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SFG
Skyview Financial Group Portfolio holdings
AUM
$96.9M
This Fund
S&P 500
This Quarter
Est. Return
+6.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$96.9M
AUM Growth
–
Cap. Flow
+$95.3M
Cap. Flow
% of AUM
98.36%
Top 10 Holdings %
Top 10 Hldgs %
42.51%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold Trust
GLD
|
+$6.68M |
| 2 |
Cardinal Health
CAH
|
+$3.94M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.93M |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$3.88M |
| 5 |
Boeing
BA
|
+$3.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.3% |
| 2 | Healthcare | 12.96% |
| 3 | Technology | 12.13% |
| 4 | Industrials | 11.79% |
| 5 | Financials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
SPDR Gold Trust
GLD
$142B
| $6.94M | 7.16% |
+17,501
| New | +$6.68M |
2025 Q4
0 quarters
|
|
|
2
Cardinal Health
CAH
$55B
| $4.3M | 4.44% |
+20,925
| New | +$3.94M |
2025 Q4
0 quarters
|
|
|
3
Boeing
BA
$150B
| $4.06M | 4.19% |
+18,691
| New | +$3.84M |
2025 Q4
0 quarters
|
|
4
Citigroup
C
$217B
| $4.04M | 4.17% |
+34,615
| New | +$3.59M |
2025 Q4
0 quarters
|
|
|
5
Meta Platforms (Facebook)
META
$1.83T
| $3.88M | 4.01% |
+5,883
| New | +$3.93M |
2025 Q4
0 quarters
|
|
|
6
First Trust Preferred Securities and Income ETF
FPE
$5.97B
| $3.87M | 3.99% |
+212,196
| New | +$3.88M |
2025 Q4
0 quarters
|
|
7
Avantis US Large Cap Equity ETF
AVLC
$1.54B
| $3.86M | 3.98% |
+49,061
| New | +$3.81M |
2025 Q4
0 quarters
|
|
8
Vanguard FTSE Europe ETF
VGK
$29.2B
| $3.52M | 3.63% |
+42,103
| New | +$3.42M |
2025 Q4
0 quarters
|
|
9
KLA
KLAC
$255B
| $3.46M | 3.57% |
+28,440
| New | +$3.34M |
2025 Q4
0 quarters
|
|
10
Thermo Fisher Scientific
TMO
$243B
| $3.28M | 3.38% |
+5,657
| New | +$3.2M |
2025 Q4
0 quarters
|
|
11
KraneShares CSI China Internet ETF
KWEB
$4.54B
| $3.23M | 3.33% |
+94,810
| New | +$3.65M |
2025 Q4
0 quarters
|
|
12
Alphabet (Google) Class A
GOOGL
$4.3T
| $3.1M | 3.19% |
+9,892
| New | +$2.83M |
2025 Q4
0 quarters
|
|
13
AAR Corp
AIR
$4.04B
| $2.84M | 2.94% |
+34,362
| New | +$2.84M |
2025 Q4
0 quarters
|
|
14
UiPath
PATH
$7.03B
| $2.79M | 2.88% |
+170,480
| New | +$2.65M |
2025 Q4
0 quarters
|
|
15
HCA Healthcare
HCA
$97.7B
| $2.72M | 2.81% |
+5,836
| New | +$2.71M |
2025 Q4
0 quarters
|
|
16
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $2.62M | 2.7% |
+25,663
| New | +$2.57M |
2025 Q4
0 quarters
|
|
17
RTX Corp
RTX
$251B
| $2.45M | 2.53% |
+13,345
| New | +$2.32M |
2025 Q4
0 quarters
|
|
18
Visa
V
$724B
| $2.25M | 2.32% |
+6,416
| New | +$2.19M |
2025 Q4
0 quarters
|
|
19
Mastercard
MA
$516B
| $2.23M | 2.3% |
+3,899
| New | +$2.18M |
2025 Q4
0 quarters
|
|
20
FT Vest Fund of Buffer ETFs
BUFR
$10.9B
| $2.21M | 2.28% |
+64,434
| New | +$2.18M |
2025 Q4
0 quarters
|
|
21
Oracle
ORCL
$429B
| $2.19M | 2.26% |
+11,245
| New | +$2.68M |
2025 Q4
0 quarters
|
|
22
First Trust Capital Strength ETF
FTCS
$7.54B
| $2.07M | 2.14% |
+22,427
| New | +$2.07M |
2025 Q4
0 quarters
|
|
23
Amazon
AMZN
$2.83T
| $1.81M | 1.86% |
+7,828
| New | +$1.79M |
2025 Q4
0 quarters
|
|
24
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$9.57B
| $1.68M | 1.73% |
+43,976
| New | +$1.68M |
2025 Q4
0 quarters
|
|
25
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $1.32M | 1.36% |
+23,240
| New | +$1.29M |
2025 Q4
0 quarters
|
|
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Skyview Financial Group's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Skyview Financial Group, which disclosed 57 positions worth $96.9M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is SPDR Gold Trust: 17,501 shares worth $6.94M.
By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, followed by Healthcare and Technology.
- Skyview Financial Group's largest Q4 2025 buy was SPDR Gold Trust: 17,501 shares worth $6.94M.
- Skyview Financial Group's ten largest holdings make up 43% of its $96.9M portfolio in Q4 2025.
- Skyview Financial Group disclosed 57 positions in Q4 2025, its first 13F filing on record.
Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.