Filed: 4/20/2026ACC: 0001843832-26-000002
📋 What this filing means
SKYLINE ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $286.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$286.64M
Total AUM (reported)
4.93M
Total Shares
Allocation by class
COM$35.30M12.3%
CORE UNIVRSL USD$25.80M9.0%
TOTAL STK MKT$21.11M7.4%
CORE MSCI TOTAL$17.91M6.2%
US LCAP GR ETF$15.27M5.3%
MSCI USA QLT FCT$14.92M5.2%
US DIVIDEND EQ$11.70M4.1%
Portfolio Concentration
Top 3$64.81M22.6%
4–10$87.48M30.5%
11–25$67.95M23.7%
Rest$66.40M23.2%
Top 3 weight
22.6%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 4.93M
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
4.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
ISHARES TR
SOLEShares558.46K
TypeSH
Market value$25.80M
9.00%
Sole
0.00
Shared
0.00
None
558.46K
VANGUARD INDEX FDS
SOLEShares65.81K
TypeSH
Market value$21.11M
7.37%
Sole
0.00
Shared
0.00
None
65.81K
ISHARES TR
SOLEShares206.66K
TypeSH
Market value$17.91M
6.25%
Sole
0.00
Shared
0.00
None
206.66K
MICROSOFT CORP
SOLEShares45.54K
TypeSH
Market value$16.86M
5.88%
Sole
0.00
Shared
0.00
None
45.54K
SCHWAB STRATEGIC TR
SOLEShares524.14K
TypeSH
Market value$15.27M
5.33%
Sole
0.00
Shared
0.00
None
524.14K
ISHARES TR
SOLEShares77.81K
TypeSH
Market value$14.92M
5.21%
Sole
0.00
Shared
0.00
None
77.81K
SCHWAB STRATEGIC TR
SOLEShares381.29K
TypeSH
Market value$11.70M
4.08%
Sole
0.00
Shared
0.00
None
381.29K
ISHARES TR
SOLEShares109.23K
TypeSH
Market value$11.59M
4.05%
Sole
0.00
Shared
0.00
None
109.23K
CAPITAL GRP FIXED INCM ETF T
SOLEShares343.31K
TypeSH
Market value$9.35M
3.26%
Sole
0.00
Shared
0.00
None
343.31K
J P MORGAN EXCHANGE TRADED F
SOLEShares155.77K
TypeSH
Market value$7.79M
2.72%
Sole
0.00
Shared
0.00
None
155.77K
VANGUARD INDEX FDS
SOLEShares11.97K
TypeSH
Market value$7.15M
2.50%
Sole
0.00
Shared
0.00
None
11.97K
BLACKROCK ETF TRUST
SOLEShares209K
TypeSH
Market value$6.72M
2.34%
Sole
0.00
Shared
0.00
None
209K
BLACKROCK ETF TRUST
SOLEShares183.65K
TypeSH
Market value$6.63M
2.31%
Sole
0.00
Shared
0.00
None
183.65K
BLACKROCK ETF TRUST
SOLEShares103.92K
TypeSH
Market value$6.05M
2.11%
Sole
0.00
Shared
0.00
None
103.92K
J P MORGAN EXCHANGE TRADED F
SOLEShares93.49K
TypeSH
Market value$5.97M
2.08%
Sole
0.00
Shared
0.00
None
93.49K
BLACKROCK ETF TRUST
SOLEShares130.93K
TypeSH
Market value$4.74M
1.65%
Sole
0.00
Shared
0.00
None
130.93K
CAPITAL GRP FIXED INCM ETF T
SOLEShares164.35K
TypeSH
Market value$4.46M
1.56%
Sole
0.00
Shared
0.00
None
164.35K
ISHARES INC
SOLEShares52.07K
TypeSH
Market value$3.63M
1.27%
Sole
0.00
Shared
0.00
None
52.07K
VANGUARD SCOTTSDALE FDS
SOLEShares64.33K
TypeSH
Market value$3.56M
1.24%
Sole
0.00
Shared
0.00
None
64.33K
VANGUARD CHARLOTTE FDS
SOLEShares70.88K
TypeSH
Market value$3.41M
1.19%
Sole
0.00
Shared
0.00
None
70.88K
APPLE INC
SOLEShares13.06K
TypeSH
Market value$3.31M
1.16%
Sole
0.00
Shared
0.00
None
13.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.76K
TypeSH
Market value$3.24M
1.13%
Sole
0.00
Shared
0.00
None
6.76K
BLACKROCK ETF TRUST
SOLEShares95.69K
TypeSH
Market value$3.15M
1.10%
Sole
0.00
Shared
0.00
None
95.69K
BLACKROCK ETF TRUST II
SOLEShares123.92K
TypeSH
Market value$2.96M
1.03%
Sole
0.00
Shared
0.00
None
123.92K
J P MORGAN EXCHANGE TRADED F
SOLEShares43.42K
TypeSH
Market value$2.95M
1.03%
Sole
0.00
Shared
0.00
None
43.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE UNIVRSL USD | 558.46K | SH | $25.80M 9.00% | 0.00 | 0.00 | 558.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 65.81K | SH | $21.11M 7.37% | 0.00 | 0.00 | 65.81K |
ISHARES TRSOLE | CORE MSCI TOTAL | 206.66K | SH | $17.91M 6.25% | 0.00 | 0.00 | 206.66K |
MICROSOFT CORPSOLE | COM | 45.54K | SH | $16.86M 5.88% | 0.00 | 0.00 | 45.54K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 524.14K | SH | $15.27M 5.33% | 0.00 | 0.00 | 524.14K |
ISHARES TRSOLE | MSCI USA QLT FCT | 77.81K | SH | $14.92M 5.21% | 0.00 | 0.00 | 77.81K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 381.29K | SH | $11.70M 4.08% | 0.00 | 0.00 | 381.29K |
ISHARES TRSOLE | NATIONAL MUN ETF | 109.23K | SH | $11.59M 4.05% | 0.00 | 0.00 | 109.23K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 343.31K | SH | $9.35M 3.26% | 0.00 | 0.00 | 343.31K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 155.77K | SH | $7.79M 2.72% | 0.00 | 0.00 | 155.77K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.97K | SH | $7.15M 2.50% | 0.00 | 0.00 | 11.97K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 209K | SH | $6.72M 2.34% | 0.00 | 0.00 | 209K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 183.65K | SH | $6.63M 2.31% | 0.00 | 0.00 | 183.65K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 103.92K | SH | $6.05M 2.11% | 0.00 | 0.00 | 103.92K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 93.49K | SH | $5.97M 2.08% | 0.00 | 0.00 | 93.49K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 130.93K | SH | $4.74M 1.65% | 0.00 | 0.00 | 130.93K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUNICIPAL INCOME | 164.35K | SH | $4.46M 1.56% | 0.00 | 0.00 | 164.35K |
ISHARES INCSOLE | CORE MSCI EMKT | 52.07K | SH | $3.63M 1.27% | 0.00 | 0.00 | 52.07K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 64.33K | SH | $3.56M 1.24% | 0.00 | 0.00 | 64.33K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 70.88K | SH | $3.41M 1.19% | 0.00 | 0.00 | 70.88K |
APPLE INCSOLE | COM | 13.06K | SH | $3.31M 1.16% | 0.00 | 0.00 | 13.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.76K | SH | $3.24M 1.13% | 0.00 | 0.00 | 6.76K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 95.69K | SH | $3.15M 1.10% | 0.00 | 0.00 | 95.69K |
BLACKROCK ETF TRUST IISOLE | ISHARES INTERMED | 123.92K | SH | $2.96M 1.03% | 0.00 | 0.00 | 123.92K |
J P MORGAN EXCHANGE TRADED FSOLE | US MOMENTUM | 43.42K | SH | $2.95M 1.03% | 0.00 | 0.00 | 43.42K |
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