Investor
Skyline Advisors, Inc.
CIK 0001843832 · filed 2026-04-20 · SEC filing
13F book
$286.6M
Positions
120
25 new · 9 sold
Largest name
9.0%
Ishares Tr
Est. mark
−$8.22M
Price effect on 95 names still held. Flow −$4.72M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 558.5K | $25.8M | 9.0% | −$174.9K | Added$2.54M |
| Vanguard Index Fds | — | 65.8K | $21.1M | 7.4% | −$951.3K | Cut−$13.7M |
| Ishares Tr | — | 206.7K | $17.9M | 6.2% | $413.3K | Cut−$13.3M |
| Microsoft Corp | MSFT | 45.5K | $16.9M | 5.9% | −$5.17M | Cut−$5.34M |
| Schwab Strategic Tr | — | 524.1K | $15.3M | 5.3% | −$1.83M | Cut−$3.43M |
| Ishares Tr | — | 77.8K | $14.9M | 5.2% | −$529.8K | Cut−$6.8M |
| Schwab Strategic Tr | — | 381.3K | $11.7M | 4.1% | $1.24M | Cut−$6.29M |
| Ishares Tr | — | 109.2K | $11.6M | 4.0% | −$104.9K | Cut−$439.1K |
| Capital Grp Fixed Incm Etf T | — | 343.3K | $9.35M | 3.3% | −$133.9K | Cut−$5.2M |
| J P Morgan Exchange Traded F | — | 155.8K | $7.79M | 2.7% | −$71.8K | Added$673.3K |
| Vanguard Index Fds | — | 12K | $7.15M | 2.5% | — | New |
| Blackrock Etf Trust | — | 209K | $6.72M | 2.3% | — | New |
| Blackrock Etf Trust | — | 183.7K | $6.63M | 2.3% | — | New |
| Blackrock Etf Trust | — | 103.9K | $6.05M | 2.1% | −$48K | Added$4.94M |
| J P Morgan Exchange Traded F | — | 93.5K | $5.97M | 2.1% | −$235.6K | Cut−$6.21M |
| Blackrock Etf Trust | — | 130.9K | $4.74M | 1.7% | −$12.4K | Added$4.54M |
| Capital Grp Fixed Incm Etf T | — | 164.3K | $4.46M | 1.6% | −$37.8K | Cut−$246.3K |
| Ishares Inc | — | 52.1K | $3.63M | 1.3% | — | New |
| Vanguard Scottsdale Fds | — | 64.3K | $3.56M | 1.2% | −$19.7K | Added$1.08M |
| Vanguard Charlotte Fds | — | 70.9K | $3.41M | 1.2% | −$9.84K | Added$1.64M |
| Apple Inc. | AAPL | 13.1K | $3.31M | 1.2% | −$235.9K | Cut−$386K |
| Berkshire Hathaway Inc Del | — | 6.76K | $3.24M | 1.1% | −$158.6K | Cut−$1.48M |
| Blackrock Etf Trust | — | 95.7K | $3.15M | 1.1% | — | New |
| Blackrock Etf Trust Ii | — | 123.9K | $2.96M | 1.0% | −$12.3K | Added$688.5K |
| J P Morgan Exchange Traded F | — | 43.4K | $2.95M | 1.0% | — | New |
| Schwab Strategic Tr | — | 112.9K | $2.83M | 1.0% | −$127.6K | Cut−$212.3K |
| Ishares Tr | — | 35K | $2.6M | 0.9% | — | New |
| Global X Fds | — | 33.6K | $2.38M | 0.8% | — | New |
| J P Morgan Exchange Traded F | — | 41.9K | $2.14M | 0.7% | $1.71K | Cut−$281.9K |
| Ishares Tr | — | 37.6K | $2.08M | 0.7% | −$83.1K | Added$64.5K |
| J P Morgan Exchange Traded F | — | 40.5K | $2.05M | 0.7% | $830 | Cut−$3.55M |
| Deere & Co | DE | 3.56K | $2M | 0.7% | $347.5K | Cut$254.4K |
| Vanguard World Fd | — | 16.4K | $1.84M | 0.6% | −$142.7K | Cut−$153.8K |
| Schwab Us Tips Etf | — | 68.5K | $1.82M | 0.6% | $8.23K | Cut−$1.59M |
| Ishares Gold Tr | — | 18.4K | $1.62M | 0.6% | — | New |
| Ishares Tr | — | 15.8K | $1.57M | 0.5% | −$9.7K | Cut−$303K |
| Ishares Tr | — | 58.1K | $1.34M | 0.5% | — | New |
| Costco Whsl Corp New | — | 1.27K | $1.26M | 0.4% | $170.2K | Cut$106.4K |
| Blackrock Etf Trust | — | 18K | $1.26M | 0.4% | — | New |
| Vanguard World Fd | — | 15.3K | $1.1M | 0.4% | $1.67K | Cut−$16.6K |
| Tidal Trust Iii | — | 61.9K | $1.07M | 0.4% | −$4.65K | Added$395.9K |
| Bank America Corp | — | 21K | $1.02M | 0.4% | −$131.2K | Cut−$150.3K |
| Vanguard Intl Equity Index F | — | 13.4K | $1.01M | 0.4% | $20.6K | Added$20.7K |
| Vanguard Tax-Managed Fds | — | 15.6K | $997.8K | 0.3% | $23K | Added$106.6K |
| Nvidia Corp | NVDA | 5.72K | $997.7K | 0.3% | −$69K | Added−$65.5K |
| Ishares Tr | — | 1.49K | $975.9K | 0.3% | −$47.2K | Cut−$47.9K |
| Ishares Tr | — | 13.6K | $952.8K | 0.3% | — | New |
| Pimco Etf Tr | — | 18.1K | $914.4K | 0.3% | $357 | Cut−$199.6K |
| Dimensional Etf Trust | — | 16.9K | $871.9K | 0.3% | −$964 | Cut−$308.6K |
| Vanguard World Fd | — | 2.32K | $834.3K | 0.3% | −$81.1K | Added−$79.4K |
| Ishares Tr | — | 18.2K | $791.5K | 0.3% | −$7.46K | Cut−$678.3K |
| Wisdomtree Tr | — | 19.6K | $785.1K | 0.3% | $21.1K | Cut−$586.7K |
| Schwab Strategic Tr | — | 16K | $784.9K | 0.3% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 34K | $782.3K | 0.3% | — | New |
| Philip Morris Intl Inc | — | 4.66K | $770.5K | 0.3% | $23K | Cut$18.7K |
| Ishares Tr | — | 9.89K | $746.4K | 0.3% | $2.88K | Cut−$18.8K |
| Southern Co | — | 7.51K | $724.6K | 0.3% | $70K | Held |
| Starbucks Corp | SBUX | 8.01K | $717.9K | 0.3% | $43K | Added$43.3K |
| Ishares Tr | — | 3.11K | $663.7K | 0.2% | $10.3K | Added$12.8K |
| Ishares Tr | — | 7.09K | $631.2K | 0.2% | — | New |
| J P Morgan Exchange Traded F | — | 10.9K | $619.4K | 0.2% | −$6.11K | Cut−$300.1K |
| Altria Group, Inc. | MO | 9.05K | $597.5K | 0.2% | $75.4K | Held |
| Emerson Elec Co | — | 4.56K | $597.5K | 0.2% | −$7.75K | Held |
| Ishares Tr | — | 4.03K | $587.3K | 0.2% | $18.9K | Added$20.6K |
| Ishares Tr | — | 1.79K | $568.1K | 0.2% | $12.2K | Cut−$51K |
| Ishares Aaa Clo Active | — | 10.6K | $547.9K | 0.2% | — | New |
| Blackrock Etf Trust Ii | — | 10.2K | $531.3K | 0.2% | — | New |
| Blackrock Etf Trust | — | 16.8K | $518K | 0.2% | — | New |
| Ea Series Trust | — | 9.18K | $501.7K | 0.2% | $25.5K | Added$115.6K |
| Selective Ins Group Inc | — | 6.58K | $495.7K | 0.2% | −$54.4K | Held |
| Ishares Tr | — | 3.81K | $488K | 0.2% | −$33.6K | Added−$33.4K |
| Johnson & Johnson | JNJ | 1.97K | $480.6K | 0.2% | $73.8K | Held |
| Boeing Co | — | 2.41K | $479.9K | 0.2% | −$43.6K | Held |
| Ishares Tr | — | 1.08K | $462.2K | 0.2% | −$50.8K | Added−$50.4K |
| Blackrock Etf Trust Ii | — | 9.57K | $459.1K | 0.2% | −$5.8K | Added$55.7K |
| J P Morgan Exchange Traded F | — | 9.07K | $451.5K | 0.2% | −$5.63K | Added−$1.7K |
| Ishares Tr | — | 4.66K | $431.7K | 0.2% | −$6.35K | Added$10.5K |
| Morgan Stanley Etf Trust | — | 5.24K | $419.9K | 0.1% | −$21.9K | Cut−$1.22M |
| Vanguard Index Fds | — | 1.91K | $415.1K | 0.1% | $10.4K | Held |
| Ishares Tr | — | 3.03K | $411.5K | 0.1% | — | New |
| Procter And Gamble Co | PG | 2.82K | $407.4K | 0.1% | $3.19K | Added$3.91K |
| Etfs Gold Tr | — | 9K | $401.6K | 0.1% | $31.9K | Held |
| Nextera Energy Inc | — | 4.27K | $396.6K | 0.1% | $53.8K | Cut$53K |
| T-Mobile Us Inc | — | 1.87K | $393.6K | 0.1% | $13.1K | Cut−$37.3K |
| Crowdstrike Hldgs Inc | — | 1K | $391.2K | 0.1% | −$78.5K | Held |
| Ishares Tr | — | 2.04K | $387.4K | 0.1% | $17.2K | Added$18.2K |
| Nushares Etf Tr | — | 4.05K | $368.5K | 0.1% | −$27.7K | Cut−$424.2K |
| Amazon Com Inc | AMZN | 1.74K | $362.8K | 0.1% | −$38.6K | Added−$32.4K |
| Cisco Sys Inc | — | 4.43K | $343.7K | 0.1% | $2.48K | Added$4.19K |
| International Business Machs | — | 1.37K | $332.8K | 0.1% | −$73.8K | Held |
| Ishares U S Etf Tr | — | 6.58K | $331.2K | 0.1% | $124 | Added$426 |
| Ishares Tr | — | 9.94K | $316.4K | 0.1% | — | New |
| Ishares Tr | — | 3.05K | $315.4K | 0.1% | — | New |
| Jpmorgan Chase & Co. | — | 1.03K | $302.8K | 0.1% | −$28.7K | Held |
| Vanguard World Fd | — | 432 | $301.8K | 0.1% | −$24.1K | Cut−$63.3K |
| Nisource Inc. | NI | 6.37K | $297.4K | 0.1% | $31.2K | Held |
| Ishares Aaa A Rated Cor | — | 6.24K | $296.8K | 0.1% | — | New |
| Spdr S&P 500 Etf Tr | — | 445 | $289.6K | 0.1% | −$14.1K | Added−$13.5K |
| Walmart Inc. | WMT | 2.18K | $270.8K | 0.1% | $27.9K | Added$28.5K |
| Merck & Co., Inc. | MRK | 2.24K | $269.3K | 0.1% | $33.6K | Cut$33.1K |
| Coca-Cola Europacific Partne | — | 2.94K | $266.1K | 0.1% | −$89 | Held |
| Vaneck Etf Trust | — | 10.5K | $264.4K | 0.1% | — | New |
| Vanguard Malvern Fds | — | 5.25K | $262.5K | 0.1% | $2.6K | Cut$2.01K |
| Pepsico Inc | PEP | 1.66K | $257.2K | 0.1% | $19.5K | Added$19.6K |
| First Tr Exchange-Traded Fd | — | 5.35K | $251.6K | 0.1% | $5.03K | Added$5.83K |
| J P Morgan Exchange Traded F | — | 4.07K | $249.6K | 0.1% | −$7.57K | Held |
| Lowes Cos Inc | — | 1.02K | $240.1K | 0.1% | −$4.99K | Added−$4.28K |
| Netflix Inc | NFLX | 2.45K | $235.8K | 0.1% | $5.86K | Held |
| Vanguard Intl Equity Index F | — | 2.83K | $233.7K | 0.1% | −$3.38K | Added−$2.22K |
| Schwab Strategic Tr | — | 10.7K | $230.7K | 0.1% | $6.44K | Held |
| Adobe Inc. | ADBE | 931 | $226.3K | 0.1% | −$99.5K | Cut−$250.7K |
| Invesco Qqq Tr | — | 384 | $221.8K | 0.1% | −$14K | Held |
| Wells Fargo Co New | — | 2.74K | $218.3K | 0.1% | −$37.3K | Cut−$40.2K |
| Pnc Finl Svcs Group Inc | — | 1.03K | $213.5K | 0.1% | −$657 | Held |
| Simon Ppty Group Inc New | — | 1.14K | $212.5K | 0.1% | $1.68K | Added$4.11K |
| Pimco Etf Tr | — | 2.21K | $211.3K | 0.1% | −$267 | Cut−$147.5K |
| Franklin Templeton Holdings | — | 3.38K | $209.9K | 0.1% | — | New |
| Kla Corp | KLAC | 138 | $203.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 3.73K | $201.4K | 0.1% | $1.08K | Held |
| Nokia Corp | — | 23.8K | $191.7K | 0.1% | $37.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.