Sightline Wealth Advisors, LLC
CIK: 0001841979SEC EDGAR →
Portfolio Value
$234.6M
Holdings
99
As of
Q4 2025
New Positions
99
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 358,522 | $26.6M | 11.32% |
| 2 | INVESCO EXCHANGE TRADED FD T | 111,530 | $21.4M | 9.10% |
| 3 | VANGUARD INDEX FDS | 103,396 | $19.7M | 8.42% |
| 4 | SCHWAB STRATEGIC TR | 562,138 | $13.5M | 5.76% |
| 5 | SCHWAB STRATEGIC TR | 378,123 | $10.8M | 4.59% |
| 6 | VANGUARD INDEX FDS | 21,951 | $10.7M | 4.56% |
| 7 | SCHWAB STRATEGIC TR | 340,882 | $10.3M | 4.37% |
| 8 | INVESCO QQQ TR | 10,224 | $6.3M | 2.68% |
| 9 | SCHWAB STRATEGIC TR | 250,184 | $6.2M | 2.65% |
| 10 | SPDR S&P 500 ETF TR | 8,535 | $5.8M | 2.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (99)
$26.6M · 359K shares
$21.4M · 112K shares
$19.7M · 103K shares
$13.5M · 562K shares
$10.8M · 378K shares
$10.7M · 22K shares
$10.3M · 341K shares
$6.3M · 10K shares
$6.2M · 250K shares
$5.8M · 9K shares
$4.9M · 79K shares
$4.7M · 44K shares
$4.7M · 193K shares
$4.6M · 141K shares
$4.6M · 63K shares
$4.3M · 54K shares
$4.2M · 141K shares
$4.0M · 163K shares
$3.6M · 111K shares
$3.6M · 140K shares
$3.6M · 47K shares
$3.0M · 91K shares
$3.0M · 36K shares
$2.4M · 6K shares
$2.2M · 9K shares
$2.0M · 48K shares
$2.0M · 87K shares
$1.8M · 6K shares
$1.7M · 7K shares
$1.6M · 7K shares
$1.6M · 3K shares
$1.5M · 2K shares
$1.5M · 27K shares
$1.4M · 59K shares
$1.2M · 2K shares
$1.2M · 17K shares
$1.1M · 4K shares
$1.1M · 46K shares
$1.1M · 4K shares
$1.0M · 2K shares
$896K · 39K shares
$882K · 9K shares
$832K · 6K shares
$811K · 4K shares
$805K · 36K shares
$798K · 2K shares
$731K · 31K shares
$725K · 13K shares
$705K · 27K shares
$675K · 23K shares
$665K · 7K shares
$624K · 28K shares
$614K · 3K shares
$610K · 24K shares
$581K · 5K shares
$572K · 11K shares
$557K · 6K shares
$516K · 2K shares
$509K · 2K shares
$498K · 41K shares
$469K · 9K shares
$437K · 10K shares
$432K · 9K shares
$418K · 17K shares
$414K · 16K shares
$405K · 4K shares
$394K · 1K shares
$372K · 2K shares
$368K · 5K shares
$368K · 1K shares
$356K · 5K shares
$336K · 1K shares
$325K · 4K shares
$296K · 11K shares
$290K · 78K shares
$277K · 2K shares
$267K · 6K shares
$261K · 5K shares
$249K · 775 shares
$247K · 3K shares
$244K · 2K shares
$242K · 3K shares
$241K · 2K shares
$238K · 4K shares
$231K · 2K shares
$225K · 2K shares
$225K · 672 shares
$220K · 16K shares
$209K · 9K shares
$209K · 2K shares
$205K · 4K shares
$200K · 3K shares
$174K · 15K shares
$170K · 14K shares
$155K · 15K shares
$137K · 15K shares
$118K · 13K shares
$12K · 12K shares
$12K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $215.2M | 91.7% |
| Unknown | 6 | $8.9M | 3.8% |
| Technology | 8 | $4.9M | 2.1% |
| Real Estate | 1 | $3.0M | 1.3% |
| Communication Services | 3 | $1.4M | 0.6% |
| Consumer Defensive | 2 | $695K | 0.3% |
| Healthcare | 1 | $418K | 0.2% |