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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 %
98.36%
Top 10 Hldgs %
42.51%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$6.68M
2
CAH icon
Cardinal Health
CAH
+$3.94M
3
META icon
Meta Platforms (Facebook)
META
+$3.93M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.88M
5
BA icon
Boeing
BA
+$3.84M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 12.96%
2 Technology 12.13%
3 Industrials 11.79%
4 Financials 9.15%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSP icon
26
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$1.28M 1.32%
+6,671
New +$1.27M
NVDA icon
27
NVIDIA
NVDA
$5.11T
$1.2M 1.23%
+6,411
New +$1.19M
RDVY icon
28
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$1.19M 1.23%
+17,134
New +$1.16M
GRID
29
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.8B
$1.19M 1.23%
+7,778
New +$1.19M
TSPA icon
30
T. Rowe Price US Equity Research ETF
TSPA
$4.48B
$1.06M 1.1%
+24,883
New +$1.06M
BFLY icon
31
Butterfly Network
BFLY
$2.3B
$1.05M 1.09%
+277,309
New +$755K
FESM icon
32
Fidelity Enhanced Small Cap Core ETF
FESM
$6.42B
$1.05M 1.08%
+27,809
New +$1.04M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.14T
$1.02M 1.06%
+3,258
New +$933K
AMD icon
34
Advanced Micro Devices
AMD
$786B
$991K 1.02%
+4,629
New +$1.04M
BSX icon
35
Boston Scientific
BSX
$69.8B
$947K 0.98%
+9,927
New +$973K
PWR icon
36
Quanta Services
PWR
$92.3B
$830K 0.86%
+1,966
New +$864K
UCON icon
37
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$702K 0.72%
+27,883
New +$703K
AMSC icon
38
American Superconductor
AMSC
$1.41B
$663K 0.68%
+23,038
New +$996K
QQQ icon
39
Invesco QQQ Trust
QQQ
$486B
$645K 0.67%
+1,050
New +$644K
SLV icon
40
iShares Silver Trust
SLV
$33.2B
$636K 0.66%
+9,867
New +$494K
CL icon
41
Colgate-Palmolive
CL
$73.3B
$536K 0.55%
+6,784
New +$532K
FVD icon
42
First Trust Value Line Dividend Fund
FVD
$8.34B
$533K 0.55%
+11,574
New +$531K
GFL icon
43
GFL Environmental
GFL
$14.9B
$490K 0.51%
+11,402
New +$509K
AAPL icon
44
Apple
AAPL
$4.57T
$477K 0.49%
+1,756
New +$471K
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$43.8B
$424K 0.44%
+6,112
New +$420K
FDEC icon
46
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
$385K 0.4%
+7,528
New +$376K
AVGO icon
47
Broadcom
AVGO
$1.68T
$353K 0.36%
+1,019
New +$364K
JPM icon
48
JPMorgan Chase
JPM
$949B
$353K 0.36%
+1,094
New +$339K
BIL icon
49
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$352K 0.36%
+3,849
New +$352K
VYM icon
50
Vanguard High Dividend Yield ETF
VYM
$83.2B
$324K 0.33%
+2,257
New +$321K
1
2
3

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SAMU
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AFA
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KCM
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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 Healthcare at 13% of assets, followed by Technology and Industrials.

  • 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.