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CIK: 0001841979
Total reported value
$215.2M
$215.2M
93 檔
48.4%
In Q2 2026, Sightline Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $215.2M, distributed across 93 disclosed stock positions.
In Q2 2026, Sightline Wealth Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 65 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 10.63% | +1.97% | +6.62% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.23% | +0.50% | -1.60% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.21% | +3.03% | +4.14% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.62% | +0.06% | -0.99% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.43% | -0.89% | +4.65% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.61% | +1.42% | +507.11% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.35% | -0.33% | -2.82% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.19% | -3.53% | +11.30% | |
| 9 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 3.76% | -2.84% | +11.57% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.88% | -1.12% | +7.08% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.58% | -2.19% | +6.15% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.44% | +1.54% | +11.03% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.35% | +0.18% | -2.42% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | +0.27% | +0.22% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.84% | -0.12% | +7.11% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | +1.69% | +20.25% | |
| 17 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.73% | -1.31% | +13.55% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.63% | +0.35% | +0.09% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.61% | +0.94% | +29.02% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.36% | +1.03% | +42.89% | |
| 21 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.33% | +0.13% | +0.41% | |
| 22 | SKT | Tanger Inc | Stock-Real Estate | 1.18% | +0.12% | -15.30% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.08% | +0.31% | +9.71% | |
| 24 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.95% | -0.95% | EXIT | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.93% | -0.03% | -2.22% | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.92% | +0.84% | +101.24% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.16% | -0.60% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.49% | +14.57% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.70% | +0.14% | +0.20% | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.10% | -29.83% | |
| 31 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.63% | -0.63% | EXIT | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | +0.03% | +2.90% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.17% | -2.39% | |
| 34 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.58% | +0.05% | — | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.55% | +0.65% | +132.10% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.48% | EXIT | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | — | +0.16% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | +0.33% | +1.53% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | -0.38% | EXIT | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | +0.11% | +295.59% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.33% | +0.03% | +0.11% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | -0.16% | +0.24% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | -0.31% | EXIT | |
| 44 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.27% | -0.04% | +0.37% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.26% | -0.10% | -39.53% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | -0.26% | EXIT | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.26% | +0.04% | +0.40% | |
| 48 | NWL | Newell Brands Inc | Stock-Consumer Staples | 0.24% | +0.03% | +38.97% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | +0.21% | +366.38% | |
| 50 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +0.6% | +4.65% | Add |
| 2 | IBDU | Ishares Ibonds Dec 2029 Term | +0.4% | +101.24% | Add |
| 3 | SCHV | Schwab US Large-cap Value | +0.4% | +11.30% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.3% | +20.25% | Add |
| 5 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +132.10% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +6.15% | Add |
| 7 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +42.89% | Add |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +9.71% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.42% | Trim |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +29.02% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.2% | +507.11% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.2% | +11.03% | Add |
| 14 | NWL | Newell Brands Inc | +0.1% | +38.97% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 16 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +7.08% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +14.57% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 19 | CIEN | Ciena CORP | +0.1% | NEW | New buy |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 21 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 22 | XLK | Ss Technology Select Sector | +0.1% | +12.23% | Add |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +35.78% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +16.89% | Add |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | +0.16% | Add |
| 26 | VO | Vanguard Mid-cap ETF | 0% | +366.38% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +6.63% | Add |
| 28 | C | Citigroup Inc | 0% | +0.40% | Add |
| 29 | GNOM | Global X Genomics & Biotechn | 0% | -1.88% | Trim |
| 30 | AIQ | Global X Art Intel & Tech | 0% | -6.27% | Trim |
| 31 | VTV | Vanguard Value ETF | 0% | +4.14% | Add |
| 32 | PXH | Inves Rafi Emer Mrkt-usd Inc | 0% | +12.88% | Add |
| 33 | EEM | Ishares Msci Emerging Market | 0% | +0.49% | Add |
| 34 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 35 | NVDA | Nvidia CORP | 0% | +3.88% | Add |
| 36 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +0.17% | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | 0% | +22.47% | Add |
| 38 | XBI | Ss Spdr S&p Biotech ETF | 0% | — | Unchanged |
| 39 | AOA | Ishares Core 80/20 Aggressiv | 0% | +8.39% | Add |
| 40 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 0% | +21.96% | Add |
| 41 | NZF | Nuveen Municipal Credit Inc | 0% | +22.34% | Add |
| 42 | SCHM | Schwab US Mid Cap ETF | — | -2.82% | Trim |
| 43 | VB | Vanguard Small-cap ETF | — | -0.60% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | — | +0.17% | Add |
| 45 | IWF | Ishares Russell 1000 Growth | — | +295.59% | Add |
| 46 | IWV | Ishares Russell 3000 ETF | — | +0.24% | Add |
| 47 | BAC | Bank Of America CORP | — | +3.23% | Add |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | — | — | Unchanged |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | +0.44% | Add |
| 50 | EEFT 0.75 03-15-49Bond | Euronet Worldwide Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $215.2M across 93 disclosed positions in Q2 2026.
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 BND, RSP, VTV) accounted for 48.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $434.0K
Top Position Liquidated / Trimmed
DGRO
前期市值: $269.3K
During Q2 2026, Sightline Wealth Advisors, LLC's top holdings by market value included BND (10.6%)、RSP (8.2%)、VTV (8.2%). The largest single position, BND, represented 10.6% of total portfolio value.
In Q2 2026, Sightline Wealth Advisors, LLC made 91 total portfolio adjustments, initiating 6 new buys, adding to 65 positions, trimming 16 holdings, and fully liquidating 4 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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