Skyline Advisors, Inc. holds a focused book of 123 stocks worth $318.7M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +22% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 7.2 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Skyline Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 79 / 80 | $14.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $111.7B |
| LPL Financial LLC | 78 / 80 | $75.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $18.1B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $16.5B |
| JPMORGAN CHASE & CO | 77 / 80 | $342.2B |
| HighTower Advisors, LLC | 77 / 80 | $23.0B |
| CWM, LLC | 77 / 80 | $8.3B |
Ranked by how many of Skyline Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 123 | $318.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 120 | $286.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 104 | $299.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 96 | $290.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 96 | $270.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 88 | $253.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 27, 2025 | 94 | $257.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 92 | $242.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.