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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 | |
|---|---|---|---|---|---|---|---|
26
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
| $1.28M | 1.32% |
+6,671
| New | +$1.27M |
2025 Q4
0 quarters
|
|
27
NVIDIA
NVDA
$5.54T
| $1.2M | 1.23% |
+6,411
| New | +$1.19M |
2025 Q4
0 quarters
|
|
28
First Trust Rising Dividend Achievers ETF
RDVY
$25.3B
| $1.19M | 1.23% |
+17,134
| New | +$1.16M |
2025 Q4
0 quarters
|
|
|
GRID
29
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
| $1.19M | 1.23% |
+7,778
| New | +$1.19M |
2025 Q4
0 quarters
|
|
30
T. Rowe Price US Equity Research ETF
TSPA
$4.69B
| $1.06M | 1.1% |
+24,883
| New | +$1.06M |
2025 Q4
0 quarters
|
|
31
Butterfly Network
BFLY
$2.2B
| $1.05M | 1.09% |
+277,309
| New | +$755K |
2025 Q4
0 quarters
|
|
32
Fidelity Enhanced Small Cap Core ETF
FESM
$6.45B
| $1.05M | 1.08% |
+27,809
| New | +$1.04M |
2025 Q4
0 quarters
|
|
33
Alphabet (Google) Class C
GOOG
$4.25T
| $1.02M | 1.06% |
+3,258
| New | +$933K |
2025 Q4
0 quarters
|
|
34
Advanced Micro Devices
AMD
$993B
| $991K | 1.02% |
+4,629
| New | +$1.04M |
2025 Q4
0 quarters
|
|
35
Boston Scientific
BSX
$61.9B
| $947K | 0.98% |
+9,927
| New | +$973K |
2025 Q4
0 quarters
|
|
36
Quanta Services
PWR
$106B
| $830K | 0.86% |
+1,966
| New | +$864K |
2025 Q4
0 quarters
|
|
37
First Trust Smith Unconstrained Bond ETF
UCON
$3.2B
| $702K | 0.72% |
+27,883
| New | +$703K |
2025 Q4
0 quarters
|
|
38
American Superconductor
AMSC
$1.48B
| $663K | 0.68% |
+23,038
| New | +$996K |
2025 Q4
0 quarters
|
|
39
Invesco QQQ Trust
QQQ
$507B
| $645K | 0.67% |
+1,050
| New | +$644K |
2025 Q4
0 quarters
|
|
40
iShares Silver Trust
SLV
$29.5B
| $636K | 0.66% |
+9,867
| New | +$494K |
2025 Q4
0 quarters
|
|
41
Colgate-Palmolive
CL
$70.4B
| $536K | 0.55% |
+6,784
| New | +$532K |
2025 Q4
0 quarters
|
|
42
First Trust Value Line Dividend Fund
FVD
$7.68B
| $533K | 0.55% |
+11,574
| New | +$531K |
2025 Q4
0 quarters
|
|
43
GFL Environmental
GFL
$18.7B
| $490K | 0.51% |
+11,402
| New | +$509K |
2025 Q4
0 quarters
|
|
44
Apple
AAPL
$4.91T
| $477K | 0.49% |
+1,756
| New | +$471K |
2025 Q4
0 quarters
|
|
45
iShares Core Dividend Growth ETF
DGRO
$43B
| $424K | 0.44% |
+6,112
| New | +$420K |
2025 Q4
0 quarters
|
|
46
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $385K | 0.4% |
+7,528
| New | +$376K |
2025 Q4
0 quarters
|
|
47
Broadcom
AVGO
$1.73T
| $353K | 0.36% |
+1,019
| New | +$364K |
2025 Q4
0 quarters
|
|
48
JPMorgan Chase
JPM
$885B
| $353K | 0.36% |
+1,094
| New | +$339K |
2025 Q4
0 quarters
|
|
49
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
| $352K | 0.36% |
+3,849
| New | +$352K |
2025 Q4
0 quarters
|
|
50
Vanguard High Dividend Yield ETF
VYM
$80.5B
| $324K | 0.33% |
+2,257
| New | +$321K |
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.