13F Insight
DOSSIER · 13F-HR · Q3 2026

Sightline Wealth Advisors, LLC

$215M in tracked AUM across 70 positions as of Q3 2026.

SW
CIK 0001841979 · last filed Sep 30, 2026
Total AUM
$215M
as of Q3 2026
Holdings
70
−23 QoQ
positions
Whale Score
62
62
tracked
Activity
91
+5 new, −28 sold
changes this Q
AI Analysis · Q3 2026

Sightline Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. 91 position changes this quarter — 5 new, 28 exited, 22 added, 36 trimmed.

Quarter at a glance — Q3 2026

91 material changes this filing.

TRIM
SCHVSCHWAB STRATEGIC TR
-287K sh
$-10M
0.7%
TRIM
SCHJSCHWAB STRATEGIC TR
-335K sh
$-8M
0.9%
TRIM
SPYGSPDR SERIES TRUST
-52K sh
$-6M
0.4%
TRIM
SCHASCHWAB STRATEGIC TR
-111K sh
$-5M
4.5%
TRIM
VEUVANGUARD INTL EQUITY INDEX F
-48K sh
$-4M
1.8%
TRIM
BKAGBNY MELLON ETF TRUST
-90K sh
$-4M
0.4%
TRIM
RSPINVESCO EXCHANGE TRADED FD T
-16K sh
$-4M
8.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$27M387K12.6%02
VTV
VANGUARD INDEX FDS
$24M112K11.2%03
RSP
INVESCO EXCHANGE TRADED FD T
$19M90K8.7%04
VUG
VANGUARD INDEX FDS
$13M144K6.0%05
SCHF
SCHWAB STRATEGIC TR
$12M445K5.7%06
SCHA
SCHWAB STRATEGIC TR
$10M300K4.5%07
SCHM
SCHWAB STRATEGIC TR
$9M254K4.0%08
VEA
VANGUARD TAX-MANAGED FDS
$9M121K4.0%09
SCHG
SCHWAB STRATEGIC TR
$8M210K3.5%10
SPY
STATE STR SPDR S&P 500 ETF T
$6M7K2.6%

Filing history

2026Q3Sep 30
$215M▼ 21.3%
70 positionsView →2026Q2Jun 30
$273M▲ 15.7%
93 positionsView →2026Q1Mar 31
$236M▲ 0.7%
91 positionsView →2025Q4Dec 31
$235M▲ 5.9%
99 positionsView →2025Q3Sep 30
$221M▲ 6.9%
93 positionsLocked2025Q2Jun 30
$207M▲ 9.2%
90 positionsLocked2025Q1Mar 31
$190M▲ 2.4%
81 positionsLocked2024Q4Dec 31
$185M▲ 2.1%
88 positionsLocked2024Q3Sep 30
$181M▲ 13.0%
83 positionsLocked2024Q2Jun 30
$161M▲ 5.8%
82 positionsLocked2024Q1Mar 31
$152M▲ 15.4%
76 positionsLocked2023Q4Dec 31
$132M▲ 22.8%
73 positionsLocked
Showing 12 of 24