Filed: 1/12/2026ACC: 0001843832-26-000001
📋 What this filing means
SKYLINE ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $299.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$299.57M
Total AUM (reported)
4.74M
Total Shares
Allocation by class
COM$41.43M13.8%
TOTAL STK MKT$34.81M11.6%
CORE MSCI TOTAL$31.19M10.4%
CORE UNIVRSL USD$23.26M7.8%
MSCI USA QLT FCT$21.72M7.3%
US LCAP GR ETF$18.69M6.2%
US DIVIDEND EQ$17.99M6.0%
Portfolio Concentration
Top 3$89.25M29.8%
4–10$119.38M39.8%
11–25$48.87M16.3%
Rest$42.07M14.0%
Top 3 weight
29.8%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 4.74M
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
4.74M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings104
Rows:
VANGUARD INDEX FDS
SOLEShares103.81K
TypeSH
Market value$34.81M
11.62%
Sole
0.00
Shared
0.00
None
103.81K
ISHARES TR
SOLEShares368.55K
TypeSH
Market value$31.19M
10.41%
Sole
0.00
Shared
0.00
None
368.55K
ISHARES TR
SOLEShares499.70K
TypeSH
Market value$23.26M
7.76%
Sole
0.00
Shared
0.00
None
499.70K
MICROSOFT CORP
SOLEShares45.90K
TypeSH
Market value$22.20M
7.41%
Sole
0.00
Shared
0.00
None
45.90K
ISHARES TR
SOLEShares109.37K
TypeSH
Market value$21.72M
7.25%
Sole
0.00
Shared
0.00
None
109.37K
SCHWAB STRATEGIC TR
SOLEShares573.06K
TypeSH
Market value$18.69M
6.24%
Sole
0.00
Shared
0.00
None
573.06K
SCHWAB STRATEGIC TR
SOLEShares655.93K
TypeSH
Market value$17.99M
6.01%
Sole
0.00
Shared
0.00
None
655.93K
CAPITAL GRP FIXED INCM ETF T
SOLEShares526.89K
TypeSH
Market value$14.55M
4.86%
Sole
0.00
Shared
0.00
None
526.89K
J P MORGAN EXCHANGE TRADED F
SOLEShares183.40K
TypeSH
Market value$12.18M
4.07%
Sole
0.00
Shared
0.00
None
183.40K
ISHARES TR
SOLEShares112.35K
TypeSH
Market value$12.03M
4.02%
Sole
0.00
Shared
0.00
None
112.35K
J P MORGAN EXCHANGE TRADED F
SOLEShares140.86K
TypeSH
Market value$7.11M
2.37%
Sole
0.00
Shared
0.00
None
140.86K
J P MORGAN EXCHANGE TRADED F
SOLEShares110.79K
TypeSH
Market value$5.60M
1.87%
Sole
0.00
Shared
0.00
None
110.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.39K
TypeSH
Market value$4.72M
1.58%
Sole
0.00
Shared
0.00
None
9.39K
CAPITAL GRP FIXED INCM ETF T
SOLEShares171.96K
TypeSH
Market value$4.71M
1.57%
Sole
0.00
Shared
0.00
None
171.96K
APPLE INC
SOLEShares13.61K
TypeSH
Market value$3.70M
1.24%
Sole
0.00
Shared
0.00
None
13.61K
SCHWAB STRATEGIC TR
SOLEShares128.89K
TypeSH
Market value$3.41M
1.14%
Sole
0.00
Shared
0.00
None
128.89K
SCHWAB STRATEGIC TR
SOLEShares116.12K
TypeSH
Market value$3.05M
1.02%
Sole
0.00
Shared
0.00
None
116.12K
VANGUARD SCOTTSDALE FDS
SOLEShares44.37K
TypeSH
Market value$2.48M
0.83%
Sole
0.00
Shared
0.00
None
44.37K
J P MORGAN EXCHANGE TRADED F
SOLEShares47.47K
TypeSH
Market value$2.42M
0.81%
Sole
0.00
Shared
0.00
None
47.47K
BLACKROCK ETF TRUST II
SOLEShares94.61K
TypeSH
Market value$2.27M
0.76%
Sole
0.00
Shared
0.00
None
94.61K
ISHARES TR
SOLEShares34.92K
TypeSH
Market value$2.01M
0.67%
Sole
0.00
Shared
0.00
None
34.92K
VANGUARD WORLD FD
SOLEShares16.51K
TypeSH
Market value$2.00M
0.67%
Sole
0.00
Shared
0.00
None
16.51K
ISHARES TR
SOLEShares18.78K
TypeSH
Market value$1.88M
0.63%
Sole
0.00
Shared
0.00
None
18.78K
VANGUARD CHARLOTTE FDS
SOLEShares36.52K
TypeSH
Market value$1.76M
0.59%
Sole
0.00
Shared
0.00
None
36.52K
DEERE & CO
SOLEShares3.75K
TypeSH
Market value$1.75M
0.58%
Sole
0.00
Shared
0.00
None
3.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 103.81K | SH | $34.81M 11.62% | 0.00 | 0.00 | 103.81K |
ISHARES TRSOLE | CORE MSCI TOTAL | 368.55K | SH | $31.19M 10.41% | 0.00 | 0.00 | 368.55K |
ISHARES TRSOLE | CORE UNIVRSL USD | 499.70K | SH | $23.26M 7.76% | 0.00 | 0.00 | 499.70K |
MICROSOFT CORPSOLE | COM | 45.90K | SH | $22.20M 7.41% | 0.00 | 0.00 | 45.90K |
ISHARES TRSOLE | MSCI USA QLT FCT | 109.37K | SH | $21.72M 7.25% | 0.00 | 0.00 | 109.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 573.06K | SH | $18.69M 6.24% | 0.00 | 0.00 | 573.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 655.93K | SH | $17.99M 6.01% | 0.00 | 0.00 | 655.93K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 526.89K | SH | $14.55M 4.86% | 0.00 | 0.00 | 526.89K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 183.40K | SH | $12.18M 4.07% | 0.00 | 0.00 | 183.40K |
ISHARES TRSOLE | NATIONAL MUN ETF | 112.35K | SH | $12.03M 4.02% | 0.00 | 0.00 | 112.35K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 140.86K | SH | $7.11M 2.37% | 0.00 | 0.00 | 140.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 110.79K | SH | $5.60M 1.87% | 0.00 | 0.00 | 110.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.39K | SH | $4.72M 1.58% | 0.00 | 0.00 | 9.39K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 171.96K | SH | $4.71M 1.57% | 0.00 | 0.00 | 171.96K |
APPLE INCSOLE | COM | 13.61K | SH | $3.70M 1.24% | 0.00 | 0.00 | 13.61K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 128.89K | SH | $3.41M 1.14% | 0.00 | 0.00 | 128.89K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 116.12K | SH | $3.05M 1.02% | 0.00 | 0.00 | 116.12K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 44.37K | SH | $2.48M 0.83% | 0.00 | 0.00 | 44.37K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 47.47K | SH | $2.42M 0.81% | 0.00 | 0.00 | 47.47K |
BLACKROCK ETF TRUST IISOLE | ISHARES INTERMED | 94.61K | SH | $2.27M 0.76% | 0.00 | 0.00 | 94.61K |
ISHARES TRSOLE | ESG MSCI USA ETF | 34.92K | SH | $2.01M 0.67% | 0.00 | 0.00 | 34.92K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 16.51K | SH | $2.00M 0.67% | 0.00 | 0.00 | 16.51K |
ISHARES TRSOLE | CORE US AGGBD ET | 18.78K | SH | $1.88M 0.63% | 0.00 | 0.00 | 18.78K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 36.52K | SH | $1.76M 0.59% | 0.00 | 0.00 | 36.52K |
DEERE & COSOLE | COM | 3.75K | SH | $1.75M 0.58% | 0.00 | 0.00 | 3.75K |
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