Skyline Advisors, Inc. Portfolio Holdings

Skyline Advisors, Inc.

  • $271 Billion
  • Q2 2025

Skyline Advisors, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31B, Ishares Tr with a value of $27.7B, Microsoft Corp with a value of $23.3B, Ishares Core Total Usd Bond Ma with a value of $21.2B, and Ishares Msci Usa Quality Facto with a value of $18.7B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $254B to 271B.

Skyline Advisors, Inc. is based out at Bellingham, WA

Below you can find more details about Skyline Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $186 Billion
Technology: $30.1 Billion
Financial Services: $7.31 Billion
Consumer Defensive: $3.93 Billion
Industrials: $3.2 Billion
Consumer Cyclical: $2.32 Billion
Utilities: $1.26 Billion
Healthcare: $534 Million
Other: $420 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31 Billion 11.44% of portfolio
101,939
Q2 2025 Reduced 0.84%
$0
$27.7 Billion 10.24% of portfolio
358,603
Q2 2025 Added 1.49%
$3.75T
$23.3 Billion 8.62% of portfolio
46,890
Q2 2025 Reduced 0.64%
$0
$21.2 Billion 7.83% of portfolio
458,295
Q2 2025 Added 1.32%
$0
$18.7 Billion 6.9% of portfolio
102,108
Q2 2025 Reduced 2.29%
$0
$16.5 Billion 6.11% of portfolio
566,492
Q2 2025 Added 1.12%
$0
$16.4 Billion 6.06% of portfolio
618,903
Q2 2025 Added 0.45%
-
$13.3 Billion 4.91% of portfolio
-
Q2 2025 Added 1.77%
J P Morgan Exchange Traded F
-
$10.3 Billion 3.81% of portfolio
-
Q2 2025 Reduced 11.78%
$0
$6.79 Billion 2.51% of portfolio
64,974
Q2 2025 Reduced 44.52%
$0
$5.15 Billion 1.9% of portfolio
101,703
Q2 2025 Added 9.98%
$0
$4.73 Billion 1.75% of portfolio
95,340
Q2 2025 Reduced 28.05%
$631B
$4.49 Billion 1.66% of portfolio
9,238
Q2 2025 Added 0.76%
$3.35T
$3.73 Billion 1.38% of portfolio
18,194
Q2 2025 Reduced 4.7%
$0
$3.27 Billion 1.21% of portfolio
65,036
Q2 2025 New
$0
$3.29 Billion 1.21% of portfolio
123,265
Q2 2025 Added 4.59%
$0
$2.76 Billion 1.02% of portfolio
116,006
Q2 2025 Added 15.44%
$0
$2.21 Billion 0.82% of portfolio
43,418
Q2 2025 Added 11.5%
$0
$2.23 Billion 0.82% of portfolio
39,683
Q2 2025 Added 2.31%
$153B
$1.98 Billion 0.73% of portfolio
3,899
Q2 2025 Reduced 3.11%
$0
$1.96 Billion 0.72% of portfolio
17,876
Q2 2025 Reduced 6.85%
$0
$1.91 Billion 0.7% of portfolio
35,324
Q2 2025 Added 2.01%
$0
$1.86 Billion 0.69% of portfolio
17,496
Q2 2025 New
$0
$1.87 Billion 0.69% of portfolio
18,844
Q2 2025 Reduced 5.05%
$0
$1.64 Billion 0.61% of portfolio
33,218
Q2 2025 Reduced 1.37%
Morgan Stanley ETF Trust
-
$1.47 Billion 0.54% of portfolio
-
Q2 2025 Added 7.11%
$434B
$1.33 Billion 0.49% of portfolio
1,339
Q2 2025 Reduced 10.91%
$0
$1.27 Billion 0.47% of portfolio
25,376
Q2 2025 Reduced 1.16%
$0
$1.25 Billion 0.46% of portfolio
28,793
Q2 2025 Added 6.52%
$0
$1.2 Billion 0.44% of portfolio
1,931
Q2 2025 Reduced 16.7%
$0
$1.17 Billion 0.43% of portfolio
17,875
Q2 2025 Reduced 4.17%
$0
$1.15 Billion 0.42% of portfolio
33,333
Q2 2025 Added 6.07%
-
$1.04 Billion 0.38% of portfolio
-
Q2 2025 Added 7.52%
$378B
$1.01 Billion 0.37% of portfolio
21,337
Q1 2025 Added 1.5%
$171B
$976 Million 0.36% of portfolio
2,522
Q4 2024 Reduced 6.52%
$0
$927 Million 0.34% of portfolio
30,861
Q2 2025 New
$0
$883 Million 0.33% of portfolio
13,140
Q2 2025 Added 12.27%
$280B
$848 Million 0.31% of portfolio
4,654
Q2 2025 Reduced 4.32%
$0
$837 Million 0.31% of portfolio
2,311
Q2 2025 Added 0.17%
$0
$830 Million 0.31% of portfolio
14,596
Q2 2025 Added 1.4%
$0
$824 Million 0.3% of portfolio
11,067
Q2 2025 Added 0.25%
$2.3T
$814 Million 0.3% of portfolio
3,710
Q2 2025 Added 0.11%
$0
$757 Million 0.28% of portfolio
8,060
Q2 2025 Added 2.06%
$108B
$767 Million 0.28% of portfolio
8,370
Q2 2025 Added 0.04%
$0
$708 Million 0.26% of portfolio
12,418
Q1 2025 Added 0.01%
$101B
$689 Million 0.25% of portfolio
7,507
Q1 2025 Reduced 0.13%
$82.7B
$667 Million 0.25% of portfolio
5,000
Q4 2023 New
$409B
$684 Million 0.25% of portfolio
4,327
Q2 2025 Reduced 0.14%
$0
$682 Million 0.25% of portfolio
12,532
Q2 2025 Added 1.41%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $271 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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