Skyline Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Skyline Advisors, Inc. held in its portfolio 104 assets valued at $299,573,938 (i.e. $299.57M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($34.81M), ISHARES TR ($31.19M), and ISHARES TR ($23.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 104 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Skyline Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 103813 | 34805314 | TOTAL STK MKT |
| ISHARES TR | 368545 | 31193650 | CORE MSCI TOTAL |
| ISHARES TR | 499698 | 23255943 | CORE UNIVRSL USD |
| MICROSOFT CORP | 45900 | 22197975 | COM |
| ISHARES TR | 109374 | 21723800 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 573059 | 18693173 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 655927 | 17992090 | US DIVIDEND EQ |
| CAPITAL GRP FIXED INCM ETF T | 526892 | 14552765 | US MULTI-SECTOR |
| J P MORGAN EXCHANGE TRADED F | 183403 | 12183472 | HEDGED EQUITY LA |
| ISHARES TR | 112348 | 12033648 | NATIONAL MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 140862 | 7113523 | MUNICIPAL ETF |
| J P MORGAN EXCHANGE TRADED F | 110790 | 5604877 | ULTRA SHRT ETF |
| BERKSHIRE HATHAWAY INC DEL | 9388 | 4719104 | CL B NEW |
| CAPITAL GRP FIXED INCM ETF T | 171962 | 4708331 | MUNICIPAL INCOME |
| APPLE INC | 13613 | 3700891 | COM |
| SCHWAB STRATEGIC TR | 128889 | 3414264 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 116118 | 3045776 | US BRD MKT ETF |
| VANGUARD SCOTTSDALE FDS | 44369 | 2475782 | LONG TERM TREAS |
| J P MORGAN EXCHANGE TRADED F | 47474 | 2418309 | ULTRA SHT MUNCPL |
| BLACKROCK ETF TRUST II | 94614 | 2274524 | ISHARES INTERMED |
| ISHARES TR | 34920 | 2010693 | ESG MSCI USA ETF |
| VANGUARD WORLD FD | 16510 | 1997037 | ESG US STK ETF |
| ISHARES TR | 18781 | 1875880 | CORE US AGGBD ET |
| VANGUARD CHARLOTTE FDS | 36521 | 1764677 | TOTAL INT BD ETF |
| DEERE & CO | 3755 | 1748399 | COM |
| MORGAN STANLEY ETF TRUST | 19487 | 1641549 | CALVERT US LARCP |
| ISHARES TR | 33473 | 1469795 | ESG ADVANCED UNI |
| WISDOMTREE TR | 35156 | 1371799 | EM EX ST-OWNED |
| DIMENSIONAL ETF TRUST | 22790 | 1180522 | GLOBAL SUSTAINA |
| BANK AMERICA CORP | 21339 | 1173629 | COM |
| COSTCO WHSL CORP NEW | 1342 | 1156976 | COM |
| PIMCO ETF TR | 22090 | 1113985 | SHTRM MUN BD ACT |
| VANGUARD WORLD FD | 15530 | 1112262 | ESG INTL STK ETF |
| BLACKROCK ETF TRUST | 18243 | 1109349 | ISHARES US EQUIT |
| NVIDIA CORPORATION | 5701 | 1063165 | COM |
| ISHARES TR | 1495 | 1023832 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 13412 | 986620 | ALLWRLD EX US |
| J P MORGAN EXCHANGE TRADED F | 16064 | 919480 | EQUITY PREMIUM |
| VANGUARD WORLD FD | 2319 | 913630 | CONSUM DIS ETF |
| VANGUARD TAX-MANAGED FDS | 14267 | 891258 | VAN FTSE DEV MKT |
| NUSHARES ETF TR | 8106 | 792719 | NUVEEN ESG LRGCP |
| J P MORGAN EXCHANGE TRADED F | 13399 | 778743 | NASDAQ EQT PREM |
| ISHARES TR | 10181 | 765227 | ESG EAFE ETF |
| PHILIP MORRIS INTL INC | 4687 | 751774 | COM |
| TIDAL TRUST III | 38826 | 677894 | AFFORDABLE HOUS |
| STARBUCKS CORP | 8011 | 674635 | COM |
| SOUTHERN CO | 7507 | 654620 | COM |
| ISHARES TR | 3094 | 650890 | RUS 1000 VAL ETF |
| ISHARES TR | 1989 | 619052 | S&P 100 ETF |
| EMERSON ELEC CO | 4560 | 605203 | COM |
| ISHARES TR | 4018 | 566708 | RUS MDCP VAL ETF |
| SELECTIVE INS GROUP INC | 6575 | 550130 | COM |
| BOEING CO | 2411 | 523505 | COM |
| ALTRIA GROUP INC | 9055 | 522113 | COM |
| ISHARES TR | 3807 | 521336 | RUS MD CP GR ETF |
| ISHARES TR | 1083 | 512541 | RUS 1000 GRW ETF |
| ADOBE INC | 1363 | 477036 | COM |
| CROWDSTRIKE HLDGS INC | 1002 | 469698 | CL A |
| J P MORGAN EXCHANGE TRADED F | 8995 | 453151 | SUSTAINABLE MUNI |
| T-MOBILE US INC | 2122 | 430880 | COM |
| ISHARES TR | 4473 | 421158 | MSCI USA MIN VOL |
| TIDAL TRUST I | 17034 | 419207 | DANA UNCONSTRAIN |
| JOHNSON & JOHNSON | 1966 | 406804 | COM |
| INTERNATIONAL BUSINESS MACHS | 1373 | 406624 | COM |
| VANGUARD INDEX FDS | 1911 | 404637 | SM CP VAL ETF |
| PROCTER AND GAMBLE CO | 2816 | 403517 | COM |
| BLACKROCK ETF TRUST II | 8287 | 403399 | ISHARES HIGH YIE |
| AMAZON COM INC | 1712 | 395164 | COM |
| EA SERIES TRUST | 7531 | 386121 | FREEDOM 100 EM |
| ETFS GOLD TR | 9000 | 369720 | PHYSCL GOLD SHS |
| ISHARES TR | 2038 | 369232 | RUS 2000 VAL ETF |
| VANGUARD WORLD FD | 484 | 365067 | INF TECH ETF |
| PIMCO ETF TR | 3739 | 358753 | ENHNCD LW DUR AC |
| NEXTERA ENERGY INC | 4280 | 343622 | COM |
| CISCO SYS INC | 4407 | 339482 | COM |
| JPMORGAN CHASE & CO. | 1029 | 331495 | COM |
| ISHARES U S ETF TR | 6574 | 330801 | SHORT MATURITY M |
| VANGUARD WORLD FD | 5032 | 320205 | ESG US CORP BD |
| BLACKROCK ETF TRUST | 8368 | 312301 | ISHARES LARGE CA |
| SPDR S&P 500 ETF TR | 444 | 303043 | TR UNIT |
| CAPITAL GROUP CORE BALANCED | 7626 | 269442 | SHS |
| COCA-COLA EUROPACIFIC PARTNE | 2935 | 266205 | SHS |
| NISOURCE INC | 6373 | 266152 | COM |
| VANGUARD MALVERN FDS | 5267 | 260482 | STRM INFPROIDX |
| WELLS FARGO CO NEW | 2774 | 258536 | COM |
| J P MORGAN EXCHANGE TRADED F | 4071 | 257175 | US QUALTY FCTR |
| FIRST TR EXCHANGE-TRADED FD | 5333 | 245765 | SHS |
| LOWES COS INC | 1013 | 244401 | COM |
| WALMART INC | 2174 | 242257 | COM |
| PEPSICO INC | 1656 | 237605 | COM |
| MERCK & CO INC | 2243 | 236138 | COM |
| VANGUARD INTL EQUITY INDEX F | 2821 | 235899 | FTSE EUROPE ETF |
| INVESCO QQQ TR | 384 | 235779 | UNIT SER 1 |
| NETFLIX INC | 2452 | 229900 | COM |
| HOME DEPOT INC | 658 | 226386 | COM |
| SCHWAB STRATEGIC TR | 10736 | 224275 | US REIT ETF |
| MASTERCARD INCORPORATED | 384 | 219224 | CL A |
| PNC FINL SVCS GROUP INC | 1026 | 214157 | COM |
| ALPHABET INC | 668 | 209657 | CAP STK CL C |
| SIMON PPTY GROUP INC NEW | 1126 | 208386 | COM |
| MERCADOLIBRE INC | 103 | 207856 | COM |
| BLACKROCK ETF TRUST | 5283 | 203724 | ISHARES US THEMA |
| VANGUARD INTL EQUITY INDEX F | 3727 | 200344 | FTSE EMR MKT ETF |
| NOKIA CORP | 23839 | 154238 | SPONSORED ADR |
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