Skyline Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Skyline Advisors, Inc. reported 88 stock positions worth $253.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.1% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 9.7%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 8.2%). Compared with Q4 2024, it opened 3 new positions, sold out of 9, added to 44 and reduced 30. The biggest buy was iShares Core Intl Stock ETF (IXUS, shares +2%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BELLINGHAM, WA
- CIK
- 0001843832
- Portfolio Value
- $253.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002112 ↗ filed Apr 15, 2025
Holdings Value
Holdings 88 stocks · $253.9M
| VTI VG Morningstar TS MKT ETF-US | 11.13% | 102,807 | $28.3M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 9.71% | 353,354 | $24.7M | Add +2.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 8.21% | 452,304 | $20.8M | Add +2.6% |
| QUAL iShares MSCI USA Quality Fac | 7.03% | 104,500 | $17.9M | Add +1.4% |
| MSFT Microsoft Corp. | 6.98% | 47,192 | $17.7M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 6.78% | 616,111 | $17.2M | Add +2.1% |
| SCHG Schwab US Large-Cap Growth | 5.52% | 560,214 | $14.0M | Add +0.8% |
| CGMS Cap Group US Multi-Sect Bond | 5.09% | 473,040 | $12.9M | Add +2.5% |
| MUB iShares National Muni Bond E | 4.86% | 117,102 | $12.3M | Add +0.7% |
| HELO JPMorgan Hedged Equity ETF | 4.40% | 187,060 | $11.2M | Add +0.8% |
| JMUB JPMorgan Municipal ETF | 2.61% | 132,509 | $6.6M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 9,168 | $4.9M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 1.84% | 92,471 | $4.7M | Add +6.2% |
| AAPL Apple Inc. | 1.67% | 19,092 | $4.2M | Reduce -2.3% |
| CGMU Cap Group Municipal Income | 1.52% | 143,918 | $3.9M | Add +4.7% |
| SCHP Schwab U.S. Tips ETF | 1.25% | 117,861 | $3.2M | Add +4.0% |
| VGLT Vanguard Long-Term Treasury | 0.88% | 38,788 | $2.2M | Add +2.5% |
| SCHB Schwab US Broad Market ETF | 0.85% | 100,491 | $2.2M | Add +0.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.78% | 38,940 | $2.0M | Reduce -2.9% |
| AGG iShares Core U.S. Aggregate | 0.77% | 19,846 | $2.0M | Add +1.1% |
| DE Deere & Co. | 0.74% | 4,024 | $1.9M | Reduce -9.1% |
| ESGV Vanguard ESG US Stock ETF | 0.74% | 19,191 | $1.9M | Reduce -25.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.65% | 33,678 | $1.6M | Reduce -2.2% |
| USXF iShares ESG Advance MSCI USA | 0.64% | 34,629 | $1.6M | Add +11.0% |
| COST Costco Wholesale Corp. | 0.56% | 1,503 | $1.4M | Reduce -3.0% |
| IVV iShares Core S&P 500 ETF | 0.51% | 2,318 | $1.3M | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.51% | 25,674 | $1.3M | Add +0.0% |
| CVLC Calvert US L-C CR Resp Index | 0.49% | 17,944 | $1.2M | Add +15.0% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.46% | 27,031 | $1.2M | Add +15.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.43% | 18,653 | $1.1M | Reduce -25.7% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.38% | 31,425 | $970K | Add +4.5% |
| ADBE Adobe Inc. | 0.38% | 2,522 | $967K | No change |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.37% | 18,469 | $951K | Add +15.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 21,337 | $890K | Add +1.5% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 14,395 | $823K | Add +26.8% |
| SBUX Starbucks Corp. | 0.32% | 8,367 | $821K | Reduce -8.9% |
| PM Philip Morris International | 0.30% | 4,864 | $772K | Add +0.1% |
| VCR Vanguard Consumer Discre ETF | 0.30% | 2,307 | $751K | Add +0.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.29% | 11,039 | $743K | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.28% | 11,704 | $710K | No change |
| AMZN Amazon.com Inc. | 0.28% | 3,706 | $705K | Reduce -2.4% |
| SO The Southern Co. | 0.27% | 7,507 | $690K | Reduce -0.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 12,358 | $640K | Add +27.0% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 12,418 | $631K | Add +0.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.24% | 7,897 | $618K | Add +52.5% |
| SIGI Selective Insurance Group | 0.24% | 6,575 | $602K | No change |
| IWD iShares Russell 1000 Value E | 0.23% | 3,059 | $576K | Add +0.4% |
| MO Altria Group Inc. | 0.22% | 9,255 | $555K | Add +2.2% |
| EMR Emerson Electric Co. | 0.22% | 5,000 | $548K | No change |
| PG The Procter & Gamble Co. | 0.22% | 3,212 | $547K | Reduce -0.7% |
| IWS iShares Russell Mid-Cap Valu | 0.20% | 3,973 | $501K | Add +0.3% |
| OWNS CCM Affordable Hous MBS ETF | 0.19% | 28,327 | $486K | Add +17.7% |
| VGT Vanguard Info Tech ETF | 0.19% | 873 | $474K | Reduce -7.1% |
| NVDA Nvidia Corp. | 0.18% | 4,333 | $470K | Add +0.3% |
| BA The Boeing Co. | 0.18% | 2,627 | $448K | Reduce -3.1% |
| IWP iShares Russell Mid-Cap Grow | 0.18% | 3,809 | $447K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 4,652 | $436K | Add +0.1% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 8,697 | $433K | Add +1.4% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,082 | $391K | Reduce -0.1% |
| OEF iShares S&P 100 ETF | 0.14% | 1,323 | $358K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 1,002 | $353K | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 1,883 | $351K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,396 | $347K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.14% | 3,571 | $343K | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.13% | 2,026 | $336K | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 0.13% | 13,830 | $324K | Add +6.1% |
| LOW Lowe's Cos Inc. | 0.12% | 1,321 | $308K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.12% | 4,308 | $305K | Add +0.3% |
| IWN iShares Russell 2000 Value E | 0.12% | 2,012 | $304K | Add +0.3% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.12% | 8,658 | $303K | Add +0.4% |
| FVD First Trust Value Line DVD | 0.12% | 6,756 | $301K | Reduce -11.7% |
| NFLX Netflix Inc. | 0.12% | 314 | $293K | Reduce -7.4% |
| CSCO Cisco Systems Inc. | 0.11% | 4,598 | $284K | Reduce -0.9% |
| V Visa Inc. Class A | 0.11% | 808 | $283K | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,114 | $273K | Reduce -21.2% |
| SGOL Abrdn Physical Gold Shares | 0.11% | 9,000 | $268K | No change |
| NI Nisource Inc. | 0.10% | 6,381 | $256K | Add +0.1% |
| CCEP Coca-Cola Europacific Partne | 0.10% | 2,935 | $255K | Reduce -0.3% |
| HD Home Depot Inc. | 0.10% | 680 | $249K | Reduce -2.2% |
| PEP Pepsico Inc. | 0.10% | 1,655 | $248K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 418 | $234K | Reduce -19.5% |
| SCHH Schwab US REIT ETF | 0.09% | 10,736 | $231K | No change |
| MA Mastercard Inc. Class A | 0.09% | 405 | $222K | Reduce -1.0% |
| VGK Vanguard Ftse Europe ETF | 0.08% | 3,036 | $213K | New |
| MRK Merck & Co. Inc. | 0.08% | 2,325 | $209K | Reduce -1.8% |
| UNM Unum Group | 0.08% | 2,500 | $204K | New |
| MELI MercadoLibre Inc. | 0.08% | 103 | $201K | New |
| NOK Nokia Corp.-Spon ADR | 0.05% | 23,839 | $126K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -1.0% | 6.98% | −0.82 |
| ESGV Vanguard ESG US Stock ETF | Reduce -25.4% | 0.74% | −0.31 |
| AAPL Apple Inc. | Reduce -2.3% | 1.67% | −0.23 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -25.7% | 0.43% | −0.12 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.11 |
| BOXX Alpha Architect 1-3 MNTH Box | Sold out | 0.00% | −0.10 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.10 |
| EMNT PIMCO Enhcd St M-Active ESG | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.09 |
| JMHI JPMorgan High Yield Municpl | Sold out | 0.00% | −0.09 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.08 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 0.28% | −0.05 |
| VGT Vanguard Info Tech ETF | Reduce -7.1% | 0.19% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.5% | 0.09% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -21.2% | 0.11% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.15% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -11.7% | 0.12% | −0.01 |
| BA The Boeing Co. | Reduce -3.1% | 0.18% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.08% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.9% | 0.78% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.2% | 0.65% | −0.01 |
| HD Home Depot Inc. | Reduce -2.2% | 0.10% | −0.01 |
| NFLX Netflix Inc. | Reduce -7.4% | 0.12% | −0.00 |
| SBUX Starbucks Corp. | Reduce -8.9% | 0.32% | −0.00 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.1% | 0.14% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.09% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.22% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.11% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -3.0% | 0.56% | +0.01 |
| V Visa Inc. Class A | Reduce -3.1% | 0.11% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -1.3% | 0.29% | +0.01 |
| CCEP Coca-Cola Europacific Partne | Reduce -0.3% | 0.10% | +0.01 |
| DE Deere & Co. | Reduce -9.1% | 0.74% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.13% | +0.02 |
| JMUB JPMorgan Municipal ETF | Reduce -0.4% | 2.61% | +0.02 |
| SO The Southern Co. | Reduce -0.1% | 0.27% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 1.92% | +0.31 |
Portfolio Buys Q4 2024 → Q1 2025
| IXUS iShares Core Intl Stock ETF | Add +2.1% | 9.71% | +0.83 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.6% | 8.21% | +0.47 |
| SCHD Schwab US DVD Equity ETF | Add +2.1% | 6.78% | +0.39 |
| CGMS Cap Group US Multi-Sect Bond | Add +2.5% | 5.09% | +0.20 |
| JPST JPMorgan Ultra-Short Income | Add +6.2% | 1.84% | +0.14 |
| SCHP Schwab U.S. Tips ETF | Add +4.0% | 1.25% | +0.11 |
| VGK Vanguard Ftse Europe ETF | New | 0.08% | +0.08 |
| CGMU Cap Group Municipal Income | Add +4.7% | 1.52% | +0.08 |
| UNM Unum Group | New | 0.08% | +0.08 |
| MELI MercadoLibre Inc. | New | 0.08% | +0.08 |
| PM Philip Morris International | Add +0.1% | 0.30% | +0.08 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +15.6% | 0.46% | +0.08 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +52.5% | 0.24% | +0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +26.8% | 0.32% | +0.07 |
| VGLT Vanguard Long-Term Treasury | Add +2.5% | 0.88% | +0.07 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +15.3% | 0.37% | +0.06 |
| MUB iShares National Muni Bond E | Add +0.7% | 4.86% | +0.05 |
| CVLC Calvert US L-C CR Resp Index | Add +15.0% | 0.49% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +27.0% | 0.25% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +1.1% | 0.77% | +0.04 |
| MO Altria Group Inc. | Add +2.2% | 0.22% | +0.04 |
| USXF iShares ESG Advance MSCI USA | Add +11.0% | 0.64% | +0.03 |
| OWNS CCM Affordable Hous MBS ETF | Add +17.7% | 0.19% | +0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +4.5% | 0.38% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.25% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 0.17% | +0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +0.4% | 0.12% | +0.01 |
| NI Nisource Inc. | Add +0.1% | 0.10% | +0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +0.0% | 0.51% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.23% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 0.14% | +0.01 |
| JMSI JPM Sus Municipal Income | Add +1.4% | 0.17% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.12% | +0.00 |
| PEP Pepsico Inc. | Add +0.1% | 0.10% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.20% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Add +6.1% | 0.13% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.12% | −0.00 |
| BAC Bank of America Corp. | Add +1.5% | 0.35% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +0.3% | 0.12% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +0.1% | 0.18% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.0% | 0.85% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Add +0.2% | 0.30% | −0.04 |
| NVDA Nvidia Corp. | Add +0.3% | 0.18% | −0.04 |
| HELO JPMorgan Hedged Equity ETF | Add +0.8% | 4.40% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +1.4% | 7.03% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 11.13% | −0.37 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 5.52% | −0.49 |
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 |