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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
FAUG icon
51
FT Vest US Equity Buffer ETF August
FAUG
$1.22B
$307K 0.32%
+5,802
New +$303K
AVMC icon
52
Avantis US Mid Cap Equity ETF
AVMC
$504M
$306K 0.32%
+4,332
New +$302K
MSFT icon
53
Microsoft
MSFT
$3.67T
$292K 0.3%
+604
New +$303K
FEBW icon
54
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
$198M
$272K 0.28%
+8,012
New +$268K
BMY icon
55
Bristol-Myers Squibb
BMY
$138B
$246K 0.25%
+4,568
New +$220K
ACHR icon
56
Archer Aviation
ACHR
$4.57B
$91.5K 0.09%
+12,164
New +$114K
AKTX
57
Akari Therapeutics
AKTX
$17.2M
$5.95K 0.01%
+514
New +$11.9K
1 2
3

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RC
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SHWA
Safe Harbor Wealth Advisors Dublin, Ohio $103M AUM
SAMU
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AFA
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KCM
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RAM
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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.