Sightline Wealth Advisors, LLC holds a focused book of 93 reported positions worth $273.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-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 reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Sightline Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Sightline Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with 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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sightline Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| CBIZ Investment Advisory Services, LLC | 38 / 80 | $2.7B |
| Swiss Re Ltd | 15 / 80 | $1.0B |
| Kearns & Associates LLC | 17 / 80 | $196.0M |
| Prosperity Advisers, LLC | 21 / 80 | $124.3M |
| HT Partners LLC | 22 / 80 | $323.6M |
| Golden Reserve Retirement LLC | 22 / 80 | $545.6M |
| Marest Capital, LLC | 10 / 80 | $172.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Sightline Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.