Sightline Wealth Advisors, Llc Portfolio Stock Holdings
Sightline Wealth Advisors, Llc disclosed 93 stock positions valued at approximately $273.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, INVESCO EXCHANGE TRADED FD T, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 93
- Portfolio Value
- $273.3M
Holdings by Sector
Sightline Wealth Advisors, Llc Portfolio Holdings in Q2 2026
92 holdings in the latest reporting period.
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| 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 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 0.63% | 61,577 | +7,024 | +12.88% | $1,716,761 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.61% | 27,738 | +783 | +2.90% | $1,655,663 |
| VANGUARD INDEX FDS | VOO | Other | 0.60% | 2,371 | -58 | -2.39% | $1,628,608 |
| ASBURY AUTOMOTIVE GROUP INC | ABG | Consumer Cyclical | 0.58% | 7,897 | - | - | $1,587,929 |
| ISHARES TR | IBDV | Other | 0.55% | 68,376 | +38,916 | +132.10% | $1,490,591 |
| ISHARES TR | IVV | Other | 0.48% | 1,740 | +3 | +0.17% | $1,303,033 |
| ISHARES TR | IWM | Other | 0.48% | 4,327 | +7 | +0.16% | $1,300,164 |
| MICROSOFT CORP | MSFT | Technology | 0.45% | 3,308 | +50 | +1.53% | $1,233,845 |
| ISHARES TR | IXUS | Other | 0.38% | 11,007 | -2,790 | -20.22% | $1,050,542 |
| ISHARES TR | IWF | Other | 0.38% | 8,434 | +6,302 | +295.59% | $1,047,198 |
| VANGUARD INDEX FDS | VBR | Other | 0.33% | 3,692 | +4 | +0.11% | $897,237 |
| ISHARES TR | IWV | Other | 0.32% | 2,072 | +5 | +0.24% | $883,491 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.31% | 28,886 | +1,797 | +6.63% | $836,537 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.27% | 13,150 | +49 | +0.37% | $725,618 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.26% | 29,359 | -19,189 | -39.53% | $708,728 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.26% | 13,927 | +3,670 | +35.78% | $704,439 |
| CITIGROUP INC | C | Financial Services | 0.26% | 5,028 | +20 | +0.40% | $703,675 |
| NEWELL BRANDS INC | NWL | Consumer Defensive | 0.24% | 108,479 | +30,418 | +38.97% | $666,062 |
| VANGUARD INDEX FDS | VO | Other | 0.24% | 8,199 | +6,441 | +366.38% | $660,621 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.24% | 3,000 | - | - | $657,630 |
| VANGUARD INDEX FDS | VBK | Other | 0.23% | 1,739 | -628 | -26.53% | $635,972 |
| ISHARES TR | EFA | Other | 0.22% | 5,707 | +32 | +0.56% | $592,810 |
| ISHARES TR | EEM | Other | 0.22% | 8,647 | +42 | +0.49% | $591,575 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 2,366 | +9 | +0.38% | $559,800 |
| NETFLIX INC. | NFLX | Communication Services | 0.19% | 7,094 | - | - | $506,512 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.18% | 9,290 | +30 | +0.32% | $501,963 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 1,377 | +199 | +16.89% | $492,114 |
| PFIZER INC | PFE | Healthcare | 0.17% | 19,826 | +88 | +0.45% | $477,400 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.17% | 2,414 | +263 | +12.23% | $459,918 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 1,256 | - | - | $443,796 |
| GLOBAL X FDS | AIQ | Other | 0.16% | 6,665 | -446 | -6.27% | $437,314 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.16% | 376 | +376 | +100.00% | $434,014 |
| SPDR SERIES TRUST | SPTS | Other | 0.16% | 14,839 | +140 | +0.95% | $430,470 |
| WALMART INC | WMT | Consumer Defensive | 0.15% | 3,681 | +38 | +1.04% | $416,926 |
| SPDR SERIES TRUST | BILS | Other | 0.15% | 4,025 | +36 | +0.90% | $399,965 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.14% | 4,586 | -50 | -1.08% | $379,022 |
| NVIDIA CORPORATION | NVDA | Technology | 0.14% | 1,846 | +69 | +3.88% | $369,367 |
| ISHARES TR | JXI | Other | 0.13% | 4,062 | +23 | +0.57% | $345,165 |
| INVESCO EXCHANGE TRADED FD T | PRFZ | Other | 0.12% | 5,848 | +10 | +0.17% | $326,153 |
| SPDR SERIES TRUST | SPHY | Other | 0.11% | 13,243 | +1,123 | +9.27% | $310,420 |
| ISHARES TR | AOA | Other | 0.11% | 2,998 | +232 | +8.39% | $292,573 |
| ISHARES TR | IJK | Other | 0.10% | 2,328 | - | - | $273,558 |
| SPDR SERIES TRUST | XBI | Other | 0.10% | 1,715 | - | - | $271,400 |
| TEXAS INSTRS INC | TXN | Technology | 0.10% | 885 | +885 | +100.00% | $263,847 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.10% | 8,257 | +1,515 | +22.47% | $261,839 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.09% | 788 | +13 | +1.68% | $257,937 |
| BANK OF AMER CORP | BAC | Financial Services | 0.09% | 4,472 | +140 | +3.23% | $254,815 |
| VANGUARD INDEX FDS | VTI | Other | 0.09% | 680 | +3 | +0.44% | $251,634 |
| ISHARES TR | SGOV | Other | 0.09% | 2,336 | +23 | +0.99% | $235,181 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.09% | 2,341 | -14 | -0.59% | $234,444 |
| WISDOMTREE TR | DON | Other | 0.08% | 4,022 | +24 | +0.60% | $227,338 |
| NUVEEN SELECT TAX-FREE INCOM | NXP | Financial Services | 0.08% | 15,850 | +117 | +0.74% | $226,814 |
| ISHARES TR | IXP | Other | 0.08% | 2,008 | +4 | +0.20% | $226,644 |
| LAM RESEARCH CORP | LRCX | Other | 0.08% | 520 | +520 | +100.00% | $225,332 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.08% | 18,486 | +3,329 | +21.96% | $217,024 |
| CIENA CORP | CIEN | Technology | 0.08% | 438 | -1,000 | -69.54% | $214,866 |
| NUVEEN MUN CR INCOME FD | NZF | Financial Services | 0.08% | 16,817 | +3,071 | +22.34% | $213,236 |
| ISHARES TR | IJR | Other | 0.08% | 1,396 | +1,396 | +100.00% | $206,996 |
| EATON CORP PLC | ETN | Other | 0.08% | 485 | +485 | +100.00% | $206,669 |
| NUVEEN SELECT MAT MUN FD | NIM | Financial Services | 0.05% | 14,842 | +77 | +0.52% | $139,808 |
| ABRDN NATL MUN INCOME FD | VFL | Financial Services | 0.05% | 11,922 | +131 | +1.11% | $123,630 |
| NUVEEN MUN VALUE FD INC | NUV | Financial Services | 0.04% | 13,249 | +76 | +0.58% | $122,158 |