Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- Latest filing
- Jul 20, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 104
- +8 vs. Q3 2025
- Portfolio value
- $299.6M
- +$9.30M (+3.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 103,813 | $34.8M | 11.6% | +1,206+1.2% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 368,545 | $31.2M | 10.4% | +5,903+1.6% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 499,698 | $23.3M | 7.8% | +25,146+5.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 45,900 | $22.2M | 7.4% | −937−2.0% | Reduced | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 109,374 | $21.7M | 7.3% | +1,529+1.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 573,059 | $18.7M | 6.2% | −6,742−1.2% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 655,927 | $18.0M | 6.0% | +4,368+0.7% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 526,892 | $14.6M | 4.9% | +26,992+5.4% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 183,403 | $12.2M | 4.1% | −4,927−2.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,348 | $12.0M | 4.0% | +3,022+2.8% | Added | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 140,862 | $7.11M | 2.4% | +8,737+6.6% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 110,790 | $5.60M | 1.9% | +6,024+5.7% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,388 | $4.72M | 1.6% | +26+0.3% | Added | History |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 171,962 | $4.71M | 1.6% | +5,963+3.6% | Added | – |
| AAPLApple Inc. | Stock | 13,613 | $3.70M | 1.2% | −2,233−14.1% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 128,889 | $3.41M | 1.1% | +4,059+3.3% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 116,118 | $3.05M | 1.0% | +580.0% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 44,369 | $2.48M | 0.8% | +3,893+9.6% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,474 | $2.42M | 0.8% | +568+1.2% | Added | – |
| BlackRock ETF Trust II092528207 | ISHAR INTER ETF | 94,614 | $2.27M | 0.8% | +94,614 | New | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 34,920 | $2.01M | 0.7% | −834−2.3% | Reduced | – |
| Vanguard World FD921910733 | ESG US STK ETF | 16,510 | $2.00M | 0.7% | −129−0.8% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,781 | $1.88M | 0.6% | −295−1.5% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 36,521 | $1.76M | 0.6% | +820+2.3% | Added | – |
| DEDeere & Co | Stock | 3,755 | $1.75M | 0.6% | −144−3.7% | Reduced | History |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 19,487 | $1.64M | 0.5% | −234−1.2% | Reduced | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 33,473 | $1.47M | 0.5% | +2,181+7.0% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 35,156 | $1.37M | 0.5% | −820−2.3% | Reduced | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 22,790 | $1.18M | 0.4% | +2,511+12.4% | Added | – |
| BACBank of America Corp | Stock | 21,339 | $1.17M | 0.4% | −233−1.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,342 | $1.16M | 0.4% | +2+0.1% | Added | History |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 22,090 | $1.11M | 0.4% | −1,305−5.6% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 15,530 | $1.11M | 0.4% | −1,416−8.4% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 18,243 | $1.11M | 0.4% | +18,243 | New | – |
| NVDANVIDIA Corp | Stock | 5,701 | $1.06M | 0.4% | +1,211+27.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,495 | $1.02M | 0.3% | −59−3.8% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,412 | $986.6K | 0.3% | +40.0% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,064 | $919.5K | 0.3% | +1,351+9.2% | Added | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,319 | $913.6K | 0.3% | +4+0.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,267 | $891.3K | 0.3% | +1,848+14.9% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,106 | $792.7K | 0.3% | −431−5.0% | Reduced | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 13,399 | $778.7K | 0.3% | +869+6.9% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 10,181 | $765.2K | 0.3% | −1,081−9.6% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 4,687 | $751.8K | 0.3% | +31+0.7% | Added | History |
| Impact Shs Tr I74741A106 | AFFORDABLE HOUS | 38,826 | $677.9K | 0.2% | +4,000+11.5% | Added | – |
| SBUXStarbucks Corp | Stock | 8,011 | $674.6K | 0.2% | −78−1.0% | Reduced | History |
| SOSouthern Co | Stock | 7,507 | $654.6K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,094 | $650.9K | 0.2% | +14+0.5% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 1,989 | $619.1K | 0.2% | +666+50.3% | Added | – |
| EMREmerson Electric Co | Stock | 4,560 | $605.2K | 0.2% | −440−8.8% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,018 | $566.7K | 0.2% | +18+0.4% | Added | – |
| SIGISelective Insurance Group Inc | COM | 6,575 | $550.1K | 0.2% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 2,411 | $523.5K | 0.2% | −200−7.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 9,055 | $522.1K | 0.2% | −400−4.2% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,807 | $521.3K | 0.2% | −4−0.1% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,083 | $512.5K | 0.2% | +1+0.1% | Added | – |
| ADBEAdobe Inc. | Stock | 1,363 | $477.0K | 0.2% | −429−23.9% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,002 | $469.7K | 0.2% | −16−1.6% | Reduced | History |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 8,995 | $453.2K | 0.2% | +85+1.0% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 2,122 | $430.9K | 0.1% | +39+1.9% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,473 | $421.2K | 0.1% | +61+1.4% | Added | – |
| Tidal Trust I88634W108 | DANA UNCO EQ ETF | 17,034 | $419.2K | 0.1% | +17,034 | New | – |
| JNJJohnson & Johnson | Stock | 1,966 | $406.8K | 0.1% | −92−4.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,373 | $406.6K | 0.1% | −36−2.6% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,911 | $404.6K | 0.1% | +28+1.5% | Added | – |
| PGProcter & Gamble Co | Stock | 2,816 | $403.5K | 0.1% | −84−2.9% | Reduced | History |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 8,287 | $403.4K | 0.1% | +8,287 | New | – |
| AMZNAmazon Com Inc | Stock | 1,712 | $395.2K | 0.1% | −254−12.9% | Reduced | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 7,531 | $386.1K | 0.1% | −884−10.5% | Reduced | – |
| SGOLabrdn Gold ETF Trust | ETF | 9,000 | $369.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,038 | $369.2K | 0.1% | +12+0.6% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 484 | $365.1K | 0.1% | −13−2.6% | Reduced | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,739 | $358.8K | 0.1% | +605+19.3% | Added | – |
| NEENextera Energy Inc | Stock | 4,280 | $343.6K | 0.1% | +11+0.3% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 4,407 | $339.5K | 0.1% | −20−0.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,029 | $331.5K | 0.1% | −57−5.2% | Reduced | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 6,574 | $330.8K | 0.1% | +13+0.2% | Added | – |
| Vanguard World FD921910691 | ESG US CORP BD | 5,032 | $320.2K | 0.1% | +1,502+42.5% | Added | – |
| BlackRock ETF Trust09290C871 | ETF | 8,368 | $312.3K | 0.1% | +8,368 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 444 | $303.0K | 0.1% | +25+6.0% | Added | History |
| Capital Group Core Balanced14021D107 | SHS | 7,626 | $269.4K | 0.1% | +136+1.8% | Added | – |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,935 | $266.2K | 0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 6,373 | $266.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,267 | $260.5K | 0.1% | −6,303−54.5% | Reduced | – |
| WFCWells Fargo & Company | Stock | 2,774 | $258.5K | 0.1% | +32+1.2% | Added | History |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,071 | $257.2K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,333 | $245.8K | 0.1% | −23−0.4% | Reduced | – |
| LOWLowes Companies Inc | Stock | 1,013 | $244.4K | 0.1% | +3+0.3% | Added | History |
| WMTWalmart Inc. | Stock | 2,174 | $242.3K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,656 | $237.6K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 2,243 | $236.1K | 0.1% | +2,243 | New | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 2,821 | $235.9K | 0.1% | +26+0.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 384 | $235.8K | 0.1% | +1+0.3% | Added | – |
| NFLXNetflix Inc | Stock | 2,452 | $229.9K | 0.1% | −1,168−32.3% | ReducedConverted for a 10-for-1 split | History |
| HDHome Depot, Inc. | Stock | 658 | $226.4K | 0.1% | −10−1.5% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $224.3K | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 384 | $219.2K | 0.1% | −4−1.0% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,026 | $214.2K | 0.1% | −13−1.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 668 | $209.7K | 0.1% | +668 | New | History |
| SPGSimon Property Group Inc. | REIT | 1,126 | $208.4K | 0.1% | +13+1.2% | Added | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr464288117 | INTL TREA BD ETF | 9,750 | $415.4K | 0.1% | – |