Sightline Wealth Advisors, LLC: 13F holdings
CIK 18419792026Q2
| Positions | 93 |
|---|
| Reported value | $273.3m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 93 (+2 vs prior quarter) |
|---|
| Reported value | $273.3m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BND VANGUARD BD INDEX FDS | 395,782 | $29.1m | 10.6% |
| RSP INVESCO EXCHANGE TRADED FD T | 105,776 | $22.5m | 8.2% |
| VTV VANGUARD INDEX FDS | 102,924 | $22.4m | 8.2% |
| SCHF SCHWAB STRATEGIC TR | 554,766 | $15.4m | 5.6% |
| SCHA SCHWAB STRATEGIC TR | 410,967 | $14.8m | 5.4% |
| VUG VANGUARD INDEX FDS | 146,349 | $12.6m | 4.6% |
| SCHM SCHWAB STRATEGIC TR | 322,842 | $11.9m | 4.4% |
| SCHV SCHWAB STRATEGIC TR | 329,224 | $11.5m | 4.2% |
| SCHJ SCHWAB STRATEGIC TR | 416,772 | $10.3m | 3.8% |
| VEU VANGUARD INTL EQUITY INDEX F | 94,044 | $7.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841979")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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