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Skyview Investment Advisors 13F Portfolio

Portfolio Manager
Skyview Investment Advisors LLC
Performance
-1.84% (2026 Q1)
AUM (13F)
$743.32M
# of Holdings
318
Performance Rank
Allocation (Top 20)
65.1%
Latest filing
Q1 2026

Skyview Investment Advisors Llc Holdings Map

Top 50 Skyview Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GSLC
GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF
10.87%645.8K$80.8M
-1.02%(-6.68K)
2025-Q1: 755.7K shares2025-Q2: 694.0K shares2025-Q3: 677.9K shares2025-Q4: 652.5K shares2026-Q1: 645.8K shares
$89.97(+55.60%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
6.87%78.2K$51.1M
+0.02%(+18)
2025-Q1: 79.5K shares2025-Q2: 80.0K shares2025-Q3: 79.1K shares2025-Q4: 78.2K shares2026-Q1: 78.2K shares
$461.20(+60.98%)
2026-03-31
JMTG
JPMORGAN MORTGAGE-BACKEDSECURITIES ETF
6.71%978.8K$49.9M
-1.00%(-9.84K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.01M shares2025-Q4: 988.6K shares2026-Q1: 978.8K shares
$50.59(-0.52%)
2026-03-31
MBB
ISHARES MBS ETF
6.43%503.7K$47.8M
-1.01%(-5.14K)
2025-Q1: 485.6K shares2025-Q2: 489.4K shares2025-Q3: 492.2K shares2025-Q4: 508.8K shares2026-Q1: 503.7K shares
$92.00(+1.70%)
2026-03-31
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
6.31%533.9K$46.9M
+1.15%(+6.07K)
2025-Q1: 530.3K shares2025-Q2: 537.5K shares2025-Q3: 529.1K shares2025-Q4: 527.9K shares2026-Q1: 533.9K shares
$68.65(+39.54%)
2026-03-31
GSIE
GOLDMAN SACHS ACTIVEBETAINTERNATIONAL EQUITY ETF
5.97%1.03M$44.4M
+2.05%(+20.70K)
2025-Q1: 958.9K shares2025-Q2: 1.03M shares2025-Q3: 1.02M shares2025-Q4: 1.01M shares2026-Q1: 1.03M shares
$32.52(+37.87%)
2026-03-31
IAU
ISHARES GOLD TRUST
5.51%464.3K$40.9M
+0.61%(+2.82K)
2025-Q1: 511.4K shares2025-Q2: 482.1K shares2025-Q3: 481.1K shares2025-Q4: 461.5K shares2026-Q1: 464.3K shares
$38.16(+124.09%)
2026-03-31
IEI
ISHARES 3-7 YEAR TREASURY BO
4.76%290.1K$35.4M
+2.23%(+6.32K)
2025-Q1: 296.7K shares2025-Q2: 295.9K shares2025-Q3: 296.2K shares2025-Q4: 283.8K shares2026-Q1: 290.1K shares
$117.50(-0.47%)
2026-03-31
NVDA
NVIDIA CORP
3.5%149.2K$26.0M
+0.24%(+351)
2025-Q1: 143.7K shares2025-Q2: 149.5K shares2025-Q3: 148.0K shares2025-Q4: 148.8K shares2026-Q1: 149.2K shares
$52.48(+329.37%)
2026-03-31
IBKR
INTERACTIVE BROKERS GROUCLASS CLASS A
1.14%126.1K$8.5M
-11.21%(-15.93K)
2025-Q1: 36.9K shares2025-Q2: 148.2K shares2025-Q3: 145.9K shares2025-Q4: 142.0K shares2026-Q1: 126.1K shares
$20.05(+333.96%)
2026-03-31

About Skyview Investment Advisors Llcโ€™s portfolio

Skyview Investment Advisors Llc reports $743.32M in US-listed equity holdings across 318 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (10.9%), IVV (6.9%) and JMTG (6.7%). The top 20 holdings account for 65.1% of reported assets. Its disclosed equity book has returned +48.49% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.

Portfolio concentration

Portfolio concentration
GSLC โ€” 14.3% ($80.80M)IVV โ€” 9.0% ($51.08M)JMTG โ€” 8.8% ($49.91M)MBB โ€” 8.5% ($47.82M)DGRW โ€” 8.3% ($46.90M)GSIE โ€” 7.8% ($44.37M)IAU โ€” 7.2% ($40.92M)IEI โ€” 6.3% ($35.40M)NVDA โ€” 4.6% ($26.02M)IBKR โ€” 1.5% ($8.46M)Other โ€” 23.7% ($134.19M)
76%in top 10
  • GSLC14.3%
  • IVV9.0%
  • JMTG8.8%
  • MBB8.5%
  • DGRW8.3%
  • GSIE7.8%
  • IAU7.2%
  • IEI6.3%
  • NVDA4.6%
  • IBKR1.5%
  • Other23.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
ARTCUART TECHNOLOGY ACQUISITION CORP0.4%
XLVSTATE STREET HEALTH CARESELECT SECTOR SPDR ETF0.3%
Added to
22
GSIEGOLDMAN SACHS ACTIVEBETAINTERNATIONAL EQUITY ETF+2.1%
IEIISHARES 3-7 YEAR TREASURY BO+2.2%
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF+13.3%
DGRWWISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND+1.1%
+18 more
Trimmed
19
GOOGALPHABET INC CLASS CLASS C-30.7%
IBKRINTERACTIVE BROKERS GROUCLASS CLASS A-11.2%
RSPINVESCO S&P 500 EQUAL WEIGHT ETF-18.0%
EMEEMCOR GROUP INC-16.2%
+15 more

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Source filings

Holdings on this page are parsed from Skyview Investment Advisors Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1848237). View Skyview Investment Advisors Llcโ€™s 13F filings on SEC

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