SKYLINE ADVISORS INC
Q4 2025 Form 13-F
BELLINGHAM, WASHINGTON
CIK 0001843832
· CRD 188511
· SEC-registered investment adviser
$299.6M Reported Value Total
SKYLINE ADVISORS, INC. reports 1,204 total accounts under management (AUM). There are 1,196 discretionary accounts valued at $381,759,833, and 8 non-discretionary accounts valued at $4,702,783.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-01-29
Reported value
$299.6M
Quarter over quarter
+0.5%
Holdings
104
Top-10 concentration
69.6%
Key People
Form ADV owners & control persons
Mark Clifford Logan
OWNER / CHIEF COMPLIANCE OFFICER
Mark Leigh Wallace
OWNER
Deka Bree Wiebusch
OWNER
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13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | January 12, 2026 |
| Form | 13F-HR |
| Reported value | $299.6M |
| Positions | 104 |
| Change in reported value | +3.2% |
| New positions | 9 |
| Exited positions | 1 |
| Position turnover | 9.5% |
| Top-10 concentration | 69.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 3, 2026
|
120 | $321.6M |
|
Q2 2026 13F
Filed Jul 20, 2026
|
123 | $318.7M |
|
Q1 2026 13F
Filed Apr 20, 2026
|
120 | $286.6M |
|
Q4 2025 13F
Filed Jan 12, 2026
|
104 | $299.6M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
96 | $290.3M |
|
Q2 2025 13F
Filed Jul 11, 2025
|
96 | $270.7M |
|
Q1 2025 13F
Filed Apr 15, 2025
|
88 | $253.9M |
|
Q4 2024 13F
Filed Feb 27, 2025
|
94 | $257.7M |
|
Q3 2024 13F
Filed Oct 8, 2024
|
92 | $242.9M |
|
Q2 2024 13F
Filed Jul 30, 2024
|
80 | $229.9M |
|
Q1 2024 13F
Filed Apr 18, 2024
|
80 | $223.4M |
|
Q4 2023 13F
Filed Mar 15, 2024
|
80 | $209.5M |
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS | $34.8M | 11.62% |
| 2 | IXUS ISHARES TR | $31.2M | 10.41% |
| 3 | IUSB ISHARES TR | $23.3M | 7.76% |
| 4 | MSFT MICROSOFT CORP | $22.2M | 7.41% |
| 5 | QUAL ISHARES TR | $21.7M | 7.25% |
| 6 | SCHG SCHWAB STRATEGIC TR | $18.7M | 6.24% |
| 7 | SCHD SCHWAB STRATEGIC TR | $18.0M | 6.01% |
| 8 | CGMS CAPITAL GRP FIXED INCM ETF T | $14.6M | 4.86% |
| 9 | HELO J P MORGAN EXCHANGE TRADED F | $12.2M | 4.07% |
| 10 | MUB ISHARES TR | $12.0M | 4.02% |
| 11 | JMUB J P MORGAN EXCHANGE TRADED F | $7.1M | 2.37% |
| 12 | JPST J P MORGAN EXCHANGE TRADED F | $5.6M | 1.87% |
| 13 | BRK-B BERKSHIRE HATHAWAY INC DEL | $4.7M | 1.58% |
| 14 | CGMU CAPITAL GRP FIXED INCM ETF T | $4.7M | 1.57% |
| 15 | AAPL APPLE INC | $3.7M | 1.24% |
| 16 | SCHP SCHWAB STRATEGIC TR | $3.4M | 1.14% |
| 17 | SCHB SCHWAB STRATEGIC TR | $3.0M | 1.02% |
| 18 | VGLT VANGUARD SCOTTSDALE FDS | $2.5M | 0.83% |
| 19 | JMST J P MORGAN EXCHANGE TRADED F | $2.4M | 0.81% |
| 20 | INMU BLACKROCK ETF TRUST II | $2.3M | 0.76% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.