Skyview Financial Group LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $286,642,185 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $273,866,537 | Individuals and high net worth (100%) |
| Mar 2024 to Mar 2025 | $103,000,000 | Individuals and high net worth (100%) |
| Mar 2021 to Jun 2021 | $69,168,000 | Individuals and high net worth (100%) |
| Oct 2020 to Feb 2021 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-12-31, active share 83.1%; sector active share 37.9% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
57 tracked positions · as of Dec 31, 2025Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.3% | $41,963,554 |
| Healthcare | 13.0% | $12,555,285 |
| Technology | 12.1% | $11,750,780 |
| Industrials | 11.8% | $11,424,481 |
| Financial Services | 9.2% | $8,867,748 |
| Communication Services | 8.3% | $8,001,865 |
| Consumer Cyclical | 1.9% | $1,806,858 |
| Consumer Defensive | 0.6% | $536,071 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
First | 17,501 | $6,935,821 | 7.16% | |
| CAH |
Cardinal Health Inc
Healthcare
|
First | 20,925 | $4,300,087 | 4.44% | |
| BA |
Boeing Co
Industrials
|
First | 18,691 | $4,058,189 | 4.19% | |
| C |
Citigroup Inc
Financial Services
|
First | 34,615 | $4,039,224 | 4.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 5,883 | $3,883,309 | 4.01% | |
| FPE |
First Trust Preferred Securities and Income ETF
|
First | 212,196 | $3,866,211 | 3.99% | |
| AVLC |
Avantis U.S. Large Cap Equity ETF
|
First | 49,061 | $3,857,175 | 3.98% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
First | 42,103 | $3,520,231 | 3.63% | |
| KLAC |
Kla Corp
Technology
|
First | 2,844 | $3,455,687 | 3.57% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 5,657 | $3,277,948 | 3.38% | |
|
|
First | 94,810 | $3,228,280 | 3.33% | ||
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,892 | $3,096,196 | 3.20% | |
| AIR |
Aar Corp
Industrials
|
First | 34,362 | $2,844,829 | 2.94% | |
| PATH |
UiPath, Inc.
Technology
|
First | 170,480 | $2,794,167 | 2.88% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 5,836 | $2,724,594 | 2.81% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
First | 25,663 | $2,617,112 | 2.70% | |
| RTX |
RTX Corp
Industrials
|
First | 13,345 | $2,447,473 | 2.53% | |
| V |
Visa Inc.
Financial Services
|
First | 6,416 | $2,250,155 | 2.32% | |
| MA |
Mastercard Inc
Financial Services
|
First | 3,899 | $2,225,861 | 2.30% | |
| BUFR |
FT Vest Laddered Buffer ETF
|
First | 64,434 | $2,207,508 | 2.28% | |
| ORCL |
Oracle Corp
Technology
|
First | 11,245 | $2,191,762 | 2.26% | |
| FTCS |
First Trust Capital Strength ETF
|
First | 22,427 | $2,074,721 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 7,828 | $1,806,858 | 1.86% | |
| TCAF |
T. Rowe Price Capital Appreciation Equity ETF
|
First | 43,976 | $1,680,762 | 1.73% | |
| FFEB |
FT Vest U.S. Equity Buffer ETF - February
|
First | 23,240 | $1,315,848 | 1.36% | |
| RSP |
Victory Portfolios II
|
First | 6,671 | $1,277,896 | 1.32% | |
| NVDA |
Nvidia Corp
Technology
|
First | 6,411 | $1,195,651 | 1.23% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
First | 17,134 | $1,190,298 | 1.23% | |
| GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
First | 7,778 | $1,190,189 | 1.23% | |
| TSPA |
T. Rowe Price U.S. Equity Research ETF
|
First | 24,883 | $1,064,494 | 1.10% | |
| BFLY |
Butterfly Network, Inc.
Healthcare
|
First | 277,309 | $1,053,774 | 1.09% | |
| FESM |
Fidelity Enhanced Small Cap Core ETF
|
First | 27,809 | $1,050,624 | 1.08% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 3,258 | $1,022,360 | 1.05% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 4,629 | $991,346 | 1.02% | |
| BSX |
Boston Scientific Corp
Healthcare
|
First | 9,927 | $946,539 | 0.98% | |
| PWR |
Quanta Services, Inc.
Industrials
|
First | 1,966 | $829,769 | 0.86% | |
| UCON |
First Trust Smith Unconstrained Bond ETF
|
First | 27,883 | $701,815 | 0.72% | |
| AMSC |
American Superconductor Corp
Industrials
|
First | 23,038 | $663,033 | 0.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 1,050 | $645,025 | 0.67% | |
| SLV |
iShares Silver Trust
|
First | 9,867 | $635,632 | 0.66% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
First | 6,784 | $536,071 | 0.55% | |
| FVD |
First Trust Value Line Dividend Index Fund
|
First | 11,574 | $533,329 | 0.55% | |
| GFL |
GFL Environmental Inc.
Industrials
|
First | 11,402 | $489,715 | 0.51% | |
| AAPL |
Apple Inc.
Technology
|
First | 1,756 | $477,386 | 0.49% | |
| DGRO |
iShares Core Dividend Growth ETF
|
First | 6,112 | $424,295 | 0.44% | |
| FDEC |
FT Vest U.S. Equity Buffer ETF - December
|
First | 7,528 | $385,305 | 0.40% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 1,019 | $352,675 | 0.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,094 | $352,508 | 0.36% | |
|
|
First | 3,849 | $351,721 | 0.36% | ||
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
First | 2,257 | $323,924 | 0.33% |
Showing the top 50 of 57 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.