§ 13F · FUND PROFILE
Sightline Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 93Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$512K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 371K | $27M | 11.6% | +4% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 107K | $21M | 8.7% | −4% |
| 3 | VTV | VANGUARD INDEX FDS | 99K | $19M | 8.2% | −4% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 560K | $14M | 5.9% | ±0% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 393K | $11M | 4.8% | +4% |
| 6 | VUG | VANGUARD INDEX FDS | 24K | $11M | 4.5% | +10% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 332K | $10M | 4.4% | −3% |
| 8 | SCHJ | SCHWAB STRATEGIC TR | 374K | $9M | 3.9% | +49% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 296K | $9M | 3.8% | +109% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 88K | $7M | 2.8% | +40% |
§ 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 $221 million in assets. The fund runs a portfolio of 93 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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