Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $231 Million
  • Q4 2025

Sightline Wealth Advisors, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $231 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $26.6M, Invesco S&P 500 Equal Weight E with a value of $20.9M, Vanguard Value ETF with a value of $19.4M, Schwab Strategic Tr Intl Eqty with a value of $13.5M, and Vanguard Growth ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $220M to 231M.

Below you can find more details about Sightline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $216 Million
Technology: $4.03 Million
Real Estate: $3.09 Million
Financial Services: $2.42 Million
Consumer Cyclical: $1.55 Million
Communication Services: $1.47 Million
Consumer Defensive: $640,000
Healthcare: $421,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Million 11.51% of portfolio
358,522
Q4 2025 Added 10.41%
$0
$20.9 Million 9.04% of portfolio
111,530
Q4 2025 Reduced 13.38%
$0
$19.4 Million 8.38% of portfolio
103,396
Q4 2025 Reduced 1.26%
$0
$13.5 Million 5.82% of portfolio
562,138
Q4 2025 Added 3.78%
$0
$10.6 Million 4.59% of portfolio
21,951
Q4 2025 Added 6.33%
$0
$10.4 Million 4.49% of portfolio
378,123
Q4 2025 Reduced 2.23%
$0
$9.94 Million 4.3% of portfolio
340,882
Q4 2025 Reduced 0.61%
$0
$6.21 Million 2.69% of portfolio
250,184
Q4 2025 Added 79.53%
$0
$6.17 Million 2.67% of portfolio
10,224
Q4 2025 Reduced 5.67%
$0
$5.68 Million 2.46% of portfolio
8,535
Q4 2025 Reduced 0.34%
$0
$4.83 Million 2.09% of portfolio
78,837
Q4 2025 Added 10.16%
$0
$4.78 Million 2.07% of portfolio
141,438
Q4 2025 Reduced 4.02%
$0
$4.67 Million 2.02% of portfolio
192,554
Q4 2025 Reduced 8.13%
$0
$4.65 Million 2.01% of portfolio
44,368
Q4 2025 Added 17.4%
$0
$4.58 Million 1.98% of portfolio
62,686
Q4 2025 Added 47.16%
$0
$4.33 Million 1.88% of portfolio
54,421
Q4 2025 Added 18.79%
$0
$3.87 Million 1.68% of portfolio
163,022
Q4 2025 Reduced 8.34%
$0
$3.59 Million 1.55% of portfolio
47,115
Q4 2025 Added 7.16%
$0
$3.57 Million 1.54% of portfolio
110,617
Q4 2025 Added 13.76%
$0
$3.57 Million 1.54% of portfolio
140,436
Q4 2025 Reduced 4.97%
$3.54B
$3.09 Million 1.34% of portfolio
91,024
Q4 2025 Reduced 6.09%
$0
$3.01 Million 1.3% of portfolio
35,741
Q4 2025 Reduced 34.03%
$0
$2.35 Million 1.02% of portfolio
6,395
Q4 2025 Added 33.26%
$0
$2.22 Million 0.96% of portfolio
8,864
Q4 2025 Reduced 2.54%
$0
$2.04 Million 0.88% of portfolio
48,158
Q4 2025 New
$0
$2.03 Million 0.88% of portfolio
86,689
Q4 2025 Added 0.86%
$4.3T
$1.73 Million 0.75% of portfolio
6,456
Q4 2025 Added 71.11%
$0
$1.68 Million 0.73% of portfolio
6,744
Q4 2025 Added 5.46%
$3.78T
$1.65 Million 0.72% of portfolio
3,256
Q4 2025 Reduced 0.7%
$4.92B
$1.55 Million 0.67% of portfolio
6,965
Q1 2025 Added 11.4%
$0
$1.5 Million 0.65% of portfolio
2,426
Q4 2025 Reduced 1.06%
$0
$1.49 Million 0.64% of portfolio
27,175
Q4 2025 Added 18.5%
$0
$1.43 Million 0.62% of portfolio
58,899
Q4 2025 Added 77.05%
$0
$1.17 Million 0.51% of portfolio
17,122
Q4 2025 Reduced 35.31%
$0
$1.17 Million 0.51% of portfolio
1,739
Q4 2025 Reduced 15.13%
$0
$1.08 Million 0.47% of portfolio
46,022
Q4 2025 Added 21.97%
$0
$1.06 Million 0.46% of portfolio
3,623
Q4 2025 Added 156.22%
$0
$1.02 Million 0.44% of portfolio
4,314
Q4 2025 Added 2.79%
$0
$1.03 Million 0.44% of portfolio
2,181
Q4 2025 Reduced 1.49%
$0
$899,000 0.39% of portfolio
38,824
Q4 2025 Reduced 36.18%
$0
$883,000 0.38% of portfolio
8,894
Q4 2025 Added 0.69%
$0
$817,000 0.35% of portfolio
5,798
Q4 2025 Reduced 20.43%
$0
$805,000 0.35% of portfolio
36,106
Q4 2025 Reduced 41.56%
$0
$785,000 0.34% of portfolio
2,063
Q4 2025 Added 0.29%
$0
$786,000 0.34% of portfolio
3,830
Q4 2025 Added 1.97%
$49.1B
$782,000 0.34% of portfolio
7,094
Q4 2025 Added 1,686.9%
$0
$729,000 0.32% of portfolio
30,881
Q4 2025 Reduced 38.64%
$0
$736,000 0.32% of portfolio
13,007
Q4 2025 Added 1.48%
$0
$694,000 0.3% of portfolio
26,903
Q4 2025 Added 0.81%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $231 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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