Sightline Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$236.3M
Q ending 2026-03-31
Prior quarter
$234.6M
Q ending 2025-12-31
Change
+0.7% QoQ · +24.6% YoY
Positions
91
reported holdings
Largest positions
All 91 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $27.3M | 371K |
| Invesco Exchange Traded Fd T | RSP | Shares | $20.6M | 107K |
| Vanguard Index Fds | VTV | Shares | $19.4M | 99K |
| Schwab Strategic Tr | SCHF | Shares | $13.9M | 560K |
| Schwab Strategic Tr | SCHA | Shares | $11.4M | 393K |
| Vanguard Index Fds | VUG | Shares | $10.5M | 24K |
| Schwab Strategic Tr | SCHM | Shares | $10.3M | 332K |
| Schwab Strategic Tr | SCHJ | Shares | $9.2M | 374K |
| Schwab Strategic Tr | SCHV | Shares | $9.0M | 296K |
| Vanguard Intl Equity Index F | VEU | Shares | $6.6M | 88K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.6M | 9K |
| Spdr Series Trust | SPYG | Shares | $5.5M | 56K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.4M | 84K |
| Invesco Qqq Tr | QQQ | Shares | $5.2M | 9K |
| Vanguard Scottsdale Fds | VCSH | Shares | $4.7M | 59K |
| Bny Mellon Etf Trust | BKAG | Shares | $4.2M | 99K |
| Schwab Strategic Tr | SCHE | Shares | $4.1M | 123K |
| Vanguard Scottsdale Fds | VCLT | Shares | $3.6M | 48K |
| Schwab Strategic Tr | SCHG | Shares | $3.6M | 122K |
| Ishares Tr | IBDS | Shares | $3.4M | 141K |
| Tanger Inc | SKT | Shares | $3.3M | 96K |
| Ishares Tr | IBDT | Shares | $2.6M | 103K |
| Ishares Tr | IBDR | Shares | $2.5M | 103K |
| Nuveen Quality Muncp Income | NAD | Shares | $2.3M | 201K |
| Ishares Tr | IWB | Shares | $2.3M | 6K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $2.1M | 9K |
| Schwab Strategic Tr | SCHZ | Shares | $1.9M | 82K |
| Vanguard Index Fds | VB | Shares | $1.8M | 7K |
| Asbury Automotive Group Inc | ABG | Shares | $1.5M | 8K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $1.5M | 55K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.5M | 27K |
| Vanguard Index Fds | VOO | Shares | $1.5M | 2K |
| Ishares Tr | IBDU | Shares | $1.3M | 54K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Tr | IXUS | Shares | $1.2M | 14K |
| Schwab Strategic Tr | SCHO | Shares | $1.2M | 49K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Ishares Tr | IWM | Shares | $1.1M | 4K |
| Ishares Tr | IWF | Shares | $909K | 2K |
| Vanguard Index Fds | VBR | Shares | $801K | 4K |
| Ishares Tr | IWV | Shares | $766K | 2K |
| Vanguard Scottsdale Fds | VGLT | Shares | $725K | 13K |
| Vanguard Index Fds | VBK | Shares | $715K | 2K |
| Netflix Inc. | NFLX | Shares | $682K | 7K |
| Schwab Strategic Tr | SCHB | Shares | $680K | 27K |
| Ishares Tr | IBDV | Shares | $645K | 29K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $611K | 3K |
| Citigroup Inc | C | Shares | $568K | 5K |
| Pfizer Inc | PFE | Shares | $554K | 20K |
| Ishares Tr | EFA | Shares | $551K | 6K |
| Vanguard Mun Bd Fds | VTEB | Shares | $512K | 10K |
| Vanguard Specialized Funds | VIG | Shares | $507K | 2K |
| Vanguard Index Fds | VO | Shares | $505K | 2K |
| Ishares Tr | EEM | Shares | $489K | 9K |
| Walmart Inc | WMT | Shares | $453K | 4K |
| Invesco Exchange Traded Fd T | PRF | Shares | $440K | 9K |
| Spdr Series Trust | SPTS | Shares | $429K | 15K |
| Global X Fds | GNOM | Shares | $424K | 10K |
| Spdr Series Trust | BILS | Shares | $397K | 4K |
| Vanguard Scottsdale Fds | VCIT | Shares | $384K | 5K |
| Alphabet Inc | GOOG | Shares | $360K | 1K |
| Ishares Tr | JXI | Shares | $349K | 4K |
| Alphabet Inc | GOOGL | Shares | $339K | 1K |
| Global X Fds | AIQ | Shares | $332K | 7K |
| Nvidia Corporation | NVDA | Shares | $310K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $286K | 2K |
| Spdr Series Trust | SPHY | Shares | $283K | 12K |
| Ishares Tr | DGRO | Shares | $269K | 4K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $268K | 6K |
| Newell Brands Inc | NWL | Shares | $268K | 78K |
| Ishares Tr | AOA | Shares | $245K | 3K |
| Ishares Tr | AOM | Shares | $242K | 5K |
| Goldman Sachs Etf Tr | GBIL | Shares | $236K | 2K |
| Ishares Tr | IJK | Shares | $234K | 2K |
| Ishares Tr | SGOV | Shares | $233K | 2K |
| Ishares Tr | IXP | Shares | $230K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $228K | 775 |
| Nuveen Select Tax-Free Incom | NXP | Shares | $226K | 16K |
| Vanguard Whitehall Fds | VYM | Shares | $224K | 2K |
| Spdr Series Trust | XBI | Shares | $219K | 2K |
| Vanguard Index Fds | VTI | Shares | $217K | 677 |
| Bank America Corp | BAC | Shares | $211K | 4K |
| Wisdomtree Tr | DON | Shares | $210K | 4K |
| Schwab Strategic Tr | SCHD | Shares | $207K | 7K |
| Nuveen Amt Free Qlty Mun Inc | XNEAX | Shares | $170K | 15K |
| Nuveen Mun Cr Income Fd | NZF | Shares | $167K | 14K |
| Nuveen Select Mat Mun Fd | NIM | Shares | $140K | 15K |
| Nuveen Mun Value Fd Inc | NUV | Shares | $118K | 13K |
| Abrdn Natl Mun Income Fd | XVFLX | Shares | $117K | 12K |
| Euronet Worldwide Inc | EEFT 0.75 03/15/49 | Principal | $12K | 14K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.