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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$1.98 Billion 0.73% of portfolio
3,899
Q2 2025 Reduced 3.11%
$171B
$976 Million 0.36% of portfolio
2,522
Q4 2024 Reduced 6.52%
$108B
$767 Million 0.28% of portfolio
8,370
Q2 2025 Added 0.04%
$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
$137B
$553 Million 0.2% of portfolio
2,641
Q2 2025 Added 0.53%
$104B
$543 Million 0.2% of portfolio
9,255
Q1 2025 Added 2.21%
$102B
$510 Million 0.19% of portfolio
1,002
Q1 2025 Added 0.3%
$147B
$312 Million 0.12% of portfolio
4,491
Q2 2025 Added 4.25%
$43.6B
$272 Million 0.1% of portfolio
2,935
Q1 2025 Reduced 0.34%
$120B
$270 Million 0.1% of portfolio
103
Q1 2025 New
$16.2B
$257 Million 0.09% of portfolio
6,373
Q2 2025 Reduced 0.13%
$187B
$219 Million 0.08% of portfolio
1,655
Q1 2025 Added 0.06%
$138B
$223 Million 0.08% of portfolio
1,007
Q2 2025 Reduced 23.77%
$16.3B
$202 Million 0.07% of portfolio
2,500
Q1 2025 New
$27.3B
$123 Million 0.05% of portfolio
23,839
Q4 2023 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
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