Investor
Sightline Wealth Advisors, LLC
CIK 0001841979 · filed 2026-04-15 · SEC filing
13F book
$236.3M
Positions
91
1 new · 9 sold
Largest name
11.6%
Vanguard Bd Index Fds
Est. mark
−$2.18M
Price effect on 90 names still held. Flow $3.86M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds | — | 371.2K | $27.3M | 11.6% | −$154.1K | Added$780K |
| Invesco Exchange Traded Fd T | — | 107.5K | $20.6M | 8.7% | $38.8K | Cut−$734K |
| Vanguard Index Fds | — | 98.8K | $19.4M | 8.2% | $514.9K | Cut−$357.5K |
| Schwab Strategic Tr | — | 560.3K | $13.9M | 5.9% | $397.8K | Cut$354K |
| Schwab Strategic Tr | — | 392.7K | $11.4M | 4.8% | $226.9K | Added$651.5K |
| Vanguard Growth Etf | — | 24.1K | $10.5M | 4.5% | −$1.12M | Added−$180K |
| Schwab Strategic Tr | — | 332.2K | $10.3M | 4.4% | $295.7K | Cut$35K |
| Schwab Strategic Tr | — | 373.5K | $9.24M | 3.9% | −$43.8K | Added$3.01M |
| Schwab Strategic Tr | — | 295.8K | $9.02M | 3.8% | $125.9K | Added$4.83M |
| Vanguard Intl Equity Index F | — | 87.8K | $6.6M | 2.8% | $96.6K | Added$1.98M |
| Spdr S&P 500 Etf Tr | — | 8.55K | $5.56M | 2.4% | −$269.4K | Added−$259.6K |
| Spdr Series Trust | — | 55.8K | $5.46M | 2.3% | −$390K | Added$726.7K |
| Vanguard Tax-Managed Fds | — | 84.4K | $5.41M | 2.3% | $126.9K | Added$483K |
| Invesco Qqq Tr | — | 8.93K | $5.15M | 2.2% | −$331.9K | Cut−$1.13M |
| Vanguard Scottsdale Fds | — | 59.4K | $4.71M | 2.0% | −$25.1K | Added$372.7K |
| Bny Mellon Etf Trust | — | 99.1K | $4.18M | 1.8% | −$8.81K | Added$2.14M |
| Schwab Strategic Tr | — | 122.9K | $4.05M | 1.7% | $24.6K | Cut−$581K |
| Vanguard Scottsdale Fds | — | 48.1K | $3.6M | 1.5% | −$53.2K | Added$23.1K |
| Schwab Strategic Tr | — | 122.3K | $3.56M | 1.5% | −$386.1K | Added−$44.4K |
| Ishares Tr | — | 140.6K | $3.41M | 1.4% | −$5.64K | Cut−$1.27M |
| Tanger Inc. | SKT | 96.1K | $3.26M | 1.4% | $55.5K | Added$227.5K |
| Ishares Tr | — | 103.3K | $2.62M | 1.1% | −$12.9K | Cut−$958.3K |
| Ishares Tr | — | 103.2K | $2.5M | 1.1% | $1.05K | Cut−$1.45M |
| Nuveen Quality Muncp Income | — | 201.5K | $2.32M | 1.0% | −$21.6K | Added$1.82M |
| Ishares Tr | — | 6.35K | $2.26M | 1.0% | −$107.2K | Cut−$124K |
| Invesco Exch Traded Fd Tr Ii | — | 8.86K | $2.11M | 0.9% | −$135.4K | Cut−$136.2K |
| Schwab Us Aggregate Bond | — | 82.1K | $1.91M | 0.8% | −$12.3K | Cut−$118.9K |
| Vanguard Index Fds | — | 6.95K | $1.82M | 0.8% | $26.9K | Added$81.1K |
| Asbury Automotive Group Inc | ABG | 7.9K | $1.54M | 0.7% | −$258.5K | Added−$76.4K |
| Invesco Exch Traded Fd Tr Ii | — | 54.6K | $1.47M | 0.6% | $26K | Added$857.8K |
| Apple Inc. | AAPL | 5.76K | $1.46M | 0.6% | −$104.1K | Cut−$294.1K |
| Vanguard Intl Equity Index F | — | 27K | $1.46M | 0.6% | $7.81K | Cut−$4.01K |
| Vanguard Index Fds | — | 2.43K | $1.45M | 0.6% | −$71.7K | Added−$69.9K |
| Ishares Tr | — | 54.2K | $1.26M | 0.5% | −$6.69K | Added$183.3K |
| Microsoft Corp | MSFT | 3.26K | $1.21M | 0.5% | −$369.3K | Added−$368.6K |
| Ishares Tr | — | 13.8K | $1.2M | 0.5% | $27.6K | Cut−$1.83M |
| Schwab Strategic Tr | — | 48.5K | $1.18M | 0.5% | −$4.86K | Cut−$257.1K |
| Ishares Tr | — | 1.74K | $1.13M | 0.5% | −$55.5K | Cut−$56.9K |
| Ishares Tr | — | 4.32K | $1.07M | 0.5% | $7.91K | Added$9.4K |
| Ishares Tr | — | 2.13K | $908.9K | 0.4% | −$100.1K | Cut−$123.3K |
| Vanguard Index Fds | — | 3.69K | $801.2K | 0.3% | $20.1K | Cut−$10K |
| Ishares Tr | — | 2.07K | $766.3K | 0.3% | −$33.3K | Added−$31.8K |
| Vanguard Scottsdale Fds | — | 13.1K | $725.2K | 0.3% | −$5.83K | Added−$626 |
| Vanguard Index Fds | — | 2.37K | $715.4K | 0.3% | $375 | Cut−$379K |
| Netflix Inc | NFLX | 7.09K | $682.1K | 0.3% | $17K | Held |
| Schwab Strategic Tr | — | 27.1K | $679.9K | 0.3% | −$30.4K | Added−$25.7K |
| Ishares Tr | — | 29.5K | $644.9K | 0.3% | −$5.08K | Added$20.3K |
| Vanguard Admiral Fds Inc | — | 3K | $611.4K | 0.3% | −$3.18K | Held |
| Citigroup Inc | — | 5.01K | $568K | 0.2% | −$16.3K | Added−$13.9K |
| Pfizer Inc | PFE | 19.7K | $554.3K | 0.2% | $53.5K | Added$135.7K |
| Ishares Tr | — | 5.67K | $551.2K | 0.2% | $6.24K | Cut−$5.95K |
| Vanguard Mun Bd Fds | — | 10.3K | $511.7K | 0.2% | — | New |
| Vanguard Specialized Funds | — | 2.36K | $506.9K | 0.2% | −$11.1K | Added−$9.36K |
| Vanguard Index Fds | — | 1.76K | $505K | 0.2% | −$5.08K | Added−$4.22K |
| Ishares Tr | — | 8.61K | $488.7K | 0.2% | $17.9K | Added$18.7K |
| Walmart Inc. | WMT | 3.64K | $452.8K | 0.2% | $46.9K | Added$47.4K |
| Invesco Exchange Traded Fd T | — | 9.26K | $440.1K | 0.2% | $5.64K | Added$7.35K |
| Spdr Series Trust | — | 14.7K | $428.9K | 0.2% | −$1.46K | Cut−$246.7K |
| Global X Fds | — | 9.68K | $423.6K | 0.2% | −$16.5K | Added−$14.1K |
| Spdr Series Trust | — | 3.99K | $396.7K | 0.2% | $878 | Cut−$485.8K |
| Vanguard Scottsdale Fds | — | 4.64K | $383.6K | 0.2% | −$3.88K | Added$58K |
| Alphabet Inc | — | 1.26K | $360.3K | 0.2% | −$33.8K | Held |
| Ishares Tr | — | 4.04K | $348.7K | 0.1% | $31.1K | Cut−$19.4K |
| Alphabet Inc | — | 1.18K | $338.7K | 0.1% | −$29.9K | Held |
| Global X Fds | — | 7.11K | $331.9K | 0.1% | −$29.8K | Cut−$240.4K |
| Nvidia Corp | NVDA | 1.78K | $309.9K | 0.1% | −$21.5K | Cut−$62.2K |
| Select Sector Spdr Tr | — | 2.15K | $285.9K | 0.1% | −$21.3K | Added$8.29K |
| State Srt Spdr Prtfl Hgh | — | 12.1K | $282.6K | 0.1% | −$3.11K | Added$72.7K |
| Ishares Tr | — | 3.84K | $269.3K | 0.1% | $2.92K | Cut−$919.3K |
| Invesco Exchange Traded Fd T | — | 5.84K | $267.8K | 0.1% | −$159 | Added$483 |
| Newell Brands Inc. | NWL | 78.1K | $267.8K | 0.1% | −$22.6K | Held |
| Ishares Tr | — | 2.77K | $244.8K | 0.1% | −$2.96K | Added−$2.78K |
| Ishares Tr | — | 5.11K | $242.2K | 0.1% | −$1.83K | Cut−$19K |
| Goldman Sachs Etf Tr | — | 2.35K | $236K | 0.1% | $656 | Cut−$5.14K |
| Ishares Tr | — | 2.33K | $234.3K | 0.1% | $8.71K | Held |
| Ishares 0-3 Month | — | 2.31K | $232.8K | 0.1% | $603 | Added$1.11K |
| Ishares Tr | — | 2K | $230.2K | 0.1% | −$12.7K | Cut−$14.3K |
| Jpmorgan Chase & Co. | — | 775 | $228K | 0.1% | −$21.7K | Held |
| Nuveen Select Tax-Free Incom | — | 15.7K | $225.8K | 0.1% | $3.91K | Added$5.03K |
| Vanguard Whitehall Fds | — | 1.51K | $223.8K | 0.1% | $6.96K | Cut−$608.3K |
| Spdr Series Trust | — | 1.72K | $219K | 0.1% | $9.95K | Held |
| Vanguard Index Fds | — | 677 | $217.1K | 0.1% | −$9.89K | Added−$8.29K |
| Bank America Corp | — | 4.33K | $211.2K | 0.1% | −$27.1K | Held |
| Wisdomtree Tr | — | 4K | $210K | 0.1% | $3.74K | Added$4.79K |
| Schwab Strategic Tr | — | 6.74K | $206.9K | 0.1% | $21.9K | Cut−$89.8K |
| Nuveen Amt Free Qlty Mun Inc | — | 15.2K | $170.2K | 0.1% | −$5.99K | Added−$4.04K |
| Nuveen Municipal Credit Inc | — | 13.7K | $167.4K | 0.1% | −$5.44K | Added−$3.35K |
| Nuveen Select Mat Mun Fd | — | 14.8K | $139.5K | 0.1% | $2.06K | Added$2.53K |
| Nuveen Mun Value Fd Inc | — | 13.2K | $118.4K | 0.1% | −$926 | Added−$468 |
| Abrdn Natl Mun Income Fd | — | 11.8K | $117.4K | 0.1% | −$3.66K | Cut−$38.3K |
| Euronet Worldwide, Inc. | EEFT | 14K | $11.9K | 0.0% | −$774 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.