# Sightline Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1841979. Source: https://holderbook.com/funds/1841979-sightline-wealth-advisors-llc/

- Reported value: $273.3M
- Positions: 93
- Weight of the ten largest: 57.9%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $29.1M | 395,782 | 10.6% | 12 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $22.5M | 105,776 | 8.2% | 23 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $22.4M | 102,924 | 8.2% | 23 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $15.4M | 554,766 | 5.6% | 23 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $14.8M | 410,967 | 5.4% | 23 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $12.6M | 146,349 | 4.6% | 15 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $11.9M | 322,842 | 4.4% | 23 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $11.5M | 329,224 | 4.2% | 4 |
| SCHWAB STRATEGIC TR | [SCHJ](https://holderbook.com/stocks/SCHJ/) | $10.3M | 416,772 | 3.8% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $7.9M | 94,044 | 2.9% | 23 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $7.0M | 59,201 | 2.6% | 12 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $6.7M | 93,700 | 2.4% | 23 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $6.4M | 8,711 | 2.3% | 18 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $6.4M | 8,569 | 2.3% | 23 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $5.0M | 63,665 | 1.8% | 16 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $5.0M | 147,121 | 1.8% | 9 |
| BNY MELLON ETF TRUST | [BKAG](https://holderbook.com/stocks/BKAG/) | $4.7M | 112,492 | 1.7% | 3 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $4.5M | 123,057 | 1.6% | 23 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $4.4M | 181,395 | 1.6% | 12 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $3.7M | 147,599 | 1.4% | 9 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $3.6M | 48,335 | 1.3% | 8 |
| TANGER INC | [SKT](https://holderbook.com/stocks/SKT/) | $3.2M | 81,386 | 1.2% | 15 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.9M | 9,721 | 1.1% | 17 |
| NUVEEN QUALITY MUNCP INCOME | [NAD](https://holderbook.com/stocks/NAD/) | $2.6M | 213,893 | 0.9% | 3 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.5M | 6,209 | 0.9% | 23 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $2.5M | 109,054 | 0.9% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.1M | 6,909 | 0.8% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.9M | 6,596 | 0.7% | 20 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.9M | 82,297 | 0.7% | 16 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $1.8M | 72,435 | 0.6% | 12 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $1.7M | 61,577 | 0.6% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.7M | 27,738 | 0.6% | 23 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.6M | 2,371 | 0.6% | 17 |
| ASBURY AUTOMOTIVE GROUP INC | [ABG](https://holderbook.com/stocks/ABG/) | $1.6M | 7,897 | 0.6% | 15 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $1.5M | 68,376 | 0.5% | 6 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.3M | 1,740 | 0.5% | 23 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.3M | 4,327 | 0.5% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.2M | 3,308 | 0.5% | 23 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.1M | 11,007 | 0.4% | 23 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.0M | 8,434 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $897.2K | 3,692 | 0.3% | 14 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $883.5K | 2,072 | 0.3% | 23 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $836.5K | 28,886 | 0.3% | 23 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $725.6K | 13,150 | 0.3% | 8 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $708.7K | 29,359 | 0.3% | 23 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $704.4K | 13,927 | 0.3% | 2 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $703.7K | 5,028 | 0.3% | 11 |
| NEWELL BRANDS INC | [NWL](https://holderbook.com/stocks/NWL/) | $666.1K | 108,479 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $660.6K | 8,199 | 0.2% | 23 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $657.6K | 3,000 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $636.0K | 1,739 | 0.2% | 14 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $592.8K | 5,707 | 0.2% | 23 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $591.6K | 8,647 | 0.2% | 15 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $559.8K | 2,366 | 0.2% | 12 |
| GLOBAL X FDS | [GNOM](https://holderbook.com/stocks/GNOM/) | $540.0K | 9,502 | 0.2% | 4 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $506.5K | 7,094 | 0.2% | 10 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $502.0K | 9,290 | 0.2% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $492.1K | 1,377 | 0.2% | 5 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $477.4K | 19,826 | 0.2% | 23 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $459.9K | 2,414 | 0.2% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $443.8K | 1,256 | 0.2% | 5 |
| GLOBAL X FDS | [AIQ](https://holderbook.com/stocks/AIQ/) | $437.3K | 6,665 | 0.2% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $434.0K | 376 | 0.2% | 1 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $430.5K | 14,839 | 0.2% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $416.9K | 3,681 | 0.2% | 8 |
| SPDR SERIES TRUST | [BILS](https://holderbook.com/stocks/BILS/) | $400.0K | 4,025 | 0.1% | 10 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $379.0K | 4,586 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $369.4K | 1,846 | 0.1% | 3 |
| ISHARES TR | [JXI](https://holderbook.com/stocks/JXI/) | $345.2K | 4,062 | 0.1% | 3 |
| INVESCO EXCHANGE TRADED FD T | [PRFZ](https://holderbook.com/stocks/PRFZ/) | $326.2K | 5,848 | 0.1% | 11 |
| SPDR SERIES TRUST | [SPHY](https://holderbook.com/stocks/SPHY/) | $310.4K | 13,243 | 0.1% | 3 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $292.6K | 2,998 | 0.1% | 5 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $273.6K | 2,328 | 0.1% | 5 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $271.4K | 1,715 | 0.1% | 3 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $263.8K | 885 | 0.1% | 1 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $261.8K | 8,257 | 0.1% | 10 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $257.9K | 788 | 0.1% | 5 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $254.8K | 4,472 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $251.6K | 680 | 0.1% | 5 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $235.2K | 2,336 | 0.1% | 9 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $234.4K | 2,341 | 0.1% | 23 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $227.3K | 4,022 | 0.1% | 4 |
| NUVEEN SELECT TAX-FREE INCOM | [NXP](https://holderbook.com/stocks/NXP/) | $226.8K | 15,850 | 0.1% | 19 |
| ISHARES TR | [IXP](https://holderbook.com/stocks/IXP/) | $226.6K | 2,008 | 0.1% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $225.3K | 520 | 0.1% | 1 |
| NUVEEN AMT FREE QLTY MUN INC | [NEA](https://holderbook.com/stocks/NEA/) | $217.0K | 18,486 | 0.1% | 3 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $214.9K | 438 | 0.1% | 1 |
| NUVEEN MUN CR INCOME FD | [NZF](https://holderbook.com/stocks/NZF/) | $213.2K | 16,817 | 0.1% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $207.0K | 1,396 | 0.1% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $206.7K | 485 | 0.1% | 1 |
| NUVEEN SELECT MAT MUN FD | [NIM](https://holderbook.com/stocks/NIM/) | $139.8K | 14,842 | 0.1% | 22 |
| ABRDN NATL MUN INCOME FD | [VFL](https://holderbook.com/stocks/VFL/) | $123.6K | 11,922 | 0.0% | 5 |
| NUVEEN MUN VALUE FD INC | [NUV](https://holderbook.com/stocks/NUV/) | $122.2K | 13,249 | 0.0% | 23 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.7% | +14.8% | -4.1% | 97% |
| Q1 2026 | -0.9% | -4.6% | +3.8% | 96% |
| Q4 2025 | +1.2% | +2.4% | -1.2% | 96% |
| Q3 2025 | +5.5% | +7.8% | -2.3% | 96% |
| Q2 2025 | +6.4% | +10.5% | -4.0% | 96% |
| Q1 2025 | -1.7% | -4.6% | +2.8% | 96% |
| Q4 2024 | -1.9% | +2.1% | -4.1% | 96% |
| Q3 2024 | +6.6% | +5.4% | +1.1% | 96% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $273.3M | 93 |
| Q1 2026 | $236.3M | 91 |
| Q4 2025 | $234.6M | 99 |
| Q3 2025 | $221.5M | 93 |
| Q2 2025 | $207.1M | 90 |
| 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 |