Sightline Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Sightline Wealth Advisors, Llc disclosed 92 stock positions valued at approximately $273.35M as of quarter-end June 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, INVESCO EXCHANGE TRADED FD T, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 92
- Portfolio Value
- $273.35M
Holdings by Sector
Sightline Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 10.63% | 395,782 | +24,575 | +6.62% | $29,054,358 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 8.23% | 105,776 | -1,720 | -1.60% | $22,505,907 |
| VANGUARD INDEX FDS | VTV | Other | 8.21% | 102,924 | +4,096 | +4.14% | $22,430,188 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.62% | 554,766 | -5,550 | -0.99% | $15,367,014 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.43% | 410,967 | +18,244 | +4.65% | $14,848,236 |
| VANGUARD INDEX FDS | VUG | Other | 4.61% | 146,349 | +122,243 | +507.11% | $12,606,540 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.35% | 322,842 | -9,372 | -2.82% | $11,903,208 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.19% | 329,224 | +33,427 | +11.30% | $11,460,281 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 3.76% | 416,772 | +43,236 | +11.57% | $10,277,607 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.88% | 94,044 | +6,215 | +7.08% | $7,876,225 |
| SPDR SERIES TRUST | SPYG | Other | 2.58% | 59,201 | +3,428 | +6.15% | $7,044,268 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.44% | 93,700 | +9,306 | +11.03% | $6,676,117 |
| INVESCO QQQ TR | QQQ | Other | 2.35% | 8,711 | -216 | -2.42% | $6,414,995 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.34% | 8,569 | +19 | +0.22% | $6,399,346 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.84% | 63,665 | +4,226 | +7.11% | $5,031,438 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.82% | 147,121 | +24,774 | +20.25% | $4,978,575 |
| BNY MELLON ETF TRUST | BKAG | Other | 1.73% | 112,492 | +13,426 | +13.55% | $4,719,053 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.63% | 123,057 | +110 | +0.09% | $4,462,044 |
| ISHARES TR | IBDS | Other | 1.61% | 181,395 | +40,799 | +29.02% | $4,393,392 |
| ISHARES TR | IBDT | Other | 1.36% | 147,599 | +44,304 | +42.89% | $3,726,868 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 1.33% | 48,335 | +198 | +0.41% | $3,637,216 |
| TANGER INC | SKT | Real Estate | 1.18% | 81,386 | -14,698 | -15.30% | $3,212,306 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.08% | 9,721 | +860 | +9.71% | $2,945,075 |
| NUVEEN QUALITY MUNCP INCOME | NAD | Financial Services | 0.95% | 213,893 | +12,395 | +6.15% | $2,592,387 |
| ISHARES TR | IWB | Other | 0.93% | 6,209 | -141 | -2.22% | $2,542,485 |
| ISHARES TR | IBDU | Other | 0.92% | 109,054 | +54,863 | +101.24% | $2,525,685 |
| VANGUARD INDEX FDS | VB | Other | 0.77% | 6,909 | -42 | -0.60% | $2,094,234 |
| APPLE INC | AAPL | Technology | 0.70% | 6,596 | +839 | +14.57% | $1,908,484 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.70% | 82,297 | +167 | +0.20% | $1,903,520 |
| ISHARES TR | IBDR | Other | 0.64% | 72,435 | -30,792 | -29.83% | $1,755,102 |
Showing 30 of 92 holdings in the latest reporting period.