Skyline Advisors, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 20, 2026, Skyline Advisors, Inc. disclosed 123 stock positions valued at approximately $318.68M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.

Report Period
June 30, 2026
No. of Stocks
123
Portfolio Value
$318.68M
Holdings by Sector
Skyline Advisors, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIUSBOther9.42%650,653+92,194+16.51%$30,027,648
VANGUARD INDEX FDSVOOOther5.99%27,812+15,838+132.27%$19,101,349
VANGUARD INDEX FDSVTIOther5.60%48,253-17,552-26.67%$17,855,562
SCHWAB STRATEGIC TRSCHGOther5.49%516,796-7,341-1.40%$17,488,363
MICROSOFT CORPMSFTTechnology5.29%45,224-314-0.69%$16,869,642
BLACKROCK ETF TRUSTDYNFOther5.01%234,552+130,632+125.70%$15,951,895
ISHARES TRIXUSOther3.95%131,900-74,763-36.18%$12,588,562
BLACKROCK ETF TRUSTCOROOther3.73%324,665+115,664+55.34%$11,882,739
ISHARES TRMUBOther3.11%92,092-17,136-15.69%$9,910,888
BLACKROCK ETF TRUSTBLCVOther2.78%214,230+30,576+16.65%$8,849,836
ISHARES TRQUALOther2.71%39,301-38,505-49.49%$8,623,842
CAPITAL GRP FIXED INCM ETF TCGMSOther2.69%313,360-29,953-8.72%$8,564,130
SCHWAB STRATEGIC TRSCHDOther2.61%262,410-118,875-31.18%$8,321,010
J P MORGAN EXCHANGE TRADED FJMUBOther2.51%158,074+2,306+1.48%$8,007,257
BLACKROCK ETF TRUSTBAIOther2.04%123,161+27,467+28.70%$6,493,057
BLACKROCK ETF TRUST IIINMUOther1.77%232,920+108,997+87.96%$5,648,310
VANGUARD SCOTTSDALE FDSVGLTOther1.45%83,617+19,292+29.99%$4,614,001
INVESCO EXCH TRADED FD TR IIPZAOther1.39%188,506+154,463+453.73%$4,433,664
BLACKROCK ETF TRUSTTHROOther1.34%98,862-32,070-24.49%$4,261,931
VANGUARD CHARLOTTE FDSBNDXOther1.30%85,505+14,622+20.63%$4,141,014
BLACKROCK ETF TRUSTIALTOther1.26%143,194+143,194+100.00%$4,016,590
J P MORGAN EXCHANGE TRADED FJMOMOther1.25%46,516+3,098+7.14%$3,975,298
ISHARES INCIEMGOther1.20%46,219-5,847-11.23%$3,828,821
GLOBAL X FDSSHLDOther1.18%63,061+29,431+87.51%$3,765,378
APPLE INCAAPLTechnology1.17%12,886-175-1.34%$3,728,796
CAPITAL GRP FIXED INCM ETF TCGMUOther1.15%132,850-31,497-19.16%$3,649,392
SCHWAB STRATEGIC TRSCHBOther1.03%112,885-1-0.00%$3,269,164
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.92%5,862-903-13.35%$2,933,286
BLACKROCK ETF TRUSTBLCROther0.87%55,240+55,240+100.00%$2,782,428
ISHARES GOLD TRIAUOther0.84%35,574+17,160+93.19%$2,686,193
Showing 30 of 123 holdings in the latest reporting period.