Skyline Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Skyline Advisors, Inc. reported 123 stock positions worth $318.7 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and VG Morningstar TS MKT ETF-US (VTI, 5.6%). Compared with Q1 2026, it opened 12 new positions, sold out of 9, added to 42 and reduced 52. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +132%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- BELLINGHAM, WA
- CIK
- 0001843832
- Portfolio Value
- $318.7M (Q2 2026)
- SEC Filing
- 0001843832-26-000004 ↗ filed Jul 20, 2026
Holdings Value
Holdings 123 stocks · $318.7M
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 9.42% | 650,653 | $30.0M | Add +16.5% |
| VOO Vanguard S&P 500 ETF | 5.99% | 27,812 | $19.1M | Add +132.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.60% | 48,253 | $17.9M | Reduce -26.7% |
| SCHG Schwab US Large-Cap Growth | 5.49% | 516,796 | $17.5M | Reduce -1.4% |
| MSFT Microsoft Corp. | 5.29% | 45,224 | $16.9M | Reduce -0.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.01% | 234,552 | $16.0M | Add +125.7% |
| IXUS iShares Core Intl Stock ETF | 3.95% | 131,900 | $12.6M | Reduce -36.2% |
| CORO Ish Intl CTRY Rot Act ETF | 3.73% | 324,665 | $11.9M | Add +55.3% |
| MUB iShares National Muni Bond E | 3.11% | 92,092 | $9.9M | Reduce -15.7% |
| BLCV iShares Large Cap Val Act | 2.78% | 214,230 | $8.8M | Add +16.6% |
| QUAL iShares MSCI USA Quality Fac | 2.71% | 39,301 | $8.6M | Reduce -49.5% |
| CGMS Cap Group US Multi-Sect Bond | 2.69% | 313,360 | $8.6M | Reduce -8.7% |
| SCHD Schwab US DVD Equity ETF | 2.61% | 262,410 | $8.3M | Reduce -31.2% |
| JMUB JPMorgan Municipal ETF | 2.51% | 158,074 | $8.0M | Add +1.5% |
| BAI Ishrs AI in and Tech Act ETF | 2.04% | 123,161 | $6.5M | Add +28.7% |
| INMU iShares Intermediate Muni Inc. | 1.77% | 232,920 | $5.6M | Add +88.0% |
| VGLT Vanguard Long-Term Treasury | 1.45% | 83,617 | $4.6M | Add +30.0% |
| PZA Invesco National Amt-Free Mu | 1.39% | 188,506 | $4.4M | Add +453.7% |
| THRO iShares U.S. Thematic Rotati | 1.34% | 98,862 | $4.3M | Reduce -24.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.30% | 85,505 | $4.1M | Add +20.6% |
| IALT Ishrs SYS Alt Act ETF | 1.26% | 143,194 | $4.0M | New |
| JMOM JPMorgan US Momentum Factor | 1.25% | 46,516 | $4.0M | Add +7.1% |
| IEMG iShares Core MSCI Emerging | 1.20% | 46,219 | $3.8M | Reduce -11.2% |
| SHLD Global X Defense Tech ETF | 1.18% | 63,061 | $3.8M | Add +87.5% |
| AAPL Apple Inc. | 1.17% | 12,886 | $3.7M | Reduce -1.3% |
| CGMU Cap Group Municipal Income | 1.15% | 132,850 | $3.6M | Reduce -19.2% |
| SCHB Schwab US Broad Market ETF | 1.03% | 112,885 | $3.3M | Reduce 0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 5,862 | $2.9M | Reduce -13.3% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.87% | 55,240 | $2.8M | New |
| IAU iShares Gold Trust | 0.84% | 35,574 | $2.7M | Add +93.2% |
| USXF iShares ESG Advance MSCI USA | 0.79% | 36,174 | $2.5M | Reduce -3.8% |
| DE Deere & Co. | 0.69% | 3,465 | $2.2M | Reduce -2.5% |
| ESGV Vanguard ESG US Stock ETF | 0.64% | 15,342 | $2.0M | Reduce -6.5% |
| HELO JPMorgan Hedged Equity ETF | 0.59% | 27,596 | $1.9M | Reduce -70.5% |
| LCTU iShares U.S. Carbon Transiti | 0.53% | 21,141 | $1.7M | Add +17.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 29,491 | $1.5M | Reduce -29.6% |
| OWNS CCM Affordable Hous MBS ETF | 0.47% | 86,279 | $1.5M | Add +39.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.46% | 62,842 | $1.5M | Add +8.1% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 17,543 | $1.2M | Add +12.7% |
| BAC Bank of America Corp. | 0.38% | 20,993 | $1.2M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.37% | 1,268 | $1.2M | No change |
| DGRO iShares Core Dividend Growth | 0.36% | 15,338 | $1.2M | Add +13.0% |
| OEF iShares S&P 100 ETF | 0.35% | 15,394 | $1.1M | Add +761.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.35% | 13,723 | $1.1M | Reduce -10.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.35% | 13,414 | $1.1M | Add +0.0% |
| NVDA Nvidia Corp. | 0.34% | 5,366 | $1.1M | Reduce -6.2% |
| IVV iShares Core S&P 500 ETF | 0.32% | 1,358 | $1.0M | Reduce -9.1% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.29% | 18,030 | $911K | Reduce -0.5% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.28% | 26,544 | $898K | Add +57.9% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 2,199 | $872K | Reduce -5.4% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.27% | 16,437 | $857K | Reduce -2.5% |
| SYSB iShares Systematic Bond ETF | 0.27% | 9,578 | $850K | Add +35.0% |
| PM Philip Morris International | 0.26% | 4,661 | $843K | Add +0.0% |
| SCHP Schwab U.S. Tips ETF | 0.26% | 31,528 | $835K | Reduce -54.0% |
| SBUX Starbucks Corp. | 0.26% | 8,016 | $819K | Add +0.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.26% | 15,491 | $817K | Reduce -3.4% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.24% | 15,581 | $766K | Reduce -20.4% |
| IWD iShares Russell 1000 Value E | 0.24% | 3,116 | $755K | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.23% | 7,407 | $733K | Reduce -53.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.23% | 8,631 | $730K | Reduce -12.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 5,851 | $728K | New |
| SO The Southern Co. | 0.23% | 7,507 | $719K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.23% | 28,744 | $718K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 939 | $717K | Reduce -6.3% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 14,085 | $712K | Reduce -65.3% |
| VTIP Vanguard Short-Term Tips | 0.21% | 13,589 | $683K | Add +158.6% |
| IWS iShares Russell Mid-Cap Valu | 0.21% | 4,038 | $665K | Add +0.2% |
| MO Altria Group Inc. | 0.20% | 9,055 | $652K | No change |
| SIGI Selective Insurance Group | 0.20% | 6,575 | $638K | No change |
| EMR Emerson Electric Co. | 0.19% | 4,206 | $602K | Reduce -7.8% |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 3,798 | $556K | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.17% | 4,334 | $538K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 9,426 | $532K | Reduce -13.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.16% | 7,175 | $523K | Reduce -21.9% |
| CSCO Cisco Systems Inc. | 0.16% | 4,448 | $522K | Add +0.4% |
| JNJ Johnson & Johnson | 0.16% | 1,969 | $500K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 5,055 | $488K | Add +8.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,911 | $464K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.14% | 8,817 | $461K | Reduce -13.8% |
| AMZN Amazon.com Inc. | 0.14% | 1,842 | $439K | Add +5.7% |
| IWN iShares Russell 2000 Value E | 0.14% | 1,968 | $435K | Reduce -3.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.13% | 4,190 | $428K | Add +37.4% |
| BA The Boeing Co. | 0.13% | 1,977 | $428K | Reduce -18.0% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.13% | 9,678 | $421K | Reduce -46.8% |
| PG The Procter & Gamble Co. | 0.13% | 2,827 | $414K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.12% | 3,291 | $393K | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,374 | $386K | Add +0.1% |
| KLAC KLA Corp. | 0.12% | 1,245 | $376K | Reduce -9.8% |
| NEE Nextera Energy Inc. | 0.12% | 4,270 | $375K | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.12% | 7,120 | $370K | Reduce -32.6% |
| HDV iShares Core High Dividend E | 0.11% | 12,862 | $353K | Reduce -15.2% |
| SGOL Abrdn Physical Gold Shares | 0.11% | 9,000 | $344K | No change |
| SGVT Schwab Govt Money Market ETF | 0.10% | 3,247 | $327K | New |
| NOK Nokia Corp.-Spon ADR | 0.10% | 23,839 | $317K | No change |
| TMUS T-Mobile US Inc. | 0.10% | 1,873 | $314K | Reduce -0.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.10% | 2,657 | $311K | Reduce -34.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 412 | $308K | Reduce -7.4% |
| NI Nisource Inc. | 0.10% | 6,373 | $303K | No change |
| JQUA JPMorgan US Quality Factor | 0.09% | 4,071 | $294K | No change |
| CCEP Coca-Cola Europacific Partne | 0.09% | 2,935 | $294K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| QUAL iShares MSCI USA Quality Fac | Reduce -49.5% | 2.71% | −2.50 |
| IXUS iShares Core Intl Stock ETF | Reduce -36.2% | 3.95% | −2.30 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -26.7% | 5.60% | −1.76 |
| HELO JPMorgan Hedged Equity ETF | Reduce -70.5% | 0.59% | −1.50 |
| SCHD Schwab US DVD Equity ETF | Reduce -31.2% | 2.61% | −1.47 |
| MUB iShares National Muni Bond E | Reduce -15.7% | 3.11% | −0.94 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.91 |
| MSFT Microsoft Corp. | Reduce -0.7% | 5.29% | −0.59 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -8.7% | 2.69% | −0.57 |
| JPST JPMorgan Ultra-Short Income | Reduce -65.3% | 0.22% | −0.49 |
| CGMU Cap Group Municipal Income | Reduce -19.2% | 1.15% | −0.41 |
| SCHP Schwab U.S. Tips ETF | Reduce -54.0% | 0.26% | −0.37 |
| AGG iShares Core U.S. Aggregate | Reduce -53.3% | 0.23% | −0.32 |
| THRO iShares U.S. Thematic Rotati | Reduce -24.5% | 1.34% | −0.32 |
| JMST JPM Ultra-Short Muni Income | Reduce -29.6% | 0.47% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.3% | 0.92% | −0.21 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.16 |
| JMSI JPM Sus Municipal Income | Sold out | 0.00% | −0.16 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -46.8% | 0.13% | −0.14 |
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −0.12 |
| EVUS iShares ESG Aw MSCI US Value | Sold out | 0.00% | −0.11 |
| QLTA iShares Aaa - A Rated Corpor | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -32.6% | 0.12% | −0.08 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.07 |
| CVLC Calvert US L-C CR Resp Index | Reduce -53.0% | 0.07% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -11.2% | 1.20% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -13.7% | 0.17% | −0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -13.8% | 0.14% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -0.1% | 0.10% | −0.04 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -2.5% | 0.27% | −0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -20.4% | 0.24% | −0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -0.5% | 0.29% | −0.03 |
| BA The Boeing Co. | Reduce -18.0% | 0.13% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -15.2% | 0.11% | −0.03 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -12.8% | 0.23% | −0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -34.4% | 0.10% | −0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -10.2% | 0.35% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -9.1% | 0.32% | −0.02 |
| EMR Emerson Electric Co. | Reduce -7.8% | 0.19% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -3.4% | 0.26% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -5.4% | 0.27% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -4.5% | 0.07% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -13.7% | 0.09% | −0.01 |
| NVDA Nvidia Corp. | Reduce -6.2% | 0.34% | −0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -21.9% | 0.16% | −0.01 |
| DE Deere & Co. | Reduce -2.5% | 0.69% | −0.01 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -0.7% | 0.08% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -6.5% | 0.64% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +132.3% | 5.99% | +3.50 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +125.7% | 5.01% | +2.90 |
| CORO Ish Intl CTRY Rot Act ETF | Add +55.3% | 3.73% | +1.38 |
| IALT Ishrs SYS Alt Act ETF | New | 1.26% | +1.26 |
| PZA Invesco National Amt-Free Mu | Add +453.7% | 1.39% | +1.12 |
| BAI Ishrs AI in and Tech Act ETF | Add +28.7% | 2.04% | +0.94 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.87% | +0.87 |
| INMU iShares Intermediate Muni Inc. | Add +88.0% | 1.77% | +0.74 |
| BLCV iShares Large Cap Val Act | Add +16.6% | 2.78% | +0.46 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +16.5% | 9.42% | +0.42 |
| SHLD Global X Defense Tech ETF | Add +87.5% | 1.18% | +0.35 |
| IAU iShares Gold Trust | Add +93.2% | 0.84% | +0.28 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.23% | +0.23 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.23% | +0.23 |
| JMOM JPMorgan US Momentum Factor | Add +7.1% | 1.25% | +0.22 |
| VGLT Vanguard Long-Term Treasury | Add +30.0% | 1.45% | +0.21 |
| OEF iShares S&P 100 ETF | Add +761.9% | 0.35% | +0.16 |
| VTIP Vanguard Short-Term Tips | Add +158.6% | 0.21% | +0.12 |
| BNDX Vanguard Total Intl Bond ETF | Add +20.6% | 1.30% | +0.11 |
| SGVT Schwab Govt Money Market ETF | New | 0.10% | +0.10 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +57.9% | 0.28% | +0.10 |
| OWNS CCM Affordable Hous MBS ETF | Add +39.3% | 0.47% | +0.09 |
| LCTU iShares U.S. Carbon Transiti | Add +17.7% | 0.53% | +0.09 |
| SECU Ishrs Secur Incom Act ETF | New | 0.09% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| SCHA Schwab US Small-Cap ETF | New | 0.07% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| HD Home Depot Inc. | New | 0.06% | +0.06 |
| XLI SS Industrial Select Sector | New | 0.06% | +0.06 |
| SYSB iShares Systematic Bond ETF | Add +35.0% | 0.27% | +0.05 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.16% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +12.7% | 0.39% | +0.04 |
| DGRO iShares Core Dividend Growth | Add +13.0% | 0.36% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +37.4% | 0.13% | +0.02 |
| BAC Bank of America Corp. | Add +0.0% | 0.38% | +0.02 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.14% | +0.01 |
| SPG Simon Property Group Inc. | Add +1.1% | 0.08% | +0.01 |
| SBUX Starbucks Corp. | Add +0.0% | 0.26% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.24% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.12% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.2% | 0.21% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +8.6% | 0.15% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.35% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 0.07% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Add +1.4% | 0.08% | −0.00 |
| PM Philip Morris International | Add +0.0% | 0.26% | −0.00 |
| FGDL Franklin Resp Sourced Gold | Add +20.1% | 0.07% | −0.01 |
| FVD First Trust Value Line DVD | Add +0.3% | 0.08% | −0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.16% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 123 | $318.7M | IUSB, VOO, VTI, SCHG, MSFT |
| Q1 2026 | 120 | $286.6M | IUSB, VTI, IXUS, MSFT, SCHG |
| Q4 2025 | 104 | $299.6M | VTI, IXUS, IUSB, MSFT, QUAL |
| Q3 2025 | 96 | $290.3M | VTI, IXUS, MSFT, IUSB, QUAL |
| Q2 2025 | 96 | $270.7M | VTI, IXUS, MSFT, IUSB, QUAL |
| Q1 2025 | 88 | $253.9M | VTI, IXUS, IUSB, QUAL, MSFT |
| Q4 2024 | 94 | $257.7M | VTI, IXUS, MSFT, IUSB, QUAL |
| Q3 2024 | 92 | $242.9M | VTI, MSFT, IXUS, QUAL, AGG |
| Q2 2024 | 80 | $229.9M | VTI, MSFT, IXUS, QUAL, AGG |
| Q1 2024 | 80 | $223.4M | VTI, MSFT, IXUS, QUAL, AGG |