2026 Q1 Portfolio Activity
In 2026 Q1, Skyline Advisors, Inc. maintained a portfolio of 129 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 2.50% of the total fund value. They heavily accumulated shares in BLACKROCK ETF TRUST, increasing the position by 469.6%. The fund also reduced its exposure to VANGUARD INDEX FDS by 36.6%.
Position History
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Total Positions
129
Quarter
2026 Q1
Top Holding
IUSB (9.0%)
Top 10 Concentration
53.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 129
Skyline Advisors, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IUSB
ISHARES TR
|
ETF | 9.00% | 7.76% |
#1
2
Prev: #3
|
7.6 | 58,761 | 11.8% |
P
S
|
558,459 | $25,795,208 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.37% | 11.62% |
#2
1
Prev: #1
|
4.4 | -38,008 | -36.6% |
P
S
|
65,805 | $21,111,062 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IXUS
ISHARES TR
|
ETF | 6.25% | 10.41% |
#3
1
Prev: #2
|
3.5 | -161,882 | -43.9% |
P
S
|
206,663 | $17,905,289 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.88% | 7.41% |
#4
Prev: #4
|
3.4 | -362 | -0.8% |
P
S
|
45,538 | $16,856,780 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 5.33% | 6.24% |
#5
1
Prev: #6
|
3.1 | -48,922 | -8.5% |
P
S
|
524,137 | $15,268,112 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
QUAL
ISHARES TR
|
ETF | 5.21% | 7.25% |
#6
1
Prev: #5
|
2.1 | -31,568 | -28.9% |
P
S
|
77,806 | $14,923,991 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 4.08% | 6.01% |
#7
Prev: #7
|
1.6 | -274,642 | -41.9% |
P
S
|
381,285 | $11,697,826 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
MUB
ISHARES TR
|
ETF | 4.05% | 4.02% |
#8
2
Prev: #10
|
2.1 | -3,120 | -2.8% |
P
S
|
109,228 | $11,594,589 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 3.26% | 4.86% |
#9
1
Prev: #8
|
1.3 | -183,579 | -34.8% |
P
S
|
343,313 | $9,348,412 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 2.72% | 2.37% |
#10
1
Prev: #11
|
3.1 | 14,906 | 10.6% |
P
S
|
155,768 | $7,786,829 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.50% | — |
#11
Prev: #—
|
4.5 | 11,974 | — |
NEW
|
11,974 | $7,154,853 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CORO
BLACKROCK ETF T...
|
Bond/Debt | 2.34% | — |
#12
Prev: #—
|
4.4 | 209,001 | — |
NEW
|
209,001 | $6,720,009 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
N/A
BLACKROCK ETF T...
|
|
ETF | 2.31% | — |
#13
Prev: #—
|
4.4 | 183,654 | — |
NEW
|
183,654 | $6,632,715 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
DYNF
BLACKROCK ETF T...
|
ETF | 2.11% | 0.37% |
#14
20
Prev: #34
|
3.8 | 85,677 | 469.6% |
P
S
|
103,920 | $6,046,058 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HELO
J P MORGAN EXCH...
|
Unknown | 2.08% | 4.07% |
#15
6
Prev: #9
|
0.8 | -89,915 | -49.0% |
P
S
|
93,488 | $5,974,818 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 1.65% | 0.07% |
#16
86
Prev: #102
|
3.7 | 125,649 | 2378.4% |
P
S
|
130,932 | $4,742,368 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 1.56% | 1.57% |
#17
3
Prev: #14
|
1.1 | -7,615 | -4.4% |
P
S
|
164,347 | $4,462,015 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IEMG
ISHARES INC
|
ETF | 1.27% | — |
#18
Prev: #—
|
4.0 | 52,066 | — |
NEW
|
52,066 | $3,631,586 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 1.24% | 0.83% |
#19
1
Prev: #18
|
3.0 | 19,956 | 45.0% |
P
S
|
64,325 | $3,560,730 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.19% | 0.59% |
#20
4
Prev: #24
|
3.5 | 34,362 | 94.1% |
P
S
|
70,883 | $3,405,930 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AAPL
APPLE INC
|
Technology | 1.16% | 1.24% |
#21
6
Prev: #15
|
1.0 | -552 | -4.1% |
P
S
|
13,061 | $3,314,874 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.13% | 1.58% |
#22
9
Prev: #13
|
0.5 | -2,623 | -27.9% |
P
S
|
6,765 | $3,242,004 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 1.10% | — |
#23
Prev: #—
|
3.9 | 95,694 | — |
NEW
|
95,694 | $3,153,123 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
INMU
BLACKROCK ETF T...
|
Bond/Debt | 1.03% | 0.76% |
#24
4
Prev: #20
|
2.9 | 29,309 | 31.0% |
P
S
|
123,923 | $2,963,011 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JMOM
J P MORGAN EXCH...
|
Bond/Debt | 1.03% | — |
#25
Prev: #—
|
3.9 | 43,418 | — |
NEW
|
43,418 | $2,948,925 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.99% | 1.02% |
#26
9
Prev: #17
|
0.9 | -3,232 | -2.8% |
P
S
|
112,886 | $2,833,427 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
EFV
ISHARES TR
|
ETF | 0.91% | — |
#27
Prev: #—
|
3.9 | 34,987 | — |
NEW
|
34,987 | $2,601,284 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 0.83% | — |
#28
Prev: #—
|
3.8 | 33,630 | — |
NEW
|
33,630 | $2,382,356 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.75% | 0.81% |
#29
10
Prev: #19
|
0.8 | -5,568 | -11.7% |
P
S
|
41,906 | $2,136,383 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
USXF
ISHARES TR
|
ETF | 0.72% | 0.67% |
#30
9
Prev: #21
|
2.3 | 2,674 | 7.7% |
P
S
|
37,594 | $2,075,163 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.72% | 1.87% |
#31
19
Prev: #12
|
0.3 | -70,245 | -63.4% |
P
S
|
40,545 | $2,052,006 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DE
DEERE & CO
|
Industrials | 0.70% | 0.58% |
#32
7
Prev: #25
|
0.8 | -200 | -5.3% |
P
S
|
3,555 | $2,002,753 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.64% | 0.67% |
#33
11
Prev: #22
|
0.8 | -92 | -0.6% |
P
S
|
16,418 | $1,843,219 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.64% | 1.14% |
#34
18
Prev: #16
|
0.3 | -60,431 | -46.9% |
P
S
|
68,458 | $1,821,676 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.57% | — |
#35
Prev: #—
|
3.7 | 18,414 | — |
NEW
|
18,414 | $1,623,378 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
AGG
ISHARES TR
|
ETF | 0.55% | 0.63% |
#36
13
Prev: #23
|
0.7 | -2,937 | -15.6% |
P
S
|
15,844 | $1,572,831 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SUSC
ISHARES TR
|
ETF | 0.47% | — |
#37
Prev: #—
|
3.7 | 58,124 | — |
NEW
|
58,124 | $1,344,864 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.44% | 0.39% |
#38
7
Prev: #31
|
0.7 | -74 | -5.5% |
P
S
|
1,268 | $1,263,348 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
LCTU
BLACKROCK ETF T...
|
ETF | 0.44% | — |
#39
Prev: #—
|
3.7 | 17,960 | — |
NEW
|
17,960 | $1,259,646 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.38% | 0.37% |
#40
7
Prev: #33
|
0.7 | -255 | -1.6% |
P
S
|
15,275 | $1,095,673 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
OWNS
TIDAL TRUST III
|
Unknown | 0.37% | 0.23% |
#41
4
Prev: #45
|
3.1 | 23,100 | 59.5% |
P
S
|
61,926 | $1,073,794 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.36% | 0.39% |
#42
12
Prev: #30
|
0.6 | -348 | -1.6% |
P
S
|
20,991 | $1,023,323 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.35% | 0.33% |
#43
6
Prev: #37
|
0.6 | 1 | 0.0% |
P
S
|
13,413 | $1,007,307 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.35% | 0.30% |
#44
4
Prev: #40
|
2.1 | 1,304 | 9.1% |
P
S
|
15,571 | $997,813 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.35% | 0.35% |
#45
10
Prev: #35
|
0.6 | 20 | 0.4% |
P
S
|
5,721 | $997,676 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
IVV
ISHARES TR
|
ETF | 0.34% | 0.34% |
#46
10
Prev: #36
|
0.6 | -1 | -0.1% |
P
S
|
1,494 | $975,923 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.33% | — |
#47
Prev: #—
|
3.6 | 13,577 | — |
NEW
|
13,577 | $952,831 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SMMU
PIMCO ETF TR
|
ETF | 0.32% | 0.37% |
#48
16
Prev: #32
|
0.6 | -3,965 | -17.9% |
P
S
|
18,125 | $914,390 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
DFSB
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.39% |
#49
20
Prev: #29
|
0.1 | -5,939 | -26.1% |
P
S
|
16,851 | $871,918 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.29% | 0.30% |
#50
11
Prev: #39
|
0.6 | 5 | 0.2% |
P
S
|
2,324 | $834,278 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-50 of 129 holdings