Sponsored

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

Currently, Sightline Wealth Advisors, LLC holds 93 types of securities in its portfolio with a total value $273.3M. In the most recent quarter, they have increased their positions in VUG (+122.2K shares, valued at $10.5M), BND (+24.6K shares, valued at $1.8M), IBDU (+54.9K shares, valued at $1.3M); decreased their positions in IBDR (-30.8K shares, valued at $746.1K), SKT (-14.7K shares, valued at $580.1K), SCHO (-19.2K shares, valued at $463.2K); initiated new positions in MU (+376 shares, valued at $434.0K), TXN (+885 shares, valued at $263.8K), LRCX (+520 shares, valued at $225.3K).

1M P&L

+1.3M+0.51%

3M P&L

+8.7M+3.44%

HY P&L

-40.6M-13.38%

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/A248.9M

95.0%

2REIT - Retail3.2M

1.2%

3Consumer Electronics1.9M

0.7%

Top Industries by Stock Count

1N/A70 stocks

80.5%

2Semiconductors3 stocks

3.4%

3Banks - Diversified2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS395.8K shares6.62%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T105.8K shares-1.60%2026-06-302026-07-22

VTV VANGUARD INDEX FDS102.9K shares4.14%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR554.8K shares-0.99%2026-06-302026-07-22

SCHA SCHWAB STRATEGIC TR411.0K shares4.65%2026-06-302026-07-22

VUG VANGUARD INDEX FDS146.3K shares507.11%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR322.8K shares-2.82%2026-06-302026-07-22

SCHV SCHWAB STRATEGIC TR329.2K shares11.30%2026-06-302026-07-22

Sponsored

SCHJ SCHWAB STRATEGIC TR416.8K shares11.57%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F94.0K shares7.08%2026-06-302026-07-22

SPYG SPDR SERIES TRUST59.2K shares6.15%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS93.7K shares11.03%2026-06-302026-07-22

QQQ INVESCO QQQ TR8.7K shares-2.42%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.6K shares0.22%2026-06-302026-07-22

VCSH VANGUARD SCOTTSDALE FDS63.7K shares7.11%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR147.1K shares20.25%2026-06-302026-07-22

Sponsored

BKAG BNY MELLON ETF TRUST112.5K shares13.55%2026-06-302026-07-22

SCHE SCHWAB STRATEGIC TR123.1K shares0.09%2026-06-302026-07-22

IBDS ISHARES TR181.4K shares29.02%2026-06-302026-07-22

IBDT ISHARES TR147.6K shares42.89%2026-06-302026-07-22

VCLT VANGUARD SCOTTSDALE FDS48.3K shares0.41%2026-06-302026-07-22

SKT TANGER INC81.4K shares-15.30%2026-06-302026-07-22

QQQM INVESCO EXCH TRADED FD TR II9.7K shares9.71%2026-06-302026-07-22

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME213.9K shares6.15%2026-06-302026-07-22

Sponsored

IWB ISHARES TR6.2K shares-2.22%2026-06-302026-07-22

IBDU ISHARES TR109.1K shares101.24%2026-06-302026-07-22

VB VANGUARD INDEX FDS6.9K shares-0.60%2026-06-302026-07-22

AAPL APPLE INC6.6K shares14.57%2026-06-302026-07-22

SCHZ SCHWAB STRATEGIC TR82.3K shares0.20%2026-06-302026-07-22

IBDR ISHARES TR72.4K shares-29.83%2026-06-302026-07-22

PXH INVESCO EXCH TRADED FD TR II61.6K shares12.88%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F27.7K shares2.90%2026-06-302026-07-22

Sponsored

VOO VANGUARD INDEX FDS2.4K shares-2.39%2026-06-302026-07-22

ABG ASBURY AUTOMOTIVE GROUP INC7.9K shares0.00%2026-06-302026-07-22

IBDV ISHARES TR68.4K shares132.10%2026-06-302026-07-22

ISHARES TR ISHARES TR1.7K shares0.17%2026-06-302026-07-22

IWM ISHARES TR4.3K shares0.16%2026-06-302026-07-22

MSFT MICROSOFT CORP3.3K shares1.53%2026-06-302026-07-22

IXUS ISHARES TR11.0K shares-20.22%2026-06-302026-07-22

IWF ISHARES TR8.4K shares295.59%2026-06-302026-07-22

Sponsored

VBR VANGUARD INDEX FDS3.7K shares0.11%2026-06-302026-07-22

IWV ISHARES TR2.1K shares0.24%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR28.9K shares6.63%2026-06-302026-07-22

VGLT VANGUARD SCOTTSDALE FDS13.2K shares0.37%2026-06-302026-07-22

SCHO SCHWAB STRATEGIC TR29.4K shares-39.53%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS13.9K shares35.78%2026-06-302026-07-22

C CITIGROUP INC5.0K shares0.40%2026-06-302026-07-22

NWL NEWELL BRANDS INC108.5K shares38.97%2026-06-302026-07-22

Sponsored

VO VANGUARD INDEX FDS8.2K shares366.38%2026-06-302026-07-22

VOOV VANGUARD ADMIRAL FDS INC3.0K shares0.00%2026-06-302026-07-22

VBK VANGUARD INDEX FDS1.7K shares-26.53%2026-06-302026-07-22

EFA ISHARES TR5.7K shares0.56%2026-06-302026-07-22

EEM ISHARES TR8.6K shares0.49%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS2.4K shares0.38%2026-06-302026-07-22

GNOM GLOBAL X FDS9.5K shares-1.88%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.7.1K shares0.00%2026-06-302026-07-22

Sponsored

PRF INVESCO EXCHANGE TRADED FD T9.3K shares0.32%2026-06-302026-07-22

GOOGL ALPHABET INC1.4K shares16.89%2026-06-302026-07-22

PFE PFIZER INC19.8K shares0.45%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR2.4K shares12.23%2026-06-302026-07-22

GOOG ALPHABET INC1.3K shares0.00%2026-06-302026-07-22

AIQ GLOBAL X FDS6.7K shares-6.27%2026-06-302026-07-22

MU MICRON TECHNOLOGY INC376 sharesnew addition2026-06-302026-07-22

SPTS SPDR SERIES TRUST14.8K shares0.95%2026-06-302026-07-22

Sponsored

WMT WALMART INC3.7K shares1.04%2026-06-302026-07-22

BILS SPDR SERIES TRUST4.0K shares0.90%2026-06-302026-07-22

VCIT VANGUARD SCOTTSDALE FDS4.6K shares-1.08%2026-06-302026-07-22

NVDA NVIDIA CORPORATION1.8K shares3.88%2026-06-302026-07-22

JXI ISHARES TR4.1K shares0.57%2026-06-302026-07-22

PRFZ INVESCO EXCHANGE TRADED FD T5.8K shares0.17%2026-06-302026-07-22

SPHY SPDR SERIES TRUST13.2K shares9.27%2026-06-302026-07-22

AOA ISHARES TR3.0K shares8.39%2026-06-302026-07-22

Sponsored

IJK ISHARES TR2.3K shares0.00%2026-06-302026-07-22

XBI SPDR SERIES TRUST1.7K shares0.00%2026-06-302026-07-22

TXN TEXAS INSTRS INC885 sharesnew addition2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR8.3K shares22.47%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO788 shares1.68%2026-06-302026-07-22

BAC BANK OF AMER CORP4.5K shares3.23%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS680 shares0.44%2026-06-302026-07-22

SGOV ISHARES TR2.3K shares0.99%2026-06-302026-07-22

Sponsored

GBIL GOLDMAN SACHS ETF TR2.3K shares-0.59%2026-06-302026-07-22

DON WISDOMTREE TR4.0K shares0.60%2026-06-302026-07-22

NXP NUVEEN SELECT TAX-FREE INCOM15.8K shares0.74%2026-06-302026-07-22

IXP ISHARES TR2.0K shares0.20%2026-06-302026-07-22

LRCX LAM RESEARCH CORP520 sharesnew addition2026-06-302026-07-22

NEA NUVEEN AMT FREE QLTY MUN INC18.5K shares21.96%2026-06-302026-07-22

CIEN CIENA CORP438 sharesnew addition2026-06-302026-07-22

NZF NUVEEN MUN CR INCOME FD16.8K shares22.34%2026-06-302026-07-22

Sponsored

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-07-22

ETN EATON CORP PLC485 sharesnew addition2026-06-302026-07-22

NIM NUVEEN SELECT MAT MUN FD14.8K shares0.52%2026-06-302026-07-22

VFL ABRDN NATL MUN INCOME FD11.9K shares1.11%2026-06-302026-07-22

NUV NUVEEN MUN VALUE FD INC13.2K shares0.58%2026-06-302026-07-22

BND

VANGUARD BD INDEX FDS

6.62%

Shares395.8K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

-1.60%

Shares105.8K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

4.14%

Shares102.9K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-0.99%

Shares554.8K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

4.65%

Shares411.0K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

507.11%

Shares146.3K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

-2.82%

Shares322.8K

Event2026-06-30

Filed2026-07-22

SCHV

SCHWAB STRATEGIC TR

11.30%

Shares329.2K

Event2026-06-30

Filed2026-07-22

SCHJ

SCHWAB STRATEGIC TR

11.57%

Shares416.8K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

7.08%

Shares94.0K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

6.15%

Shares59.2K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

11.03%

Shares93.7K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.42%

Shares8.7K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

0.22%

Shares8.6K

Event2026-06-30

Filed2026-07-22

VCSH

VANGUARD SCOTTSDALE FDS

7.11%

Shares63.7K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

20.25%

Shares147.1K

Event2026-06-30

Filed2026-07-22

BKAG

BNY MELLON ETF TRUST

13.55%

Shares112.5K

Event2026-06-30

Filed2026-07-22

SCHE

SCHWAB STRATEGIC TR

0.09%

Shares123.1K

Event2026-06-30

Filed2026-07-22

IBDS

ISHARES TR

29.02%

Shares181.4K

Event2026-06-30

Filed2026-07-22

IBDT

ISHARES TR

42.89%

Shares147.6K

Event2026-06-30

Filed2026-07-22

VCLT

VANGUARD SCOTTSDALE FDS

0.41%

Shares48.3K

Event2026-06-30

Filed2026-07-22

SKT

TANGER INC

-15.30%

Shares81.4K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

9.71%

Shares9.7K

Event2026-06-30

Filed2026-07-22

NUVEEN QUALITY MUNCP INCOME

6.15%

Shares213.9K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

-2.22%

Shares6.2K

Event2026-06-30

Filed2026-07-22

IBDU

ISHARES TR

101.24%

Shares109.1K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-0.60%

Shares6.9K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

14.57%

Shares6.6K

Event2026-06-30

Filed2026-07-22

SCHZ

SCHWAB STRATEGIC TR

0.20%

Shares82.3K

Event2026-06-30

Filed2026-07-22

IBDR

ISHARES TR

-29.83%

Shares72.4K

Event2026-06-30

Filed2026-07-22

PXH

INVESCO EXCH TRADED FD TR II

12.88%

Shares61.6K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

2.90%

Shares27.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-2.39%

Shares2.4K

Event2026-06-30

Filed2026-07-22

ABG

ASBURY AUTOMOTIVE GROUP INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-22

IBDV

ISHARES TR

132.10%

Shares68.4K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.17%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

0.16%

Shares4.3K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

1.53%

Shares3.3K

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

-20.22%

Shares11.0K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

295.59%

Shares8.4K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.11%

Shares3.7K

Event2026-06-30

Filed2026-07-22

IWV

ISHARES TR

0.24%

Shares2.1K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

6.63%

Shares28.9K

Event2026-06-30

Filed2026-07-22

VGLT

VANGUARD SCOTTSDALE FDS

0.37%

Shares13.2K

Event2026-06-30

Filed2026-07-22

SCHO

SCHWAB STRATEGIC TR

-39.53%

Shares29.4K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

35.78%

Shares13.9K

Event2026-06-30

Filed2026-07-22

CITIGROUP INC

0.40%

Shares5.0K

Event2026-06-30

Filed2026-07-22

NWL

NEWELL BRANDS INC

38.97%

Shares108.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

366.38%

Shares8.2K

Event2026-06-30

Filed2026-07-22

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

VBK

VANGUARD INDEX FDS

-26.53%

Shares1.7K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

0.56%

Shares5.7K

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

0.49%

Shares8.6K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.38%

Shares2.4K

Event2026-06-30

Filed2026-07-22

GNOM

GLOBAL X FDS

-1.88%

Shares9.5K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-22

PRF

INVESCO EXCHANGE TRADED FD T

0.32%

Shares9.3K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

16.89%

Shares1.4K

Event2026-06-30

Filed2026-07-22

PFE

PFIZER INC

0.45%

Shares19.8K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

12.23%

Shares2.4K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

-6.27%

Shares6.7K

Event2026-06-30

Filed2026-07-22

MICRON TECHNOLOGY INC

New

Shares376

Event2026-06-30

Filed2026-07-22

SPTS

SPDR SERIES TRUST

0.95%

Shares14.8K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

1.04%

Shares3.7K

Event2026-06-30

Filed2026-07-22

BILS

SPDR SERIES TRUST

0.90%

Shares4.0K

Event2026-06-30

Filed2026-07-22

VCIT

VANGUARD SCOTTSDALE FDS

-1.08%

Shares4.6K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

3.88%

Shares1.8K

Event2026-06-30

Filed2026-07-22

JXI

ISHARES TR

0.57%

Shares4.1K

Event2026-06-30

Filed2026-07-22

PRFZ

INVESCO EXCHANGE TRADED FD T

0.17%

Shares5.8K

Event2026-06-30

Filed2026-07-22

SPHY

SPDR SERIES TRUST

9.27%

Shares13.2K

Event2026-06-30

Filed2026-07-22

AOA

ISHARES TR

8.39%

Shares3.0K

Event2026-06-30

Filed2026-07-22

IJK

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

XBI

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

New

Shares885

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

22.47%

Shares8.3K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

1.68%

Shares788

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

3.23%

Shares4.5K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.44%

Shares680

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

0.99%

Shares2.3K

Event2026-06-30

Filed2026-07-22

GBIL

GOLDMAN SACHS ETF TR

-0.59%

Shares2.3K

Event2026-06-30

Filed2026-07-22

DON

WISDOMTREE TR

0.60%

Shares4.0K

Event2026-06-30

Filed2026-07-22

NXP

NUVEEN SELECT TAX-FREE INCOM

0.74%

Shares15.8K

Event2026-06-30

Filed2026-07-22

IXP

ISHARES TR

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-22

LRCX

LAM RESEARCH CORP

New

Shares520

Event2026-06-30

Filed2026-07-22

NEA

NUVEEN AMT FREE QLTY MUN INC

21.96%

Shares18.5K

Event2026-06-30

Filed2026-07-22

CIEN

CIENA CORP

New

Shares438

Event2026-06-30

Filed2026-07-22

NZF

NUVEEN MUN CR INCOME FD

22.34%

Shares16.8K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

ETN

EATON CORP PLC

New

Shares485

Event2026-06-30

Filed2026-07-22

NIM

NUVEEN SELECT MAT MUN FD

0.52%

Shares14.8K

Event2026-06-30

Filed2026-07-22

VFL

ABRDN NATL MUN INCOME FD

1.11%

Shares11.9K

Event2026-06-30

Filed2026-07-22

NUV

NUVEEN MUN VALUE FD INC

0.58%

Shares13.2K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available