1y return+16.6%S&P 500 +20.9%
3y return+40.3%S&P 500 +68.5%
5y return+32.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $146 against $200 in the S&P 500.2
Sightline Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BNDVanguard Bd Index Fds | $29.1M | 10.6% | +6.6% |
| RSPInvesco Exchange Traded Fd T | $22.5M | 8.2% | −1.6% |
| VTVVanguard Index Fds | $22.4M | 8.2% | +4.1% |
| SCHFSchwab Strategic Tr | $15.4M | 5.6% | |
| SCHASchwab Strategic Tr | $14.8M | 5.4% | +4.6% |
| VUGVanguard Index Fds | $12.6M | 4.6% | +1.2% |
| SCHMSchwab Strategic Tr | $11.9M | 4.4% | −2.8% |
| SCHVSchwab Strategic Tr | $11.5M | 4.2% | +11.3% |
| SCHJSchwab Strategic Tr | $10.3M | 3.8% | +11.6% |
| VEUVanguard Intl Equity Index F | $7.9M | 2.9% | +7.1% |
| SPYGSpdr Series Trust | $7.0M | 2.6% | +6.1% |
| VEAVanguard Tax-managed Fds | $6.7M | 2.4% | +11.0% |
| QQQInvesco Qqq Tr | $6.4M | 2.3% | −2.4% |
| SPYState Str Spdr S&p 500 Etf T | $6.4M | 2.3% | |
| VCSHVanguard Scottsdale Fds | $5.0M | 1.8% | +7.1% |
| SCHGSchwab Strategic Tr | $5.0M | 1.8% | +20.2% |
| BKAGBny Mellon Etf Trust | $4.7M | 1.7% | +13.6% |
| SCHESchwab Strategic Tr | $4.5M | 1.6% | |
| IBDSIshares Tr | $4.4M | 1.6% | +29.0% |
| IBDTIshares Tr | $3.7M | 1.4% | +42.9% |
| VCLTVanguard Scottsdale Fds | $3.6M | 1.3% | |
| SKTTanger Inc | $3.2M | 1.2% | −15.3% |
| QQQMInvesco Exch Traded Fd Tr II | $2.9M | 1.1% | +9.7% |
| NADNuveen Quality Muncp Income | $2.6M | 0.9% | +6.2% |
| IWBIshares Tr | $2.5M | 0.9% | −2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| QQQMInvesco Exch Traded Fd Tr II | June 30, 2022 | +163.0% | $2.9M |
| VUGVanguard Index Fds | December 31, 2022 | +142.5% | $12.6M |
| SKTTanger Inc | December 31, 2022 | +120.0% | $3.2M |
| IWFIshares Tr | December 31, 2020 | +106.0% | $1.0M |
| AAPLApple Inc | September 30, 2021 | +104.5% | $1.9M |
| QQQInvesco Qqq Tr | March 31, 2022 | +103.1% | $6.4M |
| SPYGSpdr Series Trust | September 30, 2023 | +100.7% | $7.0M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $6.4M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $1.3M |
| VOOVanguard Index Fds | June 30, 2022 | +98.0% | $1.6M |
Sold off last quarter
- DGROIshares Tr was $269K
- AOMIshares Tr was $242K
- VYMVanguard Whitehall Fds was $224K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +3.0% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sightline Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1841979&type=13F-HR&dateb=&owner=include&count=40CIK 1841979
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1841979/000195175726001024/Filed July 22, 2026 · accession 0001951757-26-001024