Latest Skyline Advisors, Inc. Stock Portfolio

Skyline Advisors, Inc. Performance:

2026 Q1: -2.39%YTD: -2.39%2025: 9.71%

Performance for 2026 Q1 is -2.39%, and YTD is -2.39%, and 2025 is 9.71%.

About Skyline Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Skyline Advisors, Inc. reported an equity portfolio of $286.6 Millions as of 31 Mar, 2026.

The top stock holdings of Skyline Advisors, Inc. are ACWF, VB, IBCE. The fund has invested 9% of it's portfolio in ISHARES TR and 7.4% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F, VANGUARD WORLD FD (EDV) and BLACKROCK ETF TRUST (BECO) stocks. They significantly reduced their stock positions in MORGAN STANLEY ETF TRUST, J P MORGAN EXCHANGE TRADED F (BBAX) and NUSHARES ETF TR (NDVG). Skyline Advisors, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), BLACKROCK ETF TRUST (BECO) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), VANGUARD CHARLOTTE FDS (BNDX) and TIDAL TRUST III.

Skyline Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Skyline Advisors, Inc. made a return of -2.39% in the last quarter. In trailing 12 months, it's portfolio return was 8.98%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	7,154,850
blackrock etf trust	6,720,010
blackrock etf trust	6,632,720
ishares inc	3,631,590
blackrock etf trust	3,153,120
j p morgan exchange traded f	2,948,920
ishares tr	2,601,280
global x fds	2,382,360

New stocks bought by Skyline Advisors, Inc.

Additions

Ticker	% Inc.
blackrock etf trust	2,378
blackrock etf trust	469
vanguard charlotte fds	94.09
tidal trust iii	59.5
vanguard scottsdale fds	44.98
blackrock etf trust ii	30.98
ea series trust	21.91
blackrock etf trust ii	15.47

Additions to existing portfolio by Skyline Advisors, Inc.

Reductions

Ticker	% Reduced
morgan stanley etf trust	-73.09
j p morgan exchange traded f	-63.4
nushares etf tr	-50.01
j p morgan exchange traded f	-49.03
schwab strategic tr	-46.89
ishares tr	-45.64
wisdomtree tr	-44.31
ishares tr	-43.92

Skyline Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
tidal trust i	-419,207
j p morgan exchange traded f	-778,743
blackrock etf trust	-312,301
capital group core balanced	-269,442
vanguard world fd	-320,205
alphabet inc	-209,657
home depot inc	-226,386
mastercard incorporated	-219,224

Skyline Advisors, Inc. got rid off the above stocks

Sector Distribution

Skyline Advisors, Inc. has about 86.7% of it's holdings in Others sector.

Sector	%
Others	86.7
Technology	8.2
Consumer Defensive	1.2
Industrials	1.1

Market Cap. Distribution

Skyline Advisors, Inc. has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86.7
MEGA-CAP	9.8
LARGE-CAP	2.5

Stocks belong to which Index?

About 12.2% of the stocks held by Skyline Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.8
S&P 500	12.2

Top 5 Winners (%)		%
NOK	nokia corp	24.3 %
DE	deere & co	20.4 %
JNJ	johnson & johnson	18.1 %
NEE	nextera energy inc	15.7 %
COST	costco wholesale corporation	15.1 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	1.7 M
IBCE	ishares tr	0.6 M
DE	deere & co	0.4 M
COST	costco wholesale corporation	0.2 M
MO	altria group inc	0.1 M

Top 5 Losers (%)		%
ADBE	adobe inc	-25.7 %
MSFT	microsoft corp	-23.4 %
IBM	international business machs	-18.1 %
CRWD	crowdstrike hldgs inc	-16.7 %
WFC	wells fargo & co	-14.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-5.2 M
FNDA	schwab strategic tr	-1.9 M
VB	vanguard index fds	-1.2 M
IBCE	ishares tr	-0.6 M
	j p morgan exchange traded f	-0.3 M

Skyline Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Skyline Advisors, Inc.

Skyline Advisors, Inc. has 120 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Skyline Advisors, Inc. last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.16	13,061	3,314,870	reduced	-4.05

AAXJ	ishares tr	4.04	109,228	11,594,600	reduced	-2.78

AAXJ	ishares tr	0.91	34,987	2,601,280	new

ACWF	ishares tr	9.00	558,459	25,795,200	added	11.76

ACWF	ishares tr	0.33	13,577	952,831	new

ADBE	adobe inc	0.08	931	226,307	reduced	-31.69

AGT	ishares tr	0.47	58,124	1,344,860	new

AMPS	ishares tr	0.15	4,655	431,685	added	4.07

AMPS	ishares tr	0.14	3,032	411,524	new

AMPS	ishares tr	0.11	3,050	315,412	new

AMPS	ishares tr	0.10	6,237	296,820	new

AMZN	amazon com inc	0.13	1,742	362,806	added	1.75

BA	boeing co	0.17	2,411	479,888	unchanged	0.00

BAC	bank america corp	0.36	20,991	1,023,320	reduced	-1.63

BBAX	j p morgan exchange traded f	2.72	155,768	7,786,830	added	10.58

BBAX	j p morgan exchange traded f	1.03	43,418	2,948,920	new

BBAX	j p morgan exchange traded f	0.74	41,906	2,136,380	reduced	-11.73

BBAX	j p morgan exchange traded f	0.72	40,545	2,052,010	reduced	-63.4

BBAX	j p morgan exchange traded f	0.22	10,928	619,397	reduced	-31.97

BBAX	j p morgan exchange traded f	0.09	4,071	249,604	unchanged	0.00