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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 39.20% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHV, SCHJ, BKAG, VEU, NAD, SPYG, VUG, BND, PXH, VTEB.
Started 1 new stock position in VTEB.
Reduced shares in these 10 stocks: IXUS, IBDR, IBDS, IBDT, DGRO, VTV, IBHF, IBHG, RSP, QQQ.
Sold out of its positions in CIEN, EMXC, IBHH, IBHG, IBHF, SPTM, SPYM, SCYB, SMTK.
Sightline Wealth Advisors was a net buyer of stock by $3.8M.
Sightline Wealth Advisors has $236M in assets under management (AUM), dropping by 0.72%.
Central Index Key (CIK): 0001841979

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Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 91 positions in its portfolio as reported in the March 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)	11.6	$27M	+3%	371k	73.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.7	$21M	-3%	108k	191.92	View chart
Vanguard Index Fds Value Etf (VTV)	8.2	$19M	-4%	99k	196.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.9	$14M		560k	24.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.8	$11M	+3%	393k	29.08	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$11M	+9%	24k	436.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$10M	-2%	332k	30.96	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	3.9	$9.2M	+49%	374k	24.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$9.0M	+109%	296k	30.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.8	$6.6M	+40%	88k	75.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$5.6M		8.6k	650.33	View chart
Spdr Series Trust State Street Spd (SPYG)	2.3	$5.5M	+25%	56k	97.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$5.4M	+7%	84k	64.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$5.2M	-12%	8.9k	577.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$4.7M	+9%	59k	79.27	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	1.8	$4.2M	+105%	99k	42.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$4.1M	-13%	123k	32.95	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.5	$3.6M	+2%	48k	74.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$3.6M	+10%	122k	29.13	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.4	$3.4M	-26%	141k	24.24	View chart
Tanger Factory Outlet Centers (SKT)	1.4	$3.3M	+5%	96k	33.98	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$2.6M	-26%	103k	25.33	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.1	$2.5M	-36%	103k	24.24	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	1.0	$2.3M	+385%	202k	11.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$2.3M		6.4k	356.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$2.1M		8.9k	237.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.9M	-5%	82k	23.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.8M	+3%	7.0k	261.93	View chart
Asbury Automotive (ABG)	0.7	$1.5M	+13%	7.9k	195.41	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.6	$1.5M	+130%	55k	26.91	View chart
Apple (AAPL)	0.6	$1.5M	-10%	5.8k	253.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.5M		27k	54.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M		2.4k	597.66	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.5	$1.3M	+17%	54k	23.26	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M		3.3k	370.13	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.2M	-61%	14k	86.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.2M	-17%	49k	24.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.1M		1.7k	653.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.1M		4.3k	247.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$909k	-2%	2.1k	426.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$801k	-3%	3.7k	217.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$766k		2.1k	370.73	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$725k		13k	55.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$715k	-34%	2.4k	302.24	View chart
Netflix (NFLX)	0.3	$682k		7.1k	96.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$680k		27k	25.10	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$645k	+4%	30k	21.89	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$611k		3.0k	203.79	View chart
Citigroup Com New (C)	0.2	$568k		5.0k	113.41	View chart
Pfizer (PFE)	0.2	$554k	+17%	20k	28.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$551k	-2%	5.7k	97.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$512k	NEW	10k	49.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$507k		2.4k	215.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$505k		1.8k	287.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$489k		8.6k	56.79	View chart
Wal-Mart Stores (WMT)	0.2	$453k		3.6k	124.30	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$440k		9.3k	47.53	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$429k	-36%	15k	29.18	View chart
Global X Fds Genomics And Bio (GNOM)	0.2	$424k		9.7k	43.75	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$397k	-55%	4.0k	99.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$384k	+19%	4.6k	82.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$360k		1.3k	286.85	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.1	$349k	-13%	4.0k	86.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$339k		1.2k	287.55	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$332k	-36%	7.1k	46.67	View chart
NVIDIA Corporation (NVDA)	0.1	$310k	-10%	1.8k	174.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$286k	+11%	2.2k	132.90	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$283k	+36%	12k	23.32	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$269k	-77%	3.8k	70.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$268k		5.8k	45.87	View chart
Newell Rubbermaid (NWL)	0.1	$268k		78k	3.43	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$245k		2.8k	88.50	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$242k	-6%	5.1k	47.37	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$236k	-2%	2.4k	100.20	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$234k		2.3k	100.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$233k		2.3k	100.64	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$230k		2.0k	114.87	View chart
JPMorgan Chase & Co. (JPM)	0.1	$228k		775.00	294.16	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$226k		16k	14.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$224k	-73%	1.5k	148.12	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$219k		1.7k	127.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$217k		677.00	320.67	View chart
Bank of America Corporation (BAC)	0.1	$211k		4.3k	48.75	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$210k		4.0k	52.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$207k	-37%	6.7k	30.68	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$170k		15k	11.23	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$167k		14k	12.18	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$140k		15k	9.45	View chart
Nuveen Muni Value Fund (NUV)	0.1	$118k		13k	8.99	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$117k	-22%	12k	9.96	View chart
Euronet Worldwide Note 0.750% 3/1 (Principal)	0.0	$12k		14k	0.85	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 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
Sightline Wealth Advisors 2022 Q3 filed Oct. 27, 2022
Sightline Wealth Advisors 2022 Q2 filed July 15, 2022

View all past filings

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