Skyline Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 88Value: $253.9MLatest: 2025Q1

Skyline Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 88 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  null,
  "ADBE",
  null,
  "SCHH",
  null,
  "LOW",
  null,
  null,
  "SIGI",
  "HD",
  null,
  "EMR",
  "MUB",
  null,
  null,
  "IWS",
  null,
  "MA",
  "MSFT",
  "NI",
  "IWD",
  null,
  "IWF",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  null,
  "IBM",
  "SBUX",
  "UNM",
  null,
  "IWN",
  null,
  "IWP",
  "SGOL",
  "AMZN",
  "SCHB",
  null,
  null,
  "VEU",
  null,
  "VGT",
  "ESGV",
  "VEA",
  "VGK",
  "VGLT",
  "BNDX",
  "VBR",
  "V",
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "SCHA",
  "NOK",
  "SO",
  null,
  "IXUS",
  null,
  null,
  "MELI",
  "BAC",
  "BRK-B",
  "BA",
  "CSCO",
  "CCEP",
  "COST",
  "CRWD",
  "DE",
  "USMV",
  "NEE",
  "JNJ",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 88
Total Value: 253943570
Accession Number: 0001085146-25-002112
Form Type: 13F-HR
CIK: skyline-advisors
Manager Name: Skyline-Advisors

Data Enrichment

70% identified

62 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $253.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

922908769

VTI|922908769

Shares:102.8K

Value:$28.3M

% of Portfolio:11.1% ($28.3M/$253.9M)

46432F834

IXUS|46432F834

Shares:353.4K

Value:$24.7M

% of Portfolio:9.7% ($24.7M/$253.9M)

46434V613

Shares:452.3K

Value:$20.8M

% of Portfolio:8.2% ($20.8M/$253.9M)

46432F339

QUAL|46432F339

Shares:104.5K

Value:$17.9M

% of Portfolio:7.0% ($17.9M/$253.9M)

MICROSOFT CORP

MSFT|594918104

Shares:47.2K

Value:$17.7M

% of Portfolio:7.0% ($17.7M/$253.9M)

808524797

SCHD|808524797

Shares:616.1K

Value:$17.2M

% of Portfolio:6.8% ($17.2M/$253.9M)

808524300

SCHG|808524300

Shares:560.2K

Value:$14.0M

% of Portfolio:5.5% ($14.0M/$253.9M)

14020Y300

Shares:473.0K

Value:$12.9M

% of Portfolio:5.1% ($12.9M/$253.9M)

464288414

MUB|464288414

Shares:117.1K

Value:$12.3M

% of Portfolio:4.9% ($12.3M/$253.9M)

46654Q724

Shares:187.1K

Value:$11.2M

% of Portfolio:4.4% ($11.2M/$253.9M)

46641Q647

Shares:132.5K

Value:$6.6M

% of Portfolio:2.6% ($6.6M/$253.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.2K

Value:$4.9M

% of Portfolio:1.9% ($4.9M/$253.9M)

46641Q837

Shares:92.5K

Value:$4.7M

% of Portfolio:1.8% ($4.7M/$253.9M)

Apple Inc.

AAPL|037833100

Shares:19.1K

Value:$4.2M

% of Portfolio:1.7% ($4.2M/$253.9M)

14020Y201

Shares:143.9K

Value:$3.9M

% of Portfolio:1.5% ($3.9M/$253.9M)

808524870

Shares:117.9K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$253.9M)

92206C847

VGLT|92206C847

Shares:38.8K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$253.9M)

808524102

SCHB|808524102

Shares:100.5K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$253.9M)

46641Q654

Shares:38.9K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$253.9M)

464287226

Shares:19.8K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$253.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	102.8K	QoQ +0.55% (-567) YoY +0.87% (+895)	All Managers (Combined)	$28.3M	11.1% ($28.3M/$253.9M)	QoQ -4.63% (-$1.4M) YoY +6.67% (+$1.8M)
(IXUScusip46432F834)	353.4K	QoQ +2.10% (+7.3K) YoY +33.53% (+88.7K)	All Managers (Combined)	$24.7M	9.7% ($24.7M/$253.9M)	QoQ +7.76% (+$1.8M) YoY +37.36% (+$6.7M)
(cusip46434V613)✕	452.3K	QoQ +2.58% (+11.4K) YoY NEW(+452.3K)	All Managers (Combined)	$20.8M	8.2% ($20.8M/$253.9M)	QoQ +4.58% (+$914.0K) YoY NEW(+$20.8M)
(QUALcusip46432F339)	104.5K	QoQ +1.34% (-1.4K) YoY +5.95% (+5.9K)	All Managers (Combined)	$17.9M	7.0% ($17.9M/$253.9M)	QoQ -2.74% (-$504.0K) YoY +10.17% (+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	47.2K	QoQ -0.97% (-467) YoY -4.45% (-2.2K)	All Managers (Combined)	$17.7M	7.0% ($17.7M/$253.9M)	QoQ -11.81% (-$2.4M) YoY -14.74% (-$3.1M)
(SCHDcusip808524797)	616.1K	QoQ +2.09% (+12.7K) YoY +224.99% (+426.5K)	All Managers (Combined)	$17.2M	6.8% ($17.2M/$253.9M)	QoQ +4.49% (+$740.4K) YoY +12.69% (+$1.9M)
(SCHGcusip808524300)	560.2K	QoQ +0.76% (-4.2K) YoY +412.66% (+450.9K)	All Managers (Combined)	$14.0M	5.5% ($14.0M/$253.9M)	QoQ -9.47% (-$1.5M) YoY +38.45% (+$3.9M)
(cusip14020Y300)✕	473.0K	QoQ +2.47% (+11.4K) YoY NEW(+473.0K)	All Managers (Combined)	$12.9M	5.1% ($12.9M/$253.9M)	QoQ +2.55% (+$321.7K) YoY NEW(+$12.9M)
(MUBcusip464288414)	117.1K	QoQ +0.71% (-827) YoY +19.10% (+18.8K)	All Managers (Combined)	$12.3M	4.9% ($12.3M/$253.9M)	QoQ -0.33% (-$41.9K) YoY +16.71% (+$1.8M)
(cusip46654Q724)✕	187.1K	QoQ +0.74% (-1.4K) YoY NEW(+187.1K)	All Managers (Combined)	$11.2M	4.4% ($11.2M/$253.9M)	QoQ -3.08% (-$355.6K) YoY NEW(+$11.2M)
(cusip46641Q647)✕	132.5K	QoQ -0.39% (-523) YoY -28.62% (-53.2K)	All Managers (Combined)	$6.6M	2.6% ($6.6M/$253.9M)	QoQ -0.69% (-$46.1K) YoY -29.66% (-$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	9.2K	QoQ -0.28% (-26) YoY -6.28% (-615)	All Managers (Combined)	$4.9M	1.9% ($4.9M/$253.9M)	QoQ +17.16% (-$715.3K) YoY +18.68% (-$768.8K)
(cusip46641Q837)✕	92.5K	QoQ +6.21% (+5.4K) YoY +87.40% (+43.1K)	All Managers (Combined)	$4.7M	1.8% ($4.7M/$253.9M)	QoQ +6.75% (+$296.4K) YoY +88.07% (+$2.2M)
Apple Inc.(AAPLcusip037833100)	19.1K	QoQ -2.30% (-451) YoY -24.06% (-6.1K)	All Managers (Combined)	$4.2M	1.7% ($4.2M/$253.9M)	QoQ -13.34% (-$653.0K) YoY -1.64% (-$70.9K)
(cusip14020Y201)✕	143.9K	QoQ +4.68% (+6.4K) YoY +1499.08% (+134.9K)	All Managers (Combined)	$3.9M	1.5% ($3.9M/$253.9M)	QoQ +4.29% (+$159.1K) YoY +1487.84% (+$3.6M)
(cusip808524870)✕	117.9K	QoQ +4.01% (+4.6K) YoY +121.37% (+64.6K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$253.9M)	QoQ +8.28% (+$242.5K) YoY +14.12% (+$392.2K)
(VGLTcusip92206C847)	38.8K	QoQ +2.50% (+949) YoY NEW(+38.8K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$253.9M)	QoQ +6.69% (+$140.2K) YoY NEW(+$2.2M)
(SCHBcusip808524102)	100.5K	QoQ 0.00% (-10) YoY +200.12% (+67.0K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$253.9M)	QoQ -5.14% (-$117.3K) YoY +5.84% (+$119.4K)
(cusip46641Q654)✕	38.9K	QoQ -2.84% (-1.1K) YoY +8.19% (+3.0K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$253.9M)	QoQ -2.58% (-$52.5K) YoY +8.42% (+$153.9K)
(cusip464287226)✕	19.8K	QoQ +1.13% (+222) YoY -87.52% (-139.2K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$253.9M)	QoQ +3.23% (+$61.6K) YoY -87.39% (-$13.6M)