Sightline Wealth Advisors

Sightline Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 93 positions in its portfolio as reported in the September 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) 11.0 $24M 129k 189.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.9 $24M 325k 74.37
Vanguard Index Fds Value Etf (VTV) 8.8 $20M 105k 186.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.7 $13M 542k 23.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.9 $11M 387k 27.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.6 $10M 343k 29.64
Vanguard Index Fds Growth Etf (VUG) 4.5 $9.9M 21k 479.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $6.5M 11k 600.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $5.7M 8.6k 666.15
Ishares Tr Ibonds 27 Etf (IBDS) 2.3 $5.1M 210k 24.34
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $4.9M 147k 33.37
Ishares Tr Core Msci Total (IXUS) 2.0 $4.5M 54k 82.58
Ishares Tr Ibonds Dec2026 (IBDR) 2.0 $4.3M 178k 24.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $4.3M 72k 59.92
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.8 $3.9M 38k 104.51
Ishares Tr Ibds Dec28 Etf (IBDT) 1.7 $3.8M 148k 25.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $3.7M 46k 79.93
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 1.6 $3.5M 139k 24.95
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.5 $3.4M 44k 77.65
Tanger Factory Outlet Centers (SKT) 1.5 $3.3M 97k 33.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.4 $3.1M 97k 31.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $3.0M 43k 71.37
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $2.2M 9.1k 247.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $2.0M 86k 23.47
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.8M 27k 68.08
Ishares Tr Rus 1000 Etf (IWB) 0.8 $1.8M 4.8k 365.48
Asbury Automotive (ABG) 0.8 $1.7M 7.0k 244.45
Microsoft Corporation (MSFT) 0.8 $1.7M 3.3k 517.95
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.6M 6.4k 254.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.5M 2.5k 612.31
Ishares Tr Ibonds 2026 Term (IBHF) 0.6 $1.4M 61k 23.39
Ishares Tr Ibonds 2027 Term (IBHG) 0.6 $1.4M 62k 22.49
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.4M 2.0k 669.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.2M 23k 54.18
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.5 $1.2M 50k 23.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.0M 2.2k 468.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.0M 7.3k 140.95
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 4.2k 241.96
Apple (AAPL) 0.4 $961k 3.8k 254.62
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $886k 38k 23.47
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.4 $879k 8.8k 99.52
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.4 $827k 28k 29.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $812k 33k 24.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $784k 3.8k 208.71
Ishares Tr Russell 3000 Etf (IWV) 0.4 $780k 2.1k 379.01
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $729k 13k 56.86
Ishares Msci Emrg Chn (EMXC) 0.3 $707k 11k 67.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $686k 27k 25.71
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $599k 2.0k 293.70
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $598k 3.0k 199.47
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $589k 27k 22.15
Ishares Tr Msci Eafe Etf (EFA) 0.2 $538k 5.8k 93.37
Global X Fds Artificial Etf (AIQ) 0.2 $507k 10k 49.39
Citigroup Com New (C) 0.2 $504k 5.0k 101.50
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $503k 2.3k 215.75
Netflix (NFLX) 0.2 $476k 397.00 1198.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $459k 17k 27.30
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.2 $457k 17k 26.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $452k 8.5k 53.40
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $442k 5.5k 80.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $421k 1.4k 297.68
Global X Fds Genomics And Bio 0.2 $421k 11k 38.83
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $415k 9.2k 45.21
Newell Rubbermaid (NWL) 0.2 $409k 78k 5.24
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.2 $407k 17k 24.02
Pfizer (PFE) 0.2 $396k 16k 25.48
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $381k 13k 29.11
Wal-Mart Stores (WMT) 0.2 $379k 3.7k 103.06
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $372k 1.9k 194.46
Abrdn Natl Mun Income Sh Ben Int (VFL) 0.2 $337k 33k 10.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $306k 1.3k 243.51
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $303k 2.5k 120.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $286k 1.2k 243.06
Ishares Tr Core 40/60 Moder (AOM) 0.1 $272k 5.7k 47.58
Select Sector Spdr Tr Technology (XLK) 0.1 $272k 964.00 281.86
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $264k 5.8k 45.42
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $260k 2.6k 100.24
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $259k 10k 25.48
JPMorgan Chase & Co. (JPM) 0.1 $246k 779.00 315.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $245k 747.00 328.20
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $232k 2.6k 88.14
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $230k 2.3k 100.69
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $224k 16k 14.46
Bank of America Corporation (BAC) 0.1 $224k 4.3k 51.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $223k 2.3k 95.90
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $219k 781.00 279.84
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $207k 3.9k 52.30
Procter & Gamble Company (PG) 0.1 $203k 1.3k 153.65
Nuveen Muni Value Fund (NUV) 0.1 $119k 13k 8.98
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $113k 12k 9.26
Smartkem Com New (SMTK) 0.0 $20k 12k 1.68
Euronet Worldwide Note 0.750% 3/1 (Principal) 0.0 $12k 14k 0.89
Expedia Group Note 2/1 (Principal) 0.0 $10k 10k 1.01