account_balance
Investment manager · 13F filer · SEC CIK 1841979
Sightline Wealth Advisors, LLC
Reported value$215Mas of Sep 30, 2026
Positions70 5 new, 28 sold out
Top 10 weight62.9%BND alone is 13%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
12.6%Trimmed −2%
VTVVanguard Index FDS
11.2%Added +9%
RSPInvesco Exchange Traded Fd T
8.7%Trimmed −15%
VUGVanguard Index FDS
6.0%
SCHFSchwab Strategic Tr
5.7%Trimmed −20%
SCHASchwab Strategic Tr
4.5%Trimmed −27%
SCHMSchwab Strategic Tr
4.0%Trimmed −21%
VEAVanguard Tax-Managed FDS
4.0%Added +30%
SCHGSchwab Strategic Tr
3.5%Added +43%
SPYSPDR S&P 500 ETF Trust
2.6%
IBDSiShares Tr
2.6%+26%
QQQInvesco QQQ Tr
2.5%−16%
BNDVanguard Bd Index FDS
12.6%Trimmed −2%
VTVVanguard Index FDS
11.2%Added +9%
RSPInvesco Exchange Traded Fd T
8.7%
VUGVanguard Index FDS
6.0%
SCHFSchwab Strategic Tr
5.7%−20%
SCHASchwab Strategic Tr
4.5%
SCHMSchwab Strategic Tr
4.0%
VEAVanguard Tax-Managed FDS
4.0%
SCHG3.5%
SPYIBDS
QQQ2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BND Vanguard Bd Index FDS 12.6% Trimmed −2%
VTV Vanguard Index FDS 11.2% Added +9%
RSP Invesco Exchange Traded Fd T 8.7% Trimmed −15%
VUG Vanguard Index FDS 6.0% Held
SCHF Schwab Strategic Tr 5.7% Trimmed −20%
SCHA Schwab Strategic Tr 4.5% Trimmed −27%
SCHM Schwab Strategic Tr 4.0% Trimmed −21%
VEA Vanguard Tax-Managed FDS 4.0% Added +30%
SCHG Schwab Strategic Tr 3.5% Added +43%
SPY SPDR S&P 500 ETF Trust 2.6% Trimmed −14%IBDS iShares Tr 2.6% Added +26%
QQQ Invesco QQQ Tr 2.5% Trimmed −16%
What changed
Biggest moves since Jun 30, 2026
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