Sightline Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Sightline Wealth Advisors, Llc disclosed 70 stock positions valued at approximately $215.20M as of quarter-end September 30, 2026. The largest holdings include VANGUARD BD INDEX FDS, VANGUARD INDEX FDS, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- September 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $215.20M
Holdings by Sector
Sightline Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 12.60% | 386,573 | -9,209 | -2.33% | $27,118,062 |
| VANGUARD INDEX FDS | VTV | Other | 11.24% | 111,961 | +9,037 | +8.78% | $24,192,553 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 8.73% | 90,271 | -15,505 | -14.66% | $18,778,224 |
| VANGUARD INDEX FDS | VUG | Other | 6.03% | 144,087 | -2,262 | -1.55% | $12,983,649 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.68% | 445,191 | -109,575 | -19.75% | $12,229,397 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.54% | 299,591 | -111,376 | -27.10% | $9,775,665 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.02% | 254,045 | -68,797 | -21.31% | $8,642,613 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.98% | 121,391 | +27,691 | +29.55% | $8,571,389 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.51% | 210,122 | +63,001 | +42.82% | $7,549,699 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.61% | 7,372 | -1,197 | -13.97% | $5,622,393 |
| ISHARES TR | IBDS | Other | 2.55% | 227,770 | +46,375 | +25.57% | $5,493,802 |
| INVESCO QQQ TR | QQQ | Other | 2.53% | 7,355 | -1,356 | -15.57% | $5,440,689 |
| ISHARES TR | IBDT | Other | 2.39% | 205,789 | +58,190 | +39.42% | $5,136,494 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.98% | 116,931 | -6,126 | -4.98% | $4,262,122 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.76% | 45,591 | -48,453 | -51.52% | $3,782,717 |
| ISHARES TR | IBDU | Other | 1.76% | 166,528 | +57,474 | +52.70% | $3,778,525 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.72% | 47,786 | -15,879 | -24.94% | $3,691,456 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 1.46% | 45,959 | -2,376 | -4.92% | $3,148,193 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.39% | 9,831 | +110 | +1.13% | $2,994,873 |
| TANGER INC | SKT | Real Estate | 1.30% | 81,386 | - | - | $2,791,540 |
| ISHARES TR | IBDV | Other | 1.20% | 122,168 | +53,792 | +78.67% | $2,582,634 |
| APPLE INC | AAPL | Technology | 1.19% | 7,697 | +1,101 | +16.69% | $2,563,281 |
| VANGUARD INDEX FDS | VB | Other | 0.93% | 7,010 | +101 | +1.46% | $1,994,189 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 0.92% | 82,013 | -334,759 | -80.32% | $1,976,518 |
| ISHARES TR | IWB | Other | 0.90% | 4,659 | -1,550 | -24.96% | $1,938,935 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.84% | 81,519 | -778 | -0.95% | $1,801,564 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 3,253 | -55 | -1.66% | $1,668,464 |
| VANGUARD INDEX FDS | VOO | Other | 0.77% | 2,362 | -9 | -0.38% | $1,655,241 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.66% | 42,487 | -286,737 | -87.09% | $1,415,242 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.64% | 23,286 | -4,452 | -16.05% | $1,381,083 |
Showing 30 of 70 holdings in the latest reporting period.