Skyline Advisors, Inc.

CIK 0001843832 · Q1 2026

13F Equity AUM

$286.6M

-4.3% QoQ

Positions

120

+16 QoQ

AUM Rank

#6,031

Top 48%

Skill Alpha (FF)

-4.1%/yr^ns

No Clear Edge

Rank #7,059 · Top 86%

vs S&P -10.6%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 33.8%Top 10: 53.1%Top 20: 71.4%

IUSB9.0%

VTI7.4%

IXUS6.3%

MSFT5.9%

SCHG5.3%

QUAL5.2%

SCHD4.1%

MUB4.0%

CGMS3.3%

JMUB2.7%

Others (110)46.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.7%

Technology8.0%

Fund2.5%

Unclassified2.3%

Other4.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New24Increased34Decreased41Exited9

New Positions

VOO2.5%

+12K

CORO2.3%

+209K

BLACKROCK ETF TRUST2.3%

+184K

IEMG1.3%

+52K

BAI1.1%

+96K

JMOM1.0%

+43K

EFV0.9%

+35K

SHLD0.8%

+34K

SUSC0.5%

+58K

LCTU0.4%

+18K

Increased

THRO1.6%

+126K(+2378%)

DYNF2.1%

+86K(+470%)

IUSB9.0%

+59K(+12%)

BNDX1.2%

+34K(+94%)

INMU1.0%

+29K(+31%)

OWNS0.4%

+23K(+60%)

VGLT1.2%

+20K(+45%)

JMUB2.7%

+15K(+11%)

USXF0.7%

+3K(+8%)

FRDM0.2%

+2K(+22%)

Decreased

SCHD4.1%

-274,642(-42%)

CGMS3.3%

-183,579(-35%)

IXUS6.3%

-161,882(-44%)

HELO2.1%

-89,915(-49%)

JPST0.7%

-70,245(-63%)

SCHP0.6%

-60,431(-47%)

SCHG5.3%

-48,922(-9%)

VTI7.4%

-38,008(-37%)

QUAL5.2%

-31,568(-29%)

XSOE0.3%

-15,578(-44%)

Exited

JEPQ

-13,399

DUNK

-17,034

VCEB

-5,032

BLACKROCK ETF TRUST

-8,368

CGBL

-7,626

-658

MLB1

-103

-384

GOOG

-668

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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