StockDriftsStockDriftsTop 50 Sightline Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 10.63% | 395.8K | $29.1M | +6.62%(+24.57K) | $72.86(-0.84%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.23% | 105.8K | $22.5M | -1.60%(-1.72K) | $126.88(+74.77%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.21% | 102.9K | $22.4M | +4.14%(+4.10K) | $153.98(+47.75%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.62% | 554.8K | $15.4M | -0.99%(-5.55K) | $17.34(+65.27%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 5.43% | 411.0K | $14.8M | +4.65%(+18.24K) | $21.85(+63.45%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.61% | 146.3K | $12.6M | +1.18%(+1.71K) | $53.38(+67.06%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 4.35% | 322.8K | $11.9M | -2.82%(-9.37K) | $21.19(+73.23%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.19% | 329.2K | $11.5M | +11.30%(+33.43K) | $29.95(+18.24%) | 2026-06-30 | |
| SCHJ | SCHWAB STRATEGIC TR | 3.76% | 416.8K | $10.3M | +11.57%(+43.24K) | $24.80(-1.05%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.88% | 94.0K | $7.9M | +7.08%(+6.21K) | $65.50(+31.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.56% | +42.60% | +6.41% | +36.43% |
| Top 20 Holdings Unweighted | +12.89% | +43.87% | +4.90% | +27.02% |
Sightline Wealth Advisors, LLC reports $273.35M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are BND (10.6%), RSP (8.2%) and VTV (8.2%). The top 20 holdings account for 77.61% of reported assets. Its disclosed equity book has returned +42.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sightline Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841979). View Sightline Wealth Advisors, LLC’s 13F filings on SEC