Sightline Wealth Advisors, LLC

Registered adviser

CIK

1841979

Location

GROTON, CT

Portfolio Value

Small $189,743,305

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,489 / 8,814 ▲ 27 · as of Jun 2026

Top Industry

REIT - Retail 19.6%

Period ended 23 days ago

Filed Oct 21, 2026 · 2d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 176520

Roster of Oct 1, 2026

Regulatory AUM

$354,203,133

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$354,203,133	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$293,878,415	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$242,397,670	Individuals and high net worth (100%)
May 2023 to Mar 2024	$215,694,974	Individuals and high net worth (100%)
Apr 2023	$215,694,974	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$225,757,847	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 84.8% of the book (60%+)

Turnover

Low turnover

16.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 87.9%; sector active share 80.1% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

70 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.4%

−2.9 pts

Top 5

79.2%

+7.8 pts

Top 10

91.5%

+6.7 pts

HHI

1,571

Moderately concentrated+227

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.5%	$175,532,946	49
Technology	2.9%	$5,506,934	5
Real Estate	1.5%	$2,791,539	1
Communication Services	0.8%	$1,594,251	3
Financial Services	0.8%	$1,474,947	7
Consumer Cyclical	0.7%	$1,360,653	1
Consumer Defensive	0.5%	$956,025	2
Healthcare	0.2%	$301,741	1
Energy	0.1%	$224,269	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	+63,001	210,122	$7,549,683
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+58,190	205,789	$5,136,493
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+57,474	166,528	$3,778,520
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+53,792	122,168	$2,582,631
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+46,375	227,770	$5,493,812
VEA	Vanguard FTSE Developed Markets ETF	+27,691	121,391	$8,571,418
VTV	VANGUARD VALUE INDEX FUND	+9,037	111,961	$24,192,532
VO	VANGUARD MID-CAP INDEX FUND	+4,146	12,345	$968,094
NFLX	Netflix Inc	+2,814	9,908	$689,398
AAPL	Apple Inc.	+1,101	7,697	$2,563,254
MU	Micron Technology Inc	+187	563	$599,656
EFA	iShares MSCI EAFE ETF	+170	5,877	$610,561
QQQM	Invesco Ltd.	+110	9,831	$0
VB	Vanguard Index Funds	+101	7,010	$1,994,274
NVDA	Nvidia Corp	+23	1,869	$426,842
DON	WisdomTree U.S. Midcap Dividend Fund	+23	4,045	$218,227
C	Citigroup Inc	+23	5,051	$654,003
VIG	Vanguard Specialized Funds	+8	2,374	$553,877
WMT	Walmart Inc.	+7	3,688	$383,256
GOOGL	Alphabet Inc.	+6	1,383	$475,862
GOOG	Alphabet Inc.	+3	1,259	$428,991
TXN	Texas Instruments Inc	+3	888	$248,719
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHJ	Schwab 1-5 Year Corporate Bond ETF	−334,759	82,013	$1,976,513
SCHV	Schwab U.S. Large-Cap Value ETF	−286,737	42,487	$1,415,241
SCHA	Schwab U.S. Small-Cap ETF	−111,376	299,591	$9,775,654
SCHF	Schwab International Equity ETF	−109,575	445,191	$12,229,396
BKAG	BNY Mellon ETF Trust	−89,757	22,735	$910,945
SCHM	Schwab U.S. Mid-Cap ETF	−68,797	254,045	$8,642,610
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−52,391	6,810	$838,174
VEU	Vanguard International Equity Index Funds	−48,453	45,591	$3,782,685
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−24,720	47,715	$1,156,611
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−15,879	47,786	$3,691,468
RSP	Victory Portfolios II	−15,505	90,271	$0
SCHO	Schwab Short-Term U.S. Treasury ETF	−14,715	14,644	$349,405
PFE	Pfizer Inc	−9,246	10,580	$301,741
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−9,209	386,573	$27,118,095
SCHE	Schwab Emerging Markets Equity ETF	−6,126	116,931	$4,262,134
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−4,452	23,286	$1,381,092
NXP	Nuveen Select Tax Free Income Portfolio	−4,439	11,411	$153,249
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−3,117	10,033	$503,054
NIM	Nuveen Select Maturities Municipal Fund	−2,390	12,452	$108,332
—		−2,376	45,959	$0
VUG	VANGUARD GROWTH INDEX FUND	−2,262	144,087	$12,983,679
GNOM	Global X Genomics & Biotechnology ETF	−1,836	7,666	$0
IWB	iShares Russell 1000 ETF	−1,550	4,659	$1,938,749
QQQ	Invesco Qqq Trust, Series 1	−1,356	7,355	$5,441,008
IWV	iShares Russell 3000 ETF	−1,279	793	$342,306
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,378	$224,269
BRK-B	Berkshire Hathaway Inc	432	$215,114
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	2,400	$205,152
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	1,868	$203,051
MFM	Aberdeen Municipal Income Fund	17,228	$83,555
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NAD	Nuveen Quality Municipal Income Fund	213,893	$2,592,383
PXH	Invesco RAFI Emerging Markets ETF	61,577	$1,716,766
IVV	iShares Core S&P 500 ETF	1,740	$1,303,068
IXUS	iShares Core MSCI Total International Stock ETF	11,007	$1,050,508
SCHB	Schwab U.S. Broad Market ETF	28,886	$836,538
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	13,927	$704,427
PRF	Victory Portfolios II	9,290	$501,938
—		14,839	$430,479
—		4,025	$400,004
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	4,586	$379,032
JXI	iShares Global Utilities ETF	4,062	$345,148
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	5,848	$326,142
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	13,243	$310,415
—		2,998	$292,604
BAC	Bank Of America Corp	4,472	$254,814
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	680	$251,627
SGOV	iShares 0-3 Month Treasury Bond ETF	2,336	$235,165
GBIL	Goldman Sachs ETF Trust	2,341	$234,474
IXP	iShares Global Comm Services ETF	2,008	$226,602
LRCX	Lam Research Corp	520	$225,331
NEA	Nuveen AMT-Free Quality Municipal Income Fund	18,486	$217,025
CIEN	Ciena Corp	438	$214,865
NZF	Nuveen Municipal Credit Income Fund	16,817	$213,239
IJR	iShares Core S&P Small-Cap ETF	1,396	$207,040
ETN	Eaton Corp plc	485	$206,668
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $189,743,305 total · filing declares 70 positions · $215,204,514 · as of Sep 30, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	386,573	-9,209	$27,118,095	−6.7%	14.29%
VTV	VANGUARD VALUE INDEX FUND	Added	111,961	+9,037	$24,192,532	+7.9%	12.75%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	144,087	-2,262	$12,983,679	+3.0%	6.84%
SCHF	Schwab International Equity ETF	Reduced	445,191	-109,575	$12,229,396	−20.4%	6.45%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	299,591	-111,376	$9,775,654	−34.2%	5.15%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	254,045	-68,797	$8,642,610	−27.4%	4.55%
VEA	Vanguard FTSE Developed Markets ETF	Added	121,391	+27,691	$8,571,418	+28.4%	4.52%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	210,122	+63,001	$7,549,683	+51.6%	3.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,372	-1,197	$5,622,108	−12.1%	2.96%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Added	227,770	+46,375	$5,493,812	+25.0%	2.90%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,355	-1,356	$5,441,008	−15.2%	2.87%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	205,789	+58,190	$5,136,493	+37.8%	2.71%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	116,931	-6,126	$4,262,134	−4.5%	2.25%
VEU	Vanguard International Equity Index Funds	Reduced	45,591	-48,453	$3,782,685	−52.0%	1.99%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	166,528	+57,474	$3,778,520	+49.6%	1.99%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	47,786	-15,879	$3,691,468	−26.6%	1.95%
SKT	Tanger Inc. Real Estate	Held	81,386	0	$2,791,539	−13.1%	1.47%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	Added	122,168	+53,792	$2,582,631	+73.3%	1.36%
AAPL	Apple Inc. Technology	Added	7,697	+1,101	$2,563,254	+34.3%	1.35%
VB	Vanguard Index Funds	Added	7,010	+101	$1,994,274	−4.8%	1.05%
SCHJ	Schwab 1-5 Year Corporate Bond ETF	Reduced	82,013	-334,759	$1,976,513	−80.8%	1.04%
IWB	iShares Russell 1000 ETF	Reduced	4,659	-1,550	$1,938,749	−23.7%	1.02%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	81,519	-778	$1,801,569	−5.4%	0.95%
MSFT	Microsoft Corp Technology	Reduced	3,253	-55	$1,668,463	+35.2%	0.88%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,362	-9	$1,655,431	+1.7%	0.87%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	42,487	-286,737	$1,415,241	−87.7%	0.75%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	23,286	-4,452	$1,381,092	−16.6%	0.73%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Held	7,897	0	$1,360,653	−14.3%	0.72%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	Reduced	47,715	-24,720	$1,156,611	−34.1%	0.61%
IWF	iShares Russell 1000 Growth ETF	Reduced	8,373	-61	$1,048,801	+0.1%	0.55%
IWM	iShares Russell 2000 ETF	Reduced	3,736	-591	$1,038,197	−20.1%	0.55%
VO	VANGUARD MID-CAP INDEX FUND	Added	12,345	+4,146	$968,094	+46.5%	0.51%
BKAG	BNY Mellon ETF Trust	Reduced	22,735	-89,757	$910,945	−80.7%	0.48%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	6,810	-52,391	$838,174	−88.1%	0.44%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	3,334	-358	$770,254	−14.1%	0.41%
NFLX	Netflix Inc Communication Services	Added	9,908	+2,814	$689,398	+36.1%	0.36%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Held	3,000	0	$661,020	+0.5%	0.35%
C	Citigroup Inc Financial Services	Added	5,051	+23	$654,003	−7.1%	0.34%
EFA	iShares MSCI EAFE ETF	Added	5,877	+170	$610,561	+3.0%	0.32%
MU	Micron Technology Inc Technology	Added	563	+187	$599,656	+38.2%	0.32%
EEM	iShares MSCI Emerging Markets ETF	Reduced	8,592	-55	$573,859	−3.0%	0.30%
NWL	Newell Brands Inc. Consumer Defensive	Held	108,479	0	$572,769	−14.0%	0.30%
VIG	Vanguard Specialized Funds	Added	2,374	+8	$553,877	−1.1%	0.29%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Reduced	10,033	-3,117	$503,054	−30.7%	0.27%
GOOGL	Alphabet Inc. Communication Services	Added	1,383	+6	$475,862	−3.3%	0.25%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	2,412	-2	$472,149	+2.7%	0.25%
GOOG	Alphabet Inc. Communication Services	Added	1,259	+3	$428,991	−3.3%	0.23%
NVDA	Nvidia Corp Technology	Added	1,869	+23	$426,842	+15.6%	0.22%
WMT	Walmart Inc. Consumer Defensive	Added	3,688	+7	$383,256	−8.1%	0.20%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	14,644	-14,715	$349,405	−50.7%	0.18%

Showing the top 50 of 70 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.