Sightline Wealth Advisors, LLC
CIK 1841979 · Holdings on Sep 30, 2026 · First reported Oct 21, 2026
Top ten holdings
Q3 2026- BND12.60%
- VTV11.24%
- RSP8.73%
- VUG6.03%
- SCHF5.68%
- SCHA4.54%
- SCHM4.02%
- VEA3.98%
- SCHG3.51%
- SPY2.61%
Share classes counted separately62.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHVWeight decreased · -3.53 pp4.19% → 0.66%Shares -286.74K (-87.09%)
- VTVWeight increased · +3.03 pp8.21% → 11.24%Shares +9.04K (+8.78%)
- SCHJWeight decreased · -2.84 pp3.76% → 0.92%Shares -334.76K (-80.32%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $27.12M | 12.60% | 386.57K shares | 10.63% → 12.60%+1.97 pp -9.21K (-2.33%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $24.19M | 11.24% | 111.96K shares | 8.21% → 11.24%+3.03 pp +9.04K (+8.78%) | Added | ↗▾ |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $18.78M | 8.73% | 90.27K shares | 8.23% → 8.73%+0.50 pp -15.51K (-14.66%) | Reduced | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIMRNGSTR GRWT ETF View history and evidence | $12.98M | 6.03% | 144.09K shares | 4.61% → 6.03%+1.42 pp -2.26K (-1.55%) | Reduced | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $12.23M | 5.68% | 445.19K shares | 5.62% → 5.68%+0.06 pp -109.58K (-19.75%) | Reduced | ↗▾ |
| 06 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $9.78M | 4.54% | 299.59K shares | 5.43% → 4.54%-0.89 pp -111.38K (-27.10%) | Reduced | ↗▾ |
| 07 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $8.64M | 4.02% | 254.04K shares | 4.35% → 4.02%-0.33 pp -68.80K (-21.31%) | Reduced | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.57M | 3.98% | 121.39K shares | 2.44% → 3.98%+1.54 pp +27.69K (+29.55%) | Added | ↗▾ |
| 09 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $7.55M | 3.51% | 210.12K shares | 1.82% → 3.51%+1.69 pp +63.00K (+42.82%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.62M | 2.61% | 7.37K shares | 2.34% → 2.61%+0.27 pp -1.20K (-13.97%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 28
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NAD NUVEEN QUALITY MUNICIPAL INC | Non-derivative | -213,893 | -$2.59M | SEC filing ↗ | SEC filing ↗ |
| PXH INVES RAFI EMER MRKT-USD INC | Non-derivative | -61,577 | -$1.72M | SEC filing ↗ | SEC filing ↗ |
| IVV ISHARES CORE S&P 500 ETF | Non-derivative | -1,740 | -$1.30M | SEC filing ↗ | SEC filing ↗ |
3 / 28 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1841979 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 21, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 215204514
}Research all 70 reported holdings.
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