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Mark Logan

Skyline Advisors, Inc.

Assets Managed
$318.682M
Holdings
123
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.18%(2Q avg: 3.44%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyline Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Skyline Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 318.682M in assets, with a quarterly growth rate of 11.18% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Mark Logan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 16.51%
9.43%
$30.028M
650,653 shares@ $46.16 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 132.27%
6%
$19.101M
27,812 shares@ $686.81 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -26.67%
5.61%
$17.856M
48,253 shares@ $370.05 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -1.4%
5.49%
$17.488M
516,796 shares@ $33.84 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.68%
5.3%
$16.87M
45,224 shares@ $373.03 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 125.71%
5.01%
$15.952M
234,552 shares@ $68.02 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -36.17%
3.96%
$12.589M
131,900 shares@ $95.45 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 55.35%
3.73%
$11.883M
324,665 shares@ $36.6 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -15.68%
3.11%
$9.911M
92,092 shares@ $107.62 avg price
BLCV
Ishares Large Cap Val Act
Recent Activity
Increased 16.65%
2.78%
$8.85M
214,230 shares@ $41.31 avg price

1-10 of 123