Skyline Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 27, 2025), Skyline Advisors, Inc. reported 94 stock positions worth $257.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.5% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 8.9%) and Microsoft (MSFT, 7.8%). Compared with Q3 2024, it opened 15 new positions, sold out of 13, added to 24 and reduced 43. The biggest buy was a new position in Ishr CR Unvrse Usd BD ETF-Ui (IUSB) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- BELLINGHAM, WA
- CIK
- 0001843832
- Portfolio Value
- $257.7M (Q4 2024)
- SEC Filing
- 0001085146-25-001776 ↗ filed Feb 27, 2025
Holdings Value
Holdings 94 stocks · $257.7M
| VTI VG Morningstar TS MKT ETF-US | 11.50% | 102,240 | $29.6M | Reduce -1.2% |
| IXUS iShares Core Intl Stock ETF | 8.88% | 346,074 | $22.9M | Add +26.6% |
| MSFT Microsoft Corp. | 7.80% | 47,659 | $20.1M | Reduce -2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 7.73% | 440,889 | $19.9M | New |
| QUAL iShares MSCI USA Quality Fac | 7.13% | 103,112 | $18.4M | Add +5.3% |
| SCHD Schwab US DVD Equity ETF | 6.40% | 603,443 | $16.5M | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 6.01% | 555,980 | $15.5M | Add +29.3% |
| CGMS Cap Group US Multi-Sect Bond | 4.89% | 461,595 | $12.6M | New |
| MUB iShares National Muni Bond E | 4.81% | 116,275 | $12.4M | Add +18.9% |
| HELO JPMorgan Hedged Equity ETF | 4.47% | 185,676 | $11.5M | New |
| JMUB JPMorgan Municipal ETF | 2.59% | 133,032 | $6.7M | Reduce -20.4% |
| AAPL Apple Inc. | 1.90% | 19,543 | $4.9M | Reduce -5.2% |
| JPST JPMorgan Ultra-Short Income | 1.70% | 87,064 | $4.4M | Add +70.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.62% | 9,194 | $4.2M | Reduce -2.5% |
| CGMU Cap Group Municipal Income | 1.44% | 137,473 | $3.7M | Add +397.1% |
| SCHP Schwab U.S. Tips ETF | 1.14% | 113,309 | $2.9M | Add +7.7% |
| ESGV Vanguard ESG US Stock ETF | 1.05% | 25,732 | $2.7M | Reduce -78.7% |
| SCHB Schwab US Broad Market ETF | 0.89% | 100,481 | $2.3M | No change |
| VGLT Vanguard Long-Term Treasury | 0.81% | 37,839 | $2.1M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.79% | 40,082 | $2.0M | Reduce -27.4% |
| AGG iShares Core U.S. Aggregate | 0.74% | 19,624 | $1.9M | Reduce -88.2% |
| DE Deere & Co. | 0.73% | 4,426 | $1.9M | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.66% | 34,434 | $1.7M | Reduce -25.7% |
| USXF iShares ESG Advance MSCI USA | 0.60% | 31,186 | $1.6M | Add +6.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.55% | 25,092 | $1.4M | Reduce -80.8% |
| COST Costco Wholesale Corp. | 0.55% | 1,550 | $1.4M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.53% | 2,318 | $1.4M | Reduce -0.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.50% | 25,668 | $1.3M | Reduce -33.2% |
| CVLC Calvert US L-C CR Resp Index | 0.44% | 15,599 | $1.1M | New |
| ADBE Adobe Inc. | 0.44% | 2,522 | $1.1M | Reduce -6.5% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.39% | 23,375 | $993K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 21,022 | $924K | Reduce -9.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.36% | 30,064 | $916K | Add +30.0% |
| VCR Vanguard Consumer Discre ETF | 0.34% | 2,302 | $864K | Add +0.4% |
| SBUX Starbucks Corp. | 0.33% | 9,182 | $838K | Reduce -3.9% |
| AMZN Amazon.com Inc. | 0.32% | 3,798 | $833K | Reduce -29.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.32% | 16,015 | $816K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.28% | 11,188 | $723K | Reduce -8.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 11,704 | $672K | Add +0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 11,356 | $653K | New |
| EMR Emerson Electric Co. | 0.24% | 5,000 | $620K | No change |
| SO The Southern Co. | 0.24% | 7,517 | $619K | Add +0.1% |
| SIGI Selective Insurance Group | 0.24% | 6,575 | $615K | No change |
| VEA Vanguard Ftse Developed ETF | 0.23% | 12,417 | $594K | Add +0.0% |
| PM Philip Morris International | 0.23% | 4,859 | $585K | Reduce -1.4% |
| VGT Vanguard Info Tech ETF | 0.23% | 940 | $584K | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.23% | 4,319 | $580K | Reduce -42.7% |
| IWD iShares Russell 1000 Value E | 0.22% | 3,047 | $564K | Add +0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 9,731 | $549K | New |
| PG The Procter & Gamble Co. | 0.21% | 3,235 | $542K | Reduce -4.7% |
| IWS iShares Russell Mid-Cap Valu | 0.20% | 3,962 | $512K | Add +0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 3,807 | $482K | Add +0.1% |
| BA The Boeing Co. | 0.19% | 2,711 | $480K | Add +24.2% |
| MO Altria Group Inc. | 0.18% | 9,055 | $473K | Reduce -0.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.17% | 5,179 | $445K | New |
| IWF iShares Russell 1000 Growth | 0.17% | 1,083 | $435K | Add +0.1% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 8,577 | $429K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 4,649 | $413K | No change |
| OWNS CCM Affordable Hous MBS ETF | 0.16% | 24,074 | $407K | New |
| OEF iShares S&P 100 ETF | 0.15% | 1,323 | $382K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 1,883 | $373K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 999 | $342K | Reduce -22.5% |
| LDUR PIMCO Enhanced Low Duration | 0.13% | 3,576 | $340K | Reduce -13.5% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,413 | $339K | Reduce -23.0% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 13,034 | $337K | Reduce -15.2% |
| FVD First Trust Value Line DVD | 0.13% | 7,650 | $334K | Reduce -29.1% |
| IWN iShares Russell 2000 Value E | 0.13% | 2,005 | $329K | Reduce -18.0% |
| LOW Lowe's Cos Inc. | 0.13% | 1,318 | $325K | Add +0.4% |
| NEE Nextera Energy Inc. | 0.12% | 4,293 | $308K | Reduce -2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,396 | $307K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 519 | $304K | Add +23.3% |
| NFLX Netflix Inc. | 0.12% | 339 | $302K | Reduce -27.7% |
| JNJ Johnson & Johnson | 0.12% | 2,058 | $298K | Reduce -21.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.11% | 8,621 | $282K | Reduce -5.6% |
| GOVT iShares US Treasury Bond ETF | 0.11% | 11,963 | $275K | Reduce -96.6% |
| CSCO Cisco Systems Inc. | 0.11% | 4,642 | $275K | Reduce -2.4% |
| HD Home Depot Inc. | 0.10% | 695 | $270K | Reduce -9.3% |
| V Visa Inc. Class A | 0.10% | 834 | $264K | Reduce -42.9% |
| PEP Pepsico Inc. | 0.10% | 1,654 | $252K | No change |
| BOXX Alpha Architect 1-3 MNTH Box | 0.10% | 2,226 | $245K | Reduce -5.9% |
| TFLO iShares Treasury Floating Ra | 0.10% | 4,854 | $245K | New |
| EMNT PIMCO Enhcd St M-Active ESG | 0.10% | 2,488 | $245K | Reduce -70.8% |
| MRK Merck & Co. Inc. | 0.09% | 2,367 | $235K | Reduce -12.6% |
| NI Nisource Inc. | 0.09% | 6,373 | $234K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 447 | $229K | Add +1.4% |
| CCEP Coca-Cola Europacific Partne | 0.09% | 2,945 | $226K | Add +0.3% |
| SCHH Schwab US REIT ETF | 0.09% | 10,736 | $226K | No change |
| SGOL Abrdn Physical Gold Shares | 0.09% | 9,000 | $225K | No change |
| JMHI JPMorgan High Yield Municpl | 0.09% | 4,406 | $221K | New |
| MA Mastercard Inc. Class A | 0.08% | 409 | $215K | Reduce -1.0% |
| TMUS T-Mobile US Inc. | 0.08% | 927 | $205K | Reduce -31.4% |
| PNC PNC Financial Services Group | 0.08% | 1,057 | $204K | Reduce -7.4% |
| WMT Walmart Inc. | 0.08% | 2,246 | $203K | New |
| NOK Nokia Corp.-Spon ADR | 0.04% | 23,839 | $106K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AGG iShares Core U.S. Aggregate | Reduce -88.2% | 0.74% | −6.17 |
| ESGV Vanguard ESG US Stock ETF | Reduce -78.7% | 1.05% | −4.00 |
| GOVT iShares US Treasury Bond ETF | Reduce -96.6% | 0.11% | −3.27 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -80.8% | 0.55% | −2.75 |
| JMUB JPMorgan Municipal ETF | Reduce -20.4% | 2.59% | −0.94 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.84 |
| MSFT Microsoft Corp. | Reduce -2.0% | 7.80% | −0.82 |
| BSTZ BlackRock Sci & Tech TRM TR | Sold out | 0.00% | −0.63 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 11.50% | −0.56 |
| JMST JPM Ultra-Short Muni Income | Reduce -27.4% | 0.79% | −0.37 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -25.7% | 0.66% | −0.30 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -33.2% | 0.50% | −0.30 |
| EMNT PIMCO Enhcd St M-Active ESG | Reduce -70.8% | 0.10% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 1.62% | −0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.17 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.15 |
| NVDA Nvidia Corp. | Reduce -42.7% | 0.23% | −0.15 |
| ADBE Adobe Inc. | Reduce -6.5% | 0.44% | −0.14 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| WKC World Kinect Corp. | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.11 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.10 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.10 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -29.0% | 0.32% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.08 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -8.8% | 0.28% | −0.08 |
| AAPL Apple Inc. | Reduce -5.2% | 1.90% | −0.08 |
| FVD First Trust Value Line DVD | Reduce -29.1% | 0.13% | −0.07 |
| SHCR Sharecare Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -42.9% | 0.10% | −0.06 |
| JNJ Johnson & Johnson | Reduce -21.5% | 0.12% | −0.06 |
| SBUX Starbucks Corp. | Reduce -3.9% | 0.33% | −0.06 |
| IWN iShares Russell 2000 Value E | Reduce -18.0% | 0.13% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -12.6% | 0.09% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -31.4% | 0.08% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -2.8% | 0.12% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -15.2% | 0.13% | −0.03 |
| LDUR PIMCO Enhanced Low Duration | Reduce -13.5% | 0.13% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.7% | 0.21% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.55% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -23.0% | 0.13% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 0.53% | −0.03 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -5.6% | 0.11% | −0.03 |
| HD Home Depot Inc. | Reduce -9.3% | 0.10% | −0.02 |
| NFLX Netflix Inc. | Reduce -27.7% | 0.12% | −0.02 |
| PM Philip Morris International | Reduce -1.4% | 0.23% | −0.02 |
| BAC Bank of America Corp. | Reduce -9.1% | 0.36% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -22.5% | 0.13% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 7.73% | +7.73 |
| CGMS Cap Group US Multi-Sect Bond | New | 4.89% | +4.89 |
| HELO JPMorgan Hedged Equity ETF | New | 4.47% | +4.47 |
| SCHG Schwab US Large-Cap Growth | Add +29.3% | 6.01% | +1.40 |
| CGMU Cap Group Municipal Income | Add +397.1% | 1.44% | +1.12 |
| VGLT Vanguard Long-Term Treasury | New | 0.81% | +0.81 |
| IXUS iShares Core Intl Stock ETF | Add +26.6% | 8.88% | +0.71 |
| JPST JPMorgan Ultra-Short Income | Add +70.2% | 1.70% | +0.63 |
| CVLC Calvert US L-C CR Resp Index | New | 0.44% | +0.44 |
| MUB iShares National Muni Bond E | Add +18.9% | 4.81% | +0.43 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.39% | +0.39 |
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 0.32% | +0.32 |
| JEPI JPMorgan Equity Premium Inco | New | 0.25% | +0.25 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.21% | +0.21 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.17% | +0.17 |
| JMSI JPM Sus Municipal Income | New | 0.17% | +0.17 |
| OWNS CCM Affordable Hous MBS ETF | New | 0.16% | +0.16 |
| TFLO iShares Treasury Floating Ra | New | 0.10% | +0.10 |
| JMHI JPMorgan High Yield Municpl | New | 0.09% | +0.09 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| BA The Boeing Co. | Add +24.2% | 0.19% | +0.05 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +30.0% | 0.36% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +23.3% | 0.12% | +0.02 |
| VCR Vanguard Consumer Discre ETF | Add +0.4% | 0.34% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +6.9% | 0.60% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.19% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.17% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 0.09% | +0.00 |
| CCEP Coca-Cola Europacific Partne | Add +0.3% | 0.09% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.12% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 0.20% | −0.02 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.22% | −0.02 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.13% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Add +7.7% | 1.14% | −0.03 |
| SO The Southern Co. | Add +0.1% | 0.24% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.23% | −0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.0% | 0.26% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +5.3% | 7.13% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Add +3.3% | 6.40% | −0.38 |
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 |