account_balance

Investment manager · 13F filer · SEC CIK 1843832

Skyline Advisors, Inc.

Reported value$322Mas of Sep 30, 2026
Positions120 5 new, 8 sold out
Top 10 weight52.0%IUSB alone is 10%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IUSB iShares Tr 9.6% Added +8%
VOO Vanguard Index FDS 7.5% Added +24%
MSFT Microsoft Corp 7.2% Held
SCHG Schwab Strategic Tr 5.7% Held
VTI Vanguard Index FDS 5.6% Held
CORO BlackRock ETF Trust 3.9% Added +5%
IXUS iShares Tr 3.7% Trimmed −5%
DYNF BlackRock ETF Trust 3.4% Trimmed −33%
BLCV BlackRock ETF Trust 2.8% Held
CGMS Capital GRP Fixed Incm ETF T 2.7% Added +6%
QUAL iShares Tr 2.6% Trimmed −6%
SCHD Schwab Strategic Tr 2.5% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • IEFA $5.57M
  • VTEB $2.8M
  • TFI $817K
  • EVUS $475K
arrow_upwardAdded
  • BLCR +101%
  • DMXF +39%
  • VEA +30%
  • VOO +24%
arrow_downwardTrimmed
  • OEF −88%
  • MUB −37%
  • DYNF −33%
  • CGMU −31%
remove_circleSold out
  • JMOM $3.98M
  • EFG $728K
  • SGVT $327K
  • CVLC $233K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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