Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025

Sightline Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $24.4M, Vanguard Bd Index Fd Inc Total with a value of $24.1M, Vanguard Value ETF with a value of $19.5M, Schwab Strategic Tr Intl Eqty with a value of $12.6M, and Schwab Strategic Tr Us Small C with a value of $10.8M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $207M to 220M.

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

Portfolio value $220 Million
ETFs: $207 Million
Real Estate: $3.28 Million
Technology: $2.66 Million
Financial Services: $1.76 Million
Consumer Cyclical: $1.7 Million
Communication Services: $1.07 Million
Consumer Defensive: $990,000
Healthcare: $395,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $220 Million
  • Prior Value $207 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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