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CIK: 0001841979
Total reported value
$273.3M
$273.3M
91 檔
33.9%
During the Q1 2026 filing period, Sightline Wealth Advisors, LLC (CIK: 0001841979) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $273.3M across 91 reported positions.
Sightline Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 1 new positions while fully exiting 9 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 11.57% | -0.94% | +3.54% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.73% | -0.50% | -3.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.20% | +0.01% | -4.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.87% | -0.25% | -0.32% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.83% | +0.60% | +3.86% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.46% | +0.15% | +9.82% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.35% | — | -2.54% | |
| 8 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 3.91% | -0.15% | +49.30% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.82% | +0.37% | +109.10% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.79% | +0.09% | +40.11% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.01% | +0.18% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | +0.27% | +25.71% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.29% | +0.15% | +7.05% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | +0.17% | -12.69% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.99% | -0.15% | +9.22% | |
| 16 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.77% | -0.04% | +105.71% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.71% | -0.08% | -13.07% | |
| 18 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.52% | -0.19% | +2.17% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.51% | +0.31% | +10.60% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.44% | +0.17% | -26.98% | |
| 21 | SKT | Tanger Inc | Stock-Real Estate | 1.38% | -0.20% | +5.56% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.11% | +0.25% | -26.45% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.06% | -0.42% | -36.68% | |
| 24 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.98% | -0.03% | +385.87% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.96% | -0.03% | -0.70% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.89% | +0.19% | -0.03% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.81% | -0.11% | -5.26% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | — | +3.07% | |
| 29 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.65% | -0.07% | +13.38% | |
| 30 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.62% | +0.01% | +130.73% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.08% | -10.83% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.01% | -0.81% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.01% | +0.12% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.53% | +0.39% | +17.75% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.06% | +0.06% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.51% | -0.13% | -61.40% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.50% | -0.24% | -17.57% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | -0.12% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.03% | +0.14% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | — | -2.25% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | -0.01% | -3.71% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | — | +0.19% | |
| 43 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.31% | -0.04% | +0.72% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.30% | -0.07% | -34.67% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.10% | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.29% | +0.02% | +0.69% | |
| 47 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.27% | +0.28% | +4.10% | |
| 48 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.24% | +0.02% | +0.44% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.23% | -0.06% | +17.43% |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $273.3M across 91 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BND, RSP, VTV) accounted for 33.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTEB
市值: $511.7K
Top Position Liquidated / Trimmed
IBHF
前期市值: $896.1K
During Q1 2026, Sightline Wealth Advisors, LLC's top holdings by market value included BND (11.6%)、RSP (8.7%)、VTV (8.2%). The largest single position, BND, represented 11.6% of total portfolio value.
In Q1 2026, Sightline Wealth Advisors, LLC made 90 total portfolio adjustments, initiating 1 new buys, adding to 47 positions, trimming 33 holdings, and fully liquidating 9 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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