Sightline Wealth Advisors
Sightline Wealth Advisors reported 70 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are BND (12.6%), VTV (11.2%) and RSP (8.7%). Compared with Q2 2026, the fund opened new positions in XOM, BRK.B and VOOG, added to VTV, VEA and SCHG, trimmed BND, RSP and VUG and sold out of NAD, PXH and IVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $27.1M | 12.6% | 387K | −9,209 (−2%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $24.2M | 11.2% | 112K | +9,037 (+9%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $18.8M | 8.7% | 90K | −16K (−15%) | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $13M | 6.0% | 144K | −2,262 (−2%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $12.2M | 5.7% | 445K | −110K (−20%) | 8 of 8 | |
| 6 |  SCHA Schwab US Small Cap ETF | $9.8M | 4.5% | 300K | −111K (−27%) | 8 of 8 | |
| 7 |  SCHM Schwab Strategic TR | $8.6M | 4.0% | 254K | −69K (−21%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $8.6M | 4.0% | 121K | +28K (+30%) | 8 of 8 | |
| 9 |  SCHG Schwab Strategic TR | $7.5M | 3.5% | 210K | +63K (+43%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $5.6M | 2.6% | 7,372 | −1,197 (−14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NAD Nuveen Quality Muncp Income | $2.6M | 214K |
 PXH Invesco Exch Traded FD TR II | $1.7M | 62K |
 IVV Ishares TR | $1.3M | 1,740 |
 IXUS Ishares Core Msci Totl | $1.1M | 11K |
 SCHB Schwab US Broad Market ETF | $837K | 29K |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sightline Wealth Advisors 13F FAQ
What does Sightline Wealth Advisors own?
Sightline Wealth Advisors reported 70 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are BND (12.6%), VTV (11.2%) and RSP (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Sightline Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 22 added to, 35 trimmed and 28 sold out. New positions include XOM, BRK.B and VOOG. It sold all of NAD, PXH and IVV.
When will Sightline Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sightline Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $215M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.