Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

Sightline Wealth Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Million distributed in 90 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 $24.8M, Vanguard Bd Index Fd Inc Total with a value of $24.2M, Vanguard Value ETF with a value of $17.9M, Schwab Strategic Tr Intl Eqty with a value of $12M, and Schwab Strategic Tr Us Small C with a value of $9.83M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $190M to 207M.

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

Portfolio value $207 Million
ETFs: $194 Million
Real Estate: $2.96 Million
Technology: $2.44 Million
Consumer Cyclical: $1.66 Million
Financial Services: $1.62 Million
Consumer Defensive: $1.2 Million
Communication Services: $965,000
Healthcare: $373,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39B
$2.96 Million 1.43% of portfolio
96,924
Q1 2025 Added 11.3%
$5.83B
$1.66 Million 0.8% of portfolio
6,965
Q1 2025 Added 11.4%
$3.75T
$1.66 Million 0.8% of portfolio
3,331
Q2 2025 Added 5.38%
$3.35T
$786,000 0.38% of portfolio
3,834
Q2 2025 Reduced 19.81%
$562B
$531,000 0.26% of portfolio
397
Q1 2024 New
$2.33B
$421,000 0.2% of portfolio
78,061
Q2 2025 Added 33.16%
$169B
$420,000 0.2% of portfolio
4,937
Q2 2025 Added 0.63%
$142B
$373,000 0.18% of portfolio
15,426
Q2 2025 Added 1.29%
$260B
$363,000 0.18% of portfolio
3,718
Q2 2025 Added 39.2%
$0
$312,000 0.15% of portfolio
32,383
Q2 2025 New
$378B
$227,000 0.11% of portfolio
4,808
Q2 2025 New
$1.11T
$222,000 0.11% of portfolio
1,256
Q2 2025 New
$847B
$225,000 0.11% of portfolio
779
Q2 2025 New
$1.07T
$212,000 0.1% of portfolio
1,207
Q2 2025 New
$0
$216,000 0.1% of portfolio
15,390
Q2 2025 Reduced 22.28%
$364B
$215,000 0.1% of portfolio
1,355
Q2 2025 Added 3.44%
$0
$113,000 0.05% of portfolio
13,099
Q2 2025 Reduced 21.0%
$0
$109,000 0.05% of portfolio
12,079
Q2 2025 Added 0.59%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $207 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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