Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $30M | 9.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $19.1M | 6.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $17.9M | 5.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $17.5M | 5.5% |
| Microsoft Corp.COM | COM | $16.9M | 5.3% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $16M | 5.0% |
| iShares TRCORE MSCI TOTAL | CORE MSCI TOTAL | $12.6M | 4.0% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $11.9M | 3.7% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $9.91M | 3.1% |
| Blackrock ETF TrustISHA LA VALU ETF | ISHA LA VALU ETF | $8.85M | 2.8% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $8.62M | 2.7% |
| Capital Grp Fixed Incm ETF TUS MULTI-SECTOR | US MULTI-SECTOR | $8.56M | 2.7% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $8.32M | 2.6% |
| J P Morgan Exchange Traded FMUNICIPAL ETF | MUNICIPAL ETF | $8.01M | 2.5% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $6.49M | 2.0% |
| Blackrock ETF Trust IIISHAR INTER ETF | ISHAR INTER ETF | $5.65M | 1.8% |
| Vanguard Scottsdale FdsLONG TERM TREAS | LONG TERM TREAS | $4.61M | 1.4% |
| Invesco Exch Traded FD TR IINATL AMT MUNI | NATL AMT MUNI | $4.43M | 1.4% |
| Blackrock ETF TrustISHA US THEM ETF | ISHA US THEM ETF | $4.26M | 1.3% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $4.14M | 1.3% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $4.02M | 1.3% |
| J P Morgan Exchange Traded FUS MOMENTUM | US MOMENTUM | $3.98M | 1.2% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $3.83M | 1.2% |
| Global X FdsDEFENSE TECH ETF | DEFENSE TECH ETF | $3.77M | 1.2% |
| Apple Inc.COM | COM | $3.73M | 1.2% |
| Capital Grp Fixed Incm ETF TMUN INM ETF | MUN INM ETF | $3.65M | 1.1% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $3.27M | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.93M | 0.9% |
| Blackrock ETF TrustISHA LA CORE ETF | ISHA LA CORE ETF | $2.78M | 0.9% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $2.69M | 0.8% |
| iShares TRESG MSCI USA ETF | ESG MSCI USA ETF | $2.51M | 0.8% |
| Deere & COCOM | COM | $2.2M | 0.7% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $2.03M | 0.6% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $1.86M | 0.6% |
| Blackrock ETF TrustISHA US AWAR ETF | ISHA US AWAR ETF | $1.69M | 0.5% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $1.5M | 0.5% |
| Quaker Invt TRAFFORDABLE HOUS | AFFORDABLE HOUS | $1.49M | 0.5% |
| iShares TRESG AWRE USD ETF | ESG AWRE USD ETF | $1.45M | 0.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $1.25M | 0.4% |
| Bank OF Amer Corp.COM | COM | $1.2M | 0.4% |
| Costco Wholesale CorporationCOM | COM | $1.19M | 0.4% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $1.16M | 0.4% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $1.13M | 0.4% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $1.13M | 0.4% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.12M | 0.4% |
| Nvidia CorporationCOM | COM | $1.07M | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.02M | 0.3% |
| Pimco ETF TRSHTRM MUN BD ACT | SHTRM MUN BD ACT | $911K | 0.3% |
| Blackrock ETF TrustISHARES US LARG | ISHARES US LARG | $898K | 0.3% |
| Vanguard World FDCONSUM DIS ETF | CONSUM DIS ETF | $872K | 0.3% |
iShares TRCORE UNIVRSL USD$30M
- Class
- CORE UNIVRSL USD
- Share
- 9.4%
Vanguard Index FdsS&P 500 ETF SHS$19.1M
- Class
- S&P 500 ETF SHS
- Share
- 6.0%
Vanguard Index FdsTOTAL STK MKT$17.9M
- Class
- TOTAL STK MKT
- Share
- 5.6%
Schwab Strategic TRUS LCAP GR ETF$17.5M
- Class
- US LCAP GR ETF
- Share
- 5.5%
Microsoft Corp.COM$16.9M
- Class
- COM
- Share
- 5.3%
Blackrock ETF TrustISHARES US EQUIT$16M
- Class
- ISHARES US EQUIT
- Share
- 5.0%
iShares TRCORE MSCI TOTAL$12.6M
- Class
- CORE MSCI TOTAL
- Share
- 4.0%
Blackrock ETF TrustISHA IN CTRY ETF$11.9M
- Class
- ISHA IN CTRY ETF
- Share
- 3.7%
iShares TRNATIONAL MUN ETF$9.91M
- Class
- NATIONAL MUN ETF
- Share
- 3.1%
Blackrock ETF TrustISHA LA VALU ETF$8.85M
- Class
- ISHA LA VALU ETF
- Share
- 2.8%
iShares TRMSCI USA QLT FCT$8.62M
- Class
- MSCI USA QLT FCT
- Share
- 2.7%
Capital Grp Fixed Incm ETF TUS MULTI-SECTOR$8.56M
- Class
- US MULTI-SECTOR
- Share
- 2.7%
Schwab Strategic TRUS DIVIDEND EQ$8.32M
- Class
- US DIVIDEND EQ
- Share
- 2.6%
J P Morgan Exchange Traded FMUNICIPAL ETF$8.01M
- Class
- MUNICIPAL ETF
- Share
- 2.5%
Blackrock ETF TrustISHA I IN TE ETF$6.49M
- Class
- ISHA I IN TE ETF
- Share
- 2.0%
Blackrock ETF Trust IIISHAR INTER ETF$5.65M
- Class
- ISHAR INTER ETF
- Share
- 1.8%
Vanguard Scottsdale FdsLONG TERM TREAS$4.61M
- Class
- LONG TERM TREAS
- Share
- 1.4%
Invesco Exch Traded FD TR IINATL AMT MUNI$4.43M
- Class
- NATL AMT MUNI
- Share
- 1.4%
Blackrock ETF TrustISHA US THEM ETF$4.26M
- Class
- ISHA US THEM ETF
- Share
- 1.3%
Vanguard Charlotte FdsTOTAL INT BD ETF$4.14M
- Class
- TOTAL INT BD ETF
- Share
- 1.3%
Blackrock ETF TrustISHA SYST AL ETF$4.02M
- Class
- ISHA SYST AL ETF
- Share
- 1.3%
J P Morgan Exchange Traded FUS MOMENTUM$3.98M
- Class
- US MOMENTUM
- Share
- 1.2%
iShares Inc.CORE MSCI EMKT$3.83M
- Class
- CORE MSCI EMKT
- Share
- 1.2%
Global X FdsDEFENSE TECH ETF$3.77M
- Class
- DEFENSE TECH ETF
- Share
- 1.2%
Apple Inc.COM$3.73M
- Class
- COM
- Share
- 1.2%
Capital Grp Fixed Incm ETF TMUN INM ETF$3.65M
- Class
- MUN INM ETF
- Share
- 1.1%
Schwab Strategic TRUS BRD MKT ETF$3.27M
- Class
- US BRD MKT ETF
- Share
- 1.0%
Berkshire Hathaway Inc. DelCL B NEW$2.93M
- Class
- CL B NEW
- Share
- 0.9%
Blackrock ETF TrustISHA LA CORE ETF$2.78M
- Class
- ISHA LA CORE ETF
- Share
- 0.9%
iShares Gold TRISHARES NEW$2.69M
- Class
- ISHARES NEW
- Share
- 0.8%
iShares TRESG MSCI USA ETF$2.51M
- Class
- ESG MSCI USA ETF
- Share
- 0.8%
Deere & COCOM$2.2M
- Class
- COM
- Share
- 0.7%
Vanguard World FDESG US STK ETF$2.03M
- Class
- ESG US STK ETF
- Share
- 0.6%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$1.86M
- Class
- HEDG EQU LAD ETF
- Share
- 0.6%
Blackrock ETF TrustISHA US AWAR ETF$1.69M
- Class
- ISHA US AWAR ETF
- Share
- 0.5%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$1.5M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.5%
Quaker Invt TRAFFORDABLE HOUS$1.49M
- Class
- AFFORDABLE HOUS
- Share
- 0.5%
iShares TRESG AWRE USD ETF$1.45M
- Class
- ESG AWRE USD ETF
- Share
- 0.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$1.25M
- Class
- VAN FTSE DEV MKT
- Share
- 0.4%
Bank OF Amer Corp.COM$1.2M
- Class
- COM
- Share
- 0.4%
Costco Wholesale CorporationCOM$1.19M
- Class
- COM
- Share
- 0.4%
iShares TRCORE DIV GRWTH$1.16M
- Class
- CORE DIV GRWTH
- Share
- 0.4%
iShares TRS&P 100 ETF$1.13M
- Class
- S&P 100 ETF
- Share
- 0.4%
Vanguard World FDESG INTL STK ETF$1.13M
- Class
- ESG INTL STK ETF
- Share
- 0.4%
Vanguard Intl Equity Index FALLWRLD EX US$1.12M
- Class
- ALLWRLD EX US
- Share
- 0.4%
Nvidia CorporationCOM$1.07M
- Class
- COM
- Share
- 0.3%
iShares TRCORE S&P500 ETF$1.02M
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Pimco ETF TRSHTRM MUN BD ACT$911K
- Class
- SHTRM MUN BD ACT
- Share
- 0.3%
Blackrock ETF TrustISHARES US LARG$898K
- Class
- ISHARES US LARG
- Share
- 0.3%
Vanguard World FDCONSUM DIS ETF$872K
- Class
- CONSUM DIS ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 123 positions by value, with holdings of the same security combined. The 123 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1843832
- File number
- 028-24024
- Options
- 0 call, 0 put
- In the 25 largest
- 76.2%
- Prior quarter
- $287M at 31 March 2026
- Positions opened
- 12
- Positions closed
- 9
Common questions
What are Skyline Advisors’ 13F holdings worth?
$319 million across 123 positions for the quarter ended 30 June 2026.
What is Skyline Advisors’ largest 13F holding?
ISHARES TR (CORE UNIVRSL USD) was the largest position at $30 million, or 9.4% of reported 13F value, as of 30 June 2026.
How concentrated is Skyline Advisors’ 13F portfolio?
The ten largest positions accounted for 50.4% of reported value and the twenty-five largest for 76.2%, across 123 positions as of 30 June 2026.
Does Form 13F show everything Skyline Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Skyline Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.