13F Insight
DOSSIER · 13F-HR · Q2 2026

Sightline Wealth Advisors, LLC

$273M in tracked AUM across 93 positions as of Q2 2026.

SW
CIK 0001841979 · last filed Jun 30, 2026
Total AUM
$273M
as of Q2 2026
Holdings
93
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sightline Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$29M396K10.6%02
RSP
INVESCO EXCHANGE TRADED FD T
$23M106K8.2%03
VTV
VANGUARD INDEX FDS
$22M103K8.2%04
SCHF
SCHWAB STRATEGIC TR
$15M555K5.6%05
SCHA
SCHWAB STRATEGIC TR
$15M411K5.4%06
VUG
VANGUARD INDEX FDS
$13M146K4.6%07
SCHM
SCHWAB STRATEGIC TR
$12M323K4.4%08
SCHV
SCHWAB STRATEGIC TR
$11M329K4.2%09
SCHJ
SCHWAB STRATEGIC TR
$10M417K3.8%10
VEU
VANGUARD INTL EQUITY INDEX F
$8M94K2.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$107M▲ 6.4%
69 positionsLocked
Showing 12 of 23