Skyline Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Skyline Advisors, Inc. 13F Holdings
CIK 0001843832 · BELLINGHAM, WA
As of Sep 30, 2025, Skyline Advisors, Inc. reported
96 positions worth $290.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 102,607 | $33.7M | 11.60% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 362,642 | $29.9M | 10.32% |
| MICROSOFT CORP | MSFT | Technology | 46,837 | $24.3M | 8.36% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 474,552 | $22.2M | 7.64% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 107,845 | $21.0M | 7.23% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 579,801 |
|
8.5M6.37% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 651,559 |
7.8M | 6.13% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 499,900 |
3.9M | 4.78% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 188,330 |
2.2M | 4.22% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 109,326 |
1.6M | 4.01% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 132,125 | $6.7M | 2.30% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 104,766 | $5.3M | 1.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,362 | $4.7M | 1.62% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 165,999 | $4.5M | 1.56% |
| APPLE INC | AAPL | Technology | 15,846 | $4.0M | 1.39% |
| SCHWAB US TIPS ETF | SCHP | — | 124,830 | $3.4M | 1.16% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 116,060 | $3.0M | 1.03% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 46,906 | $2.4M | 0.82% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 40,476 | $2.3M | 0.79% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 35,754 | $2.0M | 0.71% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 16,639 | $2.0M | 0.68% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 19,076 |
.9M | 0.66% |
| DEERE & CO | DE | Industrials | 3,899 |
.8M | 0.61% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 35,701 |
.8M | 0.61% |
| CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF | CVLC | — | 19,721 |
.6M | 0.56% |