Skyline Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Skyline Advisors, Inc. disclosed 112 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
- 112
- Portfolio Value
- $318.68M
Holdings by Sector
Skyline Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IUSB | Other | 9.42% | 650,653 | +92,194 | +16.51% | $30,027,648 |
| VANGUARD INDEX FDS | VOO | Other | 5.99% | 27,812 | +15,838 | +132.27% | $19,101,349 |
| VANGUARD INDEX FDS | VTI | Other | 5.60% | 48,253 | -17,552 | -26.67% | $17,855,562 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.49% | 516,796 | -7,341 | -1.40% | $17,488,363 |
| MICROSOFT CORP | MSFT | Technology | 5.29% | 45,224 | -314 | -0.69% | $16,869,642 |
| BLACKROCK ETF TRUST | DYNF | Other | 5.01% | 234,552 | +130,632 | +125.70% | $15,951,895 |
| ISHARES TR | IXUS | Other | 3.95% | 131,900 | -74,763 | -36.18% | $12,588,562 |
| ISHARES TR | MUB | Other | 3.11% | 92,092 | -17,136 | -15.69% | $9,910,888 |
| ISHARES TR | QUAL | Other | 2.71% | 39,301 | -38,505 | -49.49% | $8,623,842 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 2.69% | 313,360 | -29,953 | -8.72% | $8,564,130 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.61% | 262,410 | -118,875 | -31.18% | $8,321,010 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 2.51% | 158,074 | +2,306 | +1.48% | $8,007,257 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.45% | 83,617 | +19,292 | +29.99% | $4,614,001 |
| INVESCO EXCH TRADED FD TR II | PZA | Other | 1.39% | 188,506 | +154,463 | +453.73% | $4,433,664 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.30% | 85,505 | +14,622 | +20.63% | $4,141,014 |
| J P MORGAN EXCHANGE TRADED F | JMOM | Other | 1.25% | 46,516 | +3,098 | +7.14% | $3,975,298 |
| ISHARES INC | IEMG | Other | 1.20% | 46,219 | -5,847 | -11.23% | $3,828,821 |
| GLOBAL X FDS | SHLD | Other | 1.18% | 63,061 | +29,431 | +87.51% | $3,765,378 |
| APPLE INC | AAPL | Technology | 1.17% | 12,886 | -175 | -1.34% | $3,728,796 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 1.15% | 132,850 | -31,497 | -19.16% | $3,649,392 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.03% | 112,885 | -1 | -0.00% | $3,269,164 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.92% | 5,862 | -903 | -13.35% | $2,933,286 |
| ISHARES GOLD TR | IAU | Other | 0.84% | 35,574 | +17,160 | +93.19% | $2,686,193 |
| ISHARES TR | USXF | Other | 0.79% | 36,174 | -1,420 | -3.78% | $2,512,250 |
| DEERE & CO | DE | Industrials | 0.69% | 3,465 | -90 | -2.53% | $2,197,953 |
| VANGUARD WORLD FD | ESGV | Other | 0.64% | 15,342 | -1,076 | -6.55% | $2,028,767 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.59% | 27,596 | -65,892 | -70.48% | $1,864,935 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.53% | 21,141 | +3,181 | +17.71% | $1,694,699 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.47% | 29,491 | -12,415 | -29.63% | $1,504,017 |
| ISHARES TR | SUSC | Other | 0.46% | 62,842 | +4,718 | +8.12% | $1,454,877 |
Showing 30 of 112 holdings in the latest reporting period.