Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025

Sightline Wealth Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Million distributed in 93 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 $24.4M, Vanguard Bd Index Fd Inc Total with a value of $24.1M, Vanguard Value ETF with a value of $19.5M, Schwab Strategic Tr Intl Eqty with a value of $12.6M, and Schwab Strategic Tr Us Small C with a value of $10.8M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $207M to 220M.

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

Portfolio value $220 Million
ETFs: $207 Million
Real Estate: $3.28 Million
Technology: $2.66 Million
Financial Services: $1.76 Million
Consumer Cyclical: $1.7 Million
Communication Services: $1.07 Million
Consumer Defensive: $990,000
Healthcare: $395,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Million 11.08% of portfolio
128,760
Q3 2025 Reduced 5.73%
$0
$24.1 Million 10.96% of portfolio
324,712
Q3 2025 Reduced 1.02%
$0
$19.5 Million 8.86% of portfolio
104,715
Q3 2025 Added 3.42%
$0
$12.6 Million 5.72% of portfolio
541,666
Q3 2025 Reduced 0.22%
$0
$10.8 Million 4.9% of portfolio
386,732
Q3 2025 Reduced 0.43%
$0
$10.2 Million 4.61% of portfolio
342,986
Q3 2025 Reduced 0.6%
$0
$9.9 Million 4.49% of portfolio
20,645
Q3 2025 Added 4.45%
$0
$6.51 Million 2.95% of portfolio
10,838
Q3 2025 Reduced 3.11%
$0
$5.71 Million 2.59% of portfolio
8,564
Q3 2025 Reduced 0.63%
$0
$5.1 Million 2.31% of portfolio
209,602
Q3 2025 Added 13.08%
$0
$4.92 Million 2.23% of portfolio
147,364
Q3 2025 Reduced 2.51%
$0
$4.47 Million 2.03% of portfolio
54,174
Q3 2025 Reduced 6.0%
$0
$4.29 Million 1.95% of portfolio
71,563
Q3 2025 Added 5.54%
$0
$4.22 Million 1.92% of portfolio
177,860
Q3 2025 Added 7.26%
$0
$3.95 Million 1.79% of portfolio
37,793
Q3 2025 Reduced 3.36%
$0
$3.77 Million 1.71% of portfolio
147,783
Q3 2025 Added 15.61%
$0
$3.48 Million 1.58% of portfolio
139,357
Q3 2025 Added 114.5%
$0
$3.41 Million 1.55% of portfolio
43,968
Q3 2025 Added 1.42%
$3.51B
$3.28 Million 1.49% of portfolio
96,924
Q1 2025 Added 11.3%
$0
$3.1 Million 1.41% of portfolio
97,238
Q3 2025 Added 12.11%
$0
$3.04 Million 1.38% of portfolio
42,596
Q3 2025 Added 6.23%
$0
$2.25 Million 1.02% of portfolio
9,095
Q3 2025 Reduced 0.09%
$0
$2.02 Million 0.92% of portfolio
85,952
Q3 2025 Reduced 6.38%
$0
$1.8 Million 0.82% of portfolio
26,467
Q3 2025 Added 4.52%
$0
$1.75 Million 0.8% of portfolio
4,799
Q3 2025 Added 0.13%
$3.83T
$1.7 Million 0.77% of portfolio
3,279
Q3 2025 Reduced 1.56%
$5.1B
$1.7 Million 0.77% of portfolio
6,965
Q1 2025 Added 11.4%
$0
$1.63 Million 0.74% of portfolio
6,395
Q3 2025 Reduced 2.13%
$0
$1.5 Million 0.68% of portfolio
2,452
Q3 2025 Added 0.12%
$0
$1.42 Million 0.65% of portfolio
60,833
Q3 2025 Reduced 12.52%
$0
$1.39 Million 0.63% of portfolio
61,778
Q3 2025 Reduced 10.83%
$0
$1.37 Million 0.62% of portfolio
2,049
Q3 2025 Added 1.49%
$0
$1.24 Million 0.56% of portfolio
22,933
Q3 2025 Added 9.05%
$0
$1.2 Million 0.54% of portfolio
50,331
Q3 2025 Reduced 8.63%
$0
$1.04 Million 0.47% of portfolio
2,214
Q3 2025 Reduced 0.23%
$0
$1.03 Million 0.47% of portfolio
7,287
Q3 2025 Added 20.89%
$0
$1.02 Million 0.46% of portfolio
4,197
Q3 2025 Reduced 11.17%
$4.34T
$960,000 0.44% of portfolio
3,773
Q3 2025 Reduced 1.59%
$0
$879,000 0.4% of portfolio
8,833
Q3 2025 Reduced 11.39%
$0
$885,000 0.4% of portfolio
37,733
Q3 2025 Added 18.14%
$0
$827,000 0.38% of portfolio
28,219
Q3 2025 New
$0
$811,000 0.37% of portfolio
33,267
Q3 2025 Added 80.34%
$0
$783,000 0.36% of portfolio
3,756
Q3 2025 Reduced 0.48%
$0
$779,000 0.35% of portfolio
2,057
Q3 2025 Added 0.24%
$0
$728,000 0.33% of portfolio
12,817
Q3 2025 Added 1.13%
$0
$707,000 0.32% of portfolio
10,475
Q3 2025 Reduced 24.55%
$0
$686,000 0.31% of portfolio
26,688
Q3 2025 Added 10.93%
$0
$598,000 0.27% of portfolio
3,000
Q4 2022 New
$0
$599,000 0.27% of portfolio
2,040
Q3 2025 Reduced 13.34%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $220 Million
  • Prior Value $207 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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