Sightline Wealth Advisors, LLC Reduced Holdings in Q4 2025

Sightline Wealth Advisors, LLC

  • $231 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17.2K
- 13.38%
$185.12 - $192.11 $3.19M - $3.31M
112K $20.9M
IXUS
Ishares Tr

ETFs
-18.4K
- 34.03%
$81.21 - $85.27 $1.5M - $1.57M
35.7K $3.01M
DGRO
Ishares Core Dividend Growth E

ETFs
-9.35K
- 35.31%
$66.93 - $69.17 $625K - $646K
17.1K $1.17M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-25.7K
- 41.56%
$22.27 - $22.52 $572K - $578K
36.1K $805K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-22K
- 36.18%
$23.18 - $23.38 $510K - $515K
38.8K $899K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-19.5K
- 38.64%
$23.54 - $23.83 $458K - $463K
30.9K $729K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-17K
- 8.13%
$24.24 - $24.37 $413K - $415K
193K $4.67M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.61K
- 2.23%
$27.17 - $28.65 $234K - $247K
378K $10.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.57K
- 53.14%
$67.07 - $73.01 $373K - $406K
4.91K $352K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-14.8K
- 8.34%
N/A
163K $3.87M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.1K
- 0.61%
$28.9 - $30.17 $60.8K - $63.5K
341K $9.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.49K
- 20.43%
$137.47 - $143.13 $205K - $213K
5.8K $817K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.54K
- 46.28%
$78.97 - $83.03 $200K - $210K
2.94K $238K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-7.35K
- 4.97%
$25.38 - $25.57 $186K - $188K
140K $3.57M
IVV
Ishares Core S&P 500 ETF

ETFs
-310
- 15.13%
$656.2 - $690.71 $203K - $214K
1.74K $1.17M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-5.9K
- 6.09%
$31.85 - $34.76 $188K - $205K
91K $3.09M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
-17.7K
- 53.82%
$10.08 - $10.41 $178K - $184K
15.2K $154K
VTV
Vanguard Value ETF

ETFs
-1.32K
- 1.26%
$182.87 - $189.72 $241K - $250K
103K $19.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.99K
- 35.66%
$26.44 - $27.53 $158K - $165K
10.8K $294K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.14K
- 18.23%
$29.23 - $29.39 $150K - $151K
23.1K $675K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.93K
- 4.02%
$32.35 - $34.37 $192K - $204K
141K $4.78M
VO
Vanguard Mid Cap ETF

ETFs
-285
- 13.97%
$286.27 - $296.23 $81.6K - $84.4K
1.76K $503K
MSFT
Microsoft Corp

Technology
-23
- 0.7%
$496.82 - $542.07 $11.4K - $12.5K
3.26K $1.65M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-231
- 2.54%
$242.67 - $261.79 $56.1K - $60.5K
8.86K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 0.34%
$653.02 - $687.39 $18.9K - $19.9K
8.54K $5.68M
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 10.04%
$321.8 - $337.95 $24.1K - $25.3K
672 $221K
GBIL
Goldman Sachs Access Treasury

ETFs
-184
- 7.09%
$99.91 - $100.24 $18.4K - $18.4K
2.41K $241K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.51%
$294.11 - $320.41 $1.18K - $1.28K
775 $232K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-252
- 4.4%
$47.0 - $48.26 $11.8K - $12.2K
5.47K $261K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 1.49%
$459.47 - $491.71 $15.2K - $16.2K
2.18K $1.03M
WMT
Walmart Inc.

Consumer Defensive
-39
- 1.06%
$101.18 - $109.03 $3.95K - $4.25K
3.64K $374K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 1.06%
$600.51 - $631.95 $15.6K - $16.4K
2.43K $1.5M
Schwab Strategic Tr
-1.41K
- 8.26%
N/A
15.7K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-124
- 0.94%
$8.93 - $9.14 $1.11K - $1.13K
13.1K $118K
Global X Fds
-1.2K
- 11.11%
N/A
9.63K $0
Activity Summary
Buys All Purchases 54 New Holdings 13 Increased Positions 41 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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