Skyline Advisors, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Skyline Advisors, Inc. reported 96 stock positions worth $290.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.6% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 10.3%) and Microsoft (MSFT, 8.4%). Compared with Q2 2025, it opened 6 new positions, sold out of 6, added to 51 and reduced 24. The biggest buy was iShares National Muni Bond E (MUB, shares +68%) and the biggest sale Ishrs Short Mat Muni Act ETF (MEAR, shares −90%).

Most Recent 13F
Q2 2026
Location
BELLINGHAM, WA
CIK
0001843832
Portfolio Value
$290.3M (Q3 2025)
SEC Filing
0001843832-25-000002 ↗ filed Nov 13, 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 Q2 2025 Q3 2025: $290.3M $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 · $290.3M
VTI VG Morningstar TS MKT ETF-US 11.60% 102,607 $33.7M Add +0.7%
IXUS iShares Core Intl Stock ETF 10.32% 362,642 $29.9M Add +1.1%
MSFT Microsoft Corp. 8.36% 46,837 $24.3M Reduce -0.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 7.64% 474,552 $22.2M Add +3.5%
QUAL iShares MSCI USA Quality Fac 7.23% 107,845 $21.0M Add +5.6%
SCHG Schwab US Large-Cap Growth 6.37% 579,801 $18.5M Add +2.4%
SCHD Schwab US DVD Equity ETF 6.13% 651,559 $17.8M Add +5.3%
CGMS Cap Group US Multi-Sect Bond 4.78% 499,900 $13.9M Add +3.8%
HELO JPMorgan Hedged Equity ETF 4.22% 188,330 $12.2M Add +14.1%
MUB iShares National Muni Bond E 4.01% 109,326 $11.6M Add +68.3%
JMUB JPMorgan Municipal ETF 2.30% 132,125 $6.7M Add +38.6%
JPST JPMorgan Ultra-Short Income 1.83% 104,766 $5.3M Add +3.0%
BRK.B Berkshire Hathaway Inc. Class B 1.62% 9,362 $4.7M Add +1.3%
CGMU Cap Group Municipal Income 1.56% 165,999 $4.5M Add +37.7%
AAPL Apple Inc. 1.39% 15,846 $4.0M Reduce -12.9%
SCHP Schwab U.S. Tips ETF 1.16% 124,830 $3.4M Add +1.3%
SCHB Schwab US Broad Market ETF 1.03% 116,060 $3.0M Add +0.1%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.82% 46,906 $2.4M Add +8.0%
VGLT Vanguard Long-Term Treasury 0.79% 40,476 $2.3M Add +2.0%
USXF iShares ESG Advance MSCI USA 0.71% 35,754 $2.0M Add +1.2%
ESGV Vanguard ESG US Stock ETF 0.68% 16,639 $2.0M Reduce -6.9%
AGG iShares Core U.S. Aggregate 0.66% 19,076 $1.9M Add +1.2%
DE Deere & Co. 0.61% 3,899 $1.8M No change
BNDX Vanguard Total Intl Bond ETF 0.61% 35,701 $1.8M Add +7.5%
CVLC Calvert US L-C CR Resp Index 0.56% 19,721 $1.6M Add +2.6%
EUSB Ishr ESG Advn Universal BD-$ 0.47% 31,292 $1.4M Add +8.7%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.47% 35,976 $1.4M Add +7.9%
COST Costco Wholesale Corp. 0.43% 1,340 $1.2M Add +0.1%
SMMU PIMCO SHRT TRM Muni BND ETF 0.41% 23,395 $1.2M Reduce -7.8%
VSGX Vanguard ESG Intl Stock ETF 0.41% 16,946 $1.2M Reduce -5.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 21,572 $1.1M Add +1.1%
DFSB Dim GLB Sustain Fix Inc. ETF 0.37% 20,279 $1.1M Add +2.1%
IVV iShares Core S&P 500 ETF 0.36% 1,554 $1.0M Reduce -19.5%
VEU Vanguard Ftse All-World Ex-U 0.33% 13,408 $957K Add +2.0%
VCR Vanguard Consumer Discre ETF 0.32% 2,315 $917K Add +0.2%
DMXF iShares ESG Advanc MSCI Eafe 0.29% 11,262 $853K Add +1.8%
NULG Nuveen ESG LRG-Cap GRW ETF 0.29% 8,537 $849K Add +5.9%
JEPI JPMorgan Equity Premium Inco 0.29% 14,713 $840K Add +0.8%
NVDA Nvidia Corp. 0.29% 4,490 $838K Add +3.8%
PM Philip Morris International 0.26% 4,656 $755K Add +0.0%
VEA Vanguard Ftse Developed ETF 0.26% 12,419 $744K Add +0.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.25% 12,530 $721K Reduce -0.0%
SO The Southern Co. 0.25% 7,507 $711K No change
SBUX Starbucks Corp. 0.24% 8,089 $684K Reduce -3.4%
EMR Emerson Electric Co. 0.23% 5,000 $656K No change
ADBE Adobe Inc. 0.22% 1,792 $632K Reduce -28.9%
IWD iShares Russell 1000 Value E 0.22% 3,080 $627K Add +0.4%
MO Altria Group Inc. 0.22% 9,455 $625K Add +2.2%
OWNS CCM Affordable Hous MBS ETF 0.21% 34,826 $606K Add +4.7%
VTIP Vanguard Short-Term Tips 0.20% 11,570 $586K Add +0.1%
BA The Boeing Co. 0.19% 2,611 $564K Reduce -1.1%
IWS iShares Russell Mid-Cap Valu 0.19% 4,000 $559K Add +0.4%
IWP iShares Russell Mid-Cap Grow 0.19% 3,811 $543K Add +0.0%
SIGI Selective Insurance Group 0.18% 6,575 $533K No change
IWF iShares Russell 1000 Growth 0.17% 1,082 $507K Reduce -0.1%
CRWD CrowdStrike Holdings Inc. Class A 0.17% 1,018 $499K Add +1.6%
TMUS T-Mobile US Inc. 0.17% 2,083 $499K New
JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F 0.15% 8,910 $447K Add +0.9%
PG The Procter & Gamble Co. 0.15% 2,900 $446K Reduce -8.6%
OEF iShares S&P 100 ETF 0.15% 1,323 $440K No change
NFLX Netflix Inc. 0.15% 362 $434K Add +15.3%
AMZN Amazon.com Inc. 0.15% 1,966 $432K Reduce -47.0%
USMV iShares MSCI USA Min Vol Fac 0.14% 4,412 $420K Add +0.1%
IGOV iShares International Treasu 0.14% 9,750 $415K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,409 $398K Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 1,883 $393K No change
JNJ Johnson & Johnson 0.13% 2,058 $382K Reduce -3.4%
FRDM Freedom 100 Emeging MRKT ETF 0.13% 8,415 $373K Reduce -3.5%
VGT Vanguard Info Tech ETF 0.13% 497 $371K No change
IWN iShares Russell 2000 Value E 0.12% 2,026 $358K Add +0.5%
JPM JPMorgan Chase & Co. 0.12% 1,086 $343K No change
MEAR Ishrs Short Mat Muni Act ETF 0.11% 6,561 $331K Reduce -89.9%
SGOL Abrdn Physical Gold Shares 0.11% 9,000 $331K No change
NEE Nextera Energy Inc. 0.11% 4,269 $322K Reduce -4.9%
CSCO Cisco Systems Inc. 0.10% 4,427 $303K Add +0.6%
LDUR PIMCO Enhanced Low Duration 0.10% 3,134 $301K Reduce -2.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 419 $279K Add +0.2%
NI Nisource Inc. 0.10% 6,373 $276K No change
HD Home Depot Inc. 0.09% 668 $271K Reduce -0.3%
CCEP Coca-Cola Europacific Partne 0.09% 2,935 $265K No change
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.09% 7,490 $260K New
JQUA JPMorgan US Quality Factor 0.09% 4,071 $256K Reduce -62.8%
LOW Lowe's Cos Inc. 0.09% 1,010 $254K Add +0.3%
FVD First Trust Value Line DVD 0.09% 5,356 $248K Reduce -14.8%
MELI MercadoLibre Inc. 0.08% 103 $241K No change
PEP Pepsico Inc. 0.08% 1,656 $233K Add +0.1%
SCHH Schwab US REIT ETF 0.08% 10,736 $232K No change
QQQ Invesco QQQ Trust Series 1 0.08% 383 $230K Reduce -2.8%
WFC Wells Fargo & Co. 0.08% 2,742 $230K No change
VCEB Vanguard ESG US Corp. Bond 0.08% 3,530 $227K New
WMT Walmart Inc. 0.08% 2,174 $224K Reduce -0.8%
VGK Vanguard Ftse Europe ETF 0.08% 2,795 $223K Add +0.3%
MA Mastercard Inc. Class A 0.08% 388 $221K Reduce -2.3%
SPG Simon Property Group Inc. 0.07% 1,113 $209K New
PNC PNC Financial Services Group 0.07% 1,039 $209K New
NOK Nokia Corp.-Spon ADR 0.04% 23,839 $115K No change

Portfolio Sells Q2 2025 → Q3 2025
MEAR Ishrs Short Mat Muni Act ETF Reduce -89.9% 0.11% −1.09
SUB iShares Short-Term National Sold out 0.00% −0.69
HEQT Simplify Hedged Equity ETF Sold out 0.00% −0.34
MSFT Microsoft Corp. Reduce -0.1% 8.36% −0.26
JQUA JPMorgan US Quality Factor Reduce -62.8% 0.09% −0.15
AMZN Amazon.com Inc. Reduce -47.0% 0.15% −0.15
ADBE Adobe Inc. Reduce -28.9% 0.22% −0.14
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.12
V Visa Inc. Class A Sold out 0.00% −0.10
IVV iShares Core S&P 500 ETF Reduce -19.5% 0.36% −0.08
ABBV Abbvie Inc. Sold out 0.00% −0.08
UNM Unum Group Sold out 0.00% −0.07
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -7.8% 0.41% −0.06
SBUX Starbucks Corp. Reduce -3.4% 0.24% −0.05
ESGV Vanguard ESG US Stock ETF Reduce -6.9% 0.68% −0.04
PG The Procter & Gamble Co. Reduce -8.6% 0.15% −0.03
VSGX Vanguard ESG Intl Stock ETF Reduce -5.2% 0.41% −0.03
FVD First Trust Value Line DVD Reduce -14.8% 0.09% −0.02
BA The Boeing Co. Reduce -1.1% 0.19% −0.01
LDUR PIMCO Enhanced Low Duration Reduce -2.1% 0.10% −0.01
MA Mastercard Inc. Class A Reduce -2.3% 0.08% −0.01
NEE Nextera Energy Inc. Reduce -4.9% 0.11% −0.00
JEPQ JPM Nasdaq Equity Premium Reduce -0.0% 0.25% −0.00
WMT Walmart Inc. Reduce -0.8% 0.08% −0.00
FRDM Freedom 100 Emeging MRKT ETF Reduce -3.5% 0.13% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.8% 0.08% −0.00
HD Home Depot Inc. Reduce -0.3% 0.09% +0.00
IWF iShares Russell 1000 Growth Reduce -0.1% 0.17% +0.00
AAPL Apple Inc. Reduce -12.9% 1.39% +0.01
JNJ Johnson & Johnson Reduce -3.4% 0.13% +0.01

Portfolio Buys Q2 2025 → Q3 2025
MUB iShares National Muni Bond E Add +68.3% 4.01% +1.50
JMUB JPMorgan Municipal ETF Add +38.6% 2.30% +0.55
HELO JPMorgan Hedged Equity ETF Add +14.1% 4.22% +0.40
CGMU Cap Group Municipal Income Add +37.7% 1.56% +0.37
QUAL iShares MSCI USA Quality Fac Add +5.6% 7.23% +0.33
SCHG Schwab US Large-Cap Growth Add +2.4% 6.37% +0.26
TMUS T-Mobile US Inc. New 0.17% +0.17
VTI VG Morningstar TS MKT ETF-US Add +0.7% 11.60% +0.16
IGOV iShares International Treasu New 0.14% +0.14
CGBL Cap Group Core Balanced New 0.09% +0.09
VCEB Vanguard ESG US Corp. Bond New 0.08% +0.08
IXUS iShares Core Intl Stock ETF Add +1.1% 10.32% +0.08
PNC PNC Financial Services Group New 0.07% +0.07
SPG Simon Property Group Inc. New 0.07% +0.07
SCHD Schwab US DVD Equity ETF Add +5.3% 6.13% +0.07
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +7.9% 0.47% +0.05
NVDA Nvidia Corp. Add +3.8% 0.29% +0.04
MO Altria Group Inc. Add +2.2% 0.22% +0.01
CVLC Calvert US L-C CR Resp Index Add +2.6% 0.56% +0.01
NULG Nuveen ESG LRG-Cap GRW ETF Add +5.9% 0.29% +0.01
BAC Bank of America Corp. Add +1.1% 0.38% +0.01
EUSB Ishr ESG Advn Universal BD-$ Add +8.7% 0.47% +0.01
JMST JPM Ultra-Short Muni Income Add +8.0% 0.82% +0.01
SCHB Schwab US Broad Market ETF Add +0.1% 1.03% +0.01
VCR Vanguard Consumer Discre ETF Add +0.2% 0.32% +0.01
IWN iShares Russell 2000 Value E Add +0.5% 0.12% +0.01
LOW Lowe's Cos Inc. Add +0.3% 0.09% +0.00
VEU Vanguard Ftse All-World Ex-U Add +2.0% 0.33% +0.00
USXF iShares ESG Advance MSCI USA Add +1.2% 0.71% +0.00
BNDX Vanguard Total Intl Bond ETF Add +7.5% 0.61% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.10% +0.00
PEP Pepsico Inc. Add +0.1% 0.08% −0.00
OWNS CCM Affordable Hous MBS ETF Add +4.7% 0.21% −0.00
IWS iShares Russell Mid-Cap Valu Add +0.4% 0.19% −0.00
VGK Vanguard Ftse Europe ETF Add +0.3% 0.08% −0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.22% −0.00
VEA Vanguard Ftse Developed ETF Add +0.0% 0.26% −0.01
NFLX Netflix Inc. Add +15.3% 0.15% −0.01
JMSI JPM Sus Municipal Income Add +0.9% 0.15% −0.01
IWP iShares Russell Mid-Cap Grow Add +0.0% 0.19% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.1% 0.14% −0.01
CSCO Cisco Systems Inc. Add +0.6% 0.10% −0.01
DMXF iShares ESG Advanc MSCI Eafe Add +1.8% 0.29% −0.01
DFSB Dim GLB Sustain Fix Inc. ETF Add +2.1% 0.37% −0.01
VTIP Vanguard Short-Term Tips Add +0.1% 0.20% −0.01
IBM Intl Business Machines Corp. Add +0.4% 0.14% −0.02
CRWD CrowdStrike Holdings Inc. Class A Add +1.6% 0.17% −0.02
JEPI JPMorgan Equity Premium Inco Add +0.8% 0.29% −0.02
VGLT Vanguard Long-Term Treasury Add +2.0% 0.79% −0.03
AGG iShares Core U.S. Aggregate Add +1.2% 0.66% −0.03

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