Sightline Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sightline Wealth Advisors, LLC 13F Holdings
CIK 0001841979 · GROTON, CT
As of Sep 30, 2025, Sightline Wealth Advisors, LLC reported
93 positions worth $221.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 128,760 | $24.4M | 11.03% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 324,712 | $24.1M | 10.90% |
| VANGUARD VALUE INDEX FUND | VTV | — | 104,715 |
|
9.5M8.82% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 541,666 |
2.6M | 5.69% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 386,732 |
0.8M | 4.87% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 342,986 |
0.2M | 4.59% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 20,645 | $9.9M | 4.47% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,838 | $6.5M | 2.94% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,564 | $5.7M | 2.58% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 209,602 | $5.1M | 2.30% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 147,364 | $4.9M | 2.22% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 54,174 | $4.5M | 2.02% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 177,860 | $4.3M | 1.95% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 71,563 | $4.3M | 1.94% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 37,793 | $3.9M | 1.78% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 147,783 | $3.8M | 1.70% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 45,812 | $3.7M | 1.65% |
| SCHWAB STRATEGIC TR | — | — | 139,357 | $3.5M | 1.57% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 43,968 | $3.4M | 1.54% |
| TANGER INC | SKT | Real Estate | 96,924 | $3.3M | 1.48% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 97,238 | $3.1M | 1.40% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 42,596 | $3.0M | 1.37% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 9,095 | $2.2M | 1.01% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 85,952 | $2.0M | 0.91% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 26,467 |
.8M | 0.81% |