The Analysis of Sightline Wealth Advisors, LLC's Holdings

Currently, Sightline Wealth Advisors, LLC holds 99 types of securities in its portfolio with a total value $234.6M. In the most recent quarter, they have increased their positions in SCHV (+128.4K shares, valued at $3.8M), SCHJ (+110.8K shares, valued at $2.8M), BND (+33.8K shares, valued at $2.5M); decreased their positions in N/A (-17.2K shares, valued at $3.3M), IXUS (-18.4K shares, valued at $1.6M), DGRO (-9.3K shares, valued at $648.7K); initiated new positions in BKAG (+48.2K shares, valued at $2.0M), N/A (+23.6K shares, valued at $610.3K), NAD (+41.5K shares, valued at $498.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS358.5K shares10.41%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T111.5K shares-13.38%2025-12-312026-01-26

VTV VANGUARD INDEX FDS103.4K shares-1.26%2025-12-312026-01-26

SCHF SCHWAB STRATEGIC TR562.1K shares3.78%2025-12-312026-01-26

SCHA SCHWAB STRATEGIC TR378.1K shares-2.23%2025-12-312026-01-26

VUG VANGUARD INDEX FDS22.0K shares6.33%2025-12-312026-01-26

SCHM SCHWAB STRATEGIC TR340.9K shares-0.61%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR10.2K shares-5.67%2025-12-312026-01-26

Sponsored

SCHJ SCHWAB STRATEGIC TR250.2K shares79.53%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR8.5K shares-0.34%2025-12-312026-01-26

VEA VANGUARD TAX-MANAGED FDS78.8K shares10.16%2025-12-312026-01-26

SPYG SPDR SERIES TRUST44.4K shares17.40%2025-12-312026-01-26

IBDS ISHARES TR192.6K shares-8.13%2025-12-312026-01-26

SCHE SCHWAB STRATEGIC TR141.4K shares-4.02%2025-12-312026-01-26

VEU VANGUARD INTL EQUITY INDEX F62.7K shares47.16%2025-12-312026-01-26

VCSH VANGUARD SCOTTSDALE FDS54.4K shares18.79%2025-12-312026-01-26

Sponsored

SCHV SCHWAB STRATEGIC TR141.5K shares980.21%2025-12-312026-01-26

IBDR ISHARES TR163.0K shares-8.34%2025-12-312026-01-26

SCHG SCHWAB STRATEGIC TR110.6K shares13.76%2025-12-312026-01-26

IBDT ISHARES TR140.4K shares-4.97%2025-12-312026-01-26

VCLT VANGUARD SCOTTSDALE FDS47.1K shares7.16%2025-12-312026-01-26

SKT TANGER INC91.0K shares-6.09%2025-12-312026-01-26

IXUS ISHARES TR35.7K shares-34.03%2025-12-312026-01-26

IWB ISHARES TR6.4K shares33.26%2025-12-312026-01-26

Sponsored

QQQM INVESCO EXCH TRADED FD TR II8.9K shares-2.54%2025-12-312026-01-26

BKAG BNY MELLON ETF TRUST48.2K sharesnew addition2025-12-312026-01-26

SCHZ SCHWAB STRATEGIC TR86.7K shares0.86%2025-12-312026-01-26

AAPL APPLE INC6.5K shares71.11%2025-12-312026-01-26

VB VANGUARD INDEX FDS6.7K shares5.46%2025-12-312026-01-26

ABG ASBURY AUTOMOTIVE GROUP INC7.0K shares0.00%2025-12-312026-01-26

MSFT MICROSOFT CORP3.3K shares-0.70%2025-12-312026-01-26

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-1.06%2025-12-312026-01-26

Sponsored

VWO VANGUARD INTL EQUITY INDEX F27.2K shares18.50%2025-12-312026-01-26

SCHO SCHWAB STRATEGIC TR58.9K shares77.05%2025-12-312026-01-26

IVV ISHARES TR1.7K shares-15.13%2025-12-312026-01-26

DGRO ISHARES TR17.1K shares-35.31%2025-12-312026-01-26

VBK VANGUARD INDEX FDS3.6K shares156.22%2025-12-312026-01-26

IBDU ISHARES TR46.0K shares21.97%2025-12-312026-01-26

IWM ISHARES TR4.3K shares2.79%2025-12-312026-01-26

IWF ISHARES TR2.2K shares-1.49%2025-12-312026-01-26

Sponsored

IBHF ISHARES TR38.8K shares-36.18%2025-12-312026-01-26

BILS SPDR SERIES TRUST8.9K shares0.69%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS5.8K shares-20.43%2025-12-312026-01-26

VBR VANGUARD INDEX FDS3.8K shares1.97%2025-12-312026-01-26

IBHG ISHARES TR36.1K shares-41.56%2025-12-312026-01-26

IWV ISHARES TR2.1K shares0.29%2025-12-312026-01-26

IBHH ISHARES TR30.9K shares-38.64%2025-12-312026-01-26

VGLT VANGUARD SCOTTSDALE FDS13.0K shares1.48%2025-12-312026-01-26

Sponsored

SCHB SCHWAB STRATEGIC TR26.9K shares0.81%2025-12-312026-01-26

SPTS SPDR SERIES TRUST23.1K shares-18.23%2025-12-312026-01-26

NFLX NETFLIX INC7.1K shares1686.90%2025-12-312026-01-26

IBDV ISHARES TR28.3K shares6.44%2025-12-312026-01-26

VOOV VANGUARD ADMIRAL FDS INC3.0K shares0.00%2025-12-312026-01-26

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II23.6K sharesnew addition2025-12-312026-01-26

CITIGROUP INC CITIGROUP INC5.0K shares0.48%2025-12-312026-01-26

AIQ GLOBAL X FDS11.3K shares9.59%2025-12-312026-01-26

Sponsored

EFA ISHARES TR5.8K shares0.62%2025-12-312026-01-26

VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.73%2025-12-312026-01-26

VO VANGUARD INDEX FDS1.8K shares-13.97%2025-12-312026-01-26

NAD NUVEEN QUALITY MUNCP INCOME41.5K sharesnew addition2025-12-312026-01-26

EEM ISHARES TR8.6K shares1.39%2025-12-312026-01-26

GNOM GLOBAL X FDS9.6K shares-11.11%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.2K shares0.40%2025-12-312026-01-26

PFE PFIZER INC16.8K shares8.22%2025-12-312026-01-26

Sponsored

SCYB SCHWAB STRATEGIC TR15.7K shares-8.26%2025-12-312026-01-26

WMT WALMART INC3.6K shares-1.06%2025-12-312026-01-26

ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-26

NVDA NVIDIA CORPORATION2.0K sharesnew addition2025-12-312026-01-26

ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-26

JXI ISHARES TR4.7K sharesnew addition2025-12-312026-01-26

EMXC ISHARES INC4.9K shares-53.14%2025-12-312026-01-26

CIEN CIENA CORP1.4K sharesnew addition2025-12-312026-01-26

Sponsored

VCIT VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2025-12-312026-01-26

SCHD SCHWAB STRATEGIC TR10.8K shares-35.66%2025-12-312026-01-26

NWL NEWELL BRANDS INC78.1K shares0.00%2025-12-312026-01-26

XLK SELECT SECTOR SPDR TR1.9K shares100.00%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.24%2025-12-312026-01-26

AOM ISHARES TR5.5K shares-4.40%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.775 shares-0.51%2025-12-312026-01-26

AOA ISHARES TR2.8K shares4.86%2025-12-312026-01-26

Sponsored

IXP ISHARES TR2.0K sharesnew addition2025-12-312026-01-26

SPTM SPDR SERIES TRUST2.9K shares-46.28%2025-12-312026-01-26

GBIL GOLDMAN SACHS ETF TR2.4K shares-7.09%2025-12-312026-01-26

BAC BANK AMERICA CORP4.3K shares0.00%2025-12-312026-01-26

SGOV ISHARES TR2.3K shares1.27%2025-12-312026-01-26

IJK ISHARES TR2.3K shares0.00%2025-12-312026-01-26

VTI VANGUARD INDEX FDS672 shares-10.04%2025-12-312026-01-26

NXP NUVEEN SELECT TAX-FREE INCOM15.7K shares0.99%2025-12-312026-01-26

Sponsored

SPHY SPDR SERIES TRUST8.9K sharesnew addition2025-12-312026-01-26

XBI SPDR SERIES TRUST1.7K sharesnew addition2025-12-312026-01-26

DON WISDOMTREE TR4.0K shares0.73%2025-12-312026-01-26

SPYM SPDR SERIES TRUST2.5K sharesnew addition2025-12-312026-01-26

NEA NUVEEN AMT FREE QLTY MUN INC15.0K sharesnew addition2025-12-312026-01-26

NZF NUVEEN MUNICIPAL CREDIT INC13.6K sharesnew addition2025-12-312026-01-26

VFL ABRDN NATL MUN INCOME FD15.2K shares-53.82%2025-12-312026-01-26

NIM NUVEEN SELECT MAT MUN FD14.7K shares21.09%2025-12-312026-01-26

Sponsored

NUV NUVEEN MUN VALUE FD INC13.1K shares-0.94%2025-12-312026-01-26

SMARTKEM INC SMARTKEM INC12.0K shares0.00%2025-12-312026-01-26

EURONET WORLDWIDE INC EURONET WORLDWIDE INC14.0K shares0.00%2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available