SEC Form 13F

Sightline Wealth Advisors, LLC 13F Holdings

Inspect Sightline Wealth Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$273,348,964
Positions
93

Read this manager's filing book

Step 1 of 3

Disclosed positions

Sightline Wealth Advisors, LLC: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
VANGUARD BD INDEX FDS
Ticker
BND
Class
TOTAL BND MRKT
Reported value
$29,054,358
Reported amount
395,782
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001951757-26-001024
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$29,054,358395,782SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$22,505,907105,776SHNone
VANGUARD INDEX FDSVTVVALUE ETF$22,430,188102,924SHNone
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$15,367,014554,766SHNone
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$14,848,236410,967SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$12,606,540146,349SHNone
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$11,903,208322,842SHNone
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$11,460,281329,224SHNone
SCHWAB STRATEGIC TRSCHJ1 5YR CORP BD$10,277,607416,772SHNone
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$7,876,22594,044SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$7,044,26859,201SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$6,676,11793,700SHNone
INVESCO QQQ TRQQQUNIT SER 1$6,414,9958,711SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$6,399,3468,569SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$5,031,43863,665SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$4,978,575147,121SHNone
BNY MELLON ETF TRUSTBKAGCORE BOND ETF$4,719,053112,492SHNone
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$4,462,044123,057SHNone
ISHARES TRIBDSIBONDS 27 ETF$4,393,392181,395SHNone
ISHARES TRIBDTIBDS DEC28 ETF$3,726,868147,599SHNone
VANGUARD SCOTTSDALE FDSVCLTLG-TERM COR BD$3,637,21648,335SHNone
TANGER INCSKTCOM$3,212,30681,386SHNone
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$2,945,0759,721SHNone
NUVEEN QUALITY MUNCP INCOMENADCOM$2,592,387213,893SHNone
ISHARES TRIWBRUS 1000 ETF$2,542,4856,209SHNone
ISHARES TRIBDUIBONDS DEC 29$2,525,685109,054SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$2,094,2346,909SHNone
APPLE INCAAPLCOM$1,908,4846,596SHNone
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$1,903,52082,297SHNone
ISHARES TRIBDRIBONDS DEC2026$1,755,10272,435SHNone
INVESCO EXCH TRADED FD TR IIPXHRAFI EMRGNG MRKT$1,716,76161,577SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$1,655,66327,738SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,628,6082,371SHNone
ASBURY AUTOMOTIVE GROUP INCABGCOM$1,587,9297,897SHNone
ISHARES TRIBDVIBONDS DEC 2030$1,490,59168,376SHNone
ISHARES TRIVVCORE S&P500 ETF$1,303,0331,740SHNone
ISHARES TRIWMRUSSELL 2000 ETF$1,300,1644,327SHNone
MICROSOFT CORPMSFTCOM$1,233,8453,308SHNone
ISHARES TRIXUSCORE MSCI TOTAL$1,050,54211,007SHNone
ISHARES TRIWFRUS 1000 GRW ETF$1,047,1988,434SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$897,2373,692SHNone
ISHARES TRIWVRUSSELL 3000 ETF$883,4912,072SHNone
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$836,53728,886SHNone
VANGUARD SCOTTSDALE FDSVGLTLONG TERM TREAS$725,61813,150SHNone
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$708,72829,359SHNone
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$704,43913,927SHNone
CITIGROUP INCCCOM NEW$703,6755,028SHNone
NEWELL BRANDS INCNWLCOM$666,062108,479SHNone
VANGUARD INDEX FDSVOMID CAP ETF$660,6218,199SHNone
VANGUARD ADMIRAL FDS INCVOOV500 VAL IDX FD$657,6303,000SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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