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☆Skyline Advisors, Inc.

CIK 0001843832 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.275
AUM ($M)
319
Positions
123
Turnover
0.17
Top-10 wt
50%
Herfindahl
0.035
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 132 positions · portfolio value $319M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IUSB funds › ISHARES TR ADD — 9.4% +0.4% 30.0 650,653 +92,194 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 6.0% +3.5% 19.1 27,812 +15,838 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 5.6% -1.8% 17.9 48,253 -17,552 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 5.5% +0.2% 17.5 516,796 -7,341 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 5.3% -0.6% 16.9 45,224 -314 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 5.0% +2.9% 16.0 234,552 +130,632 3 —
☆IXUS funds › ISHARES TR TRIM — 4.0% -2.3% 12.6 131,900 -74,763 5 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 3.7% +1.4% 11.9 324,665 +115,664 2 —
☆MUB funds › ISHARES TR TRIM — 3.1% -0.9% 9.9 92,092 -17,136 5 —
☆BLCV funds › BLACKROCK ETF TRUST ADD — 2.8% +0.5% 8.8 214,230 +30,576 2 —
☆QUAL funds › ISHARES TR TRIM — 2.7% -2.5% 8.6 39,301 -38,505 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T TRIM — 2.7% -0.6% 8.6 313,360 -29,953 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 2.6% -1.5% 8.3 262,410 -118,875 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 2.5% -0.2% 8.0 158,074 +2,306 5 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 2.0% +0.9% 6.5 123,161 +27,467 2 —
☆INMU funds › BLACKROCK ETF TRUST II ADD — 1.8% +0.7% 5.6 232,920 +108,997 3 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 1.4% +0.2% 4.6 83,617 +19,292 5 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 1.4% +1.1% 4.4 188,506 +154,463 2 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 1.3% -0.3% 4.3 98,862 -32,070 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.3% +0.1% 4.1 85,505 +14,622 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 1.3% +1.3% 4.0 143,194 +143,194 1 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F ADD — 1.2% +0.2% 4.0 46,516 +3,098 2 —
☆IEMG funds › ISHARES INC TRIM — 1.2% -0.1% 3.8 46,219 -5,847 2 —
☆SHLD funds › GLOBAL X FDS ADD — 1.2% +0.4% 3.8 63,061 +29,431 2 —
☆AAPL funds › APPLE INC TRIM — 1.2% +0.0% 3.7 12,886 -175 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T TRIM — 1.1% -0.4% 3.6 132,850 -31,497 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 1.0% +0.0% 3.3 112,885 -1 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.9% -0.2% 2.9 5,862 -903 5 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.9% +0.9% 2.8 55,240 +55,240 1 —
☆IAU funds › ISHARES GOLD TR ADD — 0.8% +0.3% 2.7 35,574 +17,160 2 —
☆USXF funds › ISHARES TR TRIM — 0.8% +0.1% 2.5 36,174 -1,420 5 —
☆DE funds › DEERE & CO TRIM — 0.7% -0.0% 2.2 3,465 -90 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.6% -0.0% 2.0 15,342 -1,076 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.6% -1.5% 1.9 27,596 -65,892 5 —
☆LCTU funds › BLACKROCK ETF TRUST ADD — 0.5% +0.1% 1.7 21,141 +3,181 2 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.5% -0.3% 1.5 29,491 -12,415 5 —
☆OWNS funds › QUAKER INVT TR ADD — 0.5% +0.1% 1.5 86,279 +24,353 5 —
☆SUSC funds › ISHARES TR ADD — 0.5% -0.0% 1.5 62,842 +4,718 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.0% 1.2 17,543 +1,972 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.4% +0.0% 1.2 20,993 +2 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.4% -0.1% 1.2 1,268 +0 5 —
☆DGRO funds › ISHARES TR ADD — 0.4% +0.0% 1.2 15,338 +1,761 2 —
☆OEF funds › ISHARES TR ADD — 0.4% +0.2% 1.1 15,394 +13,608 5 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 0.4% -0.0% 1.1 13,723 -1,552 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 1.1 13,414 +1 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.3% -0.0% 1.1 5,366 -355 5 —
☆IVV funds › ISHARES TR TRIM — 0.3% -0.0% 1.0 1,358 -136 5 —
☆SMMU funds › PIMCO ETF TR TRIM — 0.3% -0.0% 0.9 18,030 -95 5 —
☆BALI funds › BLACKROCK ETF TRUST ADD — 0.3% +0.1% 0.9 26,544 +9,731 2 —
☆VCR funds › VANGUARD WORLD FD TRIM — 0.3% -0.0% 0.9 2,199 -125 5 —
☆DFSB funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.9 16,437 -414 5 —
☆SYSB funds › ISHARES TR ADD — 0.3% +0.0% 0.8 9,578 +2,486 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.3% -0.0% 0.8 4,661 +1 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.4% 0.8 31,528 -36,930 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.3% +0.0% 0.8 8,016 +2 5 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.8 15,491 -550 2 —
☆XSOE funds › WISDOMTREE TR TRIM — 0.2% -0.0% 0.8 15,581 -3,997 5 —
☆IWD funds › ISHARES TR ADD — 0.2% +0.0% 0.8 3,116 +10 5 —
☆AGG funds › ISHARES TR TRIM — 0.2% -0.3% 0.7 7,407 -8,437 5 —
☆DMXF funds › ISHARES TR TRIM — 0.2% -0.0% 0.7 8,631 -1,261 5 —
☆EFG funds › ISHARES TR NEW — 0.2% +0.2% 0.7 5,851 +5,851 1 —
☆SO funds › SOUTHERN CO HOLD — 0.2% -0.0% 0.7 7,507 +0 5 —
☆SUSB funds › ISHARES TR NEW — 0.2% +0.2% 0.7 28,744 +28,744 1 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.2% +0.1% 0.7 939 -63 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.5% 0.7 14,085 -26,460 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.2% +0.1% 0.7 13,589 +8,334 5 —
☆IWS funds › ISHARES TR ADD — 0.2% +0.0% 0.7 4,038 +8 5 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.2% -0.0% 0.7 9,055 +0 5 —
☆SIGI funds › SELECTIVE INS GROUP INC HOLD — 0.2% +0.0% 0.6 6,575 +0 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.2% -0.0% 0.6 4,206 -354 5 —
☆IWP funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 3,798 -11 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 0.5 4,334 +3,250 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 0.5 9,426 -1,502 5 —
☆FRDM funds › EA SERIES TRUST TRIM — 0.2% -0.0% 0.5 7,175 -2,006 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.0% 0.5 4,448 +19 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.5 1,969 +3 5 —
☆USMV funds › ISHARES TR ADD — 0.2% +0.0% 0.5 5,055 +400 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.5 1,911 +0 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.0% 0.5 8,817 -1,414 2 —
☆AMZN funds › AMAZON COM INC ADD — 0.1% +0.0% 0.4 1,842 +100 5 —
☆IWN funds › ISHARES TR TRIM — 0.1% +0.0% 0.4 1,968 -75 5 —
☆STIP funds › ISHARES TR ADD — 0.1% +0.0% 0.4 4,190 +1,140 2 —
☆BA funds › BOEING CO TRIM — 0.1% -0.0% 0.4 1,977 -434 5 —
☆EUSB funds › ISHARES TR TRIM — 0.1% -0.1% 0.4 9,678 -8,517 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.4 2,827 +6 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 3,291 +2,859 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.4 1,374 +1 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 0.4 1,245 +1,107 2 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.1% -0.0% 0.4 4,270 +0 5 —
☆CLOA funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.1% 0.4 7,120 -3,451 2 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.4 12,862 +9,830 2 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.1% -0.0% 0.3 9,000 +0 5 —
☆SGVT funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.3 3,247 +3,247 1 —
☆NOK funds › NOKIA CORP HOLD — 0.1% +0.0% 0.3 23,839 +0 5 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.1% -0.0% 0.3 1,873 -1 4 —
☆NULG funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 0.3 2,657 -1,395 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.0% 0.3 412 -33 5 —
☆NI funds › NISOURCE INC HOLD — 0.1% -0.0% 0.3 6,373 +0 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% +0.0% 0.3 4,071 +0 5 —
☆CCEP funds › COCA-COLA EUROPACIFIC PARTNE HOLD — 0.1% -0.0% 0.3 2,935 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.0% 0.3 888 -141 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.3 2,233 -5 3 —
☆SECU funds › BLACKROCK ETF TRUST II NEW — 0.1% +0.1% 0.3 5,736 +5,736 1 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.3 384 +0 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.3 5,978 +5,978 1 —
☆EMLC funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 0.3 10,461 -68 2 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.3 5,367 +17 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.1% +0.0% 0.3 1,151 +12 4 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.3 2,874 +39 5 —
☆SCHH funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.3 10,736 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.1% +0.0% 0.3 1,026 +0 4 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 0.2 2,185 +6 5 —
☆GOOG funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 668 +668 1 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 6,527 +6,527 1 —
☆CVLC funds › MORGAN STANLEY ETF TRUST TRIM — 0.1% -0.1% 0.2 2,463 -2,781 5 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.1% -0.0% 0.2 2,742 +0 5 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 0.2 1,657 +0 5 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.1% +0.1% 0.2 310 +310 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.2 3,731 +4 3 —
☆FGDL funds › FRANKLIN TEMPLETON HOLDINGS ADD — 0.1% -0.0% 0.2 4,056 +680 2 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.2 970 -46 5 —
☆HD funds › HOME DEPOT INC NEW — 0.1% +0.1% 0.2 579 +579 1 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 1,097 +1,097 1 —
☆EVUS funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -9,940 0 —
☆MEAR funds › ISHARES U S ETF TR EXIT — 0.0% -0.1% 0.0 0 -6,580 0 —
☆EFV funds › ISHARES TR EXIT — 0.0% -0.9% 0.0 0 -34,987 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -2,452 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.1% 0.0 0 -931 0 —
☆JMSI funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.2% 0.0 0 -9,074 0 —
☆LDUR funds › PIMCO ETF TR EXIT — 0.0% -0.1% 0.0 0 -2,205 0 —
☆HIMU funds › BLACKROCK ETF TRUST II EXIT — 0.0% -0.2% 0.0 0 -9,569 0 —
☆QLTA funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -6,237 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 319 123 0.17 50% 0.035 0.274 — in
2026Q1 287 120 0.23 53% 0.037 0.205 — in
2025Q4 300 104 0.03 70% 0.057 0.704 — in
2025Q3 290 96 0.05 71% 0.058 0.679 — in
2025Q2 271 96 0.07 68% 0.056 0.639 — entered
2025Q1 254 88 0.00 70% 0.056 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status