Latest Sightline Wealth Advisors, LLC Stock Portfolio

Sightline Wealth Advisors, LLC Performance:

2026 Q1: -0.92%YTD: -0.92%2025: 11.24%

Performance for 2026 Q1 is -0.92%, and YTD is -0.92%, and 2025 is 11.24%.

About Sightline Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Sightline Wealth Advisors, LLC is a hedge fund based in Groton, CT. On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sightline Wealth Advisors, LLC reported an equity portfolio of $236.3 Millions as of 31 Mar, 2026.

The top stock holdings of Sightline Wealth Advisors, LLC are BIV, CSD, VB. The fund has invested 11.6% of it's portfolio in VANGUARD BD INDEX FDS and 8.7% of portfolio in INVESCO EXCHANGE TRADED FD T.

The fund managers got completely rid off ISHARES TR (DMXF), SCHWAB STRATEGIC TR (FNDA) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), VANGUARD WHITEHALL FDS (VIGI) and ISHARES TR (IBCE). Sightline Wealth Advisors, LLC opened new stock positions in VANGUARD MUN BD FDS (VTEB). The fund showed a lot of confidence in some stocks as they added substantially to NUVEEN QUALITY MUNCP INCOME, INVESCO EXCH TRADED FD TR II (CGW) and SCHWAB STRATEGIC TR (FNDA).

Sightline Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sightline Wealth Advisors, LLC made a return of -0.92% in the last quarter. In trailing 12 months, it's portfolio return was 11.94%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard mun bd fds	511,726

New stocks bought by Sightline Wealth Advisors, LLC

Additions

Ticker	% Inc.
nuveen quality muncp income	385
invesco exch traded fd tr ii	130
schwab strategic tr	109
bny mellon etf trust	105
schwab strategic tr	49.3
vanguard intl equity index f	40.11
spdr series trust	36.67
spdr series trust	25.71

Additions to existing portfolio by Sightline Wealth Advisors, LLC

Reductions

Ticker	% Reduced
ishares tr	-77.59
vanguard whitehall fds	-73.94
ishares tr	-61.4
spdr series trust	-55.15
schwab strategic tr	-37.65
global x fds	-36.81
ishares tr	-36.68
spdr series trust	-36.3

Sightline Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-896,068
ishares tr	-805,875
ishares tr	-731,119
schwab strategic tr	-414,392
smartkem inc	-12,780
ishares inc	-356,791
spdr series trust	-242,735
spdr series trust	-200,847

Sightline Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Sightline Wealth Advisors, LLC has about 95% of it's holdings in Others sector.

Sector	%
Others	95
Real Estate	1.4
Technology	1.3

Market Cap. Distribution

Sightline Wealth Advisors, LLC has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95
MEGA-CAP	2.5
MID-CAP	2.1

Stocks belong to which Index?

About 4.9% of the stocks held by Sightline Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.1
S&P 500	2.8
RUSSELL 2000	2.1

Top 5 Winners (%)		%
PFE	pfizer inc	11.7 %
WMT	walmart inc	11.6 %
FNDA	schwab strategic tr	9.6 %
AAXJ	ishares tr	9.1 %
BIL	spdr series trust	4.8 %

Top 5 Winners ($)		$
VB	vanguard index fds	0.5 M
FNDA	schwab strategic tr	0.4 M
FNDA	schwab strategic tr	0.3 M
FNDA	schwab strategic tr	0.2 M
FNDA	schwab strategic tr	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.4 %
ABG	asbury automotive group inc	-15.2 %
BAC	bank america corp	-11.4 %
FNDA	schwab strategic tr	-10.2 %
VB	vanguard index fds	-10.1 %

Top 5 Losers ($)		$
VB	vanguard index fds	-1.2 M
BIL	spdr series trust	-0.4 M
FNDA	schwab strategic tr	-0.4 M
MSFT	microsoft corp	-0.4 M
QQQ	invesco qqq tr	-0.4 M

Sightline Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sightline Wealth Advisors, LLC

Sightline Wealth Advisors, LLC has 88 stocks in it's portfolio. About 58.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Sightline Wealth Advisors, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.62	5,757	1,461,040	reduced	-10.83

AAXJ	ishares tr	0.15	4,039	348,715	reduced	-13.72

ABG	asbury automotive group inc	0.65	7,897	1,543,150	added	13.38

ACWF	ishares tr	0.11	3,837	269,280	reduced	-77.59

AGNG	global x fds	0.14	7,111	331,890	reduced	-36.81

AGT	ishares tr	1.06	103,227	2,502,230	reduced	-36.68

AGZD	wisdomtree tr	0.09	3,998	210,044	added	0.5

AOA	ishares tr	0.10	5,113	242,190	reduced	-6.56

AOA	ishares tr	0.10	2,766	244,787	added	0.07

BAB	invesco exch traded fd tr ii	0.89	8,861	2,105,600	reduced	-0.03

BAC	bank america corp	0.09	4,332	211,185	unchanged	0.00

BGRN	ishares tr	1.44	140,596	3,408,040	reduced	-26.98

BGRN	ishares tr	1.11	103,295	2,616,460	reduced	-26.45

BIL	spdr series trust	2.31	55,773	5,460,730	added	25.71

BIL	spdr series trust	0.18	14,699	428,922	reduced	-36.3

BIL	spdr series trust	0.17	3,989	396,672	reduced	-55.15

BIL	spdr series trust	0.12	12,120	282,632	added	36.67

BIL	spdr series trust	0.09	1,715	219,020	unchanged	0.00

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100