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CIK: 0001841979
Total reported value
$273.3M
$273.3M
90 檔
32.4%
The Q2 2025 SEC filing reveals that Sightline Wealth Advisors, LLC held a total portfolio value of $273.3M, covering 90 public equity positions.
In Q2 2025, Sightline Wealth Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 11.98% | -0.50% | -3.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.66% | -0.94% | +1.45% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.64% | +0.01% | +2.84% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.79% | -0.25% | +0.31% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.74% | +0.60% | +2.10% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.67% | — | -0.15% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.18% | +0.15% | +2.23% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.98% | +0.17% | -0.03% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | -0.01% | -1.85% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.20% | -0.08% | +4.02% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.17% | +0.17% | +35.52% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.15% | -0.13% | -0.90% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.94% | -0.42% | +17.91% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | +0.15% | +2.08% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.84% | -0.15% | +2.92% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.80% | +0.27% | +1.85% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.59% | -0.19% | +0.91% | |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.57% | +0.25% | +42.50% | |
| 19 | SKT | Tanger Inc | Stock-Real Estate | 1.43% | -0.20% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.30% | +0.09% | +5.45% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.22% | +0.31% | +3.14% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.03% | -0.11% | -4.38% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.00% | +0.19% | +5.24% | |
| 24 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.80% | -0.07% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.06% | +5.38% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.79% | -0.03% | +0.10% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.78% | -0.11% | EXIT | |
| 28 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.78% | — | +0.08% | |
| 29 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.78% | -0.15% | -0.49% | |
| 30 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.75% | — | +2.37% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.75% | — | +0.37% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -25.90% | |
| 33 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.63% | — | +9.24% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | +0.30% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.01% | +1.90% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | -7.28% | |
| 37 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.48% | -0.02% | +5.51% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | — | +0.14% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.42% | — | -23.34% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.09% | EXIT | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.08% | -19.81% | |
| 42 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.36% | +0.39% | +63.62% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | -0.01% | -3.38% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | +0.24% | |
| 45 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.34% | -0.04% | +1.10% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | +0.03% | -9.46% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | +0.02% | +0.90% | |
| 48 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | — | |
| 49 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.26% | — | -21.53% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.4% | +35.52% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.4% | +2.23% | Add |
| 3 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.4% | +42.50% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.03% | Trim |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +1.85% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +5.38% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.2% | +0.31% | Add |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +17.91% | Add |
| 9 | VFL | Abrdn National Municipal Inc | +0.2% | NEW | New buy |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.24% | Add |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +63.62% | Add |
| 12 | AOM | Ishares Core 40/60 Moderate | +0.1% | NEW | New buy |
| 13 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.14% | Add |
| 15 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +45.46% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 17 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 20 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | NEW | New buy |
| 21 | FDN | First Trust Dj Internet Ind | +0.1% | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | NEW | New buy |
| 24 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +4.02% | Add |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.08% | Add |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +67.11% | Add |
| 28 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +5.45% | Add |
| 29 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 30 | WMT | Walmart Inc | +0.1% | +39.20% | Add |
| 31 | SCHA | Schwab US Small-cap ETF | 0% | +2.10% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +0.14% | Add |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | +0.10% | Add |
| 34 | IXUS | Ishares Core Intl Stock ETF | 0% | -0.90% | Trim |
| 35 | DGRO | Ishares Core Dividend Growth | 0% | +7.37% | Add |
| 36 | IBHH | Ishares Ibonds 2028 Tm Hy In | 0% | +9.24% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +0.30% | Add |
| 38 | ABG | Asbury Automotive Group | 0% | — | Unchanged |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.85% | Trim |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.1% | -0.15% | Trim |
| 41 | FLBL | Franklin Senior Loan ETF | -0.1% | -21.53% | Trim |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +2.92% | Add |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | EXIT | Sold out |
| 44 | CAT | Caterpillar Inc | -0.1% | EXIT | Sold out |
| 45 | AAPL | Apple Inc | -0.2% | -19.81% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.2% | -25.90% | Trim |
| 47 | SKT | Tanger Inc | -0.3% | — | Unchanged |
| 48 | VTV | Vanguard Value ETF | -0.3% | +2.84% | Add |
| 49 | BND | Vanguard Total Bond Market | -0.9% | +1.45% | Add |
| 50 | RSP | Invesco S&p 500 Equal Weight | -1% | -3.71% | Trim |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $273.3M across 90 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, BND, VTV) accounted for 32.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
VFL
市值: $312.8K
Top Position Liquidated / Trimmed
CAT
前期市值: $262.9K
During Q2 2025, Sightline Wealth Advisors, LLC's top holdings by market value included RSP (12.0%)、BND (11.7%)、VTV (8.6%). The largest single position, RSP, represented 12.0% of total portfolio value.
In Q2 2025, Sightline Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 12 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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