Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sightline Wealth Advisors, LLC (CIK 1841979) reported $236.3M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($27.3M, 11.57%), RSP ($20.6M, 8.73%), VTV ($19.4M, 8.20%), SCHF ($13.9M, 5.87%), SCHA ($11.4M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $27.3M | 11.57% | 371,207 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $20.6M | 8.73% | 107,496 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $19.4M | 8.20% | 98,828 | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $13.9M | 5.87% | 560,316 | Trimmed |
| 5 | SCHA | SCHWAB STRATEGIC TR | $11.4M | 4.83% | 392,723 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $10.5M | 4.46% | 24,106 | Added |
| 7 | SCHM | SCHWAB STRATEGIC TR | $10.3M | 4.35% | 332,214 | Trimmed |
| 8 | SCHJ | SCHWAB STRATEGIC TR | $9.2M | 3.91% | 373,536 | Added |
| 9 | SCHV | SCHWAB STRATEGIC TR | $9.0M | 3.82% | 295,797 | Added |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $6.6M | 2.79% | 87,829 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 2.35% | 8,550 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $5.5M | 2.31% | 55,773 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 2.29% | 84,394 | Added |
| 14 | QQQ | INVESCO QQQ TR | $5.2M | 2.18% | 8,927 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.7M | 1.99% | 59,439 | Added |
| 16 | BKAG | BNY MELLON ETF TRUST | $4.2M | 1.77% | 99,066 | Added |
| 17 | SCHE | SCHWAB STRATEGIC TR | $4.1M | 1.71% | 122,947 | Trimmed |
| 18 | VCLT | VANGUARD SCOTTSDALE FDS | $3.6M | 1.52% | 48,137 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.51% | 122,347 | Added |
| 20 | IBDS | ISHARES TR | $3.4M | 1.44% | 140,596 | Trimmed |
| 21 | SKT | TANGER INC | $3.3M | 1.38% | 96,084 | Added |
| 22 | IBDT | ISHARES TR | $2.6M | 1.11% | 103,295 | Trimmed |
| 23 | IBDR | ISHARES TR | $2.5M | 1.06% | 103,227 | Trimmed |
| 24 | NAD | NUVEEN QUALITY MUNCP INCOME | $2.3M | 0.98% | 201,498 | Added |
| 25 | IWB | ISHARES TR | $2.3M | 0.96% | 6,350 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31