES TR$296,8200.1%-81%
98SPY$SPYSPDR S&P 500 ETF TRUST$289,5600.1%+0%
99WMT$WMTWalmart Inc.$270,7950.1%+0%63.2
100MRK$MRKMerck & Co., Inc.$269,2580.1%-0%70.9
101CCEP$CCEPCOCA-COLA EUROPACIFIC PARTNERS plc$266,1160.1%+0%
102VANECK ETF TRUST$264,3920.1%NEW
103VANGUARD MALVERN FDS$262,4920.1%-0%
104PEP$PEPPEPSICO INC$257,2380.1%+0%62.7
105FIRST TR EXCHANGE-TRADED FD$251,5910.1%+0%
106J P MORGAN EXCHANGE TRADED F$249,6040.1%+0%
107LOW$LOWLOWES COMPANIES INC$240,1230.1%+0%63.5
108NFLX$NFLXNETFLIX INC$235,7600.1%+0%86.7
109VANGUARD INTL EQUITY INDEX F$233,6760.1%+0%
110SCHWAB STRATEGIC TR$230,7170.1%+0%
111ADBE$ADBEADOBE INC.$226,3070.1%-32%80.4
112QQQ$QQQINVESCO QQQ TRUST, SERIES 1$221,7890.1%+0%
113WFC$WFCWELLS FARGO & COMPANY/MN$218,2900.1%-1%
114PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$213,5000.1%+0%70.9
115SPG$SPGSIMON PROPERTY GROUP INC.$212,4950.1%+1%76.9
116PIMCO ETF TR$211,3000.1%-41%
117FGDL$FGDLFranklin Templeton Holdings Trust$209,8860.1%NEW
118KLAC$KLACKLA CORP$203,8560.1%NEW84.4
119VANGUARD INTL EQUITY INDEX F$201,4250.1%+0%
120NOK$NOKNOKIA CORP$191,6660.1%+0%

New Positions (7)

ISHARES INC$3.6M
GLOBAL X FDS$2.4M
IAU$IAU ISHARES GOLD TRUST$1.6M
IVZ$IVZ Invesco Ltd.$782,312
VANECK ETF TRUST$264,392
FGDL$FGDL Franklin Templeton Holdings Trust$209,886
KLAC$KLAC KLA CORP$203,856

Exited Positions (6)

TIDAL TRUST I
CAPITAL GROUP CORE BALANCED
HD$HD HOME DEPOT, INC.
MA$MA Mastercard Inc
GOOG$GOOG Alphabet Inc.
MELI$MELI MERCADOLIBRE INC

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Skyline Advisors, Inc. including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Skyline Advisors, Inc.'s Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Skyline Advisors, Inc. and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Skyline Advisors, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Skyline Advisors, Inc. (SEC CIK: 1843832), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Skyline Advisors, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.