Skyline Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Skyline Advisors, Inc. reported 123 stock positions worth $318.7 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.0%) and VG Morningstar TS MKT ETF-US (VTI, 5.6%). Compared with Q1 2026, it opened 12 new positions, sold out of 9, added to 42 and reduced 52. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +132%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −49%).

Most Recent 13F
Q2 2026
Location
BELLINGHAM, WA
CIK
0001843832
Portfolio Value
$318.7M (Q2 2026)
SEC Filing
0001843832-26-000004 ↗ filed Jul 20, 2026

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 Q3 2025 Q4 2025: $299.6M Q4 2025 Q1 2026: $286.6M Q1 2026 Q2 2026: $318.7M $318.7M Q2 2026

Holdings 123 stocks · $318.7M
IUSB Ishr CR Unvrse Usd BD ETF-Ui 9.42% 650,653 $30.0M Add +16.5%
VOO Vanguard S&P 500 ETF 5.99% 27,812 $19.1M Add +132.3%
VTI VG Morningstar TS MKT ETF-US 5.60% 48,253 $17.9M Reduce -26.7%
SCHG Schwab US Large-Cap Growth 5.49% 516,796 $17.5M Reduce -1.4%
MSFT Microsoft Corp. 5.29% 45,224 $16.9M Reduce -0.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 5.01% 234,552 $16.0M Add +125.7%
IXUS iShares Core Intl Stock ETF 3.95% 131,900 $12.6M Reduce -36.2%
CORO Ish Intl CTRY Rot Act ETF 3.73% 324,665 $11.9M Add +55.3%
MUB iShares National Muni Bond E 3.11% 92,092 $9.9M Reduce -15.7%
BLCV iShares Large Cap Val Act 2.78% 214,230 $8.8M Add +16.6%
QUAL iShares MSCI USA Quality Fac 2.71% 39,301 $8.6M Reduce -49.5%
CGMS Cap Group US Multi-Sect Bond 2.69% 313,360 $8.6M Reduce -8.7%
SCHD Schwab US DVD Equity ETF 2.61% 262,410 $8.3M Reduce -31.2%
JMUB JPMorgan Municipal ETF 2.51% 158,074 $8.0M Add +1.5%
BAI Ishrs AI in and Tech Act ETF 2.04% 123,161 $6.5M Add +28.7%
INMU iShares Intermediate Muni Inc. 1.77% 232,920 $5.6M Add +88.0%
VGLT Vanguard Long-Term Treasury 1.45% 83,617 $4.6M Add +30.0%
PZA Invesco National Amt-Free Mu 1.39% 188,506 $4.4M Add +453.7%
THRO iShares U.S. Thematic Rotati 1.34% 98,862 $4.3M Reduce -24.5%
BNDX Vanguard Total Intl Bond ETF 1.30% 85,505 $4.1M Add +20.6%
IALT Ishrs SYS Alt Act ETF 1.26% 143,194 $4.0M New
JMOM JPMorgan US Momentum Factor 1.25% 46,516 $4.0M Add +7.1%
IEMG iShares Core MSCI Emerging 1.20% 46,219 $3.8M Reduce -11.2%
SHLD Global X Defense Tech ETF 1.18% 63,061 $3.8M Add +87.5%
AAPL Apple Inc. 1.17% 12,886 $3.7M Reduce -1.3%
CGMU Cap Group Municipal Income 1.15% 132,850 $3.6M Reduce -19.2%
SCHB Schwab US Broad Market ETF 1.03% 112,885 $3.3M Reduce 0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.92% 5,862 $2.9M Reduce -13.3%
BLCR iShares LRG CP CR Act ETF-Ui 0.87% 55,240 $2.8M New
IAU iShares Gold Trust 0.84% 35,574 $2.7M Add +93.2%
USXF iShares ESG Advance MSCI USA 0.79% 36,174 $2.5M Reduce -3.8%
DE Deere & Co. 0.69% 3,465 $2.2M Reduce -2.5%
ESGV Vanguard ESG US Stock ETF 0.64% 15,342 $2.0M Reduce -6.5%
HELO JPMorgan Hedged Equity ETF 0.59% 27,596 $1.9M Reduce -70.5%
LCTU iShares U.S. Carbon Transiti 0.53% 21,141 $1.7M Add +17.7%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.47% 29,491 $1.5M Reduce -29.6%
OWNS CCM Affordable Hous MBS ETF 0.47% 86,279 $1.5M Add +39.3%
SUSC iShares ESG Aware Usd Corpor 0.46% 62,842 $1.5M Add +8.1%
VEA Vanguard Ftse Developed ETF 0.39% 17,543 $1.2M Add +12.7%
BAC Bank of America Corp. 0.38% 20,993 $1.2M Add +0.0%
COST Costco Wholesale Corp. 0.37% 1,268 $1.2M No change
DGRO iShares Core Dividend Growth 0.36% 15,338 $1.2M Add +13.0%
OEF iShares S&P 100 ETF 0.35% 15,394 $1.1M Add +761.9%
VSGX Vanguard ESG Intl Stock ETF 0.35% 13,723 $1.1M Reduce -10.2%
VEU Vanguard Ftse All-World Ex-U 0.35% 13,414 $1.1M Add +0.0%
NVDA Nvidia Corp. 0.34% 5,366 $1.1M Reduce -6.2%
IVV iShares Core S&P 500 ETF 0.32% 1,358 $1.0M Reduce -9.1%
SMMU PIMCO SHRT TRM Muni BND ETF 0.29% 18,030 $911K Reduce -0.5%
BALI Is US LRG CP Pre Inc. Act-Usd 0.28% 26,544 $898K Add +57.9%
VCR Vanguard Consumer Discre ETF 0.27% 2,199 $872K Reduce -5.4%
DFSB Dim GLB Sustain Fix Inc. ETF 0.27% 16,437 $857K Reduce -2.5%
SYSB iShares Systematic Bond ETF 0.27% 9,578 $850K Add +35.0%
PM Philip Morris International 0.26% 4,661 $843K Add +0.0%
SCHP Schwab U.S. Tips ETF 0.26% 31,528 $835K Reduce -54.0%
SBUX Starbucks Corp. 0.26% 8,016 $819K Add +0.0%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.26% 15,491 $817K Reduce -3.4%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.24% 15,581 $766K Reduce -20.4%
IWD iShares Russell 1000 Value E 0.24% 3,116 $755K Add +0.3%
AGG iShares Core U.S. Aggregate 0.23% 7,407 $733K Reduce -53.3%
DMXF iShares ESG Advanc MSCI Eafe 0.23% 8,631 $730K Reduce -12.8%
EFG iShares MSCI Eafe Growth ETF 0.23% 5,851 $728K New
SO The Southern Co. 0.23% 7,507 $719K No change
SUSB iShares ESG Aware 1-5 Year U 0.23% 28,744 $718K New
CRWD CrowdStrike Holdings Inc. Class A 0.22% 939 $717K Reduce -6.3%
JPST JPMorgan Ultra-Short Income 0.22% 14,085 $712K Reduce -65.3%
VTIP Vanguard Short-Term Tips 0.21% 13,589 $683K Add +158.6%
IWS iShares Russell Mid-Cap Valu 0.21% 4,038 $665K Add +0.2%
MO Altria Group Inc. 0.20% 9,055 $652K No change
SIGI Selective Insurance Group 0.20% 6,575 $638K No change
EMR Emerson Electric Co. 0.19% 4,206 $602K Reduce -7.8%
IWP iShares Russell Mid-Cap Grow 0.17% 3,798 $556K Reduce -0.3%
IWF iShares Russell 1000 Growth 0.17% 4,334 $538K No change
JEPI JPMorgan Equity Premium Inco 0.17% 9,426 $532K Reduce -13.7%
FRDM Freedom 100 Emeging MRKT ETF 0.16% 7,175 $523K Reduce -21.9%
CSCO Cisco Systems Inc. 0.16% 4,448 $522K Add +0.4%
JNJ Johnson & Johnson 0.16% 1,969 $500K Add +0.1%
USMV iShares MSCI USA Min Vol Fac 0.15% 5,055 $488K Add +8.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.15% 1,911 $464K No change
BINC iShares Flex I A ETF-Usd Inc. 0.14% 8,817 $461K Reduce -13.8%
AMZN Amazon.com Inc. 0.14% 1,842 $439K Add +5.7%
IWN iShares Russell 2000 Value E 0.14% 1,968 $435K Reduce -3.7%
STIP iShares 0-5 Year Tips Bond E 0.13% 4,190 $428K Add +37.4%
BA The Boeing Co. 0.13% 1,977 $428K Reduce -18.0%
EUSB Ishr ESG Advn Universal BD-$ 0.13% 9,678 $421K Reduce -46.8%
PG The Procter & Gamble Co. 0.13% 2,827 $414K Add +0.2%
VGT Vanguard Info Tech ETF 0.12% 3,291 $393K Reduce -4.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,374 $386K Add +0.1%
KLAC KLA Corp. 0.12% 1,245 $376K Reduce -9.8%
NEE Nextera Energy Inc. 0.12% 4,270 $375K No change
CLOA iShares Aaa Clo Act ETF-Usdi 0.12% 7,120 $370K Reduce -32.6%
HDV iShares Core High Dividend E 0.11% 12,862 $353K Reduce -15.2%
SGOL Abrdn Physical Gold Shares 0.11% 9,000 $344K No change
SGVT Schwab Govt Money Market ETF 0.10% 3,247 $327K New
NOK Nokia Corp.-Spon ADR 0.10% 23,839 $317K No change
TMUS T-Mobile US Inc. 0.10% 1,873 $314K Reduce -0.1%
NULG Nuveen ESG LRG-Cap GRW ETF 0.10% 2,657 $311K Reduce -34.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 412 $308K Reduce -7.4%
NI Nisource Inc. 0.10% 6,373 $303K No change
JQUA JPMorgan US Quality Factor 0.09% 4,071 $294K No change
CCEP Coca-Cola Europacific Partne 0.09% 2,935 $294K No change
JPM JPMorgan Chase & Co. 0.09% 888 $291K Reduce -13.7%
MRK Merck & Co. Inc. 0.09% 2,233 $287K Reduce -0.2%
SECU Ishrs Secur Incom Act ETF 0.09% 5,736 $286K New
QQQ Invesco QQQ Trust Series 1 0.09% 384 $283K No change
JCPB JPMorgan Core Plus Bond ETF 0.09% 5,978 $281K New
EMLC Vaneck JPM Em Local Curr BND 0.08% 10,461 $267K Reduce -0.7%
FVD First Trust Value Line DVD 0.08% 5,367 $259K Add +0.3%
SPG Simon Property Group Inc. 0.08% 1,151 $257K Add +1.1%
VGK Vanguard Ftse Europe ETF 0.08% 2,874 $254K Add +1.4%
SCHH Schwab US REIT ETF 0.08% 10,736 $254K No change
PNC PNC Financial Services Group 0.08% 1,026 $253K No change
WMT Walmart Inc. 0.08% 2,185 $248K Add +0.3%
GOOG Alphabet Inc. Class C 0.07% 668 $236K New
SCHA Schwab US Small-Cap ETF 0.07% 6,527 $236K New
CVLC Calvert US L-C CR Resp Index 0.07% 2,463 $233K Reduce -53.0%
WFC Wells Fargo & Co. 0.07% 2,742 $227K No change
PEP Pepsico Inc. 0.07% 1,657 $224K No change
AMAT Applied Materials Inc. 0.07% 310 $224K New
VWO Vanguard Ftse Emerging Marke 0.07% 3,731 $223K Add +0.1%
FGDL Franklin Resp Sourced Gold 0.07% 4,056 $216K Add +20.1%
LOW Lowe's Cos Inc. 0.07% 970 $214K Reduce -4.5%
HD Home Depot Inc. 0.06% 579 $204K New
XLI SS Industrial Select Sector 0.06% 1,097 $203K New

Portfolio Sells Q1 2026 → Q2 2026
QUAL iShares MSCI USA Quality Fac Reduce -49.5% 2.71% −2.50
IXUS iShares Core Intl Stock ETF Reduce -36.2% 3.95% −2.30
VTI VG Morningstar TS MKT ETF-US Reduce -26.7% 5.60% −1.76
HELO JPMorgan Hedged Equity ETF Reduce -70.5% 0.59% −1.50
SCHD Schwab US DVD Equity ETF Reduce -31.2% 2.61% −1.47
MUB iShares National Muni Bond E Reduce -15.7% 3.11% −0.94
EFV iShares MSCI Eafe Value ETF Sold out 0.00% −0.91
MSFT Microsoft Corp. Reduce -0.7% 5.29% −0.59
CGMS Cap Group US Multi-Sect Bond Reduce -8.7% 2.69% −0.57
JPST JPMorgan Ultra-Short Income Reduce -65.3% 0.22% −0.49
CGMU Cap Group Municipal Income Reduce -19.2% 1.15% −0.41
SCHP Schwab U.S. Tips ETF Reduce -54.0% 0.26% −0.37
AGG iShares Core U.S. Aggregate Reduce -53.3% 0.23% −0.32
THRO iShares U.S. Thematic Rotati Reduce -24.5% 1.34% −0.32
JMST JPM Ultra-Short Muni Income Reduce -29.6% 0.47% −0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -13.3% 0.92% −0.21
HIMU iShares High Yild Muni A ETF Sold out 0.00% −0.16
JMSI JPM Sus Municipal Income Sold out 0.00% −0.16
EUSB Ishr ESG Advn Universal BD-$ Reduce -46.8% 0.13% −0.14
MEAR Ishrs Short Mat Muni Act ETF Sold out 0.00% −0.12
EVUS iShares ESG Aw MSCI US Value Sold out 0.00% −0.11
QLTA iShares Aaa - A Rated Corpor Sold out 0.00% −0.10
NFLX Netflix Inc. Sold out 0.00% −0.08
ADBE Adobe Inc. Sold out 0.00% −0.08
CLOA iShares Aaa Clo Act ETF-Usdi Reduce -32.6% 0.12% −0.08
LDUR PIMCO Enhanced Low Duration Sold out 0.00% −0.07
CVLC Calvert US L-C CR Resp Index Reduce -53.0% 0.07% −0.07
IEMG iShares Core MSCI Emerging Reduce -11.2% 1.20% −0.07
JEPI JPMorgan Equity Premium Inco Reduce -13.7% 0.17% −0.05
BINC iShares Flex I A ETF-Usd Inc. Reduce -13.8% 0.14% −0.04
TMUS T-Mobile US Inc. Reduce -0.1% 0.10% −0.04
DFSB Dim GLB Sustain Fix Inc. ETF Reduce -2.5% 0.27% −0.04
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -20.4% 0.24% −0.03
SMMU PIMCO SHRT TRM Muni BND ETF Reduce -0.5% 0.29% −0.03
BA The Boeing Co. Reduce -18.0% 0.13% −0.03
HDV iShares Core High Dividend E Reduce -15.2% 0.11% −0.03
DMXF iShares ESG Advanc MSCI Eafe Reduce -12.8% 0.23% −0.03
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -34.4% 0.10% −0.03
VSGX Vanguard ESG Intl Stock ETF Reduce -10.2% 0.35% −0.03
IVV iShares Core S&P 500 ETF Reduce -9.1% 0.32% −0.02
EMR Emerson Electric Co. Reduce -7.8% 0.19% −0.02
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -3.4% 0.26% −0.02
VCR Vanguard Consumer Discre ETF Reduce -5.4% 0.27% −0.02
LOW Lowe's Cos Inc. Reduce -4.5% 0.07% −0.02
JPM JPMorgan Chase & Co. Reduce -13.7% 0.09% −0.01
NVDA Nvidia Corp. Reduce -6.2% 0.34% −0.01
FRDM Freedom 100 Emeging MRKT ETF Reduce -21.9% 0.16% −0.01
DE Deere & Co. Reduce -2.5% 0.69% −0.01
EMLC Vaneck JPM Em Local Curr BND Reduce -0.7% 0.08% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -6.5% 0.64% −0.01

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +132.3% 5.99% +3.50
DYNF Ishrs US E F R A ETF-Usd Inc. Add +125.7% 5.01% +2.90
CORO Ish Intl CTRY Rot Act ETF Add +55.3% 3.73% +1.38
IALT Ishrs SYS Alt Act ETF New 1.26% +1.26
PZA Invesco National Amt-Free Mu Add +453.7% 1.39% +1.12
BAI Ishrs AI in and Tech Act ETF Add +28.7% 2.04% +0.94
BLCR iShares LRG CP CR Act ETF-Ui New 0.87% +0.87
INMU iShares Intermediate Muni Inc. Add +88.0% 1.77% +0.74
BLCV iShares Large Cap Val Act Add +16.6% 2.78% +0.46
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +16.5% 9.42% +0.42
SHLD Global X Defense Tech ETF Add +87.5% 1.18% +0.35
IAU iShares Gold Trust Add +93.2% 0.84% +0.28
EFG iShares MSCI Eafe Growth ETF New 0.23% +0.23
SUSB iShares ESG Aware 1-5 Year U New 0.23% +0.23
JMOM JPMorgan US Momentum Factor Add +7.1% 1.25% +0.22
VGLT Vanguard Long-Term Treasury Add +30.0% 1.45% +0.21
OEF iShares S&P 100 ETF Add +761.9% 0.35% +0.16
VTIP Vanguard Short-Term Tips Add +158.6% 0.21% +0.12
BNDX Vanguard Total Intl Bond ETF Add +20.6% 1.30% +0.11
SGVT Schwab Govt Money Market ETF New 0.10% +0.10
BALI Is US LRG CP Pre Inc. Act-Usd Add +57.9% 0.28% +0.10
OWNS CCM Affordable Hous MBS ETF Add +39.3% 0.47% +0.09
LCTU iShares U.S. Carbon Transiti Add +17.7% 0.53% +0.09
SECU Ishrs Secur Incom Act ETF New 0.09% +0.09
JCPB JPMorgan Core Plus Bond ETF New 0.09% +0.09
GOOG Alphabet Inc. Class C New 0.07% +0.07
SCHA Schwab US Small-Cap ETF New 0.07% +0.07
AMAT Applied Materials Inc. New 0.07% +0.07
HD Home Depot Inc. New 0.06% +0.06
XLI SS Industrial Select Sector New 0.06% +0.06
SYSB iShares Systematic Bond ETF Add +35.0% 0.27% +0.05
CSCO Cisco Systems Inc. Add +0.4% 0.16% +0.04
VEA Vanguard Ftse Developed ETF Add +12.7% 0.39% +0.04
DGRO iShares Core Dividend Growth Add +13.0% 0.36% +0.03
STIP iShares 0-5 Year Tips Bond E Add +37.4% 0.13% +0.02
BAC Bank of America Corp. Add +0.0% 0.38% +0.02
AMZN Amazon.com Inc. Add +5.7% 0.14% +0.01
SPG Simon Property Group Inc. Add +1.1% 0.08% +0.01
SBUX Starbucks Corp. Add +0.0% 0.26% +0.01
IWD iShares Russell 1000 Value E Add +0.3% 0.24% +0.01
IBM Intl Business Machines Corp. Add +0.1% 0.12% +0.01
IWS iShares Russell Mid-Cap Valu Add +0.2% 0.21% +0.00
USMV iShares MSCI USA Min Vol Fac Add +8.6% 0.15% +0.00
VEU Vanguard Ftse All-World Ex-U Add +0.0% 0.35% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.07% −0.00
VGK Vanguard Ftse Europe ETF Add +1.4% 0.08% −0.00
PM Philip Morris International Add +0.0% 0.26% −0.00
FGDL Franklin Resp Sourced Gold Add +20.1% 0.07% −0.01
FVD First Trust Value Line DVD Add +0.3% 0.08% −0.01
JNJ Johnson & Johnson Add +0.1% 0.16% −0.01

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