Skyline Advisors, Inc.
RIA/Wealth
Skyline Advisors, Inc. is a RIA/Wealth based in Bellingham, WA led by William Unrein, reporting $335.3M in AUM as of Q3 2025 with 83% ETF concentration and 71% concentrated in top 10 holdings.
OwnerWilliam Unrein
- Portfolio Value
- $290.3M
- Positions
- 96
- Top Holding
- VTI at 11.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Skyline Advisors, Inc.'s portfolio (70.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.7M | 11.60% | +$219.2K Bought | — 102.6K shares | |
ETF ETF | $29.9M | 10.32% | +$333.5K Bought | — 362.6K shares | |
Software - Infrastructure Technology | $24.3M | 8.36% | -$27.5K Sold | 0.00% 46.8K shares | |
ETF ETF | $22.2M | 7.64% | +$759.4K Bought | — 474.6K shares | |
ETF ETF | $21.0M | 7.23% | +$1.1M Bought | — 107.8K shares | |
ETF ETF | $18.5M | 6.37% | +$424.7K Bought | — 579.8K shares | |
ETF ETF | $17.8M | 6.13% | +$891.5K Bought | — 651.6K shares | |
ETF ETF | $13.9M | 4.78% | +$512.8K Bought | — 499.9K shares | |
ETF ETF | $12.2M | 4.22% | +$1.5M Bought | — 188.3K shares | |
ETF ETF | $11.6M | 4.01% | +$4.7M Bought | — 109.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Skyline Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+68.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Skyline Advisors, Inc.
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