Skyline Advisors, Inc. holds a focused book of 123 reported positions worth $318.7M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishr CR Unvrse Usd BD ETF-Ui at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.4 points over this window.
Growth of $10,000 cloning Skyline Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Skyline Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 17 / 80 | $1.0B |
| Emerald Advisors, LLC | 20 / 80 | $647.1M |
| Stuart Investment Advisors, Inc. | 9 / 80 | $201.2M |
| Alternative Investment Advisors, LLC. | 13 / 80 | $199.2M |
| Kearns & Associates LLC | 8 / 80 | $161.0M |
| Midwest Capital Advisors, LLC | 36 / 80 | $179.3M |
| Unconventional Investor, LLC | 12 / 80 | $174.2M |
| Jasper Ridge Partners, L.P. | 13 / 80 | $3.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Skyline Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE UNIVRSL USD | $30.0M | 650.7K | 9.4% | ▲+17% Added · +92K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $19.1M | 27.8K | 6.0% | ▲+132% Added · +16K sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $17.9M | 48.3K | 5.6% | ▼−27% Reduced · −18K sh | |
| 4 | Schwab Strategic TR US LCAP GR ETF | $17.5M | 516.8K | 5.5% | ▼−1.4% Reduced · −7K sh | |
| 5 | Microsoft Corp COM | $16.9M | 45.2K | 5.3% | ▼−0.7% Reduced · −314 sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $16.0M | 234.6K | 5.0% | ▲+126% Added · +131K sh | |
| 7 | Ishares TR CORE MSCI TOTAL | $12.6M | 131.9K | 4.0% | ▼−36% Reduced · −75K sh | |
| 8 | BlackRock ETF Trust ISHA IN CTRY ETF | $11.9M | 324.7K | 3.7% | ▲+55% Added · +116K sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $9.9M | 92.1K | 3.1% | ▼−16% Reduced · −17K sh | |
| 10 | BlackRock ETF Trust ISHA LA VALU ETF | $8.8M | 214.2K | 2.8% | ▲+17% Added · +31K sh | |
| 11 | Ishares TR MSCI USA QLT FCT | $8.6M | 39.3K | 2.7% | ▼−49% Reduced · −39K sh | |
| 12 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $8.6M | 313.4K | 2.7% | ▼−8.7% Reduced · −30K sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $8.3M | 262.4K | 2.6% | ▼−31% Reduced · −119K sh | |
| 14 | J P Morgan Exchange Traded F MUNICIPAL ETF | $8.0M | 158.1K | 2.5% | ▲+1.5% Added · +2K sh | |
| 15 | BlackRock ETF Trust ISHA I IN TE ETF | $6.5M | 123.2K | 2.0% | ▲+29% Added · +27K sh | |
| 16 | BlackRock ETF Trust II ISHAR INTER ETF | $5.6M | 232.9K | 1.8% | ▲+88% Added · +109K sh | |
| 17 | Vanguard Scottsdale FDS LONG TERM TREAS | $4.6M | 83.6K | 1.4% | ▲+30% Added · +19K sh | |
| 18 | Invesco Exch Traded FD TR II NATL AMT MUNI | $4.4M | 188.5K | 1.4% | ▲+454% Added · +154K sh | |
| 19 | BlackRock ETF Trust ISHA US THEM ETF | $4.3M | 98.9K | 1.3% | ▼−24% Reduced · −32K sh | |
| 20 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.1M | 85.5K | 1.3% | ▲+21% Added · +15K sh | |
| 21 | BlackRock ETF Trust ISHA SYST AL ETF | $4.0M | 143.2K | 1.3% | ▲New New position | |
| 22 | J P Morgan Exchange Traded F US MOMENTUM | $4.0M | 46.5K | 1.2% | ▲+7.1% Added · +3K sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $3.8M | 46.2K | 1.2% | ▼−11% Reduced · −6K sh | |
| 24 | Global X FDS DEFENSE TECH ETF | $3.8M | 63.1K | 1.2% | ▲+88% Added · +29K sh | |
| 25 | Apple Inc COM | $3.7M | 12.9K | 1.2% | ▼−1.3% Reduced · −175 sh | |
| 26 | Capital Grp Fixed Incm ETF T MUN INM ETF | $3.6M | 132.8K | 1.1% | ▼−19% Reduced · −31K sh | |
| 27 | Schwab Strategic TR US BRD MKT ETF | $3.3M | 112.9K | 1.0% | ▼~0% Reduced · −1 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.9K | 0.9% | ▼−13% Reduced · −903 sh | |
| 29 | BlackRock ETF Trust ISHA LA CORE ETF | $2.8M | 55.2K | 0.9% | ▲New New position | |
| 30 | Ishares Gold TR ISHARES NEW | $2.7M | 35.6K | 0.8% | ▲+93% Added · +17K sh | |
| 31 | Ishares TR ESG MSCI USA ETF | $2.5M | 36.2K | 0.8% | ▼−3.8% Reduced · −1K sh | |
| 32 | Deere & Co COM | $2.2M | 3.5K | 0.7% | ▼−2.5% Reduced · −90 sh | |
| 33 | Vanguard World FD ESG US STK ETF | $2.0M | 15.3K | 0.6% | ▼−6.5% Reduced · −1K sh | |
| 34 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $1.9M | 27.6K | 0.6% | ▼−70% Reduced · −66K sh | |
| 35 | BlackRock ETF Trust ISHA US AWAR ETF | $1.7M | 21.1K | 0.5% | ▲+18% Added · +3K sh | |
| 36 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.5M | 29.5K | 0.5% | ▼−30% Reduced · −12K sh | |
| 37 | Quaker Invt TR AFFORDABLE HOUS | $1.5M | 86.3K | 0.5% | ▲+39% Added · +24K sh | |
| 38 | Ishares TR ESG AWRE USD ETF | $1.5M | 62.8K | 0.5% | ▲+8.1% Added · +5K sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 17.5K | 0.4% | ▲+13% Added · +2K sh | |
| 40 | Bank Of Amer Corp COM | $1.2M | 21.0K | 0.4% | ▲~0% Added · +2 sh | |
| 41 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.4% | —Held | |
| 42 | Ishares TR CORE DIV GRWTH | $1.2M | 15.3K | 0.4% | ▲+13% Added · +2K sh | |
| 43 | Ishares TR S&P 100 ETF | $1.1M | 15.4K | 0.4% | ▲+762% Added · +14K sh | |
| 44 | Vanguard World FD ESG INTL STK ETF | $1.1M | 13.7K | 0.4% | ▼−10% Reduced · −2K sh | |
| 45 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.1M | 13.4K | 0.4% | ▲~0% Added · +1 sh | |
| 46 | Nvidia Corporation COM | $1.1M | 5.4K | 0.3% | ▼−6.2% Reduced · −355 sh | |
| 47 | Ishares TR CORE S&P500 ETF | $1.0M | 1.4K | 0.3% | ▼−9.1% Reduced · −136 sh | |
| 48 | Pimco ETF TR SHTRM MUN BD ACT | $911K | 18.0K | 0.3% | ▼−0.5% Reduced · −95 sh | |
| 49 | BlackRock ETF Trust ISHARES US LARG | $898K | 26.5K | 0.3% | ▲+58% Added · +10K sh | |
| 50 | Vanguard World FD CONSUM DIS ETF | $872K | 2.2K | 0.3% | ▼−5.4% Reduced · −125 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843832/holdings"
Use Arkolith to show Skyline Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 123 | $318.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 120 | $286.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 104 | $299.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 96 | $290.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 96 | $270.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 88 | $253.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 58d | 94 | $257.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 92 | $242.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.