Sightline Wealth Advisors

Sightline Wealth Advisors as of June 30, 2026

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 396k 73.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.2 $23M 106k 212.77
Vanguard Index Fds Value Etf (VTV) 8.2 $22M 103k 217.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $15M 555k 27.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.4 $15M 411k 36.13
Vanguard Index Fds Growth Etf (VUG) 4.6 $13M 146k 86.14
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $12M 323k 36.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $12M 329k 34.81
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 3.8 $10M 417k 24.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.9 $7.9M 94k 83.75
Spdr Series Trust ST STR P500GRW (SPYG) 2.6 $7.0M 59k 118.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $6.7M 94k 71.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $6.4M 8.7k 736.42
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $6.4M 8.6k 746.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $5.0M 64k 79.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $5.0M 147k 33.84
Bny Mellon Etf Trust Core Bond Etf (BKAG) 1.7 $4.7M 113k 41.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $4.5M 123k 36.26
Ishares Tr Ibonds 27 Etf (IBDS) 1.6 $4.4M 181k 24.22
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $3.7M 148k 25.25
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.3 $3.6M 48k 75.25
Tanger Factory Outlet Centers (SKT) 1.2 $3.2M 81k 39.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.1 $2.9M 9.7k 302.96
Nuveen Div. Advantage Muni. Fund (NAD) 0.9 $2.6M 214k 12.12
Ishares Tr Rus 1000 Etf (IWB) 0.9 $2.5M 6.2k 409.48
Ishares Tr Ibonds Dec 29 (IBDU) 0.9 $2.5M 109k 23.16
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.1M 6.9k 303.12
Apple (AAPL) 0.7 $1.9M 6.6k 289.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.9M 82k 23.13
Ishares Tr Ibonds Dec2026 (IBDR) 0.6 $1.8M 72k 24.23
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.6 $1.7M 62k 27.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.7M 28k 59.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.6M 2.4k 686.89
Asbury Automotive (ABG) 0.6 $1.6M 7.9k 201.08
Ishares Tr Ibonds Dec 2030 (IBDV) 0.5 $1.5M 68k 21.80
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.3M 1.7k 748.87
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M 4.3k 300.48
Microsoft Corporation (MSFT) 0.5 $1.2M 3.3k 372.99
Ishares Tr Core Msci Total (IXUS) 0.4 $1.1M 11k 95.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.0M 8.4k 124.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $897k 3.7k 243.02
Ishares Tr Russell 3000 Etf (IWV) 0.3 $884k 2.1k 426.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $837k 29k 28.96
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $726k 13k 55.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $709k 29k 24.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $704k 14k 50.58
Citigroup Com New (C) 0.3 $704k 5.0k 139.95
Newell Rubbermaid (NWL) 0.2 $666k 109k 6.14
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $661k 8.2k 80.57
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $658k 3.0k 219.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $636k 1.7k 365.71
Ishares Tr Msci Eafe Etf (EFA) 0.2 $593k 5.7k 103.87
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $592k 8.6k 68.41
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $560k 2.4k 236.60
Global X Fds Genomics And Bio (GNOM) 0.2 $540k 9.5k 56.83
Netflix (NFLX) 0.2 $507k 7.1k 71.40
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $502k 9.3k 54.03
Alphabet Cap Stk Cl A (GOOGL) 0.2 $492k 1.4k 357.38
Pfizer (PFE) 0.2 $477k 20k 24.08
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $460k 2.4k 190.52
Alphabet Cap Stk Cl C (GOOG) 0.2 $444k 1.3k 353.34
Global X Fds Artificial Etf (AIQ) 0.2 $437k 6.7k 65.61
Micron Technology (MU) 0.2 $434k 376.00 1154.29
Spdr Series Trust St Sho Treas Etf (SPTS) 0.2 $431k 15k 29.01
Wal-Mart Stores (WMT) 0.2 $417k 3.7k 113.26
Spdr Series Trust St Str Bl 12 Etf (BILS) 0.1 $400k 4.0k 99.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $379k 4.6k 82.65
NVIDIA Corporation (NVDA) 0.1 $369k 1.8k 200.09
Ishares Tr Glob Utilits Etf (JXI) 0.1 $345k 4.1k 84.97
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $326k 5.8k 55.77
Spdr Series Trust St Port High Etf (SPHY) 0.1 $310k 13k 23.44
Ishares Tr Core 80 20 Etf (AOA) 0.1 $293k 3.0k 97.59
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $274k 2.3k 117.51
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $271k 1.7k 158.25
Texas Instruments Incorporated (TXN) 0.1 $264k 885.00 298.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $262k 8.3k 31.71
JPMorgan Chase & Co. (JPM) 0.1 $258k 788.00 327.33
Bank of America Corporation (BAC) 0.1 $255k 4.5k 56.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $252k 680.00 370.05
Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $235k 2.3k 100.68
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $234k 2.3k 100.15
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $227k 4.0k 56.52
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $227k 16k 14.31
Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $227k 2.0k 112.87
Lam Research Corp Com New (LRCX) 0.1 $225k 520.00 433.33
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $217k 19k 11.74
Ciena Corp Com New (CIEN) 0.1 $215k 438.00 490.56
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.1 $213k 17k 12.68
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $207k 1.4k 148.28
Eaton Corp SHS (ETN) 0.1 $207k 485.00 426.12
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $140k 15k 9.42
Abrdn Natl Mun Income Sh Ben Int (VFL) 0.0 $124k 12k 10.37
Nuveen Muni Value Fund (NUV) 0.0 $122k 13k 9.22