Skyline Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Skyline Advisors, Inc. reported 96 stock positions worth $270.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.4% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 10.2%) and Microsoft (MSFT, 8.6%). Compared with Q1 2025, it opened 10 new positions, sold out of 2, added to 36 and reduced 31. The biggest buy was a new position in Ishrs Short Mat Muni Act ETF (MEAR) and the biggest sale iShares National Muni Bond E (MUB, shares −45%).

Most Recent 13F
Q2 2026
Location
BELLINGHAM, WA
CIK
0001843832
Portfolio Value
$270.7M (Q2 2025)
SEC Filing
0001085146-25-003754 ↗ filed Jul 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $223.4M Q1 2024 Q2 2024: $229.9M Q2 2024 Q3 2024: $242.9M Q3 2024 Q4 2024: $257.7M Q4 2024 Q1 2025: $253.9M Q1 2025 Q2 2025: $270.7M $270.7M Q2 2025 Q3 2025: $290.3M Q3 2025 Q4 2025: $299.6M Q4 2025 Q1 2026: $286.6M Q1 2026 Q2 2026: $318.7M Q2 2026

Holdings 96 stocks · $270.7M
VTI VG Morningstar TS MKT ETF-US 11.44% 101,939 $31.0M Reduce -0.8%
IXUS iShares Core Intl Stock ETF 10.24% 358,603 $27.7M Add +1.5%
MSFT Microsoft Corp. 8.62% 46,890 $23.3M Reduce -0.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 7.83% 458,295 $21.2M Add +1.3%
QUAL iShares MSCI USA Quality Fac 6.90% 102,108 $18.7M Reduce -2.3%
SCHG Schwab US Large-Cap Growth 6.11% 566,492 $16.5M Add +1.1%
SCHD Schwab US DVD Equity ETF 6.06% 618,903 $16.4M Add +0.5%
CGMS Cap Group US Multi-Sect Bond 4.91% 481,421 $13.3M Add +1.8%
HELO JPMorgan Hedged Equity ETF 3.81% 165,017 $10.3M Reduce -11.8%
MUB iShares National Muni Bond E 2.51% 64,974 $6.8M Reduce -44.5%
JPST JPMorgan Ultra-Short Income 1.90% 101,703 $5.2M Add +10.0%
JMUB JPMorgan Municipal ETF 1.75% 95,340 $4.7M Reduce -28.1%
BRK.B Berkshire Hathaway Inc. Class B 1.66% 9,238 $4.5M Add +0.8%
AAPL Apple Inc. 1.38% 18,194 $3.7M Reduce -4.7%
SCHP Schwab U.S. Tips ETF 1.21% 123,265 $3.3M Add +4.6%
MEAR Ishrs Short Mat Muni Act ETF 1.21% 65,036 $3.3M New
CGMU Cap Group Municipal Income 1.19% 120,565 $3.2M Reduce -16.2%
SCHB Schwab US Broad Market ETF 1.02% 116,006 $2.8M Add +15.4%
VGLT Vanguard Long-Term Treasury 0.82% 39,683 $2.2M Add +2.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.82% 43,418 $2.2M Add +11.5%
DE Deere & Co. 0.73% 3,899 $2.0M Reduce -3.1%
ESGV Vanguard ESG US Stock ETF 0.72% 17,876 $2.0M Reduce -6.8%
USXF iShares ESG Advance MSCI USA 0.70% 35,324 $1.9M Add +2.0%
AGG iShares Core U.S. Aggregate 0.69% 18,844 $1.9M Reduce -5.0%
SUB iShares Short-Term National 0.69% 17,496 $1.9M New
BNDX Vanguard Total Intl Bond ETF 0.61% 33,218 $1.6M Reduce -1.4%
CVLC Calvert US L-C CR Resp Index 0.54% 19,219 $1.5M Add +7.1%
COST Costco Wholesale Corp. 0.49% 1,339 $1.3M Reduce -10.9%
SMMU PIMCO SHRT TRM Muni BND ETF 0.47% 25,376 $1.3M Reduce -1.2%
EUSB Ishr ESG Advn Universal BD-$ 0.46% 28,793 $1.3M Add +6.5%
IVV iShares Core S&P 500 ETF 0.44% 1,931 $1.2M Reduce -16.7%
VSGX Vanguard ESG Intl Stock ETF 0.43% 17,875 $1.2M Reduce -4.2%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.42% 33,333 $1.1M Add +6.1%
DFSB Dim GLB Sustain Fix Inc. ETF 0.38% 19,858 $1.0M Add +7.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 21,337 $1.0M No change
ADBE Adobe Inc. 0.36% 2,522 $976K No change
HEQT Simplify Hedged Equity ETF 0.34% 30,861 $927K New
VEU Vanguard Ftse All-World Ex-U 0.33% 13,140 $883K Add +12.3%
PM Philip Morris International 0.31% 4,654 $848K Reduce -4.3%
VCR Vanguard Consumer Discre ETF 0.31% 2,311 $837K Add +0.2%
JEPI JPMorgan Equity Premium Inco 0.31% 14,596 $830K Add +1.4%
DMXF iShares ESG Advanc MSCI Eafe 0.30% 11,067 $824K Add +0.3%
AMZN Amazon.com Inc. 0.30% 3,710 $814K Add +0.1%
SBUX Starbucks Corp. 0.28% 8,370 $767K Add +0.0%
NULG Nuveen ESG LRG-Cap GRW ETF 0.28% 8,060 $757K Add +2.1%
VEA Vanguard Ftse Developed ETF 0.26% 12,418 $708K No change
SO The Southern Co. 0.25% 7,507 $689K No change
NVDA Nvidia Corp. 0.25% 4,327 $684K Reduce -0.1%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.25% 12,532 $682K Add +1.4%
EMR Emerson Electric Co. 0.25% 5,000 $667K No change
JQUA JPMorgan US Quality Factor 0.24% 10,953 $658K New
IWD iShares Russell 1000 Value E 0.22% 3,069 $596K Add +0.3%
VTIP Vanguard Short-Term Tips 0.21% 11,564 $581K New
OWNS CCM Affordable Hous MBS ETF 0.21% 33,267 $570K Add +17.4%
SIGI Selective Insurance Group 0.21% 6,575 $570K No change
BA The Boeing Co. 0.20% 2,641 $553K Add +0.5%
MO Altria Group Inc. 0.20% 9,255 $543K No change
IWP iShares Russell Mid-Cap Grow 0.20% 3,810 $528K Add +0.0%
IWS iShares Russell Mid-Cap Valu 0.19% 3,985 $527K Add +0.3%
CRWD CrowdStrike Holdings Inc. Class A 0.19% 1,002 $510K No change
PG The Procter & Gamble Co. 0.19% 3,172 $505K Reduce -1.3%
IWF iShares Russell 1000 Growth 0.17% 1,083 $460K Add +0.1%
JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F 0.16% 8,830 $436K Add +1.5%
NFLX Netflix Inc. 0.16% 314 $420K No change
USMV iShares MSCI USA Min Vol Fac 0.15% 4,409 $414K Reduce -5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,403 $413K Add +0.5%
OEF iShares S&P 100 ETF 0.15% 1,323 $403K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 1,883 $367K No change
FRDM Freedom 100 Emeging MRKT ETF 0.13% 8,717 $352K Add +0.7%
VIG Vanguard Dividend Apprec ETF 0.12% 1,623 $332K New
VGT Vanguard Info Tech ETF 0.12% 497 $330K Reduce -43.1%
JNJ Johnson & Johnson 0.12% 2,130 $325K Add +5.1%
IWN iShares Russell 2000 Value E 0.12% 2,017 $318K Add +0.3%
JPM JPMorgan Chase & Co. 0.12% 1,086 $315K Reduce -2.5%
NEE Nextera Energy Inc. 0.12% 4,491 $312K Add +4.3%
LDUR PIMCO Enhanced Low Duration 0.11% 3,201 $307K Reduce -10.4%
CSCO Cisco Systems Inc. 0.11% 4,403 $305K Reduce -4.2%
SGOL Abrdn Physical Gold Shares 0.10% 9,000 $284K No change
V Visa Inc. Class A 0.10% 792 $281K Reduce -2.0%
FVD First Trust Value Line DVD 0.10% 6,285 $281K Reduce -7.0%
CCEP Coca-Cola Europacific Partne 0.10% 2,935 $272K No change
MELI MercadoLibre Inc. 0.10% 103 $270K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 418 $258K No change
NI Nisource Inc. 0.10% 6,373 $257K Reduce -0.1%
HD Home Depot Inc. 0.09% 670 $246K Reduce -1.5%
SCHH Schwab US REIT ETF 0.08% 10,736 $227K No change
LOW Lowe's Cos Inc. 0.08% 1,007 $223K Reduce -23.8%
MA Mastercard Inc. Class A 0.08% 397 $223K Reduce -2.0%
WFC Wells Fargo & Co. 0.08% 2,742 $220K New
PEP Pepsico Inc. 0.08% 1,655 $219K No change
QQQ Invesco QQQ Trust Series 1 0.08% 394 $217K New
VGK Vanguard Ftse Europe ETF 0.08% 2,788 $216K Reduce -8.2%
WMT Walmart Inc. 0.08% 2,192 $214K New
ABBV Abbvie Inc. 0.08% 1,125 $209K New
UNM Unum Group 0.07% 2,500 $202K No change
NOK Nokia Corp.-Spon ADR 0.05% 23,839 $123K No change

Portfolio Sells Q1 2025 → Q2 2025
MUB iShares National Muni Bond E Reduce -44.5% 2.51% −2.35
JMUB JPMorgan Municipal ETF Reduce -28.1% 1.75% −0.86
HELO JPMorgan Hedged Equity ETF Reduce -11.8% 3.81% −0.58
CGMU Cap Group Municipal Income Reduce -16.2% 1.19% −0.33
AAPL Apple Inc. Reduce -4.7% 1.38% −0.29
QUAL iShares MSCI USA Quality Fac Reduce -2.3% 6.90% −0.14
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.13
AGG iShares Core U.S. Aggregate Reduce -5.0% 0.69% −0.08
MRK Merck & Co. Inc. Sold out 0.00% −0.08
COST Costco Wholesale Corp. Reduce -10.9% 0.49% −0.07
IVV iShares Core S&P 500 ETF Reduce -16.7% 0.44% −0.07
VGT Vanguard Info Tech ETF Reduce -43.1% 0.12% −0.06
BNDX Vanguard Total Intl Bond ETF Reduce -1.4% 0.61% −0.04
LOW Lowe's Cos Inc. Reduce -23.8% 0.08% −0.04
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -1.2% 0.47% −0.04
PG The Procter & Gamble Co. Reduce -1.3% 0.19% −0.03
LDUR PIMCO Enhanced Low Duration Reduce -10.4% 0.11% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -5.2% 0.15% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -6.8% 0.72% −0.02
FVD First Trust Value Line DVD Reduce -7.0% 0.10% −0.01
DE Deere & Co. Reduce -3.1% 0.73% −0.01
V Visa Inc. Class A Reduce -2.0% 0.10% −0.01
HD Home Depot Inc. Reduce -1.5% 0.09% −0.01
NI Nisource Inc. Reduce -0.1% 0.10% −0.01
MA Mastercard Inc. Class A Reduce -2.0% 0.08% −0.01
VGK Vanguard Ftse Europe ETF Reduce -8.2% 0.08% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -4.2% 0.43% −0.00
CSCO Cisco Systems Inc. Reduce -4.2% 0.11% +0.00
JPM JPMorgan Chase & Co. Reduce -2.5% 0.12% +0.01
PM Philip Morris International Reduce -4.3% 0.31% +0.01
NVDA Nvidia Corp. Reduce -0.1% 0.25% +0.07
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 11.44% +0.32
MSFT Microsoft Corp. Reduce -0.6% 8.62% +1.64

Portfolio Buys Q1 2025 → Q2 2025
MEAR Ishrs Short Mat Muni Act ETF New 1.21% +1.21
SUB iShares Short-Term National New 0.69% +0.69
SCHG Schwab US Large-Cap Growth Add +1.1% 6.11% +0.59
IXUS iShares Core Intl Stock ETF Add +1.5% 10.24% +0.53
HEQT Simplify Hedged Equity ETF New 0.34% +0.34
JQUA JPMorgan US Quality Factor New 0.24% +0.24
VTIP Vanguard Short-Term Tips New 0.21% +0.21
SCHB Schwab US Broad Market ETF Add +15.4% 1.02% +0.17
VIG Vanguard Dividend Apprec ETF New 0.12% +0.12
WFC Wells Fargo & Co. New 0.08% +0.08
QQQ Invesco QQQ Trust Series 1 New 0.08% +0.08
WMT Walmart Inc. New 0.08% +0.08
ABBV Abbvie Inc. New 0.08% +0.08
USXF iShares ESG Advance MSCI USA Add +2.0% 0.70% +0.07
JPST JPMorgan Ultra-Short Income Add +10.0% 1.90% +0.06
CVLC Calvert US L-C CR Resp Index Add +7.1% 0.54% +0.06
VEU Vanguard Ftse All-World Ex-U Add +12.3% 0.33% +0.05
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +6.1% 0.42% +0.04
JMST JPM Ultra-Short Muni Income Add +11.5% 0.82% +0.04
NULG Nuveen ESG LRG-Cap GRW ETF Add +2.1% 0.28% +0.04
BA The Boeing Co. Add +0.5% 0.20% +0.03
AMZN Amazon.com Inc. Add +0.1% 0.30% +0.02
OWNS CCM Affordable Hous MBS ETF Add +17.4% 0.21% +0.02
IWP iShares Russell Mid-Cap Grow Add +0.0% 0.20% +0.02
IBM Intl Business Machines Corp. Add +0.5% 0.15% +0.02
IWF iShares Russell 1000 Growth Add +0.1% 0.17% +0.02
VCR Vanguard Consumer Discre ETF Add +0.2% 0.31% +0.01
DMXF iShares ESG Advanc MSCI Eafe Add +0.3% 0.30% +0.01
FRDM Freedom 100 Emeging MRKT ETF Add +0.7% 0.13% +0.01
DFSB Dim GLB Sustain Fix Inc. ETF Add +7.5% 0.38% +0.01
EUSB Ishr ESG Advn Universal BD-$ Add +6.5% 0.46% +0.00
JEPQ JPM Nasdaq Equity Premium Add +1.4% 0.25% −0.00
IWN iShares Russell 2000 Value E Add +0.3% 0.12% −0.00
IWS iShares Russell Mid-Cap Valu Add +0.3% 0.19% −0.00
NEE Nextera Energy Inc. Add +4.3% 0.12% −0.01
IWD iShares Russell 1000 Value E Add +0.3% 0.22% −0.01
JMSI JPM Sus Municipal Income Add +1.5% 0.16% −0.01
JNJ Johnson & Johnson Add +5.1% 0.12% −0.01
JEPI JPMorgan Equity Premium Inco Add +1.4% 0.31% −0.02
SCHP Schwab U.S. Tips ETF Add +4.6% 1.21% −0.03
SBUX Starbucks Corp. Add +0.0% 0.28% −0.04
VGLT Vanguard Long-Term Treasury Add +2.3% 0.82% −0.06
CGMS Cap Group US Multi-Sect Bond Add +1.8% 4.91% −0.17
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 1.66% −0.27
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +1.3% 7.83% −0.38
SCHD Schwab US DVD Equity ETF Add +0.5% 6.06% −0.73

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 123$318.7MIUSB, VOO, VTI, SCHG, MSFT
Q1 2026 120$286.6MIUSB, VTI, IXUS, MSFT, SCHG
Q4 2025 104$299.6MVTI, IXUS, IUSB, MSFT, QUAL
Q3 2025 96$290.3MVTI, IXUS, MSFT, IUSB, QUAL
Q2 2025 96$270.7MVTI, IXUS, MSFT, IUSB, QUAL
Q1 2025 88$253.9MVTI, IXUS, IUSB, QUAL, MSFT
Q4 2024 94$257.7MVTI, IXUS, MSFT, IUSB, QUAL
Q3 2024 92$242.9MVTI, MSFT, IXUS, QUAL, AGG
Q2 2024 80$229.9MVTI, MSFT, IXUS, QUAL, AGG
Q1 2024 80$223.4MVTI, MSFT, IXUS, QUAL, AGG