Skyline Advisors, Inc.

CIK 0001843832 · BELLINGHAM, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Skyline Advisors, Inc. reported 123 positions worth $318.7M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IUSB (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$318.7M
2026 Q2
Positions
123
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.4%
Est. Net Flow (Q)
2026 Q2
10 / 123 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IUSBISHARES TRSH$30.0M9.42%650,653
2VOOVANGUARD INDEX FDSSH$19.1M5.99%27,812
3VTIVANGUARD INDEX FDSSH$17.9M5.60%48,253
4SCHGSCHWAB STRATEGIC TRSH$17.5M5.49%516,796
5MSFTMICROSOFT CORPSH$16.9M5.29%45,224
6DYNFBLACKROCK ETF TRUSTSH$16.0M5.01%234,552
7IXUSISHARES TRSH$12.6M3.95%131,900
8COROBLACKROCK ETF TRUSTSH$11.9M3.73%324,665
9MUBISHARES TRSH$9.9M3.11%92,092
10BLCVBLACKROCK ETF TRUSTSH$8.8M2.78%214,230

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Skyline Advisors, Inc. hold as of Q2 2026?

Skyline Advisors, Inc. reported 123 positions worth $318.7M in its Q2 2026 13F filing. Largest positions: IUSB (9.4%), VOO (6.0%), VTI (5.6%), SCHG (5.5%) and MSFT (5.3%).

What did Skyline Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Skyline Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.