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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, VTV, RSP, VUG, SCHF, and represent 44.28% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG, VEA, VTV, IBDT, IBDU, IBDV, IBDS, AAPL, VO, XOM.
Started 5 new stock positions in BRK.B, MFM, XOM, VONV, VOOG.
Reduced shares in these 10 stocks: SCHV (-$9.6M), SCHJ (-$8.1M), SPYG (-$6.4M), VEU, SCHA, BKAG, RSP, SCHF, , SCHM.
Sold out of its positions in BAC, CIEN, VFL, AIQ, GBIL, PRFZ, PRF, PXH, IVV, IXP.
Sightline Wealth Advisors was a net seller of stock by $-53M.
Sightline Wealth Advisors has $215M in assets under management (AUM), dropping by -21.27%.
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 70 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.6	$27M	-2%	387k	70.15	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	11.2	$24M	+8%	112k	216.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.7	$19M	-14%	90k	208.02	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	6.0	$13M		144k	90.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.7	$12M	-19%	445k	27.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.5	$9.8M	-27%	300k	32.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.0	$8.6M	-21%	254k	34.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$8.6M	+29%	121k	70.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.5	$7.5M	+42%	210k	35.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$5.6M	-13%	7.4k	762.67	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.6	$5.5M	+25%	228k	24.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$5.4M	-15%	7.4k	739.73	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.4	$5.1M	+39%	206k	24.96	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$4.3M	-4%	117k	36.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.8	$3.8M	-51%	46k	82.97	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.8	$3.8M	+52%	167k	22.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.7	$3.7M	-24%	48k	77.25	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.5	$3.1M	-4%	46k	68.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$3.0M		9.8k	304.64	View chart
Tanger Factory Outlet Centers (SKT)	1.3	$2.8M		81k	34.30	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.2	$2.6M	+78%	122k	21.14	View chart
Apple (AAPL)	1.2	$2.6M	+16%	7.7k	333.02	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.9	$2.0M		7.0k	284.48	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.9	$2.0M	-80%	82k	24.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.9M	-24%	4.7k	416.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.8M		82k	22.10	View chart
Microsoft Corporation (MSFT)	0.8	$1.7M		3.3k	512.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.7M		2.4k	700.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$1.4M	-87%	43k	33.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.4M	-16%	23k	59.31	View chart
Asbury Automotive (ABG)	0.6	$1.4M		7.9k	172.30	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$1.2M	-34%	48k	24.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.0M		8.4k	125.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.0M	-13%	3.7k	277.88	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$968k	+50%	12k	78.42	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.4	$911k	-79%	23k	40.07	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$838k	-88%	6.8k	123.08	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.4	$770k	-9%	3.3k	231.02	View chart
Netflix (NFLX)	0.3	$689k	+39%	9.9k	69.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$661k		3.0k	220.34	View chart
Citigroup Com New (C)	0.3	$654k		5.1k	129.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$611k	+2%	5.9k	103.88	View chart
Micron Technology (MU)	0.3	$600k	+49%	563.00	1065.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$574k		8.6k	66.79	View chart
Newell Rubbermaid (NWL)	0.3	$573k		109k	5.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$554k		2.4k	233.31	View chart
Global X Fds Genomics And Bio (GNOM)	0.3	$540k	-19%	7.7k	70.48	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$503k	-23%	10k	50.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$476k		1.4k	344.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$472k		2.4k	195.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$429k		1.3k	340.77	View chart
NVIDIA Corporation (NVDA)	0.2	$427k		1.9k	228.38	View chart
Wal-Mart Stores (WMT)	0.2	$383k		3.7k	103.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$349k	-50%	15k	23.86	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$342k	-61%	793.00	431.46	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$315k	-46%	931.00	337.76	View chart
Pfizer (PFE)	0.1	$302k	-46%	11k	28.52	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$270k		1.7k	157.68	View chart
JPMorgan Chase & Co. (JPM)	0.1	$261k		788.00	330.83	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$255k		2.3k	109.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$252k	-6%	7.8k	32.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$249k		888.00	279.95	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$224k	NEW	1.4k	162.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$218k		4.0k	53.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$215k	NEW	432.00	497.95	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$205k	NEW	2.4k	85.48	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$203k	NEW	1.9k	108.73	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$153k	-28%	11k	13.43	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$108k	-16%	13k	8.70	View chart
Aberdeen Mun Income Sh Ben Int (MFM)	0.0	$84k	NEW	17k	4.85	View chart

Past Filings by Sightline Wealth Advisors

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

Sightline Wealth Advisors 2026 Q3 filed Oct. 21, 2026
Sightline Wealth Advisors 2026 Q2 filed July 22, 2026
Sightline Wealth Advisors 2026 Q1 filed April 15, 2026
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

View all past filings

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