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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 BND, RSP, VTV, SCHF, SCHA, and represent 39.19% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHV, SCHJ, BND, BKAG, VEU, AAPL, SPYG, VCSH, VBK, VUG.
Started 13 new stock positions in XBI, CIEN, NVDA, SPHY, VCIT, NEA, IXP, NZF, NAD, PXH. BKAG, SPYM, JXI.
Reduced shares in these 10 stocks: RSP, IXUS, DGRO, IBHG, IBHF, IBHH, IBDS, FLBL, EMXC, QQQ.
Sold out of its positions in Expedia Group, FDN, FLBL, QUAL, IBMP, PG, VONG.
Sightline Wealth Advisors was a net buyer of stock by $11M.
Sightline Wealth Advisors has $235M in assets under management (AUM), dropping by 5.94%.
Central Index Key (CIK): 0001841979

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Positions held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 99 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	11.3	$27M	+10%	359k	74.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	9.1	$21M	-13%	112k	191.56	View chart
Vanguard Index Fds Value Etf (VTV)	8.4	$20M		103k	190.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.8	$14M	+3%	562k	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.6	$11M	-2%	378k	28.48	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$11M	+6%	22k	487.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$10M		341k	30.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$6.3M	-5%	10k	614.33	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	2.7	$6.2M	+79%	250k	24.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$5.8M		8.5k	681.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$4.9M	+10%	79k	62.47	View chart
Spdr Series Trust State Street Spd (SPYG)	2.0	$4.7M	+17%	44k	106.70	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.0	$4.7M	-8%	193k	24.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$4.6M	-4%	141k	32.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.0	$4.6M	+47%	63k	73.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$4.3M	+18%	54k	79.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.8	$4.2M	+980%	142k	29.61	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.7	$4.0M	-8%	163k	24.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$3.6M	+13%	111k	32.62	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.5	$3.6M	-4%	140k	25.46	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.5	$3.6M	+7%	47k	75.85	View chart
Tanger Factory Outlet Centers (SKT)	1.3	$3.0M	-6%	91k	33.37	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$3.0M	-34%	36k	84.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$2.4M	+33%	6.4k	373.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$2.2M	-2%	8.9k	252.91	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.9	$2.0M	NEW	48k	42.38	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$2.0M		87k	23.37	View chart
Apple (AAPL)	0.7	$1.8M	+71%	6.5k	271.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.7M	+5%	6.7k	257.94	View chart
Asbury Automotive (ABG)	0.7	$1.6M		7.0k	232.53	View chart
Microsoft Corporation (MSFT)	0.7	$1.6M		3.3k	483.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M		2.4k	627.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.5M	+18%	27k	53.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.4M	+77%	59k	24.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.2M	-15%	1.7k	685.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$1.2M	-35%	17k	69.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$1.1M	+156%	3.6k	302.08	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$1.1M	+21%	46k	23.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.1M	+2%	4.3k	246.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.0M		2.2k	473.24	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.4	$896k	-36%	39k	23.08	View chart
Spdr Series Trust State Street Spd (BILS)	0.4	$883k		8.9k	99.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$832k	-20%	5.8k	143.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$811k		3.8k	211.81	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.3	$806k	-41%	36k	22.32	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$798k		2.1k	386.87	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.3	$731k	-38%	31k	23.68	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$726k		13k	55.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$706k		27k	26.23	View chart
Spdr Series Trust State Street Spd (SPTS)	0.3	$676k	-18%	23k	29.28	View chart
Netflix (NFLX)	0.3	$665k	+1686%	7.1k	93.76	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$625k	+6%	28k	22.07	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$615k		3.0k	204.85	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.3	$610k	NEW	24k	25.81	View chart
Citigroup Com New (C)	0.2	$582k		5.0k	116.69	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$572k	+9%	11k	50.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$557k		5.8k	96.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$516k		2.3k	219.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$509k	-13%	1.8k	290.16	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$499k	NEW	42k	12.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$470k		8.6k	54.71	View chart
Global X Fds Genomics And Bio (GNOM)	0.2	$438k	-11%	9.6k	45.46	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$433k		9.2k	46.92	View chart
Pfizer (PFE)	0.2	$419k	+8%	17k	24.90	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.2	$414k	-8%	16k	26.42	View chart
Wal-Mart Stores (WMT)	0.2	$405k		3.6k	111.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$394k		1.3k	313.77	View chart
NVIDIA Corporation (NVDA)	0.2	$372k	NEW	2.0k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$369k		1.2k	312.97	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.2	$368k	NEW	4.7k	78.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$357k	-53%	4.9k	72.68	View chart
Ciena Corp Com New (CIEN)	0.1	$336k	NEW	1.4k	233.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$326k	NEW	3.9k	83.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$297k	-35%	11k	27.43	View chart
Newell Rubbermaid (NWL)	0.1	$290k		78k	3.72	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$278k	+100%	1.9k	143.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$267k		5.8k	45.89	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$261k	-4%	5.5k	47.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$250k		775.00	322.22	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$248k	+4%	2.8k	89.57	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$245k	NEW	2.0k	121.23	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$243k	-46%	2.9k	82.51	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$241k	-7%	2.4k	99.92	View chart
Bank of America Corporation (BAC)	0.1	$238k		4.3k	55.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$232k		2.3k	100.38	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$226k		2.3k	96.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$225k	-10%	672.00	335.39	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$221k		16k	14.10	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$210k	NEW	8.9k	23.67	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$209k	NEW	1.7k	121.91	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$205k		4.0k	51.60	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$201k	NEW	2.5k	80.21	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$174k	NEW	15k	11.63	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$171k	NEW	14k	12.58	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.1	$156k	-53%	15k	10.27	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$137k	+21%	15k	9.31	View chart
Nuveen Muni Value Fund (NUV)	0.1	$119k		13k	9.06	View chart
Smartkem Com New (SMTK)	0.0	$13k		12k	1.06	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$13k		14k	0.90	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 Q4 filed Jan. 26, 2026
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

View all past filings

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