Skyline Advisors, Inc.
CIK: 0001843832SEC EDGAR →
Portfolio Value
$299.6M
Holdings
104
As of
Q4 2025
New Positions
9
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 103,813 | $34.8M | 11.62% |
| 2 | ISHARES TR | 368,545 | $31.2M | 10.41% |
| 3 | ISHARES TR | 499,698 | $23.3M | 7.76% |
| 4 | MICROSOFT CORP | 45,900 | $22.2M | 7.41% |
| 5 | ISHARES TR | 109,374 | $21.7M | 7.25% |
| 6 | SCHWAB STRATEGIC TR | 573,059 | $18.7M | 6.24% |
| 7 | SCHWAB STRATEGIC TR | 655,927 | $18.0M | 6.01% |
| 8 | CAPITAL GRP FIXED INCM ETF T | 526,892 | $14.6M | 4.86% |
| 9 | J P MORGAN EXCHANGE TRADED F | 183,403 | $12.2M | 4.07% |
| 10 | ISHARES TR | 112,348 | $12.0M | 4.02% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $254.2M | 84.9% |
| Technology | 8 | $28.8M | 9.6% |
| Unknown | 5 | $6.3M | 2.1% |
| Industrials | 3 | $2.9M | 1.0% |
| Consumer Defensive | 6 | $2.8M | 0.9% |
| Consumer Cyclical | 4 | $1.5M | 0.5% |
| Utilities | 3 | $1.3M | 0.4% |
| Communication Services | 3 | $868K | 0.3% |
| Healthcare | 2 | $642K | 0.2% |
| Real Estate | 1 | $208K | 0.1% |