Filed: 7/11/2025ACC: 0001085146-25-003754
📋 What this filing means
SKYLINE ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $270.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$270.73M
Total AUM (reported)
4.35M
Total Shares
Allocation by class
COM$43.14M15.9%
TOTAL STK MKT$30.98M11.4%
CORE MSCI TOTAL$27.72M10.2%
CORE TOTAL USD$21.19M7.8%
MSCI USA QLT FCT$18.67M6.9%
US LCAP GR ETF$16.55M6.1%
US DIVIDEND EQ$16.40M6.1%
Portfolio Concentration
Top 3$82.03M30.3%
4–10$103.21M38.1%
11–25$44.66M16.5%
Rest$40.82M15.1%
Top 3 weight
30.3%
Top 10 weight
68.4%
Voting Authority Distribution
Total shares with voting rights: 4.35M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
VANGUARD INDEX FDS
SOLEShares101.94K
TypeSH
Market value$30.98M
11.44%
Sole
0.00
Shared
0.00
None
101.94K
ISHARES TR
SOLEShares358.60K
TypeSH
Market value$27.72M
10.24%
Sole
0.00
Shared
0.00
None
358.60K
MICROSOFT CORP
SOLEShares46.89K
TypeSH
Market value$23.32M
8.62%
Sole
0.00
Shared
0.00
None
46.89K
ISHARES TR
SOLEShares458.30K
TypeSH
Market value$21.19M
7.83%
Sole
0.00
Shared
0.00
None
458.30K
ISHARES TR
SOLEShares102.11K
TypeSH
Market value$18.67M
6.90%
Sole
0.00
Shared
0.00
None
102.11K
SCHWAB STRATEGIC TR
SOLEShares566.49K
TypeSH
Market value$16.55M
6.11%
Sole
0.00
Shared
0.00
None
566.49K
SCHWAB STRATEGIC TR
SOLEShares618.90K
TypeSH
Market value$16.40M
6.06%
Sole
0.00
Shared
0.00
None
618.90K
CAPITAL GRP FIXED INCM ETF T
SOLEShares481.42K
TypeSH
Market value$13.30M
4.91%
Sole
0.00
Shared
0.00
None
481.42K
J P MORGAN EXCHANGE TRADED F
SOLEShares165.02K
TypeSH
Market value$10.33M
3.81%
Sole
0.00
Shared
0.00
None
165.02K
ISHARES TR
SOLEShares64.97K
TypeSH
Market value$6.79M
2.51%
Sole
0.00
Shared
0.00
None
64.97K
J P MORGAN EXCHANGE TRADED F
SOLEShares101.70K
TypeSH
Market value$5.15M
1.90%
Sole
0.00
Shared
0.00
None
101.70K
J P MORGAN EXCHANGE TRADED F
SOLEShares95.34K
TypeSH
Market value$4.73M
1.75%
Sole
0.00
Shared
0.00
None
95.34K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.24K
TypeSH
Market value$4.49M
1.66%
Sole
0.00
Shared
0.00
None
9.24K
APPLE INC
SOLEShares18.19K
TypeSH
Market value$3.73M
1.38%
Sole
0.00
Shared
0.00
None
18.19K
SCHWAB STRATEGIC TR
SOLEShares123.27K
TypeSH
Market value$3.29M
1.21%
Sole
0.00
Shared
0.00
None
123.27K
ISHARES U S ETF TR
SOLEShares65.04K
TypeSH
Market value$3.27M
1.21%
Sole
0.00
Shared
0.00
None
65.04K
CAPITAL GRP FIXED INCM ETF T
SOLEShares120.56K
TypeSH
Market value$3.22M
1.19%
Sole
0.00
Shared
0.00
None
120.56K
SCHWAB STRATEGIC TR
SOLEShares116.01K
TypeSH
Market value$2.76M
1.02%
Sole
0.00
Shared
0.00
None
116.01K
VANGUARD SCOTTSDALE FDS
SOLEShares39.68K
TypeSH
Market value$2.23M
0.82%
Sole
0.00
Shared
0.00
None
39.68K
J P MORGAN EXCHANGE TRADED F
SOLEShares43.42K
TypeSH
Market value$2.21M
0.82%
Sole
0.00
Shared
0.00
None
43.42K
DEERE & CO
SOLEShares3.90K
TypeSH
Market value$1.98M
0.73%
Sole
0.00
Shared
0.00
None
3.90K
VANGUARD WORLD FD
SOLEShares17.88K
TypeSH
Market value$1.96M
0.72%
Sole
0.00
Shared
0.00
None
17.88K
ISHARES TR
SOLEShares35.32K
TypeSH
Market value$1.91M
0.70%
Sole
0.00
Shared
0.00
None
35.32K
ISHARES TR
SOLEShares18.84K
TypeSH
Market value$1.87M
0.69%
Sole
0.00
Shared
0.00
None
18.84K
ISHARES TR
SOLEShares17.50K
TypeSH
Market value$1.86M
0.69%
Sole
0.00
Shared
0.00
None
17.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 101.94K | SH | $30.98M 11.44% | 0.00 | 0.00 | 101.94K |
ISHARES TRSOLE | CORE MSCI TOTAL | 358.60K | SH | $27.72M 10.24% | 0.00 | 0.00 | 358.60K |
MICROSOFT CORPSOLE | COM | 46.89K | SH | $23.32M 8.62% | 0.00 | 0.00 | 46.89K |
ISHARES TRSOLE | CORE TOTAL USD | 458.30K | SH | $21.19M 7.83% | 0.00 | 0.00 | 458.30K |
ISHARES TRSOLE | MSCI USA QLT FCT | 102.11K | SH | $18.67M 6.90% | 0.00 | 0.00 | 102.11K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 566.49K | SH | $16.55M 6.11% | 0.00 | 0.00 | 566.49K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 618.90K | SH | $16.40M 6.06% | 0.00 | 0.00 | 618.90K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 481.42K | SH | $13.30M 4.91% | 0.00 | 0.00 | 481.42K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 165.02K | SH | $10.33M 3.81% | 0.00 | 0.00 | 165.02K |
ISHARES TRSOLE | NATIONAL MUN ETF | 64.97K | SH | $6.79M 2.51% | 0.00 | 0.00 | 64.97K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 101.70K | SH | $5.15M 1.90% | 0.00 | 0.00 | 101.70K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 95.34K | SH | $4.73M 1.75% | 0.00 | 0.00 | 95.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.24K | SH | $4.49M 1.66% | 0.00 | 0.00 | 9.24K |
APPLE INCSOLE | COM | 18.19K | SH | $3.73M 1.38% | 0.00 | 0.00 | 18.19K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 123.27K | SH | $3.29M 1.21% | 0.00 | 0.00 | 123.27K |
ISHARES U S ETF TRSOLE | SHORT MATURITY M | 65.04K | SH | $3.27M 1.21% | 0.00 | 0.00 | 65.04K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 120.56K | SH | $3.22M 1.19% | 0.00 | 0.00 | 120.56K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 116.01K | SH | $2.76M 1.02% | 0.00 | 0.00 | 116.01K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 39.68K | SH | $2.23M 0.82% | 0.00 | 0.00 | 39.68K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 43.42K | SH | $2.21M 0.82% | 0.00 | 0.00 | 43.42K |
DEERE & COSOLE | COM | 3.90K | SH | $1.98M 0.73% | 0.00 | 0.00 | 3.90K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 17.88K | SH | $1.96M 0.72% | 0.00 | 0.00 | 17.88K |
ISHARES TRSOLE | ESG MSCI USA ETF | 35.32K | SH | $1.91M 0.70% | 0.00 | 0.00 | 35.32K |
ISHARES TRSOLE | CORE US AGGBD ET | 18.84K | SH | $1.87M 0.69% | 0.00 | 0.00 | 18.84K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 17.50K | SH | $1.86M 0.69% | 0.00 | 0.00 | 17.50K |
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