Sightline Wealth Advisors

Sightline Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 99 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.3 $27M 359k 74.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.1 $21M 112k 191.56
Vanguard Index Fds Value Etf (VTV) 8.4 $20M 103k 190.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $14M 562k 24.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.6 $11M 378k 28.48
Vanguard Index Fds Growth Etf (VUG) 4.6 $11M 22k 487.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $10M 341k 30.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $6.3M 10k 614.33
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.7 $6.2M 250k 24.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $5.8M 8.5k 681.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $4.9M 79k 62.47
Spdr Series Trust State Street Spd (SPYG) 2.0 $4.7M 44k 106.70
Ishares Tr Ibonds 27 Etf (IBDS) 2.0 $4.7M 193k 24.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $4.6M 141k 32.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $4.6M 63k 73.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $4.3M 54k 79.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $4.2M 142k 29.61
Ishares Tr Ibonds Dec2026 (IBDR) 1.7 $4.0M 163k 24.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $3.6M 111k 32.62
Ishares Tr Ibds Dec28 Etf (IBDT) 1.5 $3.6M 140k 25.46
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.5 $3.6M 47k 75.85
Tanger Factory Outlet Centers (SKT) 1.3 $3.0M 91k 33.37
Ishares Tr Core Msci Total (IXUS) 1.3 $3.0M 36k 84.64
Ishares Tr Rus 1000 Etf (IWB) 1.0 $2.4M 6.4k 373.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $2.2M 8.9k 252.91
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.9 $2.0M 48k 42.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $2.0M 87k 23.37
Apple (AAPL) 0.7 $1.8M 6.5k 271.87
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.7M 6.7k 257.94
Asbury Automotive (ABG) 0.7 $1.6M 7.0k 232.53
Microsoft Corporation (MSFT) 0.7 $1.6M 3.3k 483.56
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.4k 627.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.5M 27k 53.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.4M 59k 24.37
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 1.7k 685.05
Ishares Tr Core Div Grwth (DGRO) 0.5 $1.2M 17k 69.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $1.1M 3.6k 302.08
Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $1.1M 46k 23.41
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.1M 4.3k 246.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.0M 2.2k 473.24
Ishares Tr Ibonds 2026 Term (IBHF) 0.4 $896k 39k 23.08
Spdr Series Trust State Street Spd (BILS) 0.4 $883k 8.9k 99.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $832k 5.8k 143.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $811k 3.8k 211.81
Ishares Tr Ibonds 2027 Term (IBHG) 0.3 $806k 36k 22.32
Ishares Tr Russell 3000 Etf (IWV) 0.3 $798k 2.1k 386.87
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.3 $731k 31k 23.68
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $726k 13k 55.80
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $706k 27k 26.23
Spdr Series Trust State Street Spd (SPTS) 0.3 $676k 23k 29.28
Netflix (NFLX) 0.3 $665k 7.1k 93.76
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $625k 28k 22.07
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $615k 3.0k 204.85
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.3 $610k 24k 25.81
Citigroup Com New (C) 0.2 $582k 5.0k 116.69
Global X Fds Artificial Etf (AIQ) 0.2 $572k 11k 50.86
Ishares Tr Msci Eafe Etf (EFA) 0.2 $557k 5.8k 96.03
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $516k 2.3k 219.78
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $509k 1.8k 290.16
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $499k 42k 12.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $470k 8.6k 54.71
Global X Fds Genomics And Bio 0.2 $438k 9.6k 45.46
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $433k 9.2k 46.92
Pfizer (PFE) 0.2 $419k 17k 24.90
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.2 $414k 16k 26.42
Wal-Mart Stores (WMT) 0.2 $405k 3.6k 111.41
Alphabet Cap Stk Cl C (GOOG) 0.2 $394k 1.3k 313.77
NVIDIA Corporation (NVDA) 0.2 $372k 2.0k 186.50
Alphabet Cap Stk Cl A (GOOGL) 0.2 $369k 1.2k 312.97
Ishares Tr Glob Utilits Etf (JXI) 0.2 $368k 4.7k 78.65
Ishares Msci Emrg Chn (EMXC) 0.2 $357k 4.9k 72.68
Ciena Corp Com New (CIEN) 0.1 $336k 1.4k 233.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $326k 3.9k 83.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $297k 11k 27.43
Newell Rubbermaid (NWL) 0.1 $290k 78k 3.72
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $278k 1.9k 143.97
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $267k 5.8k 45.89
Ishares Tr Core 40/60 Moder (AOM) 0.1 $261k 5.5k 47.73
JPMorgan Chase & Co. (JPM) 0.1 $250k 775.00 322.22
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $248k 2.8k 89.57
Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $245k 2.0k 121.23
Spdr Series Trust State Street Spd (SPTM) 0.1 $243k 2.9k 82.51
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $241k 2.4k 99.92
Bank of America Corporation (BAC) 0.1 $238k 4.3k 55.00
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $232k 2.3k 100.38
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $226k 2.3k 96.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k 672.00 335.39
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $221k 16k 14.10
Spdr Series Trust State Street Spd (SPHY) 0.1 $210k 8.9k 23.67
Spdr Series Trust State Street Spd (XBI) 0.1 $209k 1.7k 121.91
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $205k 4.0k 51.60
Spdr Series Trust State Street Spd (SPLG) 0.1 $201k 2.5k 80.21
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $174k 15k 11.63
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $171k 14k 12.58
Abrdn Natl Mun Income Sh Ben Int (VFL) 0.1 $156k 15k 10.27
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $137k 15k 9.31
Nuveen Muni Value Fund (NUV) 0.1 $119k 13k 9.06
Smartkem Com New (SMTK) 0.0 $13k 12k 1.06
Euronet Worldwide Note 0.750% 3/1 (Principal) 0.0 $13k 14k 0.90