Sightline Wealth Advisors, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$234.6M
Holdings
99
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 358,522 | $26.6M | 11.32% | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 111,530 | $21.4M | 9.10% | |
| 3 | VTVVANGUARD INDEX FDS | 103,396 | $19.7M | 8.42% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 562,138 | $13.5M | 5.76% | |
| 5 | SCHASCHWAB STRATEGIC TR | 378,123 | $10.8M | 4.59% | |
| 6 | VUGVANGUARD INDEX FDS | 21,951 | $10.7M | 4.56% | |
| 7 | SCHMSCHWAB STRATEGIC TR | 340,882 | $10.3M | 4.37% | |
| 8 | NDQINVESCO QQQ TR | 10,224 | $6.3M | 2.68% | |
| 9 | SCHJSCHWAB STRATEGIC TR | 250,184 | $6.2M | 2.65% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,535 | $5.8M | 2.48% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 78,837 | $4.9M | 2.10% | |
| 12 | SPYGSPDR SERIES TRUST | 44,368 | $4.7M | 2.02% | |
| 13 | IBDSISHARES TR | 192,554 | $4.7M | 1.99% | |
| 14 | SCHESCHWAB STRATEGIC TR | 141,438 | $4.6M | 1.97% | |
| 15 | VEUVANGUARD INTL EQUITY INDEX F | 62,686 | $4.6M | 1.97% | |
| 16 | VCSHVANGUARD SCOTTSDALE FDS | 54,421 | $4.3M | 1.85% | |
| 17 | SCHVSCHWAB STRATEGIC TR | 141,464 | $4.2M | 1.78% | |
| 18 | IBDRISHARES TR | 163,022 | $4.0M | 1.68% | |
| 19 | SCHGSCHWAB STRATEGIC TR | 110,617 | $3.6M | 1.54% | |
| 20 | IBDTISHARES TR | 140,436 | $3.6M | 1.52% | |
| 21 | VCLTVANGUARD SCOTTSDALE FDS | 47,115 | $3.6M | 1.52% | |
| 22 | SKTTANGER INC | 91,024 | $3.0M | 1.29% | |
| 23 | IXUSISHARES TR | 35,741 | $3.0M | 1.29% | |
| 24 | IWBISHARES TR | 6,395 | $2.4M | 1.02% | |
| 25 | QQQMINVESCO EXCH TRADED FD TR II | 8,864 | $2.2M | 0.96% | |
| 26 | BKAGBNY MELLON ETF TRUST | 48,158 | $2.0M | 0.87% | |
| 27 | SCHZSCHWAB STRATEGIC TR | 86,689 | $2.0M | 0.86% | |
| 28 | AAPLAPPLE INC | 6,456 | $1.8M | 0.75% | |
| 29 | VBVANGUARD INDEX FDS | 6,744 | $1.7M | 0.74% | |
| 30 | AWGASBURY AUTOMOTIVE GROUP INC | 6,965 | $1.6M | 0.69% | |
| 31 | MSFTMICROSOFT CORP | 3,256 | $1.6M | 0.67% | |
| 32 | VOOVANGUARD INDEX FDS | 2,426 | $1.5M | 0.65% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 27,175 | $1.5M | 0.62% | |
| 34 | SCHOSCHWAB STRATEGIC TR | 58,899 | $1.4M | 0.61% | |
| 35 | IVVISHARES TR | 1,739 | $1.2M | 0.51% | |
| 36 | DGROISHARES TR | 17,122 | $1.2M | 0.51% | |
| 37 | VBKVANGUARD INDEX FDS | 3,623 | $1.1M | 0.47% | |
| 38 | IBDUISHARES TR | 46,022 | $1.1M | 0.46% | |
| 39 | IWMISHARES TR | 4,314 | $1.1M | 0.45% | |
| 40 | IWFISHARES TR | 2,181 | $1.0M | 0.44% | |
| 41 | IBHFISHARES TR | 38,824 | $896K | 0.38% | |
| 42 | BILSSPDR SERIES TRUST | 8,894 | $882K | 0.38% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 5,798 | $832K | 0.35% | |
| 44 | VBRVANGUARD INDEX FDS | 3,830 | $811K | 0.35% | |
| 45 | IBHGISHARES TR | 36,106 | $805K | 0.34% | |
| 46 | IWVISHARES TR | 2,063 | $798K | 0.34% | |
| 47 | IBHHISHARES TR | 30,881 | $731K | 0.31% | |
| 48 | VGLTVANGUARD SCOTTSDALE FDS | 13,007 | $725K | 0.31% | |
| 49 | SCHBSCHWAB STRATEGIC TR | 26,903 | $705K | 0.30% | |
| 50 | SPTSSPDR SERIES TRUST | 23,076 | $675K | 0.29% | |
| 51 | NFLXNETFLIX INC | 7,094 | $665K | 0.28% | |
| 52 | IBDVISHARES TR | 28,299 | $624K | 0.27% | |
| 53 | VOOVVANGUARD ADMIRAL FDS INC | 3,000 | $614K | 0.26% | |
| 54 | PXHINVESCO EXCH TRADED FD TR II | 23,644 | $610K | 0.26% | |
| 55 | TRVCCITIGROUP INC | 4,986 | $581K | 0.25% | |
| 56 | AIQGLOBAL X FDS | 11,253 | $572K | 0.24% | |
| 57 | EFAISHARES TR | 5,802 | $557K | 0.24% | |
| 58 | VIGVANGUARD SPECIALIZED FUNDS | 2,349 | $516K | 0.22% | |
| 59 | VOVANGUARD INDEX FDS | 1,755 | $509K | 0.22% | |
| 60 | NADNUVEEN QUALITY MUNCP INCOME | 41,472 | $498K | 0.21% | |
| 61 | EEMISHARES TR | 8,590 | $469K | 0.20% | |
| 62 | GNOMGLOBAL X FDS | 9,629 | $437K | 0.19% | |
| 63 | PRFINVESCO EXCHANGE TRADED FD T | 9,224 | $432K | 0.18% | |
| 64 | PFEPFIZER INC | 16,809 | $418K | 0.18% | |
| 65 | SCYBSCHWAB STRATEGIC TR | 15,685 | $414K | 0.18% | |
| 66 | WMTWALMART INC | 3,639 | $405K | 0.17% | |
| 67 | GOOGALPHABET INC | 1,256 | $394K | 0.17% | |
| 68 | NVDANVIDIA CORPORATION | 1,995 | $372K | 0.16% | |
| 69 | JXIISHARES TR | 4,681 | $368K | 0.16% | |
| 70 | GOOGLALPHABET INC | 1,178 | $368K | 0.16% | |
| 71 | EMXCISHARES INC | 4,909 | $356K | 0.15% | |
| 72 | CIENCIENA CORP | 1,438 | $336K | 0.14% | |
| 73 | VCITVANGUARD SCOTTSDALE FDS | 3,888 | $325K | 0.14% | |
| 74 | SCHDSCHWAB STRATEGIC TR | 10,814 | $296K | 0.13% | |
| 75 | NWLNEWELL BRANDS INC | 78,061 | $290K | 0.12% | |
| 76 | XLKSELECT SECTOR SPDR TR | 1,928 | $277K | 0.12% | |
| 77 | PRFZINVESCO EXCHANGE TRADED FD T | 5,824 | $267K | 0.11% | |
| 78 | AOMISHARES TR | 5,472 | $261K | 0.11% | |
| 79 | JPMJPMORGAN CHASE & CO. | 775 | $249K | 0.11% | |
| 80 | AOAISHARES TR | 2,764 | $247K | 0.11% | |
| 81 | IXP*ISHARES TR | 2,017 | $244K | 0.10% | |
| 82 | SPTMSPDR SERIES TRUST | 2,942 | $242K | 0.10% | |
| 83 | GBILGOLDMAN SACHS ETF TR | 2,413 | $241K | 0.10% | |
| 84 | BACBANK AMERICA CORP | 4,332 | $238K | 0.10% | |
| 85 | SGOVISHARES TR | 2,308 | $231K | 0.10% | |
| 86 | IJKISHARES TR | 2,328 | $225K | 0.10% | |
| 87 | VTIVANGUARD INDEX FDS | 672 | $225K | 0.10% | |
| 88 | NXPNUVEEN SELECT TAX-FREE INCOM | 15,655 | $220K | 0.09% | |
| 89 | SPHYSPDR SERIES TRUST | 8,868 | $209K | 0.09% | |
| 90 | XBISPDR SERIES TRUST | 1,715 | $209K | 0.09% | |
| 91 | DONWISDOMTREE TR | 3,978 | $205K | 0.09% | |
| 92 | SPYMSPDR SERIES TRUST | 2,504 | $200K | 0.09% | |
| 93 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 14,984 | $174K | 0.07% | |
| 94 | NZFNUVEEN MUNICIPAL CREDIT INC | 13,575 | $170K | 0.07% | |
| 95 | VFLABRDN NATL MUN INCOME FD | 15,161 | $155K | 0.07% | |
| 96 | NIMNUVEEN SELECT MAT MUN FD | 14,715 | $137K | 0.06% | |
| 97 | NUVNUVEEN MUN VALUE FD INC | 13,122 | $118K | 0.05% | |
| 98 | SMTKSMARTKEM INC | 12,000 | $12K | 0.01% | |
| 99 | EEFT 0.75 03/15/49EURONET WORLDWIDE INC | 14,000 | $12K | 0.01% |