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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$496,000 0.21% of portfolio
41,472
Q4 2025 New
$0
$226,000 0.1% of portfolio
15,655
Q4 2025 Added 0.99%
$0
$154,000 0.07% of portfolio
15,161
Q4 2025 Reduced 53.82%
$0
$172,000 0.07% of portfolio
14,984
Q4 2025 New
$0
$170,000 0.07% of portfolio
13,575
Q4 2025 New
$0
$139,000 0.06% of portfolio
14,715
Q4 2025 Added 21.09%
$0
$118,000 0.05% of portfolio
13,122
Q4 2025 Reduced 0.94%

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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