Institutional filer · SEC 13F · Q4 2024
Skyline Advisors, Inc.
The reported 13F portfolio of Skyline Advisors, Inc. (CIK 1843832) - top holdings, how concentrated the book is, and what changed last quarter.
- $257.7M
- Reported book
- 94
- Positions
- #161
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Skyline Advisors, Inc. ranks #161 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $257.7M across 94 positions, a moderately concentrated portfolio.
- $257.7M
- reported 13F value
- 94
- disclosed positions
- 11.5%
- in VANGUARD INDEX FDS
- #161
- of 360 filers
Top-5 share 43.0% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Skyline Advisors, Inc. ranks #161 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Skyline Advisors, Inc. sits by disclosed position count
Skyline Advisors, Inc. reports 94 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Skyline Advisors, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
94 193rd of 360 higher than 167 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Skyline Advisors, Inc. reports a book ($0.26B) concentrated across only 94 disclosed positions -- fewer than the 109-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1843832 · Q4 2024 $258M book
BOOK-MID · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #161/360
- POS-FOCUS 94 names
- CONC-HEAVY 43% top-5
- LEAD-HEAVY 11.5% top
- PHOTO-FINISH Clean Yield
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Clean Yield Group
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Skyline Advisors, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$257.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $29.6M | 11.5% |
| 2 | ISHARES TR | $22.9M | 8.9% |
| 3 | MICROSOFT CORP | $20.1M | 7.8% |
| 4 | ISHARES TR | $19.9M | 7.7% |
| 5 | ISHARES TR | $18.4M | 7.1% |
| 6 | SCHWAB STRATEGIC TR | $16.5M | 6.4% |
| 7 | SCHWAB STRATEGIC TR | $15.5M | 6.0% |
| 8 | CAPITAL GRP FIXED INCM ETF T | $12.6M | 4.9% |
| 9 | ISHARES TR | $12.4M | 4.8% |
| 10 | J P MORGAN EXCHANGE TRADED F | $11.5M | 4.5% |
| 11 | J P MORGAN EXCHANGE TRADED F | $6.7M | 2.6% |
| 12 | APPLE INC | $4.9M | 1.9% |
| 13 | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.7% |
| 14 | BERKSHIRE HATHAWAY INC DEL | $4.2M | 1.6% |
| 15 | CAPITAL GRP FIXED INCM ETF T | $3.7M | 1.4% |
| 16 | SCHWAB STRATEGIC TR | $2.9M | 1.1% |
| 17 | VANGUARD WORLD FD | $2.7M | 1.1% |
| 18 | SCHWAB STRATEGIC TR | $2.3M | 0.9% |
| 19 | VANGUARD SCOTTSDALE FDS | $2.1M | 0.8% |
| 20 | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.8% |
| 21 | ISHARES TR | $1.9M | 0.7% |
| 22 | DEERE & CO | $1.9M | 0.7% |
| 23 | VANGUARD CHARLOTTE FDS | $1.7M | 0.7% |
| 24 | ISHARES TR | $1.6M | 0.6% |
| 25 | VANGUARD WORLD FD | $1.4M | 0.6% |
Latest Quarter Trades · Q4 2024
New positions (94)
Frequently Asked Questions
- How big is Skyline Advisors, Inc.'s 13F portfolio?
- Skyline Advisors, Inc. reports $257.7M of long US-equity positions across 94 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Skyline Advisors, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Skyline Advisors, Inc. ranks #161 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Skyline Advisors, Inc.'s largest position?
- Skyline Advisors, Inc.'s largest reported position is VANGUARD INDEX FDS at $29.6M, about 11.5% of its reported book as of Q4 2024.
- What did Skyline Advisors, Inc. trade last quarter?
- In its Q4 2024 filing, Skyline Advisors, Inc. opened 94 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Skyline Advisors, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($257.7M here).
Similar holding count
Nearest filers by number of disclosed positions (94 here).
Using this filing
- The rankings sort every tracked filer the same way Skyline Advisors, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Clean Yield Group reported the nearest book value ($257.1M) this quarter, a useful scale comparison for Skyline Advisors, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.