Sightline Wealth Advisors, LLC 13F Holdings · Q2 2026
Sightline Wealth Advisors, LLC reported 93 securities worth $273.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BND (10.63%), RSP (8.23%), VTV (8.21%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $29.1M | 10.63% | 395,782 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $22.5M | 8.23% | 105,776 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $22.4M | 8.21% | 102,924 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $15.4M | 5.62% | 554,766 | Trimmed |
| 5 | SCHA | SCHWAB STRATEGIC TR | $14.8M | 5.43% | 410,967 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $12.6M | 4.61% | 146,349 | Added |
| 7 | SCHM | SCHWAB STRATEGIC TR | $11.9M | 4.35% | 322,842 | Trimmed |
| 8 | SCHV | SCHWAB STRATEGIC TR | $11.5M | 4.19% | 329,224 | Added |
| 9 | SCHJ | SCHWAB STRATEGIC TR | $10.3M | 3.76% | 416,772 | Added |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $7.9M | 2.88% | 94,044 | Added |
| 11 | SPYG | SPDR SERIES TRUST | $7.0M | 2.58% | 59,201 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $6.7M | 2.44% | 93,700 | Added |
| 13 | QQQ | INVESCO QQQ TR | $6.4M | 2.35% | 8,711 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 2.34% | 8,569 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $5.0M | 1.84% | 63,665 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 1.82% | 147,121 | Added |
| 17 | BKAG | BNY MELLON ETF TRUST | $4.7M | 1.73% | 112,492 | Added |
| 18 | SCHE | SCHWAB STRATEGIC TR | $4.5M | 1.63% | 123,057 | Added |
| 19 | IBDS | ISHARES TR | $4.4M | 1.61% | 181,395 | Added |
| 20 | IBDT | ISHARES TR | $3.7M | 1.36% | 147,599 | Added |
| 21 | VCLT | VANGUARD SCOTTSDALE FDS | $3.6M | 1.33% | 48,335 | Added |
| 22 | SKT | TANGER INC | $3.2M | 1.18% | 81,386 | Trimmed |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $2.9M | 1.08% | 9,721 | Added |
| 24 | NAD | NUVEEN QUALITY MUNCP INCOME | $2.6M | 0.95% | 213,893 | Added |
| 25 | IWB | ISHARES TR | $2.5M | 0.93% | 6,209 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR