Sightline Wealth Advisors, LLC
Q3 2026 13F filing
Updated 15 days ago70 disclosed positions worth $215.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD BD INDEX FDS | $27.1M | 386.6K | 12.60% | Trimmed(-2.3%) |
| 2 | V VANGUARD INDEX FDS | $24.2M | 112.0K | 11.24% | Added(+8.8%) |
| 3 | I INVESCO EXCHANGE TRADED FD T | $18.8M | 90.3K | 8.73% | Trimmed(-14.7%) |
| 4 | V VANGUARD INDEX FDS | $13M | 144.1K | 6.03% | Trimmed(-1.6%) |
| 5 | S SCHWAB STRATEGIC TR | $12.2M | 445.2K | 5.68% | Trimmed(-19.8%) |
| 6 | S SCHWAB STRATEGIC TR | $9.8M | 299.6K | 4.54% | Trimmed(-27.1%) |
| 7 | S SCHWAB STRATEGIC TR | $8.6M | 254.0K | 4.02% | Trimmed(-21.3%) |
| 8 | V VANGUARD TAX-MANAGED FDS | $8.6M | 121.4K | 3.98% | Added(+29.6%) |
| 9 | S SCHWAB STRATEGIC TR | $7.5M | 210.1K | 3.51% | Added(+42.8%) |
| 10 | S STATE STR SPDR S&P 500 ETF T | $5.6M | 7.4K | 2.61% | Trimmed(-14.0%) |
| 11 | E ISHARES TR | $5.5M | 227.8K | 2.55% | Added(+25.6%) |
| 12 | Q INVESCO QQQ TR | $5.4M | 7.4K | 2.53% | Trimmed(-15.6%) |
| 13 | E ISHARES TR | $5.1M | 205.8K | 2.39% | Added(+39.4%) |
| 14 | S SCHWAB STRATEGIC TR | $4.3M | 116.9K | 1.98% | Trimmed(-5.0%) |
| 15 | V VANGUARD INTL EQUITY INDEX F | $3.8M | 45.6K | 1.76% | Trimmed(-51.5%) |
| 16 | ? N/A ISHARES TR | $3.8M | 166.5K | 1.76% | Added(+52.7%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $3.7M | 47.8K | 1.72% | Trimmed(-24.9%) |
| 18 | V VANGUARD SCOTTSDALE FDS | $3.1M | 46.0K | 1.46% | Trimmed(-4.9%) |
| 19 | E INVESCO EXCH TRADED FD TR II | $3M | 9.8K | 1.39% | Added(+1.1%) |
| 20 | S TANGER INC | $2.8M | 81.4K | 1.30% | Unchanged |
| 21 | ? N/A ISHARES TR | $2.6M | 122.2K | 1.20% | Added(+78.7%) |
| 22 | A APPLE INC | $2.6M | 7.7K | 1.19% | Added(+16.7%) |
| 23 | V VANGUARD INDEX FDS | $2M | 7.0K | 0.93% | Added(+1.5%) |
| 24 | S SCHWAB STRATEGIC TR | $2M | 82.0K | 0.92% | Trimmed(-80.3%) |
| 25 | E ISHARES TR | $1.9M | 4.7K | 0.90% | Trimmed(-25.0%) |
| 26 | S SCHWAB STRATEGIC TR | $1.8M | 81.5K | 0.84% | Trimmed(-0.9%) |
| 27 | M MICROSOFT CORP | $1.7M | 3.3K | 0.78% | Trimmed(-1.7%) |
| 28 | V VANGUARD INDEX FDS | $1.7M | 2.4K | 0.77% | Trimmed(-0.4%) |
| 29 | S SCHWAB STRATEGIC TR | $1.4M | 42.5K | 0.66% | Trimmed(-87.1%) |
| 30 | V VANGUARD INTL EQUITY INDEX F | $1.4M | 23.3K | 0.64% | Trimmed(-16.1%) |
| 31 | A ASBURY AUTOMOTIVE GROUP INC | $1.4M | 7.9K | 0.63% | Unchanged |
| 32 | E ISHARES TR | $1.2M | 47.7K | 0.54% | Trimmed(-34.1%) |
| 33 | E ISHARES TR | $1M | 8.4K | 0.49% | Trimmed(-0.7%) |
| 34 | E ISHARES TR | $1M | 3.7K | 0.48% | Trimmed(-13.7%) |
| 35 | V VANGUARD INDEX FDS | $968K | 12.3K | 0.45% | Added(+50.6%) |
| 36 | ? N/A BNY MELLON ETF TRUST | $911K | 22.7K | 0.42% | Trimmed(-79.8%) |
| 37 | S SPDR SERIES TRUST | $838K | 6.8K | 0.39% | Trimmed(-88.5%) |
| 38 | V VANGUARD INDEX FDS | $770K | 3.3K | 0.36% | Trimmed(-9.7%) |
| 39 | N NETFLIX INC. | $689K | 9.9K | 0.32% | Added(+39.7%) |
| 40 | V VANGUARD ADMIRAL FDS INC | $661K | 3.0K | 0.31% | Unchanged |
| 41 | C CITIGROUP INC | $654K | 5.1K | 0.30% | Added(+0.5%) |
| 42 | E ISHARES TR | $611K | 5.9K | 0.28% | Added(+3.0%) |
| 43 | M MICRON TECHNOLOGY INC | $600K | 563 | 0.28% | Added(+49.7%) |
| 44 | E ISHARES TR | $574K | 8.6K | 0.27% | Trimmed(-0.6%) |
| 45 | N NEWELL BRANDS INC | $573K | 108.5K | 0.27% | Unchanged |
| 46 | B VANGUARD SPECIALIZED FUNDS | $554K | 2.4K | 0.26% | Added(+0.3%) |
| 47 | ? N/A GLOBAL X FDS | $540K | 7.7K | 0.25% | Trimmed(-19.3%) |
| 48 | V VANGUARD SCOTTSDALE FDS | $503K | 10.0K | 0.23% | Trimmed(-23.7%) |
| 49 | G ALPHABET INC | $476K | 1.4K | 0.22% | Added(+0.4%) |
| 50 | S SELECT SECTOR SPDR TR | $472K | 2.4K | 0.22% | Trimmed(-0.1%) |