Filed: 11/13/2025ACC: 0001843832-25-000002
📋 What this filing means
SKYLINE ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $290.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$290.28M
Total AUM (reported)
4.50M
Total Shares
Allocation by class
COM$44.13M15.2%
TOTAL STK MKT$33.67M11.6%
CORE MSCI TOTAL$29.95M10.3%
CORE TOTAL USD$22.17M7.6%
MSCI USA QLT FCT$20.98M7.2%
US LCAP GR ETF$18.50M6.4%
US DIVIDEND EQ$17.79M6.1%
Portfolio Concentration
Top 3$87.88M30.3%
4–10$117.19M40.4%
11–25$47.39M16.3%
Rest$37.82M13.0%
Top 3 weight
30.3%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 4.50M
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
4.50M
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
SOLEShares102.61K
TypeSH
Market value$33.67M
11.60%
Sole
0.00
Shared
0.00
None
102.61K
ISHARES TR
SOLEShares362.64K
TypeSH
Market value$29.95M
10.32%
Sole
0.00
Shared
0.00
None
362.64K
MICROSOFT CORP
SOLEShares46.84K
TypeSH
Market value$24.26M
8.36%
Sole
0.00
Shared
0.00
None
46.84K
ISHARES TR
SOLEShares474.55K
TypeSH
Market value$22.17M
7.64%
Sole
0.00
Shared
0.00
None
474.55K
ISHARES TR
SOLEShares107.84K
TypeSH
Market value$20.98M
7.23%
Sole
0.00
Shared
0.00
None
107.84K
SCHWAB STRATEGIC TR
SOLEShares579.80K
TypeSH
Market value$18.50M
6.37%
Sole
0.00
Shared
0.00
None
579.80K
SCHWAB STRATEGIC TR
SOLEShares651.56K
TypeSH
Market value$17.79M
6.13%
Sole
0.00
Shared
0.00
None
651.56K
CAPITAL GRP FIXED INCM ETF T
SOLEShares499.90K
TypeSH
Market value$13.87M
4.78%
Sole
0.00
Shared
0.00
None
499.90K
J P MORGAN EXCHANGE TRADED F
SOLEShares188.33K
TypeSH
Market value$12.24M
4.22%
Sole
0.00
Shared
0.00
None
188.33K
ISHARES TR
SOLEShares109.33K
TypeSH
Market value$11.64M
4.01%
Sole
0.00
Shared
0.00
None
109.33K
J P MORGAN EXCHANGE TRADED F
SOLEShares132.13K
TypeSH
Market value$6.67M
2.30%
Sole
0.00
Shared
0.00
None
132.13K
J P MORGAN EXCHANGE TRADED F
SOLEShares104.77K
TypeSH
Market value$5.31M
1.83%
Sole
0.00
Shared
0.00
None
104.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.36K
TypeSH
Market value$4.71M
1.62%
Sole
0.00
Shared
0.00
None
9.36K
CAPITAL GRP FIXED INCM ETF T
SOLEShares166K
TypeSH
Market value$4.53M
1.56%
Sole
0.00
Shared
0.00
None
166K
APPLE INC
SOLEShares15.85K
TypeSH
Market value$4.03M
1.39%
Sole
0.00
Shared
0.00
None
15.85K
SCHWAB STRATEGIC TR
SOLEShares124.83K
TypeSH
Market value$3.36M
1.16%
Sole
0.00
Shared
0.00
None
124.83K
SCHWAB STRATEGIC TR
SOLEShares116.06K
TypeSH
Market value$2.98M
1.03%
Sole
0.00
Shared
0.00
None
116.06K
J P MORGAN EXCHANGE TRADED F
SOLEShares46.91K
TypeSH
Market value$2.39M
0.82%
Sole
0.00
Shared
0.00
None
46.91K
VANGUARD SCOTTSDALE FDS
SOLEShares40.48K
TypeSH
Market value$2.30M
0.79%
Sole
0.00
Shared
0.00
None
40.48K
ISHARES TR
SOLEShares35.75K
TypeSH
Market value$2.05M
0.71%
Sole
0.00
Shared
0.00
None
35.75K
VANGUARD WORLD FD
SOLEShares16.64K
TypeSH
Market value$1.97M
0.68%
Sole
0.00
Shared
0.00
None
16.64K
ISHARES TR
SOLEShares19.08K
TypeSH
Market value$1.91M
0.66%
Sole
0.00
Shared
0.00
None
19.08K
DEERE & CO
SOLEShares3.90K
TypeSH
Market value$1.78M
0.61%
Sole
0.00
Shared
0.00
None
3.90K
VANGUARD CHARLOTTE FDS
SOLEShares35.70K
TypeSH
Market value$1.77M
0.61%
Sole
0.00
Shared
0.00
None
35.70K
MORGAN STANLEY ETF TRUST
SOLEShares19.72K
TypeSH
Market value$1.61M
0.56%
Sole
0.00
Shared
0.00
None
19.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 102.61K | SH | $33.67M 11.60% | 0.00 | 0.00 | 102.61K |
ISHARES TRSOLE | CORE MSCI TOTAL | 362.64K | SH | $29.95M 10.32% | 0.00 | 0.00 | 362.64K |
MICROSOFT CORPSOLE | COM | 46.84K | SH | $24.26M 8.36% | 0.00 | 0.00 | 46.84K |
ISHARES TRSOLE | CORE TOTAL USD | 474.55K | SH | $22.17M 7.64% | 0.00 | 0.00 | 474.55K |
ISHARES TRSOLE | MSCI USA QLT FCT | 107.84K | SH | $20.98M 7.23% | 0.00 | 0.00 | 107.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 579.80K | SH | $18.50M 6.37% | 0.00 | 0.00 | 579.80K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 651.56K | SH | $17.79M 6.13% | 0.00 | 0.00 | 651.56K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 499.90K | SH | $13.87M 4.78% | 0.00 | 0.00 | 499.90K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 188.33K | SH | $12.24M 4.22% | 0.00 | 0.00 | 188.33K |
ISHARES TRSOLE | NATIONAL MUN ETF | 109.33K | SH | $11.64M 4.01% | 0.00 | 0.00 | 109.33K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 132.13K | SH | $6.67M 2.30% | 0.00 | 0.00 | 132.13K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 104.77K | SH | $5.31M 1.83% | 0.00 | 0.00 | 104.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.36K | SH | $4.71M 1.62% | 0.00 | 0.00 | 9.36K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 166K | SH | $4.53M 1.56% | 0.00 | 0.00 | 166K |
APPLE INCSOLE | COM | 15.85K | SH | $4.03M 1.39% | 0.00 | 0.00 | 15.85K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 124.83K | SH | $3.36M 1.16% | 0.00 | 0.00 | 124.83K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 116.06K | SH | $2.98M 1.03% | 0.00 | 0.00 | 116.06K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 46.91K | SH | $2.39M 0.82% | 0.00 | 0.00 | 46.91K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 40.48K | SH | $2.30M 0.79% | 0.00 | 0.00 | 40.48K |
ISHARES TRSOLE | ESG MSCI USA ETF | 35.75K | SH | $2.05M 0.71% | 0.00 | 0.00 | 35.75K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 16.64K | SH | $1.97M 0.68% | 0.00 | 0.00 | 16.64K |
ISHARES TRSOLE | CORE US AGGBD ET | 19.08K | SH | $1.91M 0.66% | 0.00 | 0.00 | 19.08K |
DEERE & COSOLE | COM | 3.90K | SH | $1.78M 0.61% | 0.00 | 0.00 | 3.90K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 35.70K | SH | $1.77M 0.61% | 0.00 | 0.00 | 35.70K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 19.72K | SH | $1.61M 0.56% | 0.00 | 0.00 | 19.72K |
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