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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, SCHM, and represent 44.86% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, VTV, IBDT, QQQ, DGRO, IBHH, VCSH, VUG, SCHG, BILS.
Started 1 new stock position in IBDV.
Reduced shares in these 10 stocks: FLBL, QUAL, SPYG, SCHJ, RSP, , SCHZ, , IBDQ, GOOG.
Sold out of its positions in GOOG, GOOGL, VFL, IJK, IEMG, SCYB, XLK, VTI.
Sightline Wealth Advisors was a net buyer of stock by $7.3M.
Sightline Wealth Advisors has $190M in assets under management (AUM), dropping by 2.37%.
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 81 positions in its portfolio as reported in the March 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)	13.0	$25M		142k	173.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.5	$24M	+6%	323k	73.45	View chart
Vanguard Index Fds Value Etf (VTV)	9.0	$17M	+9%	99k	172.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.6	$11M		541k	19.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.8	$9.1M		346k	26.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.7	$8.9M	+2%	380k	23.43	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$7.2M	+11%	19k	370.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$5.2M	+22%	11k	468.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$4.9M		8.8k	559.41	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$4.1M	-2%	58k	69.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.1	$4.0M	+5%	145k	27.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.9	$3.7M	+27%	47k	78.94	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.8	$3.4M		141k	24.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$3.4M	+19%	66k	50.83	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.7	$3.3M	+4%	137k	24.18	View chart
Tanger Factory Outlet Centers (SKT)	1.7	$3.3M	+11%	97k	33.79	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.7	$3.3M	+5%	43k	75.91	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.6	$3.1M	-17%	38k	80.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$2.3M	+8%	38k	60.66	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$2.3M	+163%	90k	25.26	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.2M	-11%	96k	23.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$2.1M	+46%	84k	25.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.7M	+21%	3.3k	513.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$1.7M	+6%	8.7k	193.02	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.9	$1.6M	+39%	70k	23.22	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.8	$1.6M	-23%	65k	24.64	View chart
Asbury Automotive (ABG)	0.8	$1.5M	+11%	7.0k	220.84	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.8	$1.5M	+44%	68k	22.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$1.5M	-3%	4.8k	306.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.5M	+156%	24k	61.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.4M	+8%	6.5k	221.75	View chart
Microsoft Corporation (MSFT)	0.6	$1.2M		3.2k	375.41	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.6	$1.2M	+234%	50k	23.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M	-7%	2.0k	562.03	View chart
Apple (AAPL)	0.6	$1.1M		4.8k	222.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.0M		5.1k	199.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$998k	-10%	18k	55.09	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$940k	+166%	9.4k	99.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$934k	+44%	21k	45.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$800k		2.2k	361.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$728k		3.9k	186.28	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$722k		13k	57.61	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.4	$684k	-69%	28k	24.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$672k	-10%	2.6k	258.59	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$650k		2.0k	317.63	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$553k		3.0k	184.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$534k	+20%	4.1k	128.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$513k		24k	21.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$511k		18k	27.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$471k	-66%	2.8k	170.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$469k		5.7k	81.73	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$452k	+55%	20k	23.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$450k		2.3k	193.98	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$417k	+39%	17k	24.34	View chart
Global X Fds Genomic Biotech (GNOM)	0.2	$407k	-17%	51k	7.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$398k		9.1k	43.70	View chart
Pfizer (PFE)	0.2	$386k		15k	25.34	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$384k	-5%	5.6k	68.01	View chart
Netflix (NFLX)	0.2	$370k		397.00	932.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$368k		9.1k	40.41	View chart
Newell Rubbermaid (NWL)	0.2	$363k		59k	6.20	View chart
Citigroup Com New (C)	0.2	$348k		4.9k	70.99	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$343k	+6%	3.4k	100.18	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$303k	NEW	14k	21.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$299k	-22%	3.8k	78.84	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.2	$285k		20k	14.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$276k		1.1k	251.81	View chart
Caterpillar (CAT)	0.1	$263k		797.00	329.80	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$255k		2.7k	92.78	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$253k		10k	25.28	View chart
Wal-Mart Stores (WMT)	0.1	$235k		2.7k	87.78	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$231k	-51%	9.2k	25.15	View chart
Procter & Gamble Company (PG)	0.1	$223k	-10%	1.3k	170.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$219k		5.8k	37.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$207k		2.1k	100.65	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$201k	-25%	4.9k	40.76	View chart
Nuveen Muni Value Fund (NUV)	0.1	$145k		17k	8.77	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$112k		12k	9.32	View chart
Booking Holdings Note 0.750% 5/0	0.0	$25k		10k	2.45	View chart
Euronet Worldwide Note 0.750% 3/1	0.0	$14k		14k	0.97	View chart
Expedia Group Note 2/1	0.0	$9.8k		10k	0.98	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 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
Sightline Wealth Advisors 2021 Q3 filed Oct. 25, 2021
Sightline Wealth Advisors 2021 Q2 filed July 22, 2021

View all past filings

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