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 (2026-03-31)

Skyline Advisors, Inc. (CIK 1843832) reported $286.6M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($25.8M, 9.00%), VTI ($21.1M, 7.37%), IXUS ($17.9M, 6.25%), MSFT ($16.9M, 5.88%), SCHG ($15.3M, 5.33%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IUSBISHARES TR$25.8M9.00%558,459Added
2VTIVANGUARD INDEX FDS$21.1M7.37%65,805Trimmed
3IXUSISHARES TR$17.9M6.25%206,663Trimmed
4MSFTMICROSOFT CORP$16.9M5.88%45,538Trimmed
5SCHGSCHWAB STRATEGIC TR$15.3M5.33%524,137Trimmed
6QUALISHARES TR$14.9M5.21%77,806Trimmed
7SCHDSCHWAB STRATEGIC TR$11.7M4.08%381,285Trimmed
8MUBISHARES TR$11.6M4.05%109,228Trimmed
9CGMSCAPITAL GRP FIXED INCM ETF T$9.3M3.26%343,313Trimmed
10JMUBJ P MORGAN EXCHANGE TRADED F$7.8M2.72%155,768Added
11VOOVANGUARD INDEX FDS$7.2M2.50%11,974New
12COROBLACKROCK ETF TRUST$6.7M2.34%209,001New
13DYNFBLACKROCK ETF TRUST$6.6M2.31%183,654New
14DYNFBLACKROCK ETF TRUST$6.0M2.11%103,920Added
15HELOJ P MORGAN EXCHANGE TRADED F$6.0M2.08%93,488Trimmed
16THROBLACKROCK ETF TRUST$4.7M1.65%130,932Added
17CGMUCAPITAL GRP FIXED INCM ETF T$4.5M1.56%164,347Trimmed
18IEMGISHARES INC$3.6M1.27%52,066New
19VGLTVANGUARD SCOTTSDALE FDS$3.6M1.24%64,325Added
20BNDXVANGUARD CHARLOTTE FDS$3.4M1.19%70,883Added
21AAPLAPPLE INC$3.3M1.16%13,061Trimmed
22BRK/BBERKSHIRE HATHAWAY INC DEL$3.2M1.13%6,765Trimmed
23BAIBLACKROCK ETF TRUST$3.2M1.10%95,694New
24JMOMJ P MORGAN EXCHANGE TRADED F$2.9M1.03%43,418New
25INMUBLACKROCK ETF TRUST II$3.0M1.03%123,923Added

Source: SEC Form 13F filings · as of 2026-03-31