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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 38.12% of Sightline Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$11M), BND, IBDU, SCHV, IBDT, SCHJ, IBDS, VTV, IBDV, SCHG.
Started 6 new stock positions in LRCX, ETN, IJR, CIEN, TXN, MU.
Reduced shares in these 10 stocks: IBDR, SKT, SCHO, RSP, SCHM, DGRO, IXUS, AOM, VBK, VYM.
Sold out of its positions in Euronet Worldwide Inc none, AOM, DGRO, VYM.
Sightline Wealth Advisors was a net buyer of stock by $24M.
Sightline Wealth Advisors has $273M in assets under management (AUM), dropping by 15.67%.
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 93 positions in its portfolio as reported in the June 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)	10.6	$29M	+6%	396k	73.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.2	$23M		106k	212.77	View chart
Vanguard Index Fds Value Etf (VTV)	8.2	$22M	+4%	103k	217.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.6	$15M		555k	27.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.4	$15M	+4%	411k	36.13	View chart
Vanguard Index Fds Growth Etf (VUG)	4.6	$13M	+507%	146k	86.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.4	$12M	-2%	323k	36.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.2	$12M	+11%	329k	34.81	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	3.8	$10M	+11%	417k	24.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.9	$7.9M	+7%	94k	83.75	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.6	$7.0M	+6%	59k	118.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$6.7M	+11%	94k	71.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$6.4M	-2%	8.7k	736.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$6.4M		8.6k	746.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$5.0M	+7%	64k	79.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$5.0M	+20%	147k	33.84	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	1.7	$4.7M	+13%	113k	41.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$4.5M		123k	36.26	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.6	$4.4M	+29%	181k	24.22	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.4	$3.7M	+42%	148k	25.25	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.3	$3.6M		48k	75.25	View chart
Tanger Factory Outlet Centers (SKT)	1.2	$3.2M	-15%	81k	39.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$2.9M	+9%	9.7k	302.96	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.9	$2.6M	+6%	214k	12.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$2.5M	-2%	6.2k	409.48	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.9	$2.5M	+101%	109k	23.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$2.1M		6.9k	303.12	View chart
Apple (AAPL)	0.7	$1.9M	+14%	6.6k	289.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$1.9M		82k	23.13	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.6	$1.8M	-29%	72k	24.23	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.6	$1.7M	+12%	62k	27.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.7M	+2%	28k	59.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.6M	-2%	2.4k	686.89	View chart
Asbury Automotive (ABG)	0.6	$1.6M		7.9k	201.08	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.5	$1.5M	+132%	68k	21.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M		1.7k	748.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.3M		4.3k	300.48	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M		3.3k	372.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.1M	-20%	11k	95.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.0M	+295%	8.4k	124.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$897k		3.7k	243.02	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$884k		2.1k	426.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$837k	+6%	29k	28.96	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$726k		13k	55.18	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$709k	-39%	29k	24.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$704k	+35%	14k	50.58	View chart
Citigroup Com New (C)	0.3	$704k		5.0k	139.95	View chart
Newell Rubbermaid (NWL)	0.2	$666k	+38%	109k	6.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$661k	+366%	8.2k	80.57	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$658k		3.0k	219.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$636k	-26%	1.7k	365.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$593k		5.7k	103.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$592k		8.6k	68.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$560k		2.4k	236.60	View chart
Global X Fds Genomics And Bio (GNOM)	0.2	$540k		9.5k	56.83	View chart
Netflix (NFLX)	0.2	$507k		7.1k	71.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$502k		9.3k	54.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$492k	+16%	1.4k	357.38	View chart
Pfizer (PFE)	0.2	$477k		20k	24.08	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$460k	+12%	2.4k	190.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$444k		1.3k	353.34	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$437k	-6%	6.7k	65.61	View chart
Micron Technology (MU)	0.2	$434k	NEW	376.00	1154.29	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$431k		15k	29.01	View chart
Wal-Mart Stores (WMT)	0.2	$417k		3.7k	113.26	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$400k		4.0k	99.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$379k		4.6k	82.65	View chart
NVIDIA Corporation (NVDA)	0.1	$369k	+3%	1.8k	200.09	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.1	$345k		4.1k	84.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$326k		5.8k	55.77	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$310k	+9%	13k	23.44	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$293k	+8%	3.0k	97.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$274k		2.3k	117.51	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$271k		1.7k	158.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$264k	NEW	885.00	298.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$262k	+22%	8.3k	31.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$258k		788.00	327.33	View chart
Bank of America Corporation (BAC)	0.1	$255k	+3%	4.5k	56.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$252k		680.00	370.05	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$235k		2.3k	100.68	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$234k		2.3k	100.15	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$227k		4.0k	56.52	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$227k		16k	14.31	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$227k		2.0k	112.87	View chart
Lam Research Corp Com New (LRCX)	0.1	$225k	NEW	520.00	433.33	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$217k	+21%	19k	11.74	View chart
Ciena Corp Com New (CIEN)	0.1	$215k	NEW	438.00	490.56	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$213k	+22%	17k	12.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$207k	NEW	1.4k	148.28	View chart
Eaton Corp SHS (ETN)	0.1	$207k	NEW	485.00	426.12	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.1	$140k		15k	9.42	View chart
Abrdn Natl Mun Income Sh Ben Int (VFL)	0.0	$124k		12k	10.37	View chart
Nuveen Muni Value Fund (NUV)	0.0	$122k		13k	9.22	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 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
Sightline Wealth Advisors 2022 Q3 filed Oct. 27, 2022

View all past filings

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