Sightline Wealth Advisors, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$207.1B
Holdings
90
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RSPINVESCO EXCHANGE TRADED FD T | 136,591 | $24.8B | 11.98% | |
| 2 | BNDVANGUARD BD INDEX FDS | 328,063 | $24.2B | 11.66% | |
| 3 | VTVVANGUARD INDEX FDS | 101,255 | $17.9B | 8.64% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 542,851 | $12.0B | 5.79% | |
| 5 | SCHASCHWAB STRATEGIC TR | 388,420 | $9.8B | 4.74% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 345,072 | $9.7B | 4.67% | |
| 7 | VUGVANGUARD INDEX FDS | 19,765 | $8.7B | 4.18% | |
| 8 | NDQINVESCO QQQ TR | 11,186 | $6.2B | 2.98% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,618 | $5.3B | 2.57% | |
| 10 | SCHESCHWAB STRATEGIC TR | 151,163 | $4.6B | 2.20% | |
| 11 | IBDSISHARES TR | 185,356 | $4.5B | 2.17% | |
| 12 | IXUSISHARES TR | 57,629 | $4.5B | 2.15% | |
| 13 | IBDRISHARES TR | 165,825 | $4.0B | 1.94% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 67,804 | $3.9B | 1.87% | |
| 15 | VCSHVANGUARD SCOTTSDALE FDS | 48,025 | $3.8B | 1.84% | |
| 16 | SPYGSPDR SERIES TRUST | 39,105 | $3.7B | 1.80% | |
| 17 | VCLTVANGUARD SCOTTSDALE FDS | 43,352 | $3.3B | 1.59% | |
| 18 | IBDTISHARES TR | 127,826 | $3.2B | 1.57% | |
| 19 | SKTTANGER INC | 96,924 | $3.0B | 1.43% | |
| 20 | VEUVANGUARD INTL EQUITY INDEX F | 40,099 | $2.7B | 1.30% | |
| 21 | SCHGSCHWAB STRATEGIC TR | 86,737 | $2.5B | 1.22% | |
| 22 | SCHZSCHWAB STRATEGIC TR | 91,808 | $2.1B | 1.03% | |
| 23 | QQQMINVESCO EXCH TRADED FD TR II | 9,103 | $2.1B | 1.00% | |
| 24 | AWGASBURY AUTOMOTIVE GROUP INC | 6,965 | $1.7B | 0.80% | |
| 25 | MSFTMICROSOFT CORP | 3,331 | $1.7B | 0.80% | |
| 26 | IWBISHARES TR | 4,793 | $1.6B | 0.79% | |
| 27 | DGROISHARES TR | 25,323 | $1.6B | 0.78% | |
| 28 | IBHFISHARES TR | 69,536 | $1.6B | 0.78% | |
| 29 | SCHJSCHWAB STRATEGIC TR | 64,967 | $1.6B | 0.78% | |
| 30 | IBHGISHARES TR | 69,284 | $1.6B | 0.75% | |
| 31 | VBVANGUARD INDEX FDS | 6,534 | $1.5B | 0.75% | |
| 32 | VOOVANGUARD INDEX FDS | 2,449 | $1.4B | 0.67% | |
| 33 | IBHHISHARES TR | 55,082 | $1.3B | 0.63% | |
| 34 | IVVISHARES TR | 2,019 | $1.3B | 0.61% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 21,030 | $1.0B | 0.50% | |
| 36 | IWMISHARES TR | 4,725 | $1.0B | 0.49% | |
| 37 | BILSSPDR SERIES TRUST | 9,968 | $991.1M | 0.48% | |
| 38 | IWFISHARES TR | 2,219 | $942.2M | 0.45% | |
| 39 | EMXCISHARES INC | 13,883 | $876.6M | 0.42% | |
| 40 | VYMVANGUARD WHITEHALL FDS | 6,028 | $803.6M | 0.39% | |
| 41 | AAPLAPPLE INC | 3,834 | $786.7M | 0.38% | |
| 42 | IBDUISHARES TR | 31,939 | $745.1M | 0.36% | |
| 43 | VBRVANGUARD INDEX FDS | 3,774 | $735.9M | 0.36% | |
| 44 | IWVISHARES TR | 2,052 | $720.3M | 0.35% | |
| 45 | VGLTVANGUARD SCOTTSDALE FDS | 12,674 | $711.3M | 0.34% | |
| 46 | VOVANGUARD INDEX FDS | 2,354 | $658.6M | 0.32% | |
| 47 | SCHBSCHWAB STRATEGIC TR | 24,058 | $573.3M | 0.28% | |
| 48 | VOOVVANGUARD ADMIRAL FDS INC | 3,000 | $566.1M | 0.27% | |
| 49 | FLBLFRANKLIN TEMPLETON ETF TR | 22,298 | $540.3M | 0.26% | |
| 50 | NFLXNETFLIX INC | 397 | $531.6M | 0.26% | |
| 51 | EFAISHARES TR | 5,766 | $515.4M | 0.25% | |
| 52 | IBDVISHARES TR | 23,283 | $511.8M | 0.25% | |
| 53 | SCHDSCHWAB STRATEGIC TR | 18,313 | $485.3M | 0.23% | |
| 54 | VIGVANGUARD SPECIALIZED FUNDS | 2,322 | $475.2M | 0.23% | |
| 55 | SCHOSCHWAB STRATEGIC TR | 18,447 | $449.7M | 0.22% | |
| 56 | EEMISHARES TR | 9,214 | $444.5M | 0.21% | |
| 57 | NWLNEWELL BRANDS INC | 78,061 | $421.5M | 0.20% | |
| 58 | TRVCCITIGROUP INC | 4,937 | $420.2M | 0.20% | |
| 59 | SPTMSPDR SERIES TRUST | 5,590 | $418.6M | 0.20% | |
| 60 | GNOMEURGLOBAL X FDS | 49,628 | $418.4M | 0.20% | |
| 61 | QUALISHARES TR | 2,194 | $401.0M | 0.19% | |
| 62 | PRFINVESCO EXCHANGE TRADED FD T | 9,148 | $386.7M | 0.19% | |
| 63 | PFEPFIZER INC | 15,426 | $373.9M | 0.18% | |
| 64 | WMTWALMART INC | 3,718 | $363.5M | 0.18% | |
| 65 | VFLABRDN NATL MUN INCOME FD | 32,383 | $312.8M | 0.15% | |
| 66 | VONGVANGUARD SCOTTSDALE FDS | 2,745 | $299.7M | 0.14% | |
| 67 | GBILGOLDMAN SACHS ETF TR | 2,989 | $299.4M | 0.14% | |
| 68 | XLUSELECT SECTOR SPDR TR | 3,555 | $290.3M | 0.14% | |
| 69 | VBKVANGUARD INDEX FDS | 995 | $275.6M | 0.13% | |
| 70 | IBMPISHARES TR | 10,086 | $255.7M | 0.12% | |
| 71 | AOMISHARES TR | 5,388 | $248.1M | 0.12% | |
| 72 | XLKSELECT SECTOR SPDR TR | 963 | $243.9M | 0.12% | |
| 73 | PRFZINVESCO EXCHANGE TRADED FD T | 5,796 | $235.7M | 0.11% | |
| 74 | VTIVANGUARD INDEX FDS | 753 | $229.0M | 0.11% | |
| 75 | BACBANK AMERICA CORP | 4,808 | $227.5M | 0.11% | |
| 76 | SGOVISHARES TR | 2,255 | $227.0M | 0.11% | |
| 77 | JPMJPMORGAN CHASE & CO. | 779 | $225.8M | 0.11% | |
| 78 | GOOGALPHABET INC | 1,256 | $222.7M | 0.11% | |
| 79 | AOAISHARES TR | 2,618 | $218.3M | 0.11% | |
| 80 | NXPNUVEEN SELECT TAX-FREE INCOM | 15,390 | $216.2M | 0.10% | |
| 81 | PGPROCTER AND GAMBLE CO | 1,355 | $215.9M | 0.10% | |
| 82 | FDNFIRST TR EXCHANGE-TRADED FD | 797 | $214.7M | 0.10% | |
| 83 | GOOGLALPHABET INC | 1,207 | $212.7M | 0.10% | |
| 84 | IJKISHARES TR | 2,328 | $211.8M | 0.10% | |
| 85 | IBDQISHARES TR | 8,324 | $209.6M | 0.10% | |
| 86 | KOCOCA COLA CO | 2,898 | $205.1M | 0.10% | |
| 87 | NUVNUVEEN MUN VALUE FD INC | 13,099 | $113.8M | 0.05% | |
| 88 | NIMNUVEEN SELECT MAT MUN FD | 12,079 | $109.4M | 0.05% | |
| 89 | EEFT 0.75 03/15/49EURONET WORLDWIDE INC | 14,000 | $12.6M | 0.01% | |
| 90 | EXPE 0 02/15/26EXPEDIA GROUP INC | 10,000 | $9.7M | 0.00% |