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 ETFs Only

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%
$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%
$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%
$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%
$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
$1.87 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%
$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%
$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%
$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%
$0
$757 Million 0.28% of portfolio
8,060
Q2 2025 Added 2.06%
$0
$708 Million 0.26% of portfolio
12,418
Q1 2025 Added 0.01%
$0
$682 Million 0.25% of portfolio
12,532
Q2 2025 Added 1.41%
$0
$658 Million 0.24% of portfolio
10,953
Q2 2025 New
$0
$596 Million 0.22% of portfolio
3,069
Q2 2025 Added 0.33%
$0
$581 Million 0.21% of portfolio
11,564
Q2 2025 New
$0
$528 Million 0.2% of portfolio
3,810
Q2 2025 Added 0.03%
$0
$527 Million 0.19% of portfolio
3,985
Q2 2025 Added 0.3%
$0
$460 Million 0.17% of portfolio
1,083
Q2 2025 Added 0.09%
$0
$414 Million 0.15% of portfolio
4,409
Q2 2025 Reduced 5.22%
$0
$403 Million 0.15% of portfolio
1,323
Q3 2024 New
$0
$367 Million 0.14% of portfolio
1,883
Q1 2024 Added 8.66%
$0
$352 Million 0.13% of portfolio
8,717
Q2 2025 Added 0.68%
$0
$318 Million 0.12% of portfolio
2,017
Q2 2025 Added 0.25%
$0
$332 Million 0.12% of portfolio
1,623
Q2 2025 New
$0
$330 Million 0.12% of portfolio
497
Q2 2025 Reduced 43.07%
$0
$307 Million 0.11% of portfolio
3,201
Q2 2025 Reduced 10.36%
$4.61B
$284 Million 0.1% of portfolio
9,000
Q3 2024 New
$0
$258 Million 0.1% of portfolio
418
Q1 2025 Reduced 19.46%
$0
$281 Million 0.1% of portfolio
6,285
Q2 2025 Reduced 6.97%
$0
$217 Million 0.08% of portfolio
394
Q2 2025 New

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
Track This Portfolio

Track Skyline Advisors, Inc. Portfolio

Follow Skyline Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Skyline Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Skyline Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email