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Mark Logan

Skyline Advisors, Inc.

Assets Managed
$286.639M
Holdings
120
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-4.31%(2Q avg: -0.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyline Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 286.639M in assets, with a quarterly growth rate of -4.31% and a 2-quarter average growth rate of -0.55%. The portfolio is managed by Mark Logan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 11.76%
9%
$25.795M
558,459 shares@ $46.19 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -36.61%
7.37%
$21.111M
65,805 shares@ $320.82 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -43.92%
6.25%
$17.905M
206,663 shares@ $86.65 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.78%
5.89%
$16.857M
45,538 shares@ $370.17 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -8.53%
5.33%
$15.268M
524,137 shares@ $29.14 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -28.86%
5.21%
$14.924M
77,806 shares@ $191.82 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -41.87%
4.09%
$11.698M
381,285 shares@ $30.69 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -2.77%
4.05%
$11.595M
109,228 shares@ $106.16 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Decreased -34.84%
3.27%
$9.348M
343,313 shares@ $27.23 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 10.59%
2.72%
$7.787M
155,768 shares@ $49.99 avg price

1-10 of 120