§ 13F · FUND PROFILE
Sightline Wealth Advisors, LLC.
AUM · $273M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 396K | $29M | 10.6% | +7% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 106K | $23M | 8.2% | −2% |
| 3 | VTV | VANGUARD INDEX FDS | 103K | $22M | 8.2% | +4% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 555K | $15M | 5.6% | −1% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 411K | $15M | 5.4% | +5% |
| 6 | VUG | VANGUARD INDEX FDS | 146K | $13M | 4.6% | +507% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 323K | $12M | 4.4% | −3% |
| 8 | SCHV | SCHWAB STRATEGIC TR | 329K | $11M | 4.2% | +11% |
| 9 | SCHJ | SCHWAB STRATEGIC TR | 417K | $10M | 3.8% | +12% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 94K | $8M | 2.9% | +7% |
§ 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 $273 million in assets. The fund runs a portfolio of 93 positions.
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