Sightline Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Sightline Wealth Advisors, LLC reported 90 stock positions worth $236.3 million. Its top holding was Vanguard Total Bond Market (BND) at 11.6% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 8.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.2%). Compared with Q4 2025, it opened 1 new position, sold out of 9, added to 47 and reduced 33. The biggest buy was Schwab US Large-Cap Value (SCHV, shares +109%) and the biggest sale iShares Core Intl Stock ETF (IXUS, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- GROTON, CT
- CIK
- 0001841979
- Portfolio Value
- $236.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000612 ↗ filed Apr 15, 2026
Holdings Value
Holdings 90 stocks · $236.3M
| BND Vanguard Total Bond Market | 11.57% | 371,207 | $27.3M | Add +3.5% |
| RSP Invesco S&P 500 Equal Weight | 8.73% | 107,496 | $20.6M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.21% | 98,828 | $19.4M | Reduce -4.4% |
| SCHF Schwab Intl Equity ETF | 5.87% | 560,316 | $13.9M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 4.83% | 392,723 | $11.4M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.46% | 24,106 | $10.5M | Add +9.8% |
| SCHM Schwab US Mid Cap ETF | 4.35% | 332,214 | $10.3M | Reduce -2.5% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 3.91% | 373,536 | $9.2M | Add +49.3% |
| SCHV Schwab US Large-Cap Value | 3.82% | 295,797 | $9.0M | Add +109.1% |
| VEU Vanguard Ftse All-World Ex-U | 2.79% | 87,829 | $6.6M | Add +40.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.35% | 8,550 | $5.6M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.31% | 55,773 | $5.5M | Add +25.7% |
| VEA Vanguard Ftse Developed ETF | 2.29% | 84,394 | $5.4M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.18% | 8,927 | $5.2M | Reduce -12.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.99% | 59,439 | $4.7M | Add +9.2% |
| BKAG BNY Mellon Core Bond ETF | 1.77% | 99,066 | $4.2M | Add +105.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.71% | 122,947 | $4.1M | Reduce -13.1% |
| VCLT Vanguard Long-Term Corp. Bond | 1.52% | 48,137 | $3.6M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 1.51% | 122,347 | $3.6M | Add +10.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.44% | 140,596 | $3.4M | Reduce -27.0% |
| SKT Tanger Inc. | 1.38% | 96,084 | $3.3M | Add +5.6% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.11% | 103,295 | $2.6M | Reduce -26.4% |
| IBDR iShares Ibonds Dec 2026 Term | 1.06% | 103,227 | $2.5M | Reduce -36.7% |
| NAD Nuveen Quality Municipal Inc. | 0.98% | 201,498 | $2.3M | Add +385.9% |
| IWB iShares Russell 1000 ETF | 0.96% | 6,350 | $2.3M | Reduce -0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.89% | 8,861 | $2.1M | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.81% | 82,130 | $1.9M | Reduce -5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.77% | 6,951 | $1.8M | Add +3.1% |
| ABG Asbury Automotive Group | 0.65% | 7,897 | $1.5M | Add +13.4% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.62% | 54,553 | $1.5M | Add +130.7% |
| AAPL Apple Inc. | 0.62% | 5,757 | $1.5M | Reduce -10.8% |
| VWO Vanguard Ftse Emerging Marke | 0.62% | 26,955 | $1.5M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.61% | 2,429 | $1.5M | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.53% | 54,191 | $1.3M | Add +17.8% |
| MSFT Microsoft Corp. | 0.51% | 3,258 | $1.2M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.51% | 13,797 | $1.2M | Reduce -61.4% |
| SCHO Schwab Short-Term US Treas | 0.50% | 48,548 | $1.2M | Reduce -17.6% |
| IVV iShares Core S&P 500 ETF | 0.48% | 1,737 | $1.1M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.45% | 4,320 | $1.1M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.38% | 2,132 | $909K | Reduce -2.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 3,688 | $801K | Reduce -3.7% |
| IWV iShares Russell 3000 ETF | 0.32% | 2,067 | $766K | Add +0.2% |
| VGLT Vanguard Long-Term Treasury | 0.31% | 13,101 | $725K | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 2,367 | $715K | Reduce -34.7% |
| NFLX Netflix Inc. | 0.29% | 7,094 | $682K | No change |
| SCHB Schwab US Broad Market ETF | 0.29% | 27,089 | $680K | Add +0.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.27% | 29,460 | $645K | Add +4.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.26% | 3,000 | $611K | No change |
| C Citigroup Inc. | 0.24% | 5,008 | $568K | Add +0.4% |
| PFE Pfizer Inc. | 0.23% | 19,738 | $554K | Add +17.4% |
| EFA iShares MSCI Eafe ETF | 0.23% | 5,675 | $551K | Reduce -2.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 10,257 | $512K | New |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,357 | $507K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,758 | $505K | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.21% | 8,605 | $489K | Add +0.2% |
| WMT Walmart Inc. | 0.19% | 3,643 | $453K | Add +0.1% |
| PRF Invesco Rafi US 1000 ETF | 0.19% | 9,260 | $440K | Add +0.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.18% | 14,699 | $429K | Reduce -36.3% |
| GNOM Global X Genomics & Biotechn | 0.18% | 9,684 | $424K | Add +0.6% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.17% | 3,989 | $397K | Reduce -55.1% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 4,636 | $384K | Add +19.2% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,256 | $360K | No change |
| JXI iShares Global Utilities ETF | 0.15% | 4,039 | $349K | Reduce -13.7% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,178 | $339K | No change |
| AIQ Global X Art Intel & Tech | 0.14% | 7,111 | $332K | Reduce -36.8% |
| NVDA Nvidia Corp. | 0.13% | 1,777 | $310K | Reduce -10.9% |
| XLK SS Technology Select Sector | 0.12% | 2,151 | $286K | Add +11.6% |
| SPHY SS SPDR P High Yield ETF | 0.12% | 12,120 | $283K | Add +36.7% |
| DGRO iShares Core Dividend Growth | 0.11% | 3,837 | $269K | Reduce -77.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.11% | 5,838 | $268K | Add +0.2% |
| NWL Newell Brands Inc. | 0.11% | 78,061 | $268K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.10% | 2,766 | $245K | Add +0.1% |
| AOM iShares Core 40/60 Moderate | 0.10% | 5,113 | $242K | Reduce -6.6% |
| GBIL Goldman Sachs Access Treasur | 0.10% | 2,355 | $236K | Reduce -2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 2,328 | $234K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.10% | 2,313 | $233K | Add +0.2% |
| IXP iShares Global Comm Services | 0.10% | 2,004 | $230K | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.10% | 775 | $228K | No change |
| NXP Nuveen Select Tax-Free Inc. | 0.10% | 15,733 | $226K | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 1,511 | $224K | Reduce -73.9% |
| XBI SS SPDR S&P Biotech ETF | 0.09% | 1,715 | $219K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 677 | $217K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 4,332 | $211K | No change |
| DON Wisdomtree US Midcap Dividen | 0.09% | 3,998 | $210K | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 6,742 | $207K | Reduce -37.6% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.07% | 15,157 | $170K | Add +1.1% |
| NZF Nuveen Municipal Credit Inc. | 0.07% | 13,746 | $167K | Add +1.3% |
| NIM Nuveen Select Maturit Muni | 0.06% | 14,765 | $140K | Add +0.3% |
| NUV Nuveen Municipal Value | 0.05% | 13,173 | $118K | Add +0.4% |
| VFL Abrdn National Municipal Inc. | 0.05% | 11,791 | $117K | Reduce -22.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $12K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EURONET WORLDWIDE INC (EEFT 0.75 03/15/49) | NOTE 0.750% 3/1 · principal | 14,000 | $12K | No change |
Total filed on the 13F, all lines: $236.3M.
Portfolio Sells Q4 2025 → Q1 2026
| IXUS iShares Core Intl Stock ETF | Reduce -61.4% | 0.51% | −0.78 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -36.7% | 1.06% | −0.62 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -27.0% | 1.44% | −0.55 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.7% | 2.18% | −0.50 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -26.4% | 1.11% | −0.42 |
| DGRO iShares Core Dividend Growth | Reduce -77.6% | 0.11% | −0.39 |
| IBHF iShares Ibond 2026 HY & Inc. | Sold out | 0.00% | −0.38 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.6% | 8.73% | −0.38 |
| IBHG iShares Ibonds 2027 HY Inc. | Sold out | 0.00% | −0.34 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Sold out | 0.00% | −0.31 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -13.1% | 1.71% | −0.26 |
| VYM Vanguard High DVD Yield ETF | Reduce -73.9% | 0.09% | −0.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.4% | 8.21% | −0.21 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -55.1% | 0.17% | −0.21 |
| SCYB Schwab High Yield Bond ETF | Sold out | 0.00% | −0.18 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -34.7% | 0.30% | −0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.15 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -10.8% | 0.62% | −0.13 |
| SCHO Schwab Short-Term US Treas | Reduce -17.6% | 0.50% | −0.11 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -36.3% | 0.18% | −0.11 |
| AIQ Global X Art Intel & Tech | Reduce -36.8% | 0.14% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.09 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.0% | 0.89% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -0.7% | 0.96% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -5.3% | 0.81% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -2.3% | 0.38% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -37.6% | 0.09% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.48% | −0.03 |
| NVDA Nvidia Corp. | Reduce -10.9% | 0.13% | −0.03 |
| VFL Abrdn National Municipal Inc. | Reduce -22.2% | 0.05% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.5% | 4.35% | −0.02 |
| JXI iShares Global Utilities ETF | Reduce -13.7% | 0.15% | −0.01 |
| AOM iShares Core 40/60 Moderate | Reduce -6.6% | 0.10% | −0.01 |
| IXP iShares Global Comm Services | Reduce -0.6% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.7% | 0.34% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.62% | −0.01 |
| SMTK Smartkem Inc. | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.2% | 0.23% | −0.00 |
| GBIL Goldman Sachs Access Treasur | Reduce -2.4% | 0.10% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 5.87% | +0.11 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHV Schwab US Large-Cap Value | Add +109.1% | 3.82% | +2.03 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +49.3% | 3.91% | +1.25 |
| BKAG BNY Mellon Core Bond ETF | Add +105.7% | 1.77% | +0.90 |
| VEU Vanguard Ftse All-World Ex-U | Add +40.1% | 2.79% | +0.83 |
| NAD Nuveen Quality Municipal Inc. | Add +385.9% | 0.98% | +0.77 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +130.7% | 0.62% | +0.36 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +25.7% | 2.31% | +0.29 |
| BND Vanguard Total Bond Market | Add +3.5% | 11.57% | +0.25 |
| SCHA Schwab US Small-Cap ETF | Add +3.9% | 4.83% | +0.24 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.22% | +0.22 |
| VEA Vanguard Ftse Developed ETF | Add +7.0% | 2.29% | +0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.2% | 1.99% | +0.14 |
| SKT Tanger Inc. | Add +5.6% | 1.38% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +17.8% | 0.53% | +0.07 |
| PFE Pfizer Inc. | Add +17.4% | 0.23% | +0.06 |
| SPHY SS SPDR P High Yield ETF | Add +36.7% | 0.12% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.1% | 0.77% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +19.2% | 0.16% | +0.02 |
| WMT Walmart Inc. | Add +0.1% | 0.19% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +4.1% | 0.27% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.2% | 0.21% | +0.01 |
| XLK SS Technology Select Sector | Add +11.6% | 0.12% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.4% | 0.19% | +0.00 |
| NXP Nuveen Select Tax-Free Inc. | Add +0.5% | 0.10% | +0.00 |
| DON Wisdomtree US Midcap Dividen | Add +0.5% | 0.09% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.45% | +0.00 |
| NIM Nuveen Select Maturit Muni | Add +0.3% | 0.06% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +0.2% | 0.10% | −0.00 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +0.2% | 0.11% | −0.00 |
| NUV Nuveen Municipal Value | Add +0.4% | 0.05% | −0.00 |
| VCLT Vanguard Long-Term Corp. Bond | Add +2.2% | 1.52% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +0.1% | 0.10% | −0.00 |
| NZF Nuveen Municipal Credit Inc. | Add +1.3% | 0.07% | −0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +1.1% | 0.07% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Add +0.7% | 0.31% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.21% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.09% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.21% | −0.01 |
| GNOM Global X Genomics & Biotechn | Add +0.6% | 0.18% | −0.01 |
| C Citigroup Inc. | Add +0.4% | 0.24% | −0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.7% | 0.29% | −0.01 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.32% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +10.6% | 1.51% | −0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.61% | −0.03 |
| ABG Asbury Automotive Group | Add +13.4% | 0.65% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.8% | 4.46% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 2.35% | −0.13 |
| MSFT Microsoft Corp. | Add +0.1% | 0.51% | −0.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $273.3M | BND, RSP, VTV, SCHF, SCHA |
| Q1 2026 | 90 | $236.3M | BND, RSP, VTV, SCHF, SCHA |
| Q4 2025 | 98 | $234.6M | BND, RSP, VTV, SCHF, SCHA |
| Q3 2025 | 91 | $221.5M | RSP, BND, VTV, SCHF, SCHA |
| Q2 2025 | 88 | $207.1M | RSP, BND, VTV, SCHF, SCHA |
| Q1 2025 | 81 | $189.7M | RSP, BND, VTV, SCHF, SCHM |
| Q4 2024 | 88 | $185.3M | RSP, BND, VTV, SCHF, SCHA |
| Q3 2024 | 83 | $181.5M | RSP, BND, VTV, SCHF, SCHM |
| Q2 2024 | 82 | $160.6M | RSP, BND, VTV, SCHF, SCHM |
| Q1 2024 | 76 | $151.8M | RSP, VTV, BND, SCHF, SCHM |