Sightline Wealth Advisors, LLC holds a focused book of 93 stocks worth $273.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Vanguard Total Bond Market at 11% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1841979/holdings"
Use Arkolith to show Sightline Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sightline Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sightline Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $449.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $391.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $138.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $124.2B |
| LPL Financial LLC | 80 / 80 | $87.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.7B |
| Rockefeller Capital Management L.P. | 80 / 80 | $16.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $84.7B |
Ranked by how many of Sightline Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $29.1M | 395.8K | 10.6% | ▲+6.6% Added · +25K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $22.5M | 105.8K | 8.2% | ▼−1.6% Reduced · −2K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $22.4M | 102.9K | 8.2% | ▲+4.1% Added · +4K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $15.4M | 554.8K | 5.6% | ▼−1.0% Reduced · −6K sh | |
| 5 | Schwab Strategic TR US SML CAP ETF | $14.8M | 411.0K | 5.4% | ▲+4.6% Added · +18K sh | |
| 6 | Vanguard Index FDS GROWTH ETF | $12.6M | 146.3K | 4.6% | ▲+507% Added · +122K sh | |
| 7 | Schwab Strategic TR US MID-CAP ETF | $11.9M | 322.8K | 4.4% | ▼−2.8% Reduced · −9K sh | |
| 8 | Schwab Strategic TR US LCAP VA ETF | $11.5M | 329.2K | 4.2% | ▲+11% Added · +33K sh | |
| 9 | Schwab Strategic TR 1 5YR CORP BD | $10.3M | 416.8K | 3.8% | ▲+12% Added · +43K sh | |
| 10 | Vanguard Intl Equity Index F ALLWRLD EX US | $7.9M | 94.0K | 2.9% | ▲+7.1% Added · +6K sh | |
| 11 | SPDR Series Trust ST STR P500GRW | $7.0M | 59.2K | 2.6% | ▲+6.1% Added · +3K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.7M | 93.7K | 2.4% | ▲+11% Added · +9K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $6.4M | 8.7K | 2.3% | ▼−2.4% Reduced · −216 sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $6.4M | 8.6K | 2.3% | ▲+0.2% Added · +19 sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.0M | 63.7K | 1.8% | ▲+7.1% Added · +4K sh | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $5.0M | 147.1K | 1.8% | ▲+20% Added · +25K sh | |
| 17 | Bny Mellon ETF Trust CORE BOND ETF | $4.7M | 112.5K | 1.7% | ▲+14% Added · +13K sh | |
| 18 | Schwab Strategic TR EMRG MKTEQ ETF | $4.5M | 123.1K | 1.6% | ▲+0.1% Added · +110 sh | |
| 19 | Ishares TR IBONDS 27 ETF | $4.4M | 181.4K | 1.6% | ▲+29% Added · +41K sh | |
| 20 | Ishares TR IBDS DEC28 ETF | $3.7M | 147.6K | 1.4% | ▲+43% Added · +44K sh | |
| 21 | Vanguard Scottsdale FDS LG-TERM COR BD | $3.6M | 48.3K | 1.3% | ▲+0.4% Added · +198 sh | |
| 22 | Tanger Inc COM | $3.2M | 81.4K | 1.2% | ▼−15% Reduced · −15K sh | |
| 23 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.9M | 9.7K | 1.1% | ▲+9.7% Added · +860 sh | |
| 24 | Nuveen Quality Muncp Income COM | $2.6M | 213.9K | 0.9% | ▲+6.2% Added · +12K sh | |
| 25 | Ishares TR RUS 1000 ETF | $2.5M | 6.2K | 0.9% | ▼−2.2% Reduced · −141 sh | |
| 26 | Ishares TR IBONDS DEC 29 | $2.5M | 109.1K | 0.9% | ▲+101% Added · +55K sh | |
| 27 | Vanguard Index FDS SMALL CP ETF | $2.1M | 6.9K | 0.8% | ▼−0.6% Reduced · −42 sh | |
| 28 | Apple Inc COM | $1.9M | 6.6K | 0.7% | ▲+15% Added · +839 sh | |
| 29 | Schwab Strategic TR US AGGREGATE B | $1.9M | 82.3K | 0.7% | ▲+0.2% Added · +167 sh | |
| 30 | Ishares TR IBONDS DEC2026 | $1.8M | 72.4K | 0.6% | ▼−30% Reduced · −31K sh | |
| 31 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $1.7M | 61.6K | 0.6% | ▲+13% Added · +7K sh | |
| 32 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.7M | 27.7K | 0.6% | ▲+2.9% Added · +783 sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.4K | 0.6% | ▼−2.4% Reduced · −58 sh | |
| 34 | Asbury Automotive Group Inc COM | $1.6M | 7.9K | 0.6% | —Held | |
| 35 | Ishares TR IBONDS DEC 2030 | $1.5M | 68.4K | 0.5% | ▲+132% Added · +39K sh | |
| 36 | Ishares TR CORE S&P500 ETF | $1.3M | 1.7K | 0.5% | ▲+0.2% Added · +3 sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $1.3M | 4.3K | 0.5% | ▲+0.2% Added · +7 sh | |
| 38 | Microsoft Corp COM | $1.2M | 3.3K | 0.5% | ▲+1.5% Added · +50 sh | |
| 39 | Ishares TR CORE MSCI TOTAL | $1.1M | 11.0K | 0.4% | ▼−20% Reduced · −3K sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $1.0M | 8.4K | 0.4% | ▲+296% Added · +6K sh | |
| 41 | Vanguard Index FDS SM CP VAL ETF | $897K | 3.7K | 0.3% | ▲+0.1% Added · +4 sh | |
| 42 | Ishares TR RUSSELL 3000 ETF | $883K | 2.1K | 0.3% | ▲+0.2% Added · +5 sh | |
| 43 | Schwab Strategic TR US BRD MKT ETF | $837K | 28.9K | 0.3% | ▲+6.6% Added · +2K sh | |
| 44 | Vanguard Scottsdale FDS LONG TERM TREAS | $726K | 13.2K | 0.3% | ▲+0.4% Added · +49 sh | |
| 45 | Schwab Strategic TR SHT TM US TRES | $709K | 29.4K | 0.3% | ▼−40% Reduced · −19K sh | |
| 46 | Vanguard Mun BD FDS TAX EXEMPT BD | $704K | 13.9K | 0.3% | ▲+36% Added · +4K sh | |
| 47 | Citigroup Inc COM NEW | $704K | 5.0K | 0.3% | ▲+0.4% Added · +20 sh | |
| 48 | Newell Brands Inc COM | $666K | 108.5K | 0.2% | ▲+39% Added · +30K sh | |
| 49 | Vanguard Index FDS MID CAP ETF | $661K | 8.2K | 0.2% | ▲+366% Added · +6K sh | |
| 50 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $658K | 3.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.