Sightline Wealth Advisors, LLC

Est. AUM

$234.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$27.3M	371207	11.65%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$20.6M	107496	8.79%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$19.4M	98828	8.26%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$13.9M	560316	5.91%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$11.4M	392723	4.87%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$10.5M	24106	4.49%	SOLE
7	SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.3M	332214	4.38%	SOLE
8	SCHWAB STRATEGIC TR	1 5YR CORP BD	$9.2M	373536	3.94%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.0M	295797	3.85%	SOLE
10	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.6M	87829	2.81%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.6M	8550	2.37%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	55773	2.33%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.4M	84394	2.30%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$5.2M	8927	2.20%	SOLE
15	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.7M	59439	2.01%	SOLE
16	BNY MELLON ETF TRUST	CORE BOND ETF	$4.2M	99066	1.78%	SOLE
17	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.1M	122947	1.73%	SOLE
18	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$3.6M	48137	1.53%	SOLE
19	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.6M	122347	1.52%	SOLE
20	ISHARES TR	IBONDS 27 ETF	$3.4M	140596	1.45%	SOLE
21	TANGER INC	COM	$3.3M	96084	1.39%	SOLE
22	ISHARES TR	IBDS DEC28 ETF	$2.6M	103295	1.11%	SOLE
23	ISHARES TR	IBONDS DEC2026	$2.5M	103227	1.07%	SOLE
24	NUVEEN QUALITY MUNCP INCOME	COM	$2.3M	201498	0.99%	SOLE
25	ISHARES TR	RUS 1000 ETF	$2.3M	6350	0.96%	SOLE
26	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.1M	8861	0.90%	SOLE
27	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.9M	82130	0.81%	SOLE
28	VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	6951	0.78%	SOLE
29	ASBURY AUTOMOTIVE GROUP INC	COM	$1.5M	7897	0.66%	SOLE
30	APPLE INC	COM	$1.5M	5757	0.62%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	26955	0.62%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2429	0.62%	SOLE
33	ISHARES TR	IBONDS DEC 29	$1.3M	54191	0.54%	SOLE
34	MICROSOFT CORP	COM	$1.2M	3258	0.51%	SOLE
35	ISHARES TR	CORE MSCI TOTAL	$1.2M	13797	0.51%	SOLE
36	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	48548	0.50%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$1.1M	1737	0.48%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$1.1M	4320	0.46%	SOLE
39	ISHARES TR	RUS 1000 GRW ETF	$909K	2132	0.39%	SOLE
40	VANGUARD INDEX FDS	SM CP VAL ETF	$801K	3688	0.34%	SOLE
41	ISHARES TR	RUSSELL 3000 ETF	$766K	2067	0.33%	SOLE
42	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$725K	13101	0.31%	SOLE
43	VANGUARD INDEX FDS	SML CP GRW ETF	$715K	2367	0.30%	SOLE
44	NETFLIX INC.	COM	$682K	7094	0.29%	SOLE
45	SCHWAB STRATEGIC TR	US BRD MKT ETF	$680K	27089	0.29%	SOLE
46	ISHARES TR	IBONDS DEC 2030	$645K	29460	0.27%	SOLE
47	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$611K	3000	0.26%	SOLE
48	CITIGROUP INC	COM NEW	$568K	5008	0.24%	SOLE
49	PFIZER INC	COM	$554K	19738	0.24%	SOLE
50	ISHARES TR	MSCI EAFE ETF	$551K	5675	0.23%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.