Universe · entity
Sightline Wealth Advisors, LLC
Institutional manager (13F) · CIK 1841979
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $224M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $27M | 371,207 |
| 2 | INVESCO EXCHANGE TRADED FD T | $21M | 107,496 |
| 3 | VANGUARD INDEX FDS | $19M | 98,828 |
| 4 | SCHWAB STRATEGIC TR | $14M | 560,316 |
| 5 | SCHWAB STRATEGIC TR | $11M | 392,723 |
| 6 | VANGUARD INDEX FDS | $11M | 24,106 |
| 7 | SCHWAB STRATEGIC TR | $10M | 332,214 |
| 8 | SCHWAB STRATEGIC TR | $9M | 373,536 |
| 9 | SCHWAB STRATEGIC TR | $9M | 295,797 |
| 10 | VANGUARD INTL EQUITY INDEX F | $7M | 87,829 |
| 11 | STATE STR SPDR S&P 500 ETF T | $6M | 8,550 |
| 12 | SPDR SERIES TRUST | $5M | 55,773 |
| 13 | VANGUARD TAX-MANAGED FDS | $5M | 84,394 |
| 14 | INVESCO QQQ TR | $5M | 8,927 |
| 15 | VANGUARD SCOTTSDALE FDS | $5M | 59,439 |
| 16 | BNY MELLON ETF TRUST | $4M | 99,066 |
| 17 | SCHWAB STRATEGIC TR | $4M | 122,947 |
| 18 | VANGUARD SCOTTSDALE FDS | $4M | 48,137 |
| 19 | SCHWAB STRATEGIC TR | $4M | 122,347 |
| 20 | ISHARES TR | $3M | 140,596 |
| 21 | TANGER INC | $3M | 96,084 |
| 22 | ISHARES TR | $3M | 103,295 |
| 23 | ISHARES TR | $3M | 103,227 |
| 24 | NUVEEN QUALITY MUNCP INCOME | $2M | 201,498 |
| 25 | ISHARES TR | $2M | 6,350 |
| 26 | INVESCO EXCH TRADED FD TR II | $2M | 8,861 |
| 27 | SCHWAB STRATEGIC TR | $2M | 82,130 |
| 28 | VANGUARD INDEX FDS | $2M | 6,951 |
| 29 | ASBURY AUTOMOTIVE GROUP INC | $2M | 7,897 |
| 30 | INVESCO EXCH TRADED FD TR II | $1M | 54,553 |
| 31 | APPLE INC | $1M | 5,757 |
| 32 | VANGUARD INTL EQUITY INDEX F | $1M | 26,955 |
| 33 | VANGUARD INDEX FDS | $1M | 2,429 |
| 34 | ISHARES TR | $1M | 54,191 |
| 35 | MICROSOFT CORP | $1M | 3,258 |
| 36 | ISHARES TR | $1M | 13,797 |
| 37 | SCHWAB STRATEGIC TR | $1M | 48,548 |
| 38 | ISHARES TR | $1M | 1,737 |
| 39 | ISHARES TR | $1M | 4,320 |
| 40 | ISHARES TR | $909k | 2,132 |
| 41 | VANGUARD INDEX FDS | $801k | 3,688 |
| 42 | ISHARES TR | $766k | 2,067 |
| 43 | VANGUARD SCOTTSDALE FDS | $725k | 13,101 |
| 44 | VANGUARD INDEX FDS | $715k | 2,367 |
| 45 | NETFLIX INC. | $682k | 7,094 |
| 46 | SCHWAB STRATEGIC TR | $680k | 27,089 |
| 47 | ISHARES TR | $645k | 29,460 |
| 48 | VANGUARD ADMIRAL FDS INC | $611k | 3,000 |
| 49 | CITIGROUP INC | $568k | 5,008 |
| 50 | PFIZER INC | $554k | 19,738 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.