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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Million 12.0% of portfolio
136,591
Q2 2025 Reduced 3.71%
$0
$24.2 Million 11.67% of portfolio
328,063
Q2 2025 Added 1.45%
$0
$17.9 Million 8.65% of portfolio
101,255
Q2 2025 Added 2.84%
$0
$12 Million 5.8% of portfolio
542,851
Q2 2025 Added 0.31%
$0
$9.83 Million 4.75% of portfolio
388,420
Q2 2025 Added 2.1%
$0
$9.68 Million 4.68% of portfolio
345,072
Q2 2025 Reduced 0.15%
$0
$8.66 Million 4.19% of portfolio
19,765
Q2 2025 Added 2.23%
$0
$6.17 Million 2.98% of portfolio
11,186
Q2 2025 Reduced 0.03%
$0
$5.32 Million 2.57% of portfolio
8,618
Q2 2025 Reduced 1.85%
$0
$4.56 Million 2.2% of portfolio
151,163
Q2 2025 Added 4.02%
$0
$4.5 Million 2.17% of portfolio
185,356
Q2 2025 Added 35.52%
$0
$4.46 Million 2.15% of portfolio
57,629
Q2 2025 Reduced 0.9%
$0
$3.94 Million 1.9% of portfolio
165,825
Q2 2025 Added 17.91%
$0
$3.87 Million 1.87% of portfolio
67,804
Q2 2025 Added 2.08%
$0
$3.82 Million 1.84% of portfolio
48,025
Q2 2025 Added 2.92%
$0
$3.73 Million 1.8% of portfolio
39,105
Q2 2025 Added 1.85%
$0
$3.25 Million 1.57% of portfolio
127,826
Q2 2025 Added 42.5%
$0
$2.7 Million 1.3% of portfolio
40,099
Q2 2025 Added 5.45%
$0
$2.53 Million 1.22% of portfolio
86,737
Q2 2025 Added 3.14%
$0
$2.13 Million 1.03% of portfolio
91,808
Q2 2025 Reduced 4.38%
$0
$2.07 Million 1.0% of portfolio
9,103
Q2 2025 Added 5.24%
$0
$1.63 Million 0.79% of portfolio
4,793
Q2 2025 Added 0.1%
$0
$1.62 Million 0.78% of portfolio
25,323
Q2 2025 Added 7.37%
$0
$1.61 Million 0.78% of portfolio
64,967
Q2 2025 Reduced 0.49%
$0
$1.62 Million 0.78% of portfolio
69,536
Q2 2025 Added 0.08%
$0
$1.56 Million 0.75% of portfolio
69,284
Q2 2025 Added 2.37%
$0
$1.55 Million 0.75% of portfolio
6,534
Q2 2025 Added 0.37%
$0
$1.39 Million 0.67% of portfolio
2,449
Q2 2025 Reduced 25.9%
$0
$1.31 Million 0.63% of portfolio
55,082
Q2 2025 Added 9.24%
$0
$1.25 Million 0.61% of portfolio
2,019
Q2 2025 Added 0.3%
$0
$1.04 Million 0.5% of portfolio
21,030
Q2 2025 Added 1.9%
$0
$1.02 Million 0.49% of portfolio
4,725
Q2 2025 Reduced 7.28%
$0
$991,000 0.48% of portfolio
9,968
Q2 2025 Added 5.51%
$0
$935,000 0.45% of portfolio
2,219
Q2 2025 Added 0.14%
$0
$876,000 0.42% of portfolio
13,883
Q2 2025 Reduced 23.34%
$0
$803,000 0.39% of portfolio
6,028
Q2 2025 Added 45.46%
$0
$735,000 0.36% of portfolio
3,774
Q2 2025 Reduced 3.38%
$0
$745,000 0.36% of portfolio
31,939
Q2 2025 Added 63.62%
$0
$720,000 0.35% of portfolio
2,052
Q2 2025 Added 0.24%
$0
$711,000 0.34% of portfolio
12,674
Q2 2025 Added 1.1%
$0
$658,000 0.32% of portfolio
2,354
Q2 2025 Reduced 9.46%
$0
$573,000 0.28% of portfolio
24,058
Q2 2025 Added 0.9%
$0
$566,000 0.27% of portfolio
3,000
Q4 2022 New
$0
$540,000 0.26% of portfolio
22,298
Q2 2025 Reduced 21.53%
$0
$511,000 0.25% of portfolio
23,283
Q2 2025 Added 67.11%
$0
$515,000 0.25% of portfolio
5,766
Q2 2025 Added 0.59%
$0
$485,000 0.23% of portfolio
18,313
Q2 2025 Added 0.27%
$0
$449,000 0.22% of portfolio
18,447
Q2 2025 Added 7.74%
$0
$444,000 0.21% of portfolio
9,214
Q2 2025 Added 1.11%

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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