Sightline Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Sightline Wealth Advisors, LLC held in its portfolio 92 assets valued at $234,646,361 (i.e. $234.65M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($26.56M), INVESCO EXCHANGE TRADED FD T ($21.37M), and VANGUARD INDEX FDS ($19.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 92 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sightline Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 358522 | 26555707 | TOTAL BND MRKT |
| INVESCO EXCHANGE TRADED FD T | 111530 | 21364648 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 103396 | 19747640 | VALUE ETF |
| SCHWAB STRATEGIC TR | 562138 | 13513798 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 378123 | 10768941 | US SML CAP ETF |
| VANGUARD INDEX FDS | 21951 | 10709139 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 340882 | 10250304 | US MID-CAP ETF |
| SPDR SERIES TRUST | 92367 | 7154732 | STATE STREET SPD |
| INVESCO QQQ TR | 10224 | 6280937 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 250184 | 6229575 | 1 5YR CORP BD |
| SPDR S&P 500 ETF TR | 8535 | 5819930 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 78837 | 4924940 | VAN FTSE DEV MKT |
| ISHARES TR | 192554 | 4675213 | IBONDS 27 ETF |
| SCHWAB STRATEGIC TR | 141438 | 4632082 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 62686 | 4611181 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 54421 | 4339028 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 141464 | 4188743 | US LCAP VA ETF |
| ISHARES TR | 163022 | 3950014 | IBONDS DEC2026 |
| SCHWAB STRATEGIC TR | 110617 | 3608319 | US LCAP GR ETF |
| ISHARES TR | 140436 | 3574809 | IBDS DEC28 ETF |
| VANGUARD SCOTTSDALE FDS | 47115 | 3573708 | LG-TERM COR BD |
| TANGER INC | 91024 | 3037471 | COM |
| ISHARES TR | 35741 | 3025125 | CORE MSCI TOTAL |
| ISHARES TR | 6395 | 2388231 | RUS 1000 ETF |
| INVESCO EXCH TRADED FD TR II | 8864 | 2241757 | NASDAQ 100 ETF |
| BNY MELLON ETF TRUST | 48158 | 2041084 | CORE BOND ETF |
| SCHWAB STRATEGIC TR | 86689 | 2025931 | US AGGREGATE B |
| APPLE INC | 6456 | 1755175 | COM |
| VANGUARD INDEX FDS | 6744 | 1739576 | SMALL CP ETF |
| ASBURY AUTOMOTIVE GROUP INC | 6965 | 1619572 | COM |
| MICROSOFT CORP | 3256 | 1574479 | COM |
| VANGUARD INDEX FDS | 2426 | 1521597 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 27175 | 1460956 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 58899 | 1435374 | SHT TM US TRES |
| ISHARES TR | 1739 | 1191301 | CORE S&P500 ETF |
| ISHARES TR | 17122 | 1188581 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 3623 | 1094427 | SML CP GRW ETF |
| ISHARES TR | 46022 | 1077156 | IBONDS DEC 29 |
| ISHARES TR | 4314 | 1061867 | RUSSELL 2000 ETF |
| ISHARES TR | 2181 | 1032144 | RUS 1000 GRW ETF |
| ISHARES TR | 38824 | 896068 | IBONDS 2026 TERM |
| VANGUARD WHITEHALL FDS | 5798 | 832067 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 3830 | 811247 | SM CP VAL ETF |
| ISHARES TR | 36106 | 805875 | IBONDS 2027 TERM |
| ISHARES TR | 2063 | 798119 | RUSSELL 3000 ETF |
| ISHARES TR | 30881 | 731119 | IBONDS 28 TR HI |
| VANGUARD SCOTTSDALE FDS | 13007 | 725817 | LONG TERM TREAS |
| SCHWAB STRATEGIC TR | 26903 | 705663 | US BRD MKT ETF |
| NETFLIX INC | 7094 | 665134 | COM |
| ISHARES TR | 28299 | 624550 | IBONDS DEC 2030 |
| VANGUARD ADMIRAL FDS INC | 3000 | 614550 | 500 VAL IDX FD |
| INVESCO EXCH TRADED FD TR II | 23644 | 610254 | RAFI EMRGNG MRKT |
| CITIGROUP INC | 4986 | 581809 | COM NEW |
| GLOBAL X FDS | 11253 | 572334 | ARTIFICIAL ETF |
| ISHARES TR | 5802 | 557166 | MSCI EAFE ETF |
| VANGUARD SPECIALIZED FUNDS | 2349 | 516273 | DIV APP ETF |
| VANGUARD INDEX FDS | 1755 | 509227 | MID CAP ETF |
| NUVEEN QUALITY MUNCP INCOME | 41472 | 498491 | COM |
| ISHARES TR | 8590 | 469971 | MSCI EMG MKT ETF |
| GLOBAL X FDS | 9629 | 437698 | GENOMICS AND BIO |
| INVESCO EXCHANGE TRADED FD T | 9224 | 432790 | RAFI US 1000 ETF |
| PFIZER INC | 16809 | 418537 | COM |
| SCHWAB STRATEGIC TR | 15685 | 414392 | HIGH YIELD BD ET |
| WALMART INC | 3639 | 405416 | COM |
| ALPHABET INC | 1256 | 394096 | CAP STK CL C |
| NVIDIA CORPORATION | 1995 | 372068 | COM |
| ALPHABET INC | 1178 | 368679 | CAP STK CL A |
| ISHARES TR | 4681 | 368144 | GLOB UTILITS ETF |
| ISHARES INC | 4909 | 356791 | MSCI EMRG CHN |
| CIENA CORP | 1438 | 336306 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 3888 | 325630 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 10814 | 296632 | US DIVIDEND EQ |
| NEWELL BRANDS INC | 78061 | 290387 | COM |
| SELECT SECTOR SPDR TR | 1928 | 277575 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 5824 | 267284 | RAFI US 1500 |
| ISHARES TR | 5472 | 261156 | CORE 40/60 MODER |
| JPMORGAN CHASE & CO. | 775 | 249721 | COM |
| ISHARES TR | 2764 | 247568 | CORE 80/20 AGGRE |
| ISHARES TR | 2017 | 244528 | GBL COMM SVC ETF |
| GOLDMAN SACHS ETF TR | 2413 | 241113 | ACCES TREASURY |
| BANK AMERICA CORP | 4332 | 238260 | COM |
| ISHARES TR | 2308 | 231681 | 0-3 MNTH TREASRY |
| ISHARES TR | 2328 | 225552 | S&P MC 400GR ETF |
| VANGUARD INDEX FDS | 672 | 225382 | TOTAL STK MKT |
| NUVEEN SELECT TAX-FREE INCOM | 15655 | 220739 | SH BEN INT |
| WISDOMTREE TR | 3978 | 205254 | US MIDCAP DIVID |
| NUVEEN AMT FREE QLTY MUN INC | 14984 | 174262 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 13575 | 170774 | COM SH BEN INT |
| ABRDN NATL MUN INCOME FD | 15161 | 155707 | SH BEN INT |
| NUVEEN SELECT MAT MUN FD | 14715 | 137001 | SH BEN INT |
| NUVEEN MUN VALUE FD INC | 13122 | 118890 | COM |
| SMARTKEM INC | 12000 | 12780 | COM NEW |
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