What does Skyline Advisors, Inc. hold?

Skyline Advisors, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1843832.

What is Skyline Advisors, Inc.'s AUM?

Skyline Advisors, Inc. reported approximately $318.7M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $386.5M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Skyline Advisors, Inc.'s holdings?

All Skyline Advisors, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1843832. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Skyline Advisors, Inc.'s 13F data updated on 13F Pro?

Skyline Advisors, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Skyline Advisors, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1843832

Institutional-grade research for retail investors

Sector Allocation

Other84.6%$269.5M
Technology7.7%$24.4M
Financials4.2%$13.2M
Consumer Staples1.2%$3.9M
Industrials1.0%$3.2M
Consumer Discretionary0.5%$1.7M
Utilities0.4%$1.4M
Healthcare0.3%$787,114
Communication Services0.1%$314,158
Real Estate0.1%$257,333

AUM History

13fpro.ai/research/fund/skyline-advisors-inc-1843832

Conviction and streaks

Diversifying · top 10 = 50.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.4% weight · held 7 quarters

$Conviction hold5.6% weight · held 10 quarters

$Conviction hold5.5% weight · held 10 quarters

$MSFTConviction hold5.3% weight · held 10 quarters

$Conviction hold4.0% weight · held 10 quarters

$Accumulating+3% shares · 9 quarters running

$Accumulating+48% shares · 6 quarters running

$Accumulating+121% shares · 6 quarters running

$Accumulating+258% shares · 6 quarters running

$MSFTTrimming-8% shares · 9 quarters running

$AAPLTrimming-49% shares · 9 quarters running

$Trimming-88% shares · 8 quarters running

$Trimming-90% shares · 8 quarters running

$HDTrimming-24% shares · 6 quarters running

Largest positions — Q2 2026

ISHARES
$30.0M
VANGUARD
$19.1M
VANGUARD
$17.9M
SCHWAB
$17.5M
MSFT
$16.9M
BLACKROCK
$16.0M
ISHARES
$12.6M
BLACKROCK
$11.9M
ISHARES
$9.9M
BLACKROCK
$8.8M
ISHARES
$8.6M
CAPITAL
$8.6M
SCHWAB
$8.3M
J
$8.0M
BLACKROCK
$6.5M
BLACKROCK
$5.6M
VANGUARD
$4.6M
IVZ
$4.4M
BLACKROCK
$4.3M
VANGUARD
$4.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/skyline-advisors-inc-1843832

Skyline Advisors, Inc. 13F holdings — Q2 2026

$318.7M portfolio (+11.2% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio

1
ISHARES TR - CORE UNIVRSL USD
$30.0M
9.4% of stocks
+17%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$19.1M
6.0% of stocks
+132%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - TOTAL STK MKT
$17.9M
5.6% of stocks
-27%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SCHWAB STRATEGIC TR - US LCAP GR ETF
$17.5M
5.5% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
MICROSOFT CORP
$MSFT
$16.9M
5.3% of stocks
-0.7%This quarter+32.4%Since filed10+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
6
BLACKROCK ETF TRUST - ISHARES US EQUIT
$16.0M
5.0% of stocks
+126%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES TR - CORE MSCI TOTAL
$12.6M
4.0% of stocks
-36%This quarter—Since filed—Held
AIQuality—Est. buy—
8
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$11.9M
3.7% of stocks
+55%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - NATIONAL MUN ETF
$9.9M
3.1% of stocks
-16%This quarter—Since filed—Held
AIQuality—Est. buy—
10
BLACKROCK ETF TRUST - ISHA LA VALU ETF
$8.8M
2.8% of stocks
+17%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE UNIVRSL USD	$30.0M	9.4%	+17%	—	—	—	—
2	VANGUARD INDEX FDS - S&P 500 ETF SHS	$19.1M	6.0%	+132%	—	—	—	—
3	VANGUARD INDEX FDS - TOTAL STK MKT	$17.9M	5.6%	-27%	—	—	—	—
4	SCHWAB STRATEGIC TR - US LCAP GR ETF	$17.5M	5.5%	-1%	—	—	—	—
5	MICROSOFT CORP$MSFT	$16.9M	5.3%	-0.7%	+32.4%	10+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
6	BLACKROCK ETF TRUST - ISHARES US EQUIT	$16.0M	5.0%	+126%	—	—	—	—
7	ISHARES TR - CORE MSCI TOTAL	$12.6M	4.0%	-36%	—	—	—	—
8	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	$11.9M	3.7%	+55%	—	—	—	—
9	ISHARES TR - NATIONAL MUN ETF	$9.9M	3.1%	-16%	—	—	—	—
10	BLACKROCK ETF TRUST - ISHA LA VALU ETF	$8.8M	2.8%	+17%	—	—	—	—

All holdings — Skyline Advisors, Inc. (Q2 2026)

Sort

123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - MSCI USA QLT FCTetf/fund	—	$8.6M	2.7%	39K	-49%	—	—	13F
12	—	CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund	—	$8.6M	2.7%	313K	-9%	—	—	13F
13	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$8.3M	2.6%	262K	-31%	—	—	13F
14	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETFetf/fund	—	$8.0M	2.5%	158K	+1%	—	—	13F
15	—	BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund	—	$6.5M	2.0%	123K	+29%	—	—	13F
16	—	BLACKROCK ETF TRUST II - ISHAR INTER ETFetf/fund	—	$5.6M	1.8%	233K	+88%	—	—	13F
17	—	VANGUARD SCOTTSDALE FDS - LONG TERM TREASetf/fund	—	$4.6M	1.4%	84K	+30%	—	—	13F
18	$IVZ	Invesco Ltd.	Financials	$4.4M	1.4%	189K	+454%	2 qtrsAdded 2 qtrs in a row	—	13F
19	—	BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund	—	$4.3M	1.3%	99K	-24%	—	—	13F
20	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund	—	$4.1M	1.3%	86K	+21%	—	—	13F
21	—	BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund	—	$4.0M	1.3%	143K	New	—	—	13F
22	—	J P MORGAN EXCHANGE TRADED F - US MOMENTUM	—	$4.0M	1.3%	47K	+7%	—	—	13F
23	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$3.8M	1.2%	46K	-11%	—	—	13F
24	—	GLOBAL X FDS - DEFENSE TECH ETFetf/fund	—	$3.8M	1.2%	63K	+88%	—	—	13F
25	$AAPL	Apple Inc.	Technology	$3.7M	1.2%	13K	-1%	10+ qtrsTrimmed 9 qtrs in a row	75.7	13F
26	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	—	$3.6M	1.1%	133K	-19%
27	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$3.3M	1.0%	113K	-0.0%
28	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.9M	0.9%	5,862	-13%
29	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$2.8M	0.9%	55K	New
30	$IAU	ISHARES GOLD TRUST	Financials	$2.7M	0.8%	36K	+93%
31	—	ISHARES TR - ESG MSCI USA ETF	—	$2.5M	0.8%	36K	-4%
32	$DE	DEERE & CO	Industrials	$2.2M	0.7%	3,465	-3%
33	—	VANGUARD WORLD FD - ESG US STK ETF	—	$2.0M	0.6%	15K	-7%
34	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$1.9M	0.6%	28K	-70%
35	—	BLACKROCK ETF TRUST - ISHA US AWAR ETF	—	$1.7M	0.5%	21K	+18%
36	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$1.5M	0.5%	29K	-30%
37	—	QUAKER INVT TR - AFFORDABLE HOUS	—	$1.5M	0.5%	86K	+39%
38	—	ISHARES TR - ESG AWRE USD ETF	—	$1.5M	0.5%	63K	+8%
39	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.2M	0.4%	18K	+13%
40	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.2M	0.4%	21K	+0.0%
41	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.2M	0.4%	1,268	—
42	—	ISHARES TR - CORE DIV GRWTH	—	$1.2M	0.4%	15K	+13%
43	—	ISHARES TR - S&P 100 ETF	—	$1.1M	0.3%	15K	+762%
44	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$1.1M	0.3%	14K	-10%
45	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$1.1M	0.3%	13K	+0.0%
46	$NVDA	NVIDIA CORP	Technology	$1.1M	0.3%	5,366	-6%
47	—	ISHARES TR - CORE S&P500 ETF	—	$1.0M	0.3%	1,358	-9%
48	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$911K	0.3%	18K	-0.5%
49	—	BLACKROCK ETF TRUST - ISHARES US LARG	—	$898K	0.3%	27K	+58%
50	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$872K	0.3%	2,199	-5%
51	—	DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA	—	$857K	0.3%	16K	-2%
52	—	ISHARES TR - SYSTEMATIC BD ET	—	$850K	0.3%	9,578	+35%
53	$PM	Philip Morris International Inc.	Consumer Staples	$843K	0.3%	4,661	+0.0%
54	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$835K	0.3%	32K	-54%
55	$SBUX	STARBUCKS CORP	Consumer Discretionary	$819K	0.3%	8,016	+0.0%
56	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$817K	0.3%	15K	-3%
57	—	WISDOMTREE TR - EM EX ST-OWNED	—	$766K	0.2%	16K	-20%
58	—	ISHARES TR - RUS 1000 VAL ETF	—	$755K	0.2%	3,116	+0.3%
59	—	ISHARES TR - CORE US AGGBD ET	—	$733K	0.2%	7,407	-53%
60	—	ISHARES TR - ESG EAFE ETF	—	$730K	0.2%	8,631	-13%
61	—	ISHARES TR - EAFE GRWTH ETF	—	$728K	0.2%	5,851	New
62	$SO	SOUTHERN CO	Utilities	$719K	0.2%	7,507	—
63	—	ISHARES TR - ESG AWRE 1 5 YR	—	$718K	0.2%	29K	New
64	$CRWD	CrowdStrike Holdings, Inc.	Technology	$717K	0.2%	939	-6%
65	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$712K	0.2%	14K	-65%
66	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$683K	0.2%	14K	+159%
67	—	ISHARES TR - RUS MDCP VAL ETF	—	$665K	0.2%	4,038	+0.2%
68	$MO	ALTRIA GROUP, INC.	Consumer Staples	$652K	0.2%	9,055	—
69	$SIGI	SELECTIVE INSURANCE GROUP INC	Financials	$638K	0.2%	6,575	—
70	$EMR	EMERSON ELECTRIC CO	Industrials	$602K	0.2%	4,206	-8%
71	—	ISHARES TR - RUS MD CP GR ETF	—	$556K	0.2%	3,798	-0.3%
72	—	ISHARES TR - RUS 1000 GRW ETF	—	$538K	0.2%	4,334	+300%
73	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$532K	0.2%	9,426	-14%
74	—	EA SERIES TRUST - FREEDOM 100 EM	—	$523K	0.2%	7,175	-22%
75	$CSCO	CISCO SYSTEMS, INC.	Technology	$522K	0.2%	4,448	+0.4%
76	$JNJ	JOHNSON & JOHNSON	Healthcare	$500K	0.2%	1,969	+0.2%
77	—	ISHARES TR - MSCI USA MIN ETF	—	$488K	0.1%	5,055	+9%
78	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$464K	0.1%	1,911	—
79	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$461K	0.1%	8,817	-14%
80	$AMZN	AMAZON COM INC	Consumer Discretionary	$439K	0.1%	1,842	+6%
81	—	ISHARES TR - RUS 2000 VAL ETF	—	$435K	0.1%	1,968	-4%
82	—	ISHARES TR - 0-5 YR TIPS ETF	—	$428K	0.1%	4,190	+37%
83	$BA	BOEING CO	Industrials	$428K	0.1%	1,977	-18%
84	—	ISHARES TR - ESG ADVAN ETF	—	$421K	0.1%	9,678	-47%
85	$PG	PROCTER & GAMBLE Co	Consumer Staples	$414K	0.1%	2,827	+0.2%
86	—	VANGUARD WORLD FD - INF TECH ETF	—	$393K	0.1%	3,291	+662%
87	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$386K	0.1%	1,374	+0.1%
88	$KLAC	KLA CORP	Technology	$376K	0.1%	1,245	+802%
89	$NEE	NEXTERA ENERGY INC	Utilities	$375K	0.1%	4,270	—
90	—	BLACKROCK ETF TRUST II - ISHARES AAA CLO	—	$370K	0.1%	7,120	-33%
91	—	ISHARES TR - CORE HIGH DV ETF	—	$353K	0.1%	13K	+324%
92	$SGOL	abrdn Gold ETF Trust	Financials	$344K	0.1%	9,000	—
93	—	SCHWAB STRATEGIC TR - GOVT MONE MA ETF	—	$327K	0.1%	3,247	New
94	$NOK	NOKIA CORP	Technology	$317K	0.1%	24K	—
95	$TMUS	T-Mobile US, Inc.	Communication Services	$314K	0.1%	1,873	-0.1%
96	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	—	$311K	0.1%	2,657	-34%
97	$SPY	SPDR S&P 500 ETF TRUST	—	$308K	0.1%	412	-7%
98	$NI	NISOURCE INC.	Utilities	$303K	0.1%	6,373	—
99	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$294K	0.1%	4,071	—
100	$CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	Consumer Staples	$294K	0.1%	2,935	—
101	$JPM	JPMORGAN CHASE & CO	Financials	$291K	0.1%	888	-14%
102	$MRK	Merck & Co., Inc.	Healthcare	$287K	0.1%	2,233	-0.2%
103	—	BLACKROCK ETF TRUST II - ISHA SECU IN ETF	—	$286K	0.1%	5,736	New
104	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$283K	0.1%	384	—
105	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	—	$281K	0.1%	5,978	New
106	—	VANECK ETF TRUST - JP MRGAN EM LOC	—	$267K	0.1%	10K	-0.6%
107	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$259K	0.1%	5,367	+0.3%
108	$SPG	SIMON PROPERTY GROUP INC.	Real Estate	$257K	0.1%	1,151	+1%
109	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$254K	0.1%	2,874	+1%
110	—	SCHWAB STRATEGIC TR - US REIT ETF	—	$254K	0.1%	11K	—
111	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$253K	0.1%	1,026	—
112	$WMT	Walmart Inc.	Consumer Staples	$248K	0.1%	2,185	+0.3%
113	$GOOG	Alphabet Inc.	Technology	$236K	0.1%	668	New
114	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$236K	0.1%	6,527	New
115	—	MORGAN STANLEY ETF TRUST - CALVERT US LARCP	—	$233K	0.1%	2,463	-53%
116	$WFC	WELLS FARGO & COMPANY/MN	Financials	$227K	0.1%	2,742	—
117	$PEP	PEPSICO INC	Consumer Staples	$224K	0.1%	1,657	—
118	$AMAT	APPLIED MATERIALS INC /DE	Technology	$224K	0.1%	310	New
119	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$223K	0.1%	3,731	+0.1%
120	$FGDL	Franklin Templeton Holdings Trust	Financials	$216K	0.1%	4,056	+20%
121	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$214K	0.1%	970	-5%
122	$HD	HOME DEPOT, INC.	Consumer Discretionary	$204K	0.1%	579	New
123	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$203K	0.1%	1,097	New

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 46 added to, 49 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

BLACKROCK ETF TRUST - ISHA SYST AL ETF$4.0M
first bought this quarter
BLACKROCK ETF TRUST - ISHA LA CORE ETF$2.8M
first bought this quarter
ISHARES TR - EAFE GRWTH ETF$728K
first bought this quarter
ISHARES TR - ESG AWRE 1 5 YR$718K
first bought this quarter
SCHWAB STRATEGIC TR - GOVT MONE MA ETF$327K
first bought this quarter
BLACKROCK ETF TRUST II - ISHA SECU IN ETF$286K
first bought this quarter

+6 more in the Excel export

Added to (46)

VANGUARD INDEX FDS - S&P 500 ETF SHS+132%
now $19.1M
BLACKROCK ETF TRUST - ISHARES US EQUIT+126%
now $16.0M
ISHARES TR - CORE UNIVRSL USD+17%
now $30.0M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF+55%
now $11.9M
$IVZInvesco Ltd.+454%
now $4.4M · held 2 qtrs, 2 adds in a row
BLACKROCK ETF TRUST II - ISHAR INTER ETF+88%
now $5.6M

+40 more in the Excel export

Trimmed (49)

ISHARES TR - MSCI USA QLT FCT-49%
now $8.6M
ISHARES TR - CORE MSCI TOTAL-36%
now $12.6M
VANGUARD INDEX FDS - TOTAL STK MKT-27%
now $17.9M
J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF-70%
now $1.9M
SCHWAB STRATEGIC TR - US DIVIDEND EQ-31%
now $8.3M
ISHARES TR - NATIONAL MUN ETF-16%
now $9.9M

+43 more in the Excel export

Sold out (9)

ISHARES TRwas $2.6M
BLACKROCK ETF TRUST IIwas $459K
J P MORGAN EXCHANGE TRADED Fwas $451K
ISHARES U S ETF TRwas $331K
ISHARES TRwas $316K
ISHARES TRwas $297K

+3 more in the Excel export

Firm AUM (Form ADV): $386.5M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Skyline Advisors, Inc. has filed, 10 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Skyline Advisors?

Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Skyline Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+16.7%

Value-weighted move of the 10 largest stock positions

Turnover

16%

Last quarter; 42% over the last 4

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

83%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Skyline Advisors, Inc. disclosed 123 positions worth $318.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 9. The portfolio is most concentrated in Other (84.6% of disclosed assets). All figures are sourced directly from Skyline Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1843832.

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managers whose biggest positions overlap Skyline Advisors's

White Lighthouse Investment Management Inc.$829.22M 13F book · 5 shared top holdingsIAUPMMOSGOL FORBES J M & CO LLP$1.33B 13F book · 4 shared top holdingsIAUEMRNEEPEP Verus Financial Partners, Inc.$1.17B 13F book · 4 shared top holdingsIAUPMMOSO Tarbox Group, Inc.$710.97M 13F book · 6 shared top holdingsDEIAUBAEMR WEALTHSPAN PARTNERS, LLC$317.28M 13F book · 4 shared top holdingsIAUDENEEWFC Gibson Capital, LLC$589.17M 13F book · 5 shared top holdingsIAUPMMOPNC

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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 an AI quality ranking built from its SEC filings (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.