Q2 2026 13F · SEC CIK 1841979

Sightline Wealth Advisors, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $273.3M
Reported positions: 93
Top holdings a year, 3 yrs: +13.3%
Assets under management: $354.2M

Sightline Wealth Advisors, LLC is a wealth manager that reported 93 positions worth $273.3M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Vanguard Total Bond Market ETF (BND, 10.6%), Invesco S&p 500 Equal Weight ETF (RSP, 8.2%), Vanguard Value ETF (VTV, 8.2%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

Sightline Wealth Advisors, LLC holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sightline Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNDVanguard Total Bond Market ETF	10.6%	11.6%	395,782	+6.6%	$29.1M
RSPInvesco S&p 500 Equal Weight ETF	8.2%	8.7%	105,776	-1.6%	$22.5M
VTVVanguard Value ETF	8.2%	8.2%	102,924	+4.1%	$22.4M
SCHFSchwab Intl Equity	5.6%	5.9%	554,766	-1.0%	$15.4M
SCHASchwab U.s. Small-Cap ETF	5.4%	4.8%	410,967	+4.6%	$14.8M
VUGVanguard Indx Fd	4.6%	4.5%	146,349	+507.1%	$12.6M
SCHMSchwab Strategic Tr	4.4%	4.4%	322,842	-2.8%	$11.9M
SCHVSchwab Strategic Tr	4.2%	3.8%	329,224	+11.3%	$11.5M
SCHJSchwab Strategic Tr	3.8%	3.9%	416,772	+11.6%	$10.3M
VEUVanguard FTSE All	2.9%	2.8%	94,044	+7.1%	$7.9M
SPYGSpdr Series Trust	2.6%	2.3%	59,201	+6.1%	$7.0M
VEAVanguard Tax-Managed Fds	2.4%	2.3%	93,700	+11.0%	$6.7M
QQQInvesco Qqq Tr	2.3%	2.2%	8,711	-2.4%	$6.4M
SPYSpdr S&p 500 ETF Tr	2.3%	2.4%	8,569	+0.2%	$6.4M
VCSHVanguard Scottsdale Fds	1.8%	2.0%	63,665	+7.1%	$5.0M
SCHGSchwab U.s. Large-Cap Growth ETF	1.8%	1.5%	147,121	+20.2%	$5.0M
BKAGBny Mellon ETF Trust	1.7%	1.8%	112,492	+13.6%	$4.7M
SCHESchwab Strategic Tr	1.6%	1.7%	123,057	+0.1%	$4.5M
IBDSIshares Tr	1.6%	1.4%	181,395	+29.0%	$4.4M
IBDTIshares Tr	1.4%	1.1%	147,599	+42.9%	$3.7M
VCLTVanguard Scottsdale Fds	1.3%	1.5%	48,335	+0.4%	$3.6M
SKTTanger Inc	1.2%	1.4%	81,386	-15.3%	$3.2M
QQQMInvesco Nasdaq 100 ETF	1.1%	0.9%	9,721	+9.7%	$2.9M
NADNuveen Quality Muncp Income	0.9%	1.0%	213,893	+6.2%	$2.6M
IWBIshares Russell 1000 ETF	0.9%	1.0%	6,209	-2.2%	$2.5M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.9%	0.5%	109,054	+101.2%	$2.5M
VBVanguard Indx Fd	0.8%	0.8%	6,909	-0.6%	$2.1M
AAPLApple Inc	0.7%	0.6%	6,596	+14.6%	$1.9M
SCHZSchwab Strategic Tr	0.7%	0.8%	82,297	+0.2%	$1.9M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	0.6%	1.1%	72,435	-29.8%	$1.8M
PXHInvesco Exch Traded Fd Tr II	0.6%	0.6%	61,577	+12.9%	$1.7M
VWOVanguard Intl Equity Index F	0.6%	0.6%	27,738	+2.9%	$1.7M
VOOVanguard S&p 500 ETF	0.6%	0.6%	2,371	-2.4%	$1.6M
ABGAsbury Automotive Group Inc	0.6%	0.7%	7,897	+0.0%	$1.6M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	0.5%	0.3%	68,376	+132.1%	$1.5M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	1,740	+0.2%	$1.3M
IWMIshares	0.5%	0.5%	4,327	+0.2%	$1.3M
MSFTMicrosoft Corp	0.5%	0.5%	3,308	+1.5%	$1.2M
IXUSIshares Core Msci Total International St	0.4%	0.5%	11,007	-20.2%	$1.1M
IWFIshares Russell 1000 Growth ETF	0.4%	0.4%	8,434	+295.6%	$1.0M
VBRVanguard Small Cap Value ETF	0.3%	0.3%	3,692	+0.1%	$897K
IWVIshares Russell 3000 Index	0.3%	0.3%	2,072	+0.2%	$883K
SCHBSchwb US Broad	0.3%	0.3%	28,886	+6.6%	$837K
VGLTVanguard Long-Term Treasury ETF Total	0.3%	0.3%	13,150	+0.4%	$726K
SCHOSchwab Short-Term U.S. Treasury ETF	0.3%	0.5%	29,359	-39.5%	$709K
VTEBVanguard Tx Ex Bd	0.3%	—	13,927	—	$704K
CCitigroup Inc Com New	0.3%	0.2%	5,028	+0.4%	$704K
NWLNewell Brands Inc	0.2%	—	108,479	—	$666K
VOVanguard Index Fds	0.2%	—	8,199	—	$661K
VOOVVanguard S&P 500 Value ETF Total	0.2%	0.3%	3,000	+0.0%	$658K

What Sightline Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$273.3M	93
Q1 2026	$236.3M	90
Q4 2025	$234.6M	98
Q3 2025	$221.5M	91
Q2 2025	$207.1M	88
Q1 2025	$189.7M	81
Q4 2024	$185.3M	88
Q3 2024	$181.5M	83
Q2 2024	$160.6M	82
Q1 2024	$151.8M	76
Q4 2023	$131.5M	73
Q3 2023	$107.1M	69

Questions about Sightline Wealth Advisors, LLC's portfolio

What stocks does Sightline Wealth Advisors, LLC own?

Sightline Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 93 positions worth $273.3M. The largest are Vanguard Total Bond Market ETF (BND) at 10.6%, Invesco S&p 500 Equal Weight ETF (RSP) at 8.2%, Vanguard Value ETF (VTV) at 8.2%, Schwab Intl Equity (SCHF) at 5.6% and Schwab U.s. Small-Cap ETF (SCHA) at 5.4%.

What did Sightline Wealth Advisors, LLC buy last quarter?

In Q2 2026, Sightline Wealth Advisors, LLC added Vanguard Indx Fd (VUG) (+507.1% shares), Ishares Russell 1000 Growth ETF (IWF) (+295.6% shares) and Ishares Tr ETF Ibonds Dec 2030 Term Corp (IBDV) (+132.1% shares), compared with its Q1 2026 filing.

What did Sightline Wealth Advisors, LLC sell last quarter?

In Q2 2026, Sightline Wealth Advisors, LLC cut from its top 50 Vanguard Small Cap Growth ETF (VBK), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Pfizer Inc (PFE), Schwab Short-Term U.S. Treasury ETF (SCHO) (-39.5% shares), Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR) (-29.8% shares) and Ishares Core Msci Total International St (IXUS) (-20.2% shares), compared with its Q1 2026 filing.

How has Sightline Wealth Advisors, LLC's portfolio performed?

A portfolio copying Sightline Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Sightline Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sightline Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sightline Wealth Advisors, LLC manage?

Sightline Wealth Advisors, LLC reported $354.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $273.3M.