§ 13F · FUND PROFILE
Sightline Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207.1T (13F)Positions · 90Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 359K | $26.6T | 11.3% | +10% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 112K | $21.4T | 9.1% | −13% |
| 3 | VTV | VANGUARD INDEX FDS | 103K | $19.7T | 8.4% | −1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 562K | $13.5T | 5.8% | +4% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 378K | $10.8T | 4.6% | −2% |
| 6 | VUG | VANGUARD INDEX FDS | 22K | $10.7T | 4.6% | +6% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 341K | $10.3T | 4.4% | −1% |
| 8 | QQQ | INVESCO QQQ TR | 10K | $6.3T | 2.7% | −6% |
| 9 | SCHJ | SCHWAB STRATEGIC TR | 250K | $6.2T | 2.7% | +80% |
| 10 | SPY | SPDR S&P 500 ETF TR | 9K | $5.8T | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGHTLINE SIGNAL
AC read
Sightline Wealth Advisors, LLC is a Other fund managing $207140.4 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed