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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+2.34%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$792M
AUM Growth
+$447K
Cap. Flow
-$9.02M
Cap. Flow %
-1.14%
Top 10 Hldgs %
55.56%
Holding
373
New
33
Increased
67
Reduced
151
Closed
21

Top Buys

Rank Stock Value
1
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$12.5M
2
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.17M
3
XRPN
Armada Acquisition Corp II
XRPN
+$2.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2M
5
MBB icon
iShares MBS ETF
MBB
+$1.58M

Top Sells

Rank Stock Value
1
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$22M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.34M
3
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.62M
5
IAU icon
iShares Gold Trust
IAU
+$1.54M

Sector Composition

Rank Sector Weight
1 Financials 8.02%
2 Technology 7.27%
3 Industrials 5.21%
4 Consumer Discretionary 4.06%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$86.3M 10.89%
652,451
-25,474
-4% -$3.34M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$879B
$53.5M 6.76%
78,187
-958
-1% -$651K
JMTG
3
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.73B
$50.5M 6.37%
988,597
-23,457
-2% -$1.2M
MBB icon
4
iShares MBS ETF
MBB
$39.2B
$48.4M 6.12%
508,800
+16,571
+3% +$1.58M
DGRW icon
5
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$47.2M 5.96%
527,860
-1,241
-0.2% -$111K
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.82B
$43.4M 5.47%
1,008,073
-7,779
-0.8% -$325K
IAU icon
7
iShares Gold Trust
IAU
$62.2B
$37.4M 4.72%
461,453
-19,659
-4% -$1.54M
IEI icon
8
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$33.9M 4.28%
283,804
-12,363
-4% -$1.48M
NVDA icon
9
NVIDIA
NVDA
$4.92T
$27.8M 3.5%
148,815
+786
+0.5% +$146K
COMT icon
10
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$11.7M 1.48%
+470,849
New +$12.5M
IBKR icon
11
Interactive Brokers
IBKR
$40.8B
$9.13M 1.15%
141,999
-3,915
-3% -$262K
UPWK icon
12
Upwork
UPWK
$1.15B
$7.78M 0.98%
392,464
-9,930
-2% -$182K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$7.58M 0.96%
11,115
-24
-0.2% -$16.2K
ALLY icon
14
Ally Financial
ALLY
$14B
$7.33M 0.93%
161,863
-3,746
-2% -$154K
MSFT icon
15
Microsoft
MSFT
$2.99T
$6.47M 0.82%
13,374
-132
-1% -$66.1K
HELO icon
16
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$5.67M 0.72%
85,288
+78,680
+1,191% +$5.17M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.29T
$5.62M 0.71%
17,900
-1,205
-6% -$345K
RSP icon
18
Invesco S&P 500 Equal Weight ETF
RSP
$95.5B
$5.33M 0.67%
27,825
– –
EWJ icon
19
iShares MSCI Japan ETF
EWJ
$21.6B
$5.11M 0.64%
63,224
-201
-0.3% -$16.5K
XLC icon
20
State Street Communication Services Select Sector SPDR ETF
XLC
$22.9B
$4.77M 0.6%
40,495
+467
+1% +$53.7K
VIG icon
21
Vanguard Dividend Appreciation ETF
VIG
$110B
$4.5M 0.57%
20,472
-154
-0.7% -$33.6K
IEFA icon
22
iShares Core MSCI EAFE ETF
IEFA
$185B
$4.4M 0.56%
49,171
+5
+0% +$442
XLY icon
23
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
$4.33M 0.55%
36,229
+555
+2% +$65.8K
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$4.08M 0.51%
52,454
+2,344
+5% +$183K
AMZN icon
25
Amazon
AMZN
$2.69T
$3.99M 0.5%
17,298
-689
-4% -$158K
1
2 3 4 5

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KAM
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EIG
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HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return
HCP
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AFG
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CAWM
Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return
CC
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PCOC
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SkyView Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, SkyView Investment Advisors held 373 positions worth $792M, up 0.06% from $792M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

SkyView Investment Advisors's Q4 2025 filing shows 33 new, 67 increased, 151 reduced and 21 closed positions. Its largest new stake was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M. The largest sale was iShares iBonds 2025 Term High Yield and Income ETF, an estimated $22M.

By sector, the portfolio is most concentrated in Financials at 8% of assets, up from 7.4% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2025 buy was iShares GSCI Commodity Dynamic Roll Strategy ETF: 470,849 shares worth $11.7M.
  • SkyView Investment Advisors added most to JPMorgan Hedged Equity Laddered Overlay ETF in Q4 2025, an estimated $5.17M increase.
  • SkyView Investment Advisors's biggest Q4 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $3.34M.
  • SkyView Investment Advisors fully exited iShares iBonds 2025 Term High Yield and Income ETF in Q4 2025, selling an estimated $22M.
  • SkyView Investment Advisors's ten largest holdings make up 56% of its $792M portfolio in Q4 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 21 in Q4 2025.
  • SkyView Investment Advisors's portfolio value rose 0.06% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.