Sightline Wealth Advisors, LLC

CIK

1841979

Location

GROTON, CT

Portfolio Value

Micro $29,881,202

Diversification

Diversified

Filing Date

Global Rank

#7,485 / 8,517 ▼ 32

Top Industry

Asset Management 21.3%

3Y Alpha vs SPY

-1.1%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+70.9%

SPY

+75.3%

Annualised alpha

-1.0%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.5%

+6.6 pts

Top 5

68.7%

+8.0 pts

Top 10

84.4%

+0.2 pts

HHI

1,227

Diversified+332

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.9%	$12,813,852	2
Financial Services	16.2%	$4,851,525	10
Technology	15.6%	$4,649,934	7
Real Estate	10.8%	$3,212,305	1
Consumer Cyclical	5.3%	$1,587,928	1
Consumer Defensive	3.6%	$1,082,971	2
Communication Services	3.3%	$998,609	2
Healthcare	1.6%	$477,410	1
Industrials	0.7%	$206,668	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
NWL	Newell Brands Inc.	+30,418	108,479	$666,061
NAD	Nuveen Quality Municipal Income Fund	+12,395	213,893	$2,592,383
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+3,329	18,486	$217,025
NZF	Nuveen Municipal Credit Income Fund	+3,071	16,817	$213,239
AAPL	Apple Inc.	+839	6,596	$1,908,618
BAC	Bank Of America Corp /De/	+140	4,472	$254,814
VFL	abrdn National Municipal Income Fund	+131	11,922	$123,631
NXP	Nuveen Select Tax Free Income Portfolio	+117	15,850	$226,813
PFE	Pfizer Inc	+88	19,826	$477,410
NIM	Nuveen Select Maturities Municipal Fund	+77	14,842	$139,811
NUV	Nuveen Municipal Value Fund Inc	+76	13,249	$122,155
NVDA	Nvidia Corp	+69	1,846	$369,366
MSFT	Microsoft Corp	+50	3,308	$1,233,950
WMT	Walmart Inc.	+38	3,681	$416,910
C	Citigroup Inc	+20	5,028	$703,718
SPY	Spdr S&P 500 ETF Trust	+19	8,569	$6,399,072
JPM	Jpmorgan Chase & Co	+13	788	$257,936
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
SKT	Tanger Inc.	−14,698	81,386	$3,212,305
GOOGL	Alphabet Inc.	−1,057	1,377	$492,098
QQQ	Invesco Qqq Trust, Series 1	−216	8,711	$6,414,780
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	376	$434,013
TXN	Texas Instruments Inc	885	$263,791
LRCX	Lam Research Corp	520	$225,331
CIEN	Ciena Corp	438	$214,865
ETN	Eaton Corp plc	485	$206,668
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	87,829	$6,595,957
VEA	Vanguard FTSE Developed Markets ETF	84,394	$5,407,967
BKAG	BNY Mellon Core Bond ETF	99,066	$4,180,585
VB	Vanguard Morningstar Small-Cap ETF	6,951	$1,820,605
VIG	Vanguard Dividend Appreciation ETF	2,357	$506,896
AOA	iShares Core 80/20 Aggressive Allocation ETF	2,766	$244,763
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	2,355	$235,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $29,881,202 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,711	-216	$6,414,780	+24.5%	21.47%
SPY	Spdr S&P 500 ETF Trust	Added	8,569	+19	$6,399,072	+15.1%	21.42%
SKT	Tanger Inc. Real Estate	Reduced	81,386	-14,698	$3,212,305	−1.6%	10.75%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Added	213,893	+12,395	$2,592,383	+11.9%	8.68%
AAPL	Apple Inc. Technology	Added	6,596	+839	$1,908,618	+30.6%	6.39%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Held	7,897	0	$1,587,928	+2.9%	5.31%
MSFT	Microsoft Corp Technology	Added	3,308	+50	$1,233,950	+2.3%	4.13%
C	Citigroup Inc Financial Services	Added	5,028	+20	$703,718	+23.9%	2.36%
NWL	Newell Brands Inc. Consumer Defensive	Added	108,479	+30,418	$666,061	+148.8%	2.23%
NFLX	Netflix Inc Communication Services	Held	7,094	0	$506,511	−25.7%	1.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,377	-1,057	$492,098	−29.6%	1.65%
PFE	Pfizer Inc Healthcare	Added	19,826	+88	$477,410	−13.9%	1.60%
MU	Micron Technology Inc Technology	NEW	376	NEW	$434,013	NEW	1.45%
WMT	Walmart Inc. Consumer Defensive	Added	3,681	+38	$416,910	−7.9%	1.40%
NVDA	Nvidia Corp Technology	Added	1,846	+69	$369,366	+19.2%	1.24%
TXN	Texas Instruments Inc Technology	NEW	885	NEW	$263,791	NEW	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	788	+13	$257,936	+13.1%	0.86%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,472	+140	$254,814	+20.7%	0.85%
NXP	Nuveen Select Tax Free Income Portfolio Financial Services	Added	15,850	+117	$226,813	+0.5%	0.76%
LRCX	Lam Research Corp Technology	NEW	520	NEW	$225,331	NEW	0.75%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	18,486	+3,329	$217,025	+27.5%	0.73%
CIEN	Ciena Corp Technology	NEW	438	NEW	$214,865	NEW	0.72%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	16,817	+3,071	$213,239	+27.4%	0.71%
ETN	Eaton Corp plc Industrials	NEW	485	NEW	$206,668	NEW	0.69%
NIM	Nuveen Select Maturities Municipal Fund Financial Services	Added	14,842	+77	$139,811	+0.2%	0.47%
VFL	abrdn National Municipal Income Fund Financial Services	Added	11,922	+131	$123,631	—	0.41%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Added	13,249	+76	$122,155	+3.1%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.