Sightline Wealth Advisors

Sightline Wealth Advisors as of March 31, 2026

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