We are live on ! Find out more
SA

Skyline Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
+4.67%
1 Year Est. Return
+13.25%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$290M
AUM Growth
+$19.5M
Cap. Flow
+$7.19M
Cap. Flow %
2.48%
Top 10 Hldgs %
70.65%
Holding
102
New
6
Increased
51
Reduced
24
Closed
6

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$4.64M
2
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.83M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.49M
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$1.22M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.08M

Top Sells

Rank Stock Value
1
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$2.95M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.86M
3
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$927K
4
AAPL icon
Apple
AAPL
+$530K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$422K

Sector Composition

Rank Sector Weight
1 Technology 10.71%
2 Financials 2.53%
3 Consumer Staples 1.3%
4 Industrials 1.03%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
51
Boeing
BA
$169B
$564K 0.19%
2,611
-30
-1% -$6.76K
IWS icon
52
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$559K 0.19%
4,000
+15
+0.4% +$2.05K
IWP icon
53
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$543K 0.19%
3,811
+1
+0% +$141
SIGI icon
54
Selective Insurance
SIGI
$5.76B
$533K 0.18%
6,575
– –
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$117B
$507K 0.17%
4,328
-4
-0.1% -$445
CRWD icon
56
CrowdStrike
CRWD
$183B
$499K 0.17%
4,072
+64
+2% +$7.28K
TMUS icon
57
T-Mobile US
TMUS
$195B
$499K 0.17%
+2,083
New +$504K
JMSI icon
58
JPMorgan Sustainable Municipal Income ETF
JMSI
$386M
$447K 0.15%
8,910
+80
+0.9% +$3.96K
PG icon
59
Procter & Gamble
PG
$340B
$446K 0.15%
2,900
-272
-9% -$42.5K
OEF icon
60
iShares S&P 100 ETF
OEF
$19.5B
$440K 0.15%
1,323
– –
NFLX icon
61
Netflix
NFLX
$307B
$434K 0.15%
3,620
+480
+15% +$58.6K
AMZN icon
62
Amazon
AMZN
$2.44T
$432K 0.15%
1,966
-1,744
-47% -$395K
USMV icon
63
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$420K 0.14%
4,412
+3
+0.1% +$281
IGOV icon
64
iShares International Treasury Bond ETF
IGOV
$1.51B
$415K 0.14%
+9,750
New +$413K
IBM icon
65
IBM
IBM
$213B
$398K 0.14%
1,409
+6
+0.4% +$1.57K
VBR icon
66
Vanguard Small-Cap Value ETF
VBR
$37.2B
$393K 0.14%
1,883
– –
JNJ icon
67
Johnson & Johnson
JNJ
$640B
$382K 0.13%
2,058
-72
-3% -$12.3K
FRDM icon
68
Freedom 100 Emerging Markets ETF
FRDM
$3.08B
$373K 0.13%
8,415
-302
-3% -$12.7K
VGT icon
69
Vanguard Information Technology ETF
VGT
$133B
$371K 0.13%
3,976
– –
IWN icon
70
iShares Russell 2000 Value ETF
IWN
$14.3B
$358K 0.12%
2,026
+9
+0.4% +$1.52K
JPM icon
71
JPMorgan Chase
JPM
$916B
$343K 0.12%
1,086
– –
MEAR icon
72
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.36B
$331K 0.11%
6,561
-58,475
-90% -$2.95M
SGOL icon
73
abrdn Physical Gold Shares ETF
SGOL
$6.9B
$331K 0.11%
9,000
– –
NEE icon
74
NextEra Energy
NEE
$184B
$322K 0.11%
4,269
-222
-5% -$16.2K
CSCO icon
75
Cisco
CSCO
$443B
$303K 0.1%
4,427
+24
+0.5% +$1.64K
1 2
3
4 5

Similar funds

JWM
Jeppson Wealth Management Manhattan Beach, California $319M AUM 27.26% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
SFCM
Seven Fleet Capital Management Mountain View, California $318M AUM
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
OPW
Oxler Private Wealth Rye Brook, New York $319M AUM 20.31% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
WIS
Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return

Skyline Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Skyline Advisors held 102 positions worth $290M, up 7.2% from $271M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Skyline Advisors's Q3 2025 filing shows 6 new, 51 increased, 24 reduced and 6 closed positions. Its largest new stake was T-Mobile US: 2,083 shares worth $499K. The largest sale was BlackRock Short Maturity Municipal Bond ETF, an estimated $2.95M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Staples.

  • Skyline Advisors's largest Q3 2025 buy was T-Mobile US: 2,083 shares worth $499K.
  • Skyline Advisors added most to iShares National Muni Bond ETF in Q3 2025, an estimated $4.64M increase.
  • Skyline Advisors's biggest Q3 2025 reduction was BlackRock Short Maturity Municipal Bond ETF, cutting an estimated $2.95M.
  • Skyline Advisors fully exited iShares Short-Term National Muni Bond ETF in Q3 2025, selling an estimated $1.86M.
  • Skyline Advisors's ten largest holdings make up 71% of its $290M portfolio in Q3 2025.
  • Skyline Advisors opened 6 new positions and closed 6 in Q3 2025.
  • Skyline Advisors's portfolio value rose 7.2% quarter-over-quarter to $290M.

Based on Skyline Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.