Sponsored

The Analysis of Sightline Wealth Advisors, LLC's Holdings & P&L

Currently, Sightline Wealth Advisors, LLC holds 91 types of securities in its portfolio with a total value $236.3M. In the most recent quarter, they have increased their positions in SCHV (+154.3K shares, valued at $4.7M), SCHJ (+123.4K shares, valued at $3.0M), BKAG (+50.9K shares, valued at $2.1M); decreased their positions in IXUS (-21.9K shares, valued at $1.9M), IBDR (-59.8K shares, valued at $1.4M), IBDS (-52.0K shares, valued at $1.3M); initiated new positions in VTEB (+10.3K shares, valued at $511.7K).

1M P&L

+2.1M+0.99%

3M P&L

-54.7M-20.03%

HY P&L

-45.3M-17.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A195.5M

95.0%

2REIT - Retail3.3M

1.6%

3Auto & Truck Dealerships1.5M

0.8%

Top Industries by Stock Count

1N/A70 stocks

86.4%

2Banks - Diversified2 stocks

2.5%

3Software - Infrastructure1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS371.2K shares3.54%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T107.5K shares-3.62%2026-03-312026-04-15

VTV VANGUARD INDEX FDS98.8K shares-4.42%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR560.3K shares-0.32%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR392.7K shares3.86%2026-03-312026-04-15

VUG VANGUARD INDEX FDS24.1K shares9.82%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR332.2K shares-2.54%2026-03-312026-04-15

SCHJ SCHWAB STRATEGIC TR373.5K shares49.30%2026-03-312026-04-15

Sponsored

SCHV SCHWAB STRATEGIC TR295.8K shares109.10%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F87.8K shares40.11%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T8.6K shares0.18%2026-03-312026-04-15

SPYG SPDR SERIES TRUST55.8K shares25.71%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS84.4K shares7.05%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR8.9K shares-12.69%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS59.4K shares9.22%2026-03-312026-04-15

BKAG BNY MELLON ETF TRUST99.1K shares105.71%2026-03-312026-04-15

Sponsored

SCHE SCHWAB STRATEGIC TR122.9K shares-13.07%2026-03-312026-04-15

VCLT VANGUARD SCOTTSDALE FDS48.1K shares2.17%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR122.3K shares10.60%2026-03-312026-04-15

IBDS ISHARES TR140.6K shares-26.98%2026-03-312026-04-15

SKT TANGER INC96.1K shares5.56%2026-03-312026-04-15

IBDT ISHARES TR103.3K shares-26.45%2026-03-312026-04-15

IBDR ISHARES TR103.2K shares-36.68%2026-03-312026-04-15

NAD NUVEEN QUALITY MUNCP INCOME201.5K shares385.87%2026-03-312026-04-15

Sponsored

IWB ISHARES TR6.3K shares-0.70%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II8.9K shares-0.03%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR82.1K shares-5.26%2026-03-312026-04-15

VB VANGUARD INDEX FDS7.0K shares3.07%2026-03-312026-04-15

ABG ASBURY AUTOMOTIVE GROUP INC7.9K shares13.38%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II54.6K shares130.73%2026-03-312026-04-15

AAPL APPLE INC5.8K shares-10.83%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F27.0K shares-0.81%2026-03-312026-04-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares0.12%2026-03-312026-04-15

IBDU ISHARES TR54.2K shares17.75%2026-03-312026-04-15

MSFT MICROSOFT CORP3.3K shares0.06%2026-03-312026-04-15

IXUS ISHARES TR13.8K shares-61.40%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR48.5K shares-17.57%2026-03-312026-04-15

IVV ISHARES TR1.7K shares-0.12%2026-03-312026-04-15

IWM ISHARES TR4.3K shares0.14%2026-03-312026-04-15

IWF ISHARES TR2.1K shares-2.25%2026-03-312026-04-15

Sponsored

VBR VANGUARD INDEX FDS3.7K shares-3.71%2026-03-312026-04-15

IWV ISHARES TR2.1K shares0.19%2026-03-312026-04-15

VGLT VANGUARD SCOTTSDALE FDS13.1K shares0.72%2026-03-312026-04-15

VBK VANGUARD INDEX FDS2.4K shares-34.67%2026-03-312026-04-15

NFLX NETFLIX INC.7.1K shares0.00%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR27.1K shares0.69%2026-03-312026-04-15

IBDV ISHARES TR29.5K shares4.10%2026-03-312026-04-15

VOOV VANGUARD ADMIRAL FDS INC3.0K shares0.00%2026-03-312026-04-15

Sponsored

CITIGROUP INC CITIGROUP INC5.0K shares0.44%2026-03-312026-04-15

PFE PFIZER INC19.7K shares17.43%2026-03-312026-04-15

EFA ISHARES TR5.7K shares-2.19%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS10.3K sharesnew addition2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.34%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.8K shares0.17%2026-03-312026-04-15

EEM ISHARES TR8.6K shares0.17%2026-03-312026-04-15

WMT WALMART INC3.6K shares0.11%2026-03-312026-04-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.3K shares0.39%2026-03-312026-04-15

SPTS SPDR SERIES TRUST14.7K shares-36.30%2026-03-312026-04-15

GNOM GLOBAL X FDS9.7K shares0.57%2026-03-312026-04-15

BILS SPDR SERIES TRUST4.0K shares-55.15%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS4.6K shares19.24%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-04-15

JXI ISHARES TR4.0K shares-13.72%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-04-15

Sponsored

AIQ GLOBAL X FDS7.1K shares-36.81%2026-03-312026-04-15

NVDA NVIDIA CORPORATION1.8K shares-10.93%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR2.2K shares11.57%2026-03-312026-04-15

SPHY SPDR SERIES TRUST12.1K shares36.67%2026-03-312026-04-15

DGRO ISHARES TR3.8K shares-77.59%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.24%2026-03-312026-04-15

NWL NEWELL BRANDS INC78.1K shares0.00%2026-03-312026-04-15

AOA ISHARES TR2.8K shares0.07%2026-03-312026-04-15

Sponsored

AOM ISHARES TR5.1K shares-6.56%2026-03-312026-04-15

GBIL GOLDMAN SACHS ETF TR2.4K shares-2.40%2026-03-312026-04-15

IJK ISHARES TR2.3K shares0.00%2026-03-312026-04-15

SGOV ISHARES TR2.3K shares0.22%2026-03-312026-04-15

IXP ISHARES TR2.0K shares-0.64%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO775 shares0.00%2026-03-312026-04-15

NXP NUVEEN SELECT TAX-FREE INCOM15.7K shares0.50%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS1.5K shares-73.94%2026-03-312026-04-15

Sponsored

XBI SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS677 shares0.74%2026-03-312026-04-15

BAC BANK AMERICA CORP4.3K shares0.00%2026-03-312026-04-15

DON WISDOMTREE TR4.0K shares0.50%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR6.7K shares-37.65%2026-03-312026-04-15

NEA NUVEEN AMT FREE QLTY MUN INC15.2K shares1.15%2026-03-312026-04-15

NZF NUVEEN MUN CR INCOME FD13.7K shares1.26%2026-03-312026-04-15

NIM NUVEEN SELECT MAT MUN FD14.8K shares0.34%2026-03-312026-04-15

Sponsored

NUV NUVEEN MUN VALUE FD INC13.2K shares0.39%2026-03-312026-04-15

VFL ABRDN NATL MUN INCOME FD11.8K shares-22.23%2026-03-312026-04-15

EURONET WORLDWIDE INC EURONET WORLDWIDE INC14.0K shares0.00%2026-03-312026-04-15

BND

VANGUARD BD INDEX FDS

3.54%

Shares371.2K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

-3.62%

Shares107.5K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

-4.42%

Shares98.8K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

-0.32%

Shares560.3K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

3.86%

Shares392.7K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

9.82%

Shares24.1K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-2.54%

Shares332.2K

Event2026-03-31

Filed2026-04-15

SCHJ

SCHWAB STRATEGIC TR

49.30%

Shares373.5K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

109.10%

Shares295.8K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

40.11%

Shares87.8K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.18%

Shares8.6K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

25.71%

Shares55.8K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

7.05%

Shares84.4K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-12.69%

Shares8.9K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

9.22%

Shares59.4K

Event2026-03-31

Filed2026-04-15

BKAG

BNY MELLON ETF TRUST

105.71%

Shares99.1K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

-13.07%

Shares122.9K

Event2026-03-31

Filed2026-04-15

VCLT

VANGUARD SCOTTSDALE FDS

2.17%

Shares48.1K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

10.60%

Shares122.3K

Event2026-03-31

Filed2026-04-15

IBDS

ISHARES TR

-26.98%

Shares140.6K

Event2026-03-31

Filed2026-04-15

SKT

TANGER INC

5.56%

Shares96.1K

Event2026-03-31

Filed2026-04-15

IBDT

ISHARES TR

-26.45%

Shares103.3K

Event2026-03-31

Filed2026-04-15

IBDR

ISHARES TR

-36.68%

Shares103.2K

Event2026-03-31

Filed2026-04-15

NAD

NUVEEN QUALITY MUNCP INCOME

385.87%

Shares201.5K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

-0.70%

Shares6.3K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

-0.03%

Shares8.9K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

-5.26%

Shares82.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

3.07%

Shares7.0K

Event2026-03-31

Filed2026-04-15

ABG

ASBURY AUTOMOTIVE GROUP INC

13.38%

Shares7.9K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

130.73%

Shares54.6K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-10.83%

Shares5.8K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.81%

Shares27.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.12%

Shares2.4K

Event2026-03-31

Filed2026-04-15

IBDU

ISHARES TR

17.75%

Shares54.2K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-15

IXUS

ISHARES TR

-61.40%

Shares13.8K

Event2026-03-31

Filed2026-04-15

SCHO

SCHWAB STRATEGIC TR

-17.57%

Shares48.5K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.14%

Shares4.3K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

-2.25%

Shares2.1K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

-3.71%

Shares3.7K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-15

VGLT

VANGUARD SCOTTSDALE FDS

0.72%

Shares13.1K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

-34.67%

Shares2.4K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

0.69%

Shares27.1K

Event2026-03-31

Filed2026-04-15

IBDV

ISHARES TR

4.10%

Shares29.5K

Event2026-03-31

Filed2026-04-15

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-15

CITIGROUP INC

0.44%

Shares5.0K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

17.43%

Shares19.7K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-2.19%

Shares5.7K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

New

Shares10.3K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

0.34%

Shares2.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

0.17%

Shares8.6K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.11%

Shares3.6K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

0.39%

Shares9.3K

Event2026-03-31

Filed2026-04-15

SPTS

SPDR SERIES TRUST

-36.30%

Shares14.7K

Event2026-03-31

Filed2026-04-15

GNOM

GLOBAL X FDS

0.57%

Shares9.7K

Event2026-03-31

Filed2026-04-15

BILS

SPDR SERIES TRUST

-55.15%

Shares4.0K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

19.24%

Shares4.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-15

JXI

ISHARES TR

-13.72%

Shares4.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

AIQ

GLOBAL X FDS

-36.81%

Shares7.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-10.93%

Shares1.8K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

11.57%

Shares2.2K

Event2026-03-31

Filed2026-04-15

SPHY

SPDR SERIES TRUST

36.67%

Shares12.1K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

-77.59%

Shares3.8K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

0.24%

Shares5.8K

Event2026-03-31

Filed2026-04-15

NWL

NEWELL BRANDS INC

0.00%

Shares78.1K

Event2026-03-31

Filed2026-04-15

AOA

ISHARES TR

0.07%

Shares2.8K

Event2026-03-31

Filed2026-04-15

AOM

ISHARES TR

-6.56%

Shares5.1K

Event2026-03-31

Filed2026-04-15

GBIL

GOLDMAN SACHS ETF TR

-2.40%

Shares2.4K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

0.22%

Shares2.3K

Event2026-03-31

Filed2026-04-15

IXP

ISHARES TR

-0.64%

Shares2.0K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares775

Event2026-03-31

Filed2026-04-15

NXP

NUVEEN SELECT TAX-FREE INCOM

0.50%

Shares15.7K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-73.94%

Shares1.5K

Event2026-03-31

Filed2026-04-15

XBI

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.74%

Shares677

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-15

DON

WISDOMTREE TR

0.50%

Shares4.0K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-37.65%

Shares6.7K

Event2026-03-31

Filed2026-04-15

NEA

NUVEEN AMT FREE QLTY MUN INC

1.15%

Shares15.2K

Event2026-03-31

Filed2026-04-15

NZF

NUVEEN MUN CR INCOME FD

1.26%

Shares13.7K

Event2026-03-31

Filed2026-04-15

NIM

NUVEEN SELECT MAT MUN FD

0.34%

Shares14.8K

Event2026-03-31

Filed2026-04-15

NUV

NUVEEN MUN VALUE FD INC

0.39%

Shares13.2K

Event2026-03-31

Filed2026-04-15

VFL

ABRDN NATL MUN INCOME FD

-22.23%

Shares11.8K

Event2026-03-31

Filed2026-04-15

EURONET WORLDWIDE INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available