Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Skyline Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Skyline Advisors, Inc. (CIK 1843832) reported $318.7M across 123 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IUSB ($30.0M, 9.42%), VOO ($19.1M, 5.99%), VTI ($17.9M, 5.60%), SCHG ($17.5M, 5.49%), MSFT ($16.9M, 5.29%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IUSBISHARES TR$30.0M9.42%650,653Added
2VOOVANGUARD INDEX FDS$19.1M5.99%27,812Added
3VTIVANGUARD INDEX FDS$17.9M5.60%48,253Trimmed
4SCHGSCHWAB STRATEGIC TR$17.5M5.49%516,796Trimmed
5MSFTMICROSOFT CORP$16.9M5.29%45,224Trimmed
6DYNFBLACKROCK ETF TRUST$16.0M5.01%234,552Added
7IXUSISHARES TR$12.6M3.95%131,900Trimmed
8COROBLACKROCK ETF TRUST$11.9M3.73%324,665Added
9MUBISHARES TR$9.9M3.11%92,092Trimmed
10BLCVBLACKROCK ETF TRUST$8.8M2.78%214,230Added
11QUALISHARES TR$8.6M2.71%39,301Trimmed
12CGMSCAPITAL GRP FIXED INCM ETF T$8.6M2.69%313,360Trimmed
13SCHDSCHWAB STRATEGIC TR$8.3M2.61%262,410Trimmed
14JMUBJ P MORGAN EXCHANGE TRADED F$8.0M2.51%158,074Added
15BAIBLACKROCK ETF TRUST$6.5M2.04%123,161Added
16INMUBLACKROCK ETF TRUST II$5.6M1.77%232,920Added
17VGLTVANGUARD SCOTTSDALE FDS$4.6M1.45%83,617Added
18PZAINVESCO EXCH TRADED FD TR II$4.4M1.39%188,506Added
19THROBLACKROCK ETF TRUST$4.3M1.34%98,862Trimmed
20BNDXVANGUARD CHARLOTTE FDS$4.1M1.30%85,505Added
21IALTBLACKROCK ETF TRUST$4.0M1.26%143,194New
22JMOMJ P MORGAN EXCHANGE TRADED F$4.0M1.25%46,516Added
23IEMGISHARES INC$3.8M1.20%46,219Trimmed
24SHLDGLOBAL X FDS$3.8M1.18%63,061Added
25AAPLAPPLE INC$3.7M1.17%12,886Trimmed

Source: SEC Form 13F filings · as of 2026-06-30