Q3 2026 13F · SEC CIK 1841979

Sightline Wealth Advisors, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $215.2M
Reported positions: 70
Top holdings a year, 3 yrs: +13.3%
Assets under management: $354.2M

Sightline Wealth Advisors, LLC is a wealth manager that reported 70 positions worth $215.2M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Vanguard Bd Index Fds (BND, 12.6%), Vanguard Index Fds (VTV, 11.2%), Invesco Exchange Traded Fd T (RSP, 8.7%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

Sightline Wealth Advisors, LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sightline Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BNDVanguard Bd Index Fds	12.6%	10.6%	386,573	-2.3%	$27.1M
VTVVanguard Index Fds	11.2%	8.2%	111,961	+8.8%	$24.2M
RSPInvesco Exchange Traded Fd T	8.7%	8.2%	90,271	-14.7%	$18.8M
VUGVanguard Index Fds	6.0%	4.6%	144,087	-1.5%	$13.0M
SCHFSchwab Strategic Tr	5.7%	5.6%	445,191	-19.8%	$12.2M
SCHASchwab Strategic Tr	4.5%	5.4%	299,591	-27.1%	$9.8M
SCHMSchwab Strategic Tr	4.0%	4.4%	254,045	-21.3%	$8.6M
VEAVanguard Ftse Developed Markets Index Fu	4.0%	2.4%	121,391	+29.6%	$8.6M
SCHGSchwab Strategic Tr	3.5%	1.8%	210,122	+42.8%	$7.5M
SPYState Str Spdr S&p 500 ETF T	2.6%	2.3%	7,372	-14.0%	$5.6M
IBDSIshares Tr	2.6%	1.6%	227,770	+25.6%	$5.5M
QQQInvesco Qqq Tr	2.5%	2.3%	7,355	-15.6%	$5.4M
IBDTIshares Ibonds Dec 2028 Term Corporate E	2.4%	1.4%	205,789	+39.4%	$5.1M
SCHESchwab Strategic Tr	2.0%	1.6%	116,931	-5.0%	$4.3M
VEUVanguard Intl Equity Index F	1.8%	2.9%	45,591	-51.5%	$3.8M
IBDUIshares Tr	1.8%	0.9%	166,528	+52.7%	$3.8M
VCSHVanguard Scottsdale Fds	1.7%	1.8%	47,786	-24.9%	$3.7M
VCLTVanguard Long-Term Corporate Bond ETF	1.5%	1.3%	45,959	-4.9%	$3.1M
QQQMInvesco Exch Traded Fd Tr II	1.4%	1.1%	9,831	+1.1%	$3.0M
SKTTanger Factory Outlet Centers,	1.3%	1.2%	81,386	+0.0%	$2.8M
IBDVIshares Tr	1.2%	0.5%	122,168	+78.7%	$2.6M
AAPLApple Inc	1.2%	0.7%	7,697	+16.7%	$2.6M
VBVanguard Index Fds	0.9%	0.8%	7,010	+1.5%	$2.0M
SCHJSchwab Strategic Tr	0.9%	3.8%	82,013	-80.3%	$2.0M
IWBIshares Tr	0.9%	0.9%	4,659	-25.0%	$1.9M
SCHZSchwab Strategic Tr	0.8%	0.7%	81,519	-0.9%	$1.8M
MSFTMicrosoft Corp	0.8%	0.5%	3,253	-1.7%	$1.7M
VOOVanguard Index Fds	0.8%	0.6%	2,362	-0.4%	$1.7M
SCHVSchwab Strategic Tr	0.7%	4.2%	42,487	-87.1%	$1.4M
VWOVanguard Intl Equity Index F	0.6%	0.6%	23,286	-16.1%	$1.4M
ABGAsbury Automotive Group	0.6%	0.6%	7,897	+0.0%	$1.4M
IBDRIshares Tr	0.5%	0.6%	47,715	-34.1%	$1.2M
IWFIshares Tr	0.5%	0.4%	8,373	-0.7%	$1.0M
IWMIshares Tr	0.5%	0.5%	3,736	-13.7%	$1.0M
VOVanguard Index Fds	0.5%	0.2%	12,345	+50.6%	$968K
BKAGBny Mellon ETF Trust	0.4%	1.7%	22,735	-79.8%	$911K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.4%	2.6%	6,810	-88.5%	$838K
VBRVanguard Index Fds	0.4%	0.3%	3,334	-9.7%	$770K
NFLXNetflix Inc.	0.3%	—	9,908	—	$689K
VOOVVanguard Admiral Fds Inc	0.3%	0.2%	3,000	+0.0%	$661K
CCitigroup Inc	0.3%	0.3%	5,051	+0.5%	$654K
EFAIshares Tr	0.3%	—	5,877	—	$611K
MUMicron Technology Inc	0.3%	—	563	—	$600K
EEMIshares Tr	0.3%	—	8,592	—	$574K
NWLNewell Brands Inc	0.3%	0.2%	108,479	+0.0%	$573K
VIGVanguard Specialized Funds	0.3%	—	2,374	—	$554K
GNOMGlobal X Fds	0.3%	—	7,666	—	$540K
VGLTVanguard Scottsdale Fds	0.2%	0.3%	10,033	-23.7%	$503K
GOOGLAlphabet Inc	0.2%	—	1,383	—	$476K
XLKSelect Sector Spdr Tr	0.2%	—	2,412	—	$472K

What Sightline Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$215.2M	70
Q2 2026	$273.3M	93
Q1 2026	$236.3M	90
Q4 2025	$234.6M	98
Q3 2025	$221.5M	91
Q2 2025	$207.1M	88
Q1 2025	$189.7M	81
Q4 2024	$185.3M	88
Q3 2024	$181.5M	83
Q2 2024	$160.6M	82
Q1 2024	$151.8M	76
Q4 2023	$131.5M	73

Questions about Sightline Wealth Advisors, LLC's portfolio

What stocks does Sightline Wealth Advisors, LLC own?

Sightline Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 70 positions worth $215.2M. The largest are Vanguard Bd Index Fds (BND) at 12.6%, Vanguard Index Fds (VTV) at 11.2%, Invesco Exchange Traded Fd T (RSP) at 8.7%, Vanguard Index Fds (VUG) at 6.0% and Schwab Strategic Tr (SCHF) at 5.7%.

What did Sightline Wealth Advisors, LLC buy last quarter?

In Q3 2026, Sightline Wealth Advisors, LLC added Ishares Tr (IBDV) (+78.7% shares), Ishares Tr (IBDU) (+52.7% shares) and Vanguard Index Fds (VO) (+50.6% shares), compared with its Q2 2026 filing.

What did Sightline Wealth Advisors, LLC sell last quarter?

In Q3 2026, Sightline Wealth Advisors, LLC cut from its top 50 Nuveen Quality Muncp Income (NAD), cut from its top 50 Invesco Exch Traded Fd Tr II (PXH), cut from its top 50 Ishares Tr (IVV), cut from its top 50 Ishares Tr (IXUS), cut from its top 50 Ishares Tr (IWV), State Street Spdr Portfolio S&p 500 Grow (SPYG) (-88.5% shares), Schwab Strategic Tr (SCHV) (-87.1% shares) and Schwab Strategic Tr (SCHJ) (-80.3% shares), compared with its Q2 2026 filing.

How has Sightline Wealth Advisors, LLC's portfolio performed?

A portfolio copying Sightline Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Sightline Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sightline Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Sightline Wealth Advisors, LLC manage?

Sightline Wealth Advisors, LLC reported $354.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $215.2M.