Data as of Q4 2025 (Dec 31, 2025)

Skyline Advisors, Inc.

โ€ขCIK: 1843832โ€ขFiling: Q4 2025

**Skyline Advisors, Inc.** manages $300M across a diversified portfolio of 104 positions. The fund exhibits a notable tilt toward broad market exposure and quality growth, evidenced by top holdings including VTI ($34.8M) and IXUS ($31.2M). Significant allocations are also directed toward mega-cap technology leaders like MSFT ($22.2M) and QUAL ($21.7M). This structure suggests a core strategy balancing broad index exposure with targeted, high-conviction growth names.

Total AUM
$299.6M
QoQ Performance
+3.2%
Positions
66
Top 10 Concentration
69.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IXUS
IUSB
MSFT
QUAL
SCHG
SCHD
VTI11.6%
IXUS10.4%
IUSB7.8%
MSFT7.4%
QUAL7.3%
SCHG6.2%
SCHD6.0%
CGMS4.9%

๐Ÿ“ˆ Biggest Buys

INMU
BLACKROCK ETF TRUST II
NEW
0.8% of portfolio
IUSB
ISHARES TR
+5.3%
7.8% of portfolio
DYNF
BLACKROCK ETF TRUST
NEW
0.4% of portfolio
CGMS
CAPITAL GRP FIXED INCM ETF T
+5.4%
4.9% of portfolio
IXUS
ISHARES TR
+1.6%
10.4% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-14.1%
1.2% of portfolio
MSFT
MICROSOFT CORP
-2.0%
7.4% of portfolio
HELO
J P MORGAN EXCHANGE TRADED F
-2.6%
4.1% of portfolio
VTIP
VANGUARD MALVERN FDS
-54.5%
0.1% of portfolio
SCHG
SCHWAB STRATEGIC TR
-1.2%
6.2% of portfolio

Sector Breakdown

Other85.0%
Technology9.5%
Financial2.2%
Consumer1.0%
Industrial0.8%
ETF0.4%
Utilities0.3%
Consumer Staples0.3%

๐Ÿšช Exited Positionssold since Q3 2025

IGOV
ISHARES TR
SOLD
$415.4K

Changes from Q3 2025

NEW9 new positions
โ†‘48 increased
โ†“36 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023