Skyline Advisors, Inc.

Est. AUM

$284.3M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE UNIVRSL USD	$25.8M	558459	9.07%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$21.1M	65805	7.43%	SOLE
3	ISHARES TR	CORE MSCI TOTAL	$17.9M	206663	6.30%	SOLE
4	MICROSOFT CORP	COM	$16.9M	45538	5.93%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$15.3M	524137	5.37%	SOLE
6	ISHARES TR	MSCI USA QLT FCT	$14.9M	77806	5.25%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.7M	381285	4.11%	SOLE
8	ISHARES TR	NATIONAL MUN ETF	$11.6M	109228	4.08%	SOLE
9	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$9.3M	343313	3.29%	SOLE
10	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$7.8M	155768	2.74%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.2M	11974	2.52%	SOLE
12	BLACKROCK ETF TRUST	ISHARES INTL CTR	$6.7M	209001	2.36%	SOLE
13	BLACKROCK ETF TRUST	ISHARES LARGE CA	$6.6M	183654	2.33%	SOLE
14	BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.0M	103920	2.13%	SOLE
15	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$6.0M	93488	2.10%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$4.7M	130932	1.67%	SOLE
17	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.5M	164347	1.57%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$3.6M	52066	1.28%	SOLE
19	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$3.6M	64325	1.25%	SOLE
20	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.4M	70883	1.20%	SOLE
21	APPLE INC	COM	$3.3M	13061	1.17%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	6765	1.14%	SOLE
23	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.2M	95694	1.11%	SOLE
24	BLACKROCK ETF TRUST II	ISHARES INTERMED	$3.0M	123923	1.04%	SOLE
25	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$2.9M	43418	1.04%	SOLE
26	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.8M	112886	1.00%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$2.6M	34987	0.91%	SOLE
28	GLOBAL X FDS	DEFENSE TECH ETF	$2.4M	33630	0.84%	SOLE
29	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.1M	41906	0.75%	SOLE
30	ISHARES TR	ESG MSCI USA ETF	$2.1M	37594	0.73%	SOLE
31	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.1M	40545	0.72%	SOLE
32	DEERE & CO	COM	$2.0M	3555	0.70%	SOLE
33	VANGUARD WORLD FD	ESG US STK ETF	$1.8M	16418	0.65%	SOLE
34	SCHWAB STRATEGIC TR	US TIPS ETF	$1.8M	68458	0.64%	SOLE
35	ISHARES GOLD TR	ISHARES NEW	$1.6M	18414	0.57%	SOLE
36	ISHARES TR	CORE US AGGBD ET	$1.6M	15844	0.55%	SOLE
37	ISHARES TR	ESG AWRE USD ETF	$1.3M	58124	0.47%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1268	0.44%	SOLE
39	BLACKROCK ETF TRUST	ISHARES US CARBO	$1.3M	17960	0.44%	SOLE
40	VANGUARD WORLD FD	ESG INTL STK ETF	$1.1M	15275	0.39%	SOLE
41	TIDAL TRUST III	AFFORDABLE HOUS	$1.1M	61926	0.38%	SOLE
42	BANK AMERICA CORP	COM	$1.0M	20991	0.36%	SOLE
43	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.0M	13413	0.35%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$998K	15571	0.35%	SOLE
45	NVIDIA CORPORATION	COM	$998K	5721	0.35%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$976K	1494	0.34%	SOLE
47	ISHARES TR	CORE DIV GRWTH	$953K	13577	0.34%	SOLE
48	PIMCO ETF TR	SHTRM MUN BD ACT	$914K	18125	0.32%	SOLE
49	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$872K	16851	0.31%	SOLE
50	VANGUARD WORLD FD	CONSUM DIS ETF	$834K	2324	0.29%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.