Sightline Wealth Advisors, LLC
CIK: 0001841979Latest portfolio: $234.6M · Q4 2025
Holdings
99
Total Value
$234.6M
New Positions
99
Closed Positions
0
Top Holdings
View All 99 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 358,522 | $26.6M | 11.32% | NEW | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 111,530 | $21.4M | 9.10% | NEW | |
| 3 | VTVVANGUARD INDEX FDS | 103,396 | $19.7M | 8.42% | NEW | |
| 4 | SCHFSCHWAB STRATEGIC TR | 562,138 | $13.5M | 5.76% | NEW | |
| 5 | SCHASCHWAB STRATEGIC TR | 378,123 | $10.8M | 4.59% | NEW | |
| 6 | VUGVANGUARD INDEX FDS | 21,951 | $10.7M | 4.56% | NEW | |
| 7 | SCHMSCHWAB STRATEGIC TR | 340,882 | $10.3M | 4.37% | NEW | |
| 8 | NDQINVESCO QQQ TR | 10,224 | $6.3M | 2.68% | NEW | |
| 9 | SCHJSCHWAB STRATEGIC TR | 250,184 | $6.2M | 2.65% | NEW | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,535 | $5.8M | 2.48% | NEW | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 78,837 | $4.9M | 2.10% | NEW | |
| 12 | SPYGSPDR SERIES TRUST | 44,368 | $4.7M | 2.02% | NEW | |
| 13 | IBDSISHARES TR | 192,554 | $4.7M | 1.99% | NEW | |
| 14 | SCHESCHWAB STRATEGIC TR | 141,438 | $4.6M | 1.97% | NEW | |
| 15 | VEUVANGUARD INTL EQUITY INDEX F | 62,686 | $4.6M | 1.97% | NEW | |
| 16 | VCSHVANGUARD SCOTTSDALE FDS | 54,421 | $4.3M | 1.85% | NEW | |
| 17 | SCHVSCHWAB STRATEGIC TR | 141,464 | $4.2M | 1.78% | NEW | |
| 18 | IBDRISHARES TR | 163,022 | $4.0M | 1.68% | NEW | |
| 19 | SCHGSCHWAB STRATEGIC TR | 110,617 | $3.6M | 1.54% | NEW | |
| 20 | IBDTISHARES TR | 140,436 | $3.6M | 1.52% | NEW | |
| 21 | VCLTVANGUARD SCOTTSDALE FDS | 47,115 | $3.6M | 1.52% | NEW | |
| 22 | SKTTANGER INC | 91,024 | $3.0M | 1.29% | NEW | |
| 23 | IXUSISHARES TR | 35,741 | $3.0M | 1.29% | NEW | |
| 24 | IWBISHARES TR | 6,395 | $2.4M | 1.02% | NEW | |
| 25 | QQQMINVESCO EXCH TRADED FD TR II | 8,864 | $2.2M | 0.96% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.6555213641974714e+266T)
Technology0.0% ($1755157449837233.5T)
Unknown0.0% ($6280161958.1T)
Communication Services0.0% ($665.4B)
Consumer Defensive0.0% ($405.3M)
Real Estate0.0% ($3.0M)
Healthcare0.0% ($418K)
Filing History
Fund Information
Sightline Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $234.6M across 99 holdings. The largest position is VANGUARD BD INDEX FDS (BND), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 99 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.