Skyline Advisors, Inc.

CIK 0001843832 • 6 13F filings • Apr 15, 2025 – Jul 20, 2026

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Filer information

Filed by: Skyline Advisors, Inc., Chief Compliance Officer
Address: 405 32ND STEET, SUITE 201, BELLINGHAM, WA, 98225
Phone: 360-671-1621
AUM: $299.6M

AUM over time

$318.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $299.6M104 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$477K	0.2%Prev: 0.2%	1,363 SH	Decreased-429 SH
ALPHABET INC	CAP STK CL C	$210K	0.1%	668 SH	New
ALTRIA GROUP INC	COM	$522K	0.2%Prev: 0.2%	9,055 SH	Decreased-400 SH
AMAZON COM INC	COM	$395K	0.1%Prev: 0.1%	1,712 SH	Decreased-254 SH
APPLE INC	COM	$3.7M	1.2%Prev: 1.4%	13,613 SH	Decreased-2,233 SH
BANK AMERICA CORP	COM	$1.2M	0.4%Prev: 0.4%	21,339 SH	Increased-233 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	1.6%Prev: 1.6%	9,388 SH	Increased+26 SH
BLACKROCK ETF TRUST	ISHARES LARGE CA	$312K	0.1%	8,368 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.1M	0.4%	18,243 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$204K	0.1%	5,283 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$403K	0.1%	8,287 SH	New
BLACKROCK ETF TRUST II	ISHARES INTERMED	$2.3M	0.8%	94,614 SH	New
BOEING CO	COM	$524K	0.2%Prev: 0.2%	2,411 SH	Decreased-200 SH
CAPITAL GROUP CORE BALANCED	SHS	$269K	0.1%Prev: 0.1%	7,626 SH	Increased+136 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.7M	1.6%Prev: 1.6%	171,962 SH	Increased+5,963 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$14.6M	4.9%Prev: 4.8%	526,892 SH	Increased+26,992 SH
CISCO SYS INC	COM	$339K	0.1%Prev: 0.1%	4,407 SH	Increased-20 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$266K	0.1%Prev: 0.1%	2,935 SH	Increased
COSTCO WHSL CORP NEW	COM	$1.2M	0.4%Prev: 0.4%	1,342 SH	Decreased+2 SH
CROWDSTRIKE HLDGS INC	CL A	$470K	0.2%Prev: 0.2%	1,002 SH	Decreased-16 SH
DEERE & CO	COM	$1.7M	0.6%Prev: 0.6%	3,755 SH	Decreased-144 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$1.2M	0.4%Prev: 0.4%	22,790 SH	Increased+2,511 SH
EA SERIES TRUST	FREEDOM 100 EM	$386K	0.1%Prev: 0.1%	7,531 SH	Increased-884 SH
EMERSON ELEC CO	COM	$605K	0.2%Prev: 0.2%	4,560 SH	Decreased-440 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$370K	0.1%Prev: 0.1%	9,000 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$246K	0.1%Prev: 0.1%	5,333 SH	Decreased-23 SH
HOME DEPOT INC	COM	$226K	0.1%Prev: 0.1%	658 SH	Decreased-10 SH
INTERNATIONAL BUSINESS MACHS	COM	$407K	0.1%Prev: 0.1%	1,373 SH	Increased-36 SH
INVESCO QQQ TR	UNIT SER 1	$236K	0.1%Prev: 0.1%	384 SH	Increased+1 SH
ISHARES TR	CORE MSCI TOTAL	$31.2M	10.4%Prev: 10.3%	368,545 SH	Increased+5,903 SH
ISHARES TR	CORE S&P500 ETF	$1.0M	0.3%Prev: 0.4%	1,495 SH	Decreased-59 SH
ISHARES TR	CORE UNIVRSL USD	$23.3M	7.8%	499,698 SH	New
ISHARES TR	CORE US AGGBD ET	$1.9M	0.6%Prev: 0.7%	18,781 SH	Decreased-295 SH
ISHARES TR	ESG ADVANCED UNI	$1.5M	0.5%	33,473 SH	New
ISHARES TR	ESG EAFE ETF	$765K	0.3%Prev: 0.3%	10,181 SH	Decreased-1,081 SH
ISHARES TR	ESG MSCI USA ETF	$2.0M	0.7%Prev: 0.7%	34,920 SH	Decreased-834 SH
ISHARES TR	MSCI USA MIN VOL	$421K	0.1%Prev: 0.1%	4,473 SH	Increased+61 SH
ISHARES TR	MSCI USA QLT FCT	$21.7M	7.3%Prev: 7.2%	109,374 SH	Increased+1,529 SH
ISHARES TR	NATIONAL MUN ETF	$12.0M	4.0%Prev: 4.0%	112,348 SH	Increased+3,022 SH
ISHARES TR	RUS 1000 GRW ETF	$513K	0.2%Prev: 0.2%	1,083 SH	Increased+1 SH
ISHARES TR	RUS 1000 VAL ETF	$651K	0.2%Prev: 0.2%	3,094 SH	Increased+14 SH
ISHARES TR	RUS 2000 VAL ETF	$369K	0.1%Prev: 0.1%	2,038 SH	Increased+12 SH
ISHARES TR	RUS MD CP GR ETF	$521K	0.2%Prev: 0.2%	3,807 SH	Decreased-4 SH
ISHARES TR	RUS MDCP VAL ETF	$567K	0.2%Prev: 0.2%	4,018 SH	Increased+18 SH
ISHARES TR	S&P 100 ETF	$619K	0.2%Prev: 0.2%	1,989 SH	Increased+666 SH
ISHARES U S ETF TR	SHORT MATURITY M	$331K	0.1%Prev: 0.1%	6,574 SH	Decreased+13 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$919K	0.3%Prev: 0.3%	16,064 SH	Increased+1,351 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$12.2M	4.1%Prev: 4.2%	183,403 SH	Decreased-4,927 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$7.1M	2.4%Prev: 2.3%	140,862 SH	Increased+8,737 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$779K	0.3%Prev: 0.2%	13,399 SH	Increased+869 SH
J P MORGAN EXCHANGE TRADED F	SUSTAINABLE MUNI	$453K	0.2%Prev: 0.2%	8,995 SH	Increased+85 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.6M	1.9%Prev: 1.8%	110,790 SH	Increased+6,024 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.4M	0.8%Prev: 0.8%	47,474 SH	Increased+568 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$257K	0.1%Prev: 0.1%	4,071 SH	Increased
JOHNSON & JOHNSON	COM	$407K	0.1%Prev: 0.1%	1,966 SH	Increased-92 SH
JPMORGAN CHASE & CO.	COM	$331K	0.1%Prev: 0.1%	1,029 SH	Decreased-57 SH
LOWES COS INC	COM	$244K	0.1%Prev: 0.1%	1,013 SH	Decreased+3 SH
MASTERCARD INCORPORATED	CL A	$219K	0.1%Prev: 0.1%	384 SH	Decreased-4 SH
MERCADOLIBRE INC	COM	$208K	0.1%Prev: 0.1%	103 SH	Decreased
MERCK & CO INC	COM	$236K	0.1%	2,243 SH	New
MICROSOFT CORP	COM	$22.2M	7.4%Prev: 8.4%	45,900 SH	Decreased-937 SH
MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$1.6M	0.5%Prev: 0.6%	19,487 SH	Increased-234 SH
NETFLIX INC	COM	$230K	0.1%Prev: 0.1%	2,452 SH	Decreased+2,090 SH
NEXTERA ENERGY INC	COM	$344K	0.1%Prev: 0.1%	4,280 SH	Increased+11 SH
NISOURCE INC	COM	$266K	0.1%Prev: 0.1%	6,373 SH	Decreased
NOKIA CORP	SPONSORED ADR	$154K	0.1%Prev: 0.0%	23,839 SH	Increased
NUSHARES ETF TR	NUVEEN ESG LRGCP	$793K	0.3%Prev: 0.3%	8,106 SH	Decreased-431 SH
NVIDIA CORPORATION	COM	$1.1M	0.4%Prev: 0.3%	5,701 SH	Increased+1,211 SH
PEPSICO INC	COM	$238K	0.1%Prev: 0.1%	1,656 SH	Increased
PHILIP MORRIS INTL INC	COM	$752K	0.3%Prev: 0.3%	4,687 SH	Decreased+31 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$359K	0.1%Prev: 0.1%	3,739 SH	Increased+605 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.1M	0.4%Prev: 0.4%	22,090 SH	Decreased-1,305 SH
PNC FINL SVCS GROUP INC	COM	$214K	0.1%Prev: 0.1%	1,026 SH	Increased-13 SH
PROCTER AND GAMBLE CO	COM	$404K	0.1%Prev: 0.2%	2,816 SH	Decreased-84 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	1.0%Prev: 1.0%	116,118 SH	Increased+58 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$18.0M	6.0%Prev: 6.1%	655,927 SH	Increased+4,368 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.7M	6.2%Prev: 6.4%	573,059 SH	Increased-6,742 SH
SCHWAB STRATEGIC TR	US REIT ETF	$224K	0.1%Prev: 0.1%	10,736 SH	Decreased
SCHWAB STRATEGIC TR	US TIPS ETF	$3.4M	1.1%Prev: 1.2%	128,889 SH	Increased+4,059 SH
SELECTIVE INS GROUP INC	COM	$550K	0.2%Prev: 0.2%	6,575 SH	Increased
SIMON PPTY GROUP INC NEW	COM	$208K	0.1%Prev: 0.1%	1,126 SH	Decreased+13 SH
SOUTHERN CO	COM	$655K	0.2%Prev: 0.2%	7,507 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$303K	0.1%Prev: 0.1%	444 SH	Increased+25 SH
STARBUCKS CORP	COM	$675K	0.2%Prev: 0.2%	8,011 SH	Decreased-78 SH
T-MOBILE US INC	COM	$431K	0.1%Prev: 0.2%	2,122 SH	Decreased+39 SH
TIDAL TRUST I	DANA UNCONSTRAIN	$419K	0.1%	17,034 SH	New
TIDAL TRUST III	AFFORDABLE HOUS	$678K	0.2%Prev: 0.2%	38,826 SH	Increased+4,000 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.8M	0.6%Prev: 0.6%	36,521 SH	Decreased+820 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$405K	0.1%Prev: 0.1%	1,911 SH	Increased+28 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$34.8M	11.6%Prev: 11.6%	103,813 SH	Increased+1,206 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$987K	0.3%Prev: 0.3%	13,412 SH	Increased+4 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$200K	0.1%	3,727 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$236K	0.1%Prev: 0.1%	2,821 SH	Increased+26 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$260K	0.1%Prev: 0.2%	5,267 SH	Decreased-6,303 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$2.5M	0.8%Prev: 0.8%	44,369 SH	Increased+3,893 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$891K	0.3%Prev: 0.3%	14,267 SH	Increased+1,848 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$914K	0.3%Prev: 0.3%	2,319 SH	Decreased+4 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.1M	0.4%Prev: 0.4%	15,530 SH	Decreased-1,416 SH
VANGUARD WORLD FD	ESG US CORP BD	$320K	0.1%Prev: 0.1%	5,032 SH	Increased+1,502 SH
VANGUARD WORLD FD	ESG US STK ETF	$2.0M	0.7%Prev: 0.7%	16,510 SH	Increased-129 SH
VANGUARD WORLD FD	INF TECH ETF	$365K	0.1%Prev: 0.1%	484 SH	Decreased-13 SH
WALMART INC	COM	$242K	0.1%Prev: 0.1%	2,174 SH	Increased
WELLS FARGO CO NEW	COM	$259K	0.1%Prev: 0.1%	2,774 SH	Increased+32 SH
WISDOMTREE TR	EM EX ST-OWNED	$1.4M	0.5%Prev: 0.5%	35,156 SH	Increased-820 SH

Sold (vs prior filing)

ISHARES TR — $22.2M
ISHARES TR — $1.4M
ISHARES TR — $415K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001843832-26-000001	$299.6M	View
Nov 13, 2025	Q3 2025	13F-HR	0001843832-25-000002	$290.3M	View
Jul 20, 2026	Q2 2026