Institutional Fund
Skyline Advisors, Inc.
Bellingham, WACIK 18438325 filings on record
Portfolio Value
$286.64M
Q1 2026
Holdings
120
Reported positions
New Buys
25
Opened this quarter
QoQ Change
-4.3%
from $299.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Vanguard Index Fds7.4%
- Ishares Tr6.2%
- Microsoft Corp5.9%
- Schwab Strategic Tr5.3%
- Ishares Tr5.2%
- Other61.0%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 558.5K | $25.80M | 9.0% | +58.8K | Added |
| 2 | Vanguard Index Fds | 65.8K | $21.11M | 7.4% | −38.0K | Reduced |
| 3 | Ishares Tr | 206.7K | $17.91M | 6.2% | −161.9K | Reduced |
| 4 | Microsoft Corp | 45.5K | $16.86M | 5.9% | −362 | Reduced |
| 5 | Schwab Strategic Tr | 524.1K | $15.27M | 5.3% | −48.9K | Reduced |
| 6 | Ishares Tr | 77.8K | $14.92M | 5.2% | −31.6K | Reduced |
| 7 | Schwab Strategic Tr | 381.3K | $11.70M | 4.1% | −274.6K | Reduced |
| 8 | Ishares Tr | 109.2K | $11.59M | 4.0% | −3.1K | Reduced |
| 9 | Capital Grp Fixed Incm ETF T | 343.3K | $9.35M | 3.3% | −183.6K | Reduced |
| 10 | J P Morgan Exchange Traded F | 155.8K | $7.79M | 2.7% | +14.9K | Added |
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