Sightline Wealth Advisors, LLC Reduced Holdings in Q3 2025

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.83K
- 5.73%
$181.56 - $190.33 $1.42M - $1.49M
129K $24.4M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-8.7K
- 12.52%
$23.09 - $23.43 $201K - $204K
60.8K $1.42M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-7.51K
- 10.83%
$22.38 - $22.53 $168K - $169K
61.8K $1.39M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.41K
- 24.55%
$62.54 - $68.42 $213K - $233K
10.5K $707K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.21K
- 4.61%
$78.96 - $80.04 $175K - $177K
45.8K $3.66M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-5.35K
- 24.0%
$24.02 - $24.28 $129K - $130K
16.9K $407K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.14K
- 11.39%
$99.12 - $99.52 $113K - $113K
8.83K $879K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.86K
- 6.38%
$22.9 - $23.58 $134K - $138K
86K $2.02M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-4.75K
- 8.63%
$23.53 - $23.89 $112K - $114K
50.3K $1.2M
VO
Vanguard Mid Cap ETF

ETFs
-314
- 13.34%
$279.83 - $293.74 $87.9K - $92.2K
2.04K $599K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-281
- 12.81%
$182.33 - $194.5 $51.2K - $54.7K
1.91K $372K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.51K
- 8.22%
$26.38 - $27.95 $39.7K - $42.1K
16.8K $458K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 2.73%
$150.47 - $161.22 $5.57K - $5.97K
1.32K $202K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.35K
- 1.02%
$72.57 - $74.72 $243K - $250K
325K $24.1M
IWM
Ishares Russell 2000 ETF

ETFs
-528
- 11.17%
$214.92 - $244.84 $113K - $129K
4.2K $1.02M
BAC
Bank Of America Corp

Financial Services
-476
- 9.9%
$44.92 - $52.42 $21.4K - $25K
4.33K $223K
VONG
Vanguard Russell 1000 Growth E

ETFs
-233
- 8.49%
$108.08 - $121.73 $25.2K - $28.4K
2.51K $302K
FDN
First Tr Fd Dow Jones

ETFs
-16
- 2.01%
$264.06 - $287.34 $4.22K - $4.6K
781 $218K
EEM
Ishares Msci Emerging Markets

ETFs
-742
- 8.05%
$48.07 - $53.4 $35.7K - $39.6K
8.47K $452K
WMT
Walmart Inc.

Consumer Defensive
-40
- 1.08%
$94.4 - $104.27 $3.78K - $4.17K
3.68K $379K
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.8%
$303.93 - $329.86 $1.82K - $1.98K
747 $245K
IXUS
Ishares Tr

ETFs
-3.46K
- 6.0%
$76.35 - $82.58 $264K - $285K
54.2K $4.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-113
- 2.02%
$74.93 - $80.73 $8.47K - $9.12K
5.48K $441K
MSFT
Microsoft Corp

Technology
-52
- 1.56%
$491.09 - $535.64 $25.5K - $27.9K
3.28K $1.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-18
- 0.48%
$195.41 - $212.37 $3.52K - $3.82K
3.76K $783K
GOOGL
Alphabet Inc.

Communication Services
-29
- 2.4%
$174.36 - $254.72 $5.06K - $7.39K
1.18K $286K
VB
Vanguard Small Cap ETF

ETFs
-139
- 2.13%
$237.58 - $259.17 $33K - $36K
6.4K $1.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.23%
$420.11 - $472.68 $2.1K - $2.36K
2.21K $1.04M
AAPL
Apple Inc.

Technology
-61
- 1.59%
$202.38 - $256.87 $12.3K - $15.7K
3.77K $960K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.09%
$225.11 - $247.9 $1.8K - $1.98K
9.1K $2.25M
SPYG
Spdr Portfolio

ETFs
-1.31K
- 3.36%
$94.33 - $105.31 $124K - $138K
37.8K $3.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-348
- 3.11%
$546.99 - $602.2 $190K - $210K
10.8K $6.51M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.8K
- 2.51%
$30.13 - $33.37 $114K - $127K
147K $4.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-54
- 0.63%
$617.65 - $666.84 $33.4K - $36K
8.56K $5.71M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.09K
- 0.6%
$28.15 - $30.13 $58.7K - $62.9K
343K $10.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.19K
- 0.22%
$21.69 - $23.34 $25.7K - $27.7K
542K $12.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.69K
- 0.43%
$25.29 - $28.33 $42.7K - $47.8K
387K $10.8M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email