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Sightline Wealth Advisors

Latest statistics and disclosures from Sightline Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RSP, BND, VTV, SCHF, SCHA, and represent 41.31% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHJ, SPTS, VTV, IBDS, IBDT, AIQ, SCYB, VUG, Global X Fds, SCHV.
Started 7 new stock positions in SPTS, Global X Fds, SCHV, SMTK, SCYB, DON, AIQ.
Reduced shares in these 10 stocks: RSP, GNOM, , IXUS, BND, EMXC, IBDQ, QQQ, KO, IBHF.
Sold out of its positions in KO, GNOM, IBDQ, XLU.
Sightline Wealth Advisors was a net buyer of stock by $3.5M.
Sightline Wealth Advisors has $222M in assets under management (AUM), dropping by 6.93%.
Central Index Key (CIK): 0001841979

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Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	11.0	$24M	-5%	129k	189.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.9	$24M		325k	74.37	View chart
Vanguard Index Fds Value Etf (VTV)	8.8	$20M	+3%	105k	186.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.7	$13M		542k	23.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.9	$11M		387k	27.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.6	$10M		343k	29.64	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$9.9M	+4%	21k	479.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$6.5M	-3%	11k	600.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$5.7M		8.6k	666.15	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.3	$5.1M	+13%	210k	24.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.2	$4.9M	-2%	147k	33.37	View chart
Ishares Tr Core Msci Total (IXUS)	2.0	$4.5M	-5%	54k	82.58	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	2.0	$4.3M	+7%	178k	24.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.3M	+5%	72k	59.92	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.8	$3.9M	-3%	38k	104.51	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.7	$3.8M	+15%	148k	25.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$3.7M	-4%	46k	79.93	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	1.6	$3.5M	+114%	139k	24.95	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.5	$3.4M		44k	77.65	View chart
Tanger Factory Outlet Centers (SKT)	1.5	$3.3M		97k	33.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$3.1M	+12%	97k	31.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$3.0M	+6%	43k	71.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$2.2M		9.1k	247.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$2.0M	-6%	86k	23.47	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.8M	+4%	27k	68.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$1.8M		4.8k	365.48	View chart
Asbury Automotive (ABG)	0.8	$1.7M		7.0k	244.45	View chart
Microsoft Corporation (MSFT)	0.8	$1.7M		3.3k	517.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.6M	-2%	6.4k	254.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.5M		2.5k	612.31	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.6	$1.4M	-12%	61k	23.39	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.6	$1.4M	-10%	62k	22.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.4M		2.0k	669.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.2M	+9%	23k	54.18	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.5	$1.2M	-8%	50k	23.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.0M		2.2k	468.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.0M	+20%	7.3k	140.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.0M	-11%	4.2k	241.96	View chart
Apple (AAPL)	0.4	$961k		3.8k	254.62	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$886k	+18%	38k	23.47	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.4	$879k	-11%	8.8k	99.52	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.4	$827k	NEW	28k	29.32	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$812k	+80%	33k	24.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$784k		3.8k	208.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$780k		2.1k	379.01	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$729k		13k	56.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$707k	-24%	11k	67.51	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$686k	+10%	27k	25.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$599k	-13%	2.0k	293.70	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$598k		3.0k	199.47	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$589k	+14%	27k	22.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$538k		5.8k	93.37	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$507k	NEW	10k	49.39	View chart
Citigroup Com New (C)	0.2	$504k		5.0k	101.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$503k		2.3k	215.75	View chart
Netflix (NFLX)	0.2	$476k		397.00	1198.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$459k	-8%	17k	27.30	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.2	$457k	NEW	17k	26.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$452k	-8%	8.5k	53.40	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$442k	-2%	5.5k	80.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$421k	+42%	1.4k	297.68	View chart
Global X Fds Genomics And Bio	0.2	$421k	NEW	11k	38.83	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$415k		9.2k	45.21	View chart
Newell Rubbermaid (NWL)	0.2	$409k		78k	5.24	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$407k	-23%	17k	24.02	View chart
Pfizer (PFE)	0.2	$396k		16k	25.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$381k	NEW	13k	29.11	View chart
Wal-Mart Stores (WMT)	0.2	$379k		3.7k	103.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$372k	-12%	1.9k	194.46	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.2	$337k		33k	10.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$306k		1.3k	243.51	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$303k	-8%	2.5k	120.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$286k	-2%	1.2k	243.06	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$272k	+6%	5.7k	47.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$272k		964.00	281.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$264k		5.8k	45.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$260k	-13%	2.6k	100.24	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$259k		10k	25.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$246k		779.00	315.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$245k		747.00	328.20	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$232k		2.6k	88.14	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$230k		2.3k	100.69	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$224k		16k	14.46	View chart
Bank of America Corporation (BAC)	0.1	$224k	-9%	4.3k	51.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$223k		2.3k	95.90	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$219k	-2%	781.00	279.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$207k	NEW	3.9k	52.30	View chart
Procter & Gamble Company (PG)	0.1	$203k	-2%	1.3k	153.65	View chart
Nuveen Muni Value Fund (NUV)	0.1	$119k		13k	8.98	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$113k		12k	9.26	View chart
Smartkem Com New (SMTK)	0.0	$20k	NEW	12k	1.68	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$12k		14k	0.89	View chart
Expedia Group Note 2/1 (Principal)	0.0	$10k		10k	1.01	View chart

Past Filings by Sightline Wealth Advisors

SEC 13F filings are viewable for Sightline Wealth Advisors going back to 2020

Sightline Wealth Advisors 2025 Q3 filed Nov. 3, 2025
Sightline Wealth Advisors 2025 Q2 filed July 15, 2025
Sightline Wealth Advisors 2025 Q1 filed April 29, 2025
Sightline Wealth Advisors 2024 Q4 filed Jan. 13, 2025
Sightline Wealth Advisors 2024 Q3 filed Oct. 21, 2024
Sightline Wealth Advisors 2024 Q2 filed Aug. 2, 2024
Sightline Wealth Advisors 2024 Q1 filed April 24, 2024
Sightline Wealth Advisors 2023 Q4 filed Jan. 23, 2024
Sightline Wealth Advisors 2023 Q3 filed Nov. 1, 2023
Sightline Wealth Advisors 2023 Q2 filed July 14, 2023
Sightline Wealth Advisors 2023 Q1 filed May 2, 2023
Sightline Wealth Advisors 2022 Q4 filed Jan. 26, 2023
Sightline Wealth Advisors 2022 Q3 filed Oct. 27, 2022
Sightline Wealth Advisors 2022 Q2 filed July 15, 2022
Sightline Wealth Advisors 2022 Q1 filed April 29, 2022
Sightline Wealth Advisors 2021 Q4 filed Jan. 26, 2022

View all past filings

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