StockDriftsStockDriftsTop 50 Skyline Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 9.42% | 650.7K | $30.0M | +16.51%(+92.19K) | $46.19(-1.60%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.99% | 27.8K | $19.1M | +132.27%(+15.84K) | $624.60(+13.84%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.6% | 48.3K | $17.9M | -26.67%(-17.55K) | $227.71(+67.78%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.49% | 516.8K | $17.5M | -1.40%(-7.34K) | $21.48(+66.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.29% | 45.2K | $16.9M | -0.69%(-314) | $345.90(+45.35%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.01% | 234.6K | $16.0M | +125.70%(+130.63K) | $61.05(+14.69%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.95% | 131.9K | $12.6M | -36.18%(-74.76K) | $64.79(+50.42%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.73% | 324.7K | $11.9M | +55.34%(+115.66K) | $32.42(+13.96%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.11% | 92.1K | $9.9M | -15.69%(-17.14K) | $105.98(-0.02%) | 2026-06-30 | |
| QUAL | ISHARES TR | 2.71% | 39.3K | $8.6M | -49.49%(-38.51K) | $145.17(+55.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.54% |
Skyline Advisors, Inc. reports $318.68M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (9.4%), VOO (6.0%) and VTI (5.6%). The top 20 holdings account for 68.66% of reported assets. Its disclosed equity book has returned +27.43% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Skyline Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843832). View Skyline Advisors, Inc.’s 13F filings on SEC