Skyline Advisors, Inc.

Name: Skyline Advisors, Inc. 13F holdings, Q4 2025
Creator: Skyline Advisors, Inc.
Published: 2026-01-12

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Skyline Advisors, Inc. reported 104 stock positions worth $299.6 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, 10.4%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 7.8%). Compared with Q3 2025, it opened 9 new positions, sold out of 1, added to 47 and reduced 37. The biggest buy was a new position in iShares Intermediate Muni (INMU) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F: Q2 2026
Location: BELLINGHAM, WA
CIK: 0001843832
Portfolio Value: $299.6M (Q4 2025)
SEC Filing: 0001843832-26-000001 ↗ filed Jan 12, 2026

Holdings Value

Holdings 104 stocks · $299.6M


VTI VG Morningstar TS MKT ETF-US	11.62%	103,813	$34.8M	Add +1.2%
IXUS iShares Core Intl Stock ETF	10.41%	368,545	$31.2M	Add +1.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	7.76%	499,698	$23.3M	Add +5.3%
MSFT Microsoft Corp.	7.41%	45,900	$22.2M	Reduce -2.0%
QUAL iShares MSCI USA Quality Fac	7.25%	109,374	$21.7M	Add +1.4%
SCHG Schwab US Large-Cap Growth	6.24%	573,059	$18.7M	Reduce -1.2%
SCHD Schwab US DVD Equity ETF	6.01%	655,927	$18.0M	Add +0.7%
CGMS Cap Group US Multi-Sect Bond	4.86%	526,892	$14.6M	Add +5.4%
HELO JPMorgan Hedged Equity ETF	4.07%	183,403	$12.2M	Reduce -2.6%
MUB iShares National Muni Bond E	4.02%	112,348	$12.0M	Add +2.8%
JMUB JPMorgan Municipal ETF	2.37%	140,862	$7.1M	Add +6.6%
JPST JPMorgan Ultra-Short Income	1.87%	110,790	$5.6M	Add +5.8%
BRK.B Berkshire Hathaway Inc. Class B	1.58%	9,388	$4.7M	Add +0.3%
CGMU Cap Group Municipal Income	1.57%	171,962	$4.7M	Add +3.6%
AAPL Apple Inc.	1.24%	13,613	$3.7M	Reduce -14.1%
SCHP Schwab U.S. Tips ETF	1.14%	128,889	$3.4M	Add +3.3%
SCHB Schwab US Broad Market ETF	1.02%	116,118	$3.0M	Add +0.1%
VGLT Vanguard Long-Term Treasury	0.83%	44,369	$2.5M	Add +9.6%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.81%	47,474	$2.4M	Add +1.2%
INMU iShares Intermediate Muni Inc.	0.76%	94,614	$2.3M	New
USXF iShares ESG Advance MSCI USA	0.67%	34,920	$2.0M	Reduce -2.3%
ESGV Vanguard ESG US Stock ETF	0.67%	16,510	$2.0M	Reduce -0.8%
AGG iShares Core U.S. Aggregate	0.63%	18,781	$1.9M	Reduce -1.6%
BNDX Vanguard Total Intl Bond ETF	0.59%	36,521	$1.8M	Add +2.3%
DE Deere & Co.	0.58%	3,755	$1.7M	Reduce -3.7%
CVLC Calvert US L-C CR Resp Index	0.55%	19,487	$1.6M	Reduce -1.2%
EUSB Ishr ESG Advn Universal BD-$	0.49%	33,473	$1.5M	Add +7.0%
XSOE Wisdmtree Emerg MKT Ex-St Ow	0.46%	35,156	$1.4M	Reduce -2.3%
DFSB Dim GLB Sustain Fix Inc. ETF	0.39%	22,790	$1.2M	Add +12.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.39%	21,339	$1.2M	Reduce -1.1%
COST Costco Wholesale Corp.	0.39%	1,342	$1.2M	Add +0.1%
SMMU PIMCO SHRT TRM Muni BND ETF	0.37%	22,090	$1.1M	Reduce -5.6%
VSGX Vanguard ESG Intl Stock ETF	0.37%	15,530	$1.1M	Reduce -8.4%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.37%	18,243	$1.1M	New
NVDA Nvidia Corp.	0.35%	5,701	$1.1M	Add +27.0%
IVV iShares Core S&P 500 ETF	0.34%	1,495	$1.0M	Reduce -3.8%
VEU Vanguard Ftse All-World Ex-U	0.33%	13,412	$987K	Add +0.0%
JEPI JPMorgan Equity Premium Inco	0.31%	16,064	$919K	Add +9.2%
VCR Vanguard Consumer Discre ETF	0.30%	2,319	$914K	Add +0.2%
VEA Vanguard Ftse Developed ETF	0.30%	14,267	$891K	Add +14.9%
NULG Nuveen ESG LRG-Cap GRW ETF	0.26%	8,106	$793K	Reduce -5.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.26%	13,399	$779K	Add +6.9%
DMXF iShares ESG Advanc MSCI Eafe	0.26%	10,181	$765K	Reduce -9.6%
PM Philip Morris International	0.25%	4,687	$752K	Add +0.7%
OWNS CCM Affordable Hous MBS ETF	0.23%	38,826	$678K	Add +11.5%
SBUX Starbucks Corp.	0.23%	8,011	$675K	Reduce -1.0%
SO The Southern Co.	0.22%	7,507	$655K	No change
IWD iShares Russell 1000 Value E	0.22%	3,094	$651K	Add +0.5%
OEF iShares S&P 100 ETF	0.21%	1,989	$619K	Add +50.3%
EMR Emerson Electric Co.	0.20%	4,560	$605K	Reduce -8.8%
IWS iShares Russell Mid-Cap Valu	0.19%	4,018	$567K	Add +0.5%
SIGI Selective Insurance Group	0.18%	6,575	$550K	No change
BA The Boeing Co.	0.17%	2,411	$524K	Reduce -7.7%
MO Altria Group Inc.	0.17%	9,055	$522K	Reduce -4.2%
IWP iShares Russell Mid-Cap Grow	0.17%	3,807	$521K	Reduce -0.1%
IWF iShares Russell 1000 Growth	0.17%	1,083	$513K	Add +0.1%
ADBE Adobe Inc.	0.16%	1,363	$477K	Reduce -23.9%
CRWD CrowdStrike Holdings Inc. Class A	0.16%	1,002	$470K	Reduce -1.6%
JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F	0.15%	8,995	$453K	Add +0.9%
TMUS T-Mobile US Inc.	0.14%	2,122	$431K	Add +1.9%
USMV iShares MSCI USA Min Vol Fac	0.14%	4,473	$421K	Add +1.4%
DUNK Dana Unconstrained Eq ETF	0.14%	17,034	$419K	New
JNJ Johnson & Johnson	0.14%	1,966	$407K	Reduce -4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.14%	1,373	$407K	Reduce -2.6%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.14%	1,911	$405K	Add +1.5%
PG The Procter & Gamble Co.	0.13%	2,816	$404K	Reduce -2.9%
HIMU iShares High Yild Muni A ETF	0.13%	8,287	$403K	New
AMZN Amazon.com Inc.	0.13%	1,712	$395K	Reduce -12.9%
FRDM Freedom 100 Emeging MRKT ETF	0.13%	7,531	$386K	Reduce -10.5%
SGOL Abrdn Physical Gold Shares	0.12%	9,000	$370K	No change
IWN iShares Russell 2000 Value E	0.12%	2,038	$369K	Add +0.6%
VGT Vanguard Info Tech ETF	0.12%	484	$365K	Reduce -2.6%
LDUR PIMCO Enhanced Low Duration	0.12%	3,739	$359K	Add +19.3%
NEE Nextera Energy Inc.	0.11%	4,280	$344K	Add +0.3%
CSCO Cisco Systems Inc.	0.11%	4,407	$339K	Reduce -0.5%
JPM JPMorgan Chase & Co.	0.11%	1,029	$331K	Reduce -5.3%
MEAR Ishrs Short Mat Muni Act ETF	0.11%	6,574	$331K	Add +0.2%
VCEB Vanguard ESG US Corp. Bond	0.11%	5,032	$320K	Add +42.5%
BLCV BlackRock ETF Trust	0.10%	8,368	$312K	New
SPY SS SPDR S&P 500 ETF Trust-US	0.10%	444	$303K	Add +6.0%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED	0.09%	7,626	$269K	Add +1.8%
CCEP Coca-Cola Europacific Partne	0.09%	2,935	$266K	No change
NI Nisource Inc.	0.09%	6,373	$266K	No change
VTIP Vanguard Short-Term Tips	0.09%	5,267	$260K	Reduce -54.5%
WFC Wells Fargo & Co.	0.09%	2,774	$259K	Add +1.2%
JQUA JPMorgan US Quality Factor	0.09%	4,071	$257K	No change
FVD First Trust Value Line DVD	0.08%	5,333	$246K	Reduce -0.4%
LOW Lowe's Cos Inc.	0.08%	1,013	$244K	Add +0.3%
WMT Walmart Inc.	0.08%	2,174	$242K	No change
PEP Pepsico Inc.	0.08%	1,656	$238K	No change
MRK Merck & Co. Inc.	0.08%	2,243	$236K	New
VGK Vanguard Ftse Europe ETF	0.08%	2,821	$236K	Add +0.9%
QQQ Invesco QQQ Trust Series 1	0.08%	384	$236K	Add +0.3%
NFLX Netflix Inc.	0.08%	2,452	$230K	Reduce -32.3%
HD Home Depot Inc.	0.08%	658	$226K	Reduce -1.5%
SCHH Schwab US REIT ETF	0.07%	10,736	$224K	No change
MA Mastercard Inc. Class A	0.07%	384	$219K	Reduce -1.0%
PNC PNC Financial Services Group	0.07%	1,026	$214K	Reduce -1.3%
GOOG Alphabet Inc. Class C	0.07%	668	$210K	New
SPG Simon Property Group Inc.	0.07%	1,126	$208K	Add +1.2%
MELI MercadoLibre Inc.	0.07%	103	$208K	No change
THRO iShares U.S. Thematic Rotati	0.07%	5,283	$204K	New
VWO Vanguard Ftse Emerging Marke	0.07%	3,727	$200K	New
NOK Nokia Corp.-Spon ADR	0.05%	23,839	$154K	No change

Portfolio Sells Q3 2025 → Q4 2025


MSFT Microsoft Corp.	Reduce -2.0%	7.41%	−0.95
AAPL Apple Inc.	Reduce -14.1%	1.24%	−0.15
HELO JPMorgan Hedged Equity ETF	Reduce -2.6%	4.07%	−0.15
IGOV iShares International Treasu	Sold out	0.00%	−0.14
SCHG Schwab US Large-Cap Growth	Reduce -1.2%	6.24%	−0.13
VTIP Vanguard Short-Term Tips	Reduce -54.5%	0.09%	−0.11
NFLX Netflix Inc.	Reduce -32.3%	0.08%	−0.07
ADBE Adobe Inc.	Reduce -23.9%	0.16%	−0.06
MO Altria Group Inc.	Reduce -4.2%	0.17%	−0.04
DMXF iShares ESG Advanc MSCI Eafe	Reduce -9.6%	0.26%	−0.04
SMMU PIMCO SHRT TRM Muni BND ETF	Reduce -5.6%	0.37%	−0.04
USXF iShares ESG Advance MSCI USA	Reduce -2.3%	0.67%	−0.03
VSGX Vanguard ESG Intl Stock ETF	Reduce -8.4%	0.37%	−0.03
AGG iShares Core U.S. Aggregate	Reduce -1.6%	0.63%	−0.03
DE Deere & Co.	Reduce -3.7%	0.58%	−0.03
NULG Nuveen ESG LRG-Cap GRW ETF	Reduce -5.0%	0.26%	−0.03
EMR Emerson Electric Co.	Reduce -8.8%	0.20%	−0.02
BA The Boeing Co.	Reduce -7.7%	0.17%	−0.02
PG The Procter & Gamble Co.	Reduce -2.9%	0.13%	−0.02
HD Home Depot Inc.	Reduce -1.5%	0.08%	−0.02
AMZN Amazon.com Inc.	Reduce -12.9%	0.13%	−0.02
IVV iShares Core S&P 500 ETF	Reduce -3.8%	0.34%	−0.02
CRWD CrowdStrike Holdings Inc. Class A	Reduce -1.6%	0.16%	−0.02
IWP iShares Russell Mid-Cap Grow	Reduce -0.1%	0.17%	−0.01
ESGV Vanguard ESG US Stock ETF	Reduce -0.8%	0.67%	−0.01
XSOE Wisdmtree Emerg MKT Ex-St Ow	Reduce -2.3%	0.46%	−0.01
SBUX Starbucks Corp.	Reduce -1.0%	0.23%	−0.01
CVLC Calvert US L-C CR Resp Index	Reduce -1.2%	0.55%	−0.01
JPM JPMorgan Chase & Co.	Reduce -5.3%	0.11%	−0.01
VGT Vanguard Info Tech ETF	Reduce -2.6%	0.12%	−0.01
FVD First Trust Value Line DVD	Reduce -0.4%	0.08%	−0.00
MA Mastercard Inc. Class A	Reduce -1.0%	0.07%	−0.00
IBM Intl Business Machines Corp.	Reduce -2.6%	0.14%	−0.00
PNC PNC Financial Services Group	Reduce -1.3%	0.07%	−0.00
FRDM Freedom 100 Emeging MRKT ETF	Reduce -10.5%	0.13%	+0.00
JNJ Johnson & Johnson	Reduce -4.5%	0.14%	+0.00
BAC Bank of America Corp.	Reduce -1.1%	0.39%	+0.01
CSCO Cisco Systems Inc.	Reduce -0.5%	0.11%	+0.01

Portfolio Buys Q3 2025 → Q4 2025


INMU iShares Intermediate Muni Inc.	New	0.76%	+0.76
DYNF Ishrs US E F R A ETF-Usd Inc.	New	0.37%	+0.37
DUNK Dana Unconstrained Eq ETF	New	0.14%	+0.14
HIMU iShares High Yild Muni A ETF	New	0.13%	+0.13
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +5.3%	7.76%	+0.13
BLCV BlackRock ETF Trust	New	0.10%	+0.10
IXUS iShares Core Intl Stock ETF	Add +1.6%	10.41%	+0.10
CGMS Cap Group US Multi-Sect Bond	Add +5.4%	4.86%	+0.08
MRK Merck & Co. Inc.	New	0.08%	+0.08
JMUB JPMorgan Municipal ETF	Add +6.6%	2.37%	+0.08
GOOG Alphabet Inc. Class C	New	0.07%	+0.07
THRO iShares U.S. Thematic Rotati	New	0.07%	+0.07
VWO Vanguard Ftse Emerging Marke	New	0.07%	+0.07
NVDA Nvidia Corp.	Add +27.0%	0.35%	+0.07
OEF iShares S&P 100 ETF	Add +50.3%	0.21%	+0.05
VEA Vanguard Ftse Developed ETF	Add +14.9%	0.30%	+0.04
JPST JPMorgan Ultra-Short Income	Add +5.8%	1.87%	+0.04
VGLT Vanguard Long-Term Treasury	Add +9.6%	0.83%	+0.03
VCEB Vanguard ESG US Corp. Bond	Add +42.5%	0.11%	+0.03
QUAL iShares MSCI USA Quality Fac	Add +1.4%	7.25%	+0.03
DFSB Dim GLB Sustain Fix Inc. ETF	Add +12.4%	0.39%	+0.02
VTI VG Morningstar TS MKT ETF-US	Add +1.2%	11.62%	+0.02
OWNS CCM Affordable Hous MBS ETF	Add +11.5%	0.23%	+0.02
JEPI JPMorgan Equity Premium Inco	Add +9.2%	0.31%	+0.02
EUSB Ishr ESG Advn Universal BD-$	Add +7.0%	0.49%	+0.02
LDUR PIMCO Enhanced Low Duration	Add +19.3%	0.12%	+0.02
JEPQ JPM Nasdaq Equity Premium	Add +6.9%	0.26%	+0.01
CGMU Cap Group Municipal Income	Add +3.6%	1.57%	+0.01
WFC Wells Fargo & Co.	Add +1.2%	0.09%	+0.01
MUB iShares National Muni Bond E	Add +2.8%	4.02%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Add +6.0%	0.10%	+0.01
NEE Nextera Energy Inc.	Add +0.3%	0.11%	+0.00
VGK Vanguard Ftse Europe ETF	Add +0.9%	0.08%	+0.00
IWD iShares Russell 1000 Value E	Add +0.5%	0.22%	+0.00
CGBL Cap Group Core Balanced	Add +1.8%	0.09%	+0.00
IWN iShares Russell 2000 Value E	Add +0.6%	0.12%	−0.00
VEU Vanguard Ftse All-World Ex-U	Add +0.0%	0.33%	−0.00
VBR Vngrd Mrngst SL-CP Val ETF-U	Add +1.5%	0.14%	−0.00
QQQ Invesco QQQ Trust Series 1	Add +0.3%	0.08%	−0.00
SPG Simon Property Group Inc.	Add +1.2%	0.07%	−0.00
JMSI JPM Sus Municipal Income	Add +0.9%	0.15%	−0.00
IWS iShares Russell Mid-Cap Valu	Add +0.5%	0.19%	−0.00
IWF iShares Russell 1000 Growth	Add +0.1%	0.17%	−0.00
MEAR Ishrs Short Mat Muni Act ETF	Add +0.2%	0.11%	−0.00
USMV iShares MSCI USA Min Vol Fac	Add +1.4%	0.14%	−0.00
LOW Lowe's Cos Inc.	Add +0.3%	0.08%	−0.01
PM Philip Morris International	Add +0.7%	0.25%	−0.01
VCR Vanguard Consumer Discre ETF	Add +0.2%	0.30%	−0.01
SCHB Schwab US Broad Market ETF	Add +0.1%	1.02%	−0.01
JMST JPM Ultra-Short Muni Income	Add +1.2%	0.81%	−0.02

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