Sightline Wealth Advisors, LLC

CIK

1841979

Location

GROTON, CT

Portfolio Value

Micro $25,056,687

Diversification

Diversified

Filing Date

Global Rank

#7,562 / 8,603 ▲ 89 · as of Mar 2026

Top Industry

REIT - Retail 22.8%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.3%

SPY

+76.5%

Annualised alpha

-2.6%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

−2.4 pts

Top 5

71.2%

−1.4 pts

Top 10

89.0%

+1.8 pts

HHI

1,295

Diversified−133

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.8%	$10,712,892	2
Financial Services	17.0%	$4,263,142	10
Real Estate	13.0%	$3,264,934	1
Technology	11.9%	$2,976,990	3
Consumer Cyclical	6.2%	$1,543,152	1
Communication Services	4.1%	$1,020,833	2
Consumer Defensive	2.9%	$720,501	2
Healthcare	2.2%	$554,243	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NAD	Nuveen Quality Municipal Income Fund	+160,026	201,498	$2,317,227
SKT	Tanger Inc.	+5,060	96,084	$3,264,934
PFE	Pfizer Inc	+2,929	19,738	$554,243
ABG	Asbury Automotive Group Inc	+932	7,897	$1,543,152
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+173	15,157	$170,213
NZF	Nuveen Municipal Credit Income Fund	+171	13,746	$167,426
NXP	Nuveen Select Tax Free Income Portfolio	+78	15,733	$225,768
NUV	Nuveen Municipal Value Fund Inc	+51	13,173	$118,425
NIM	Nuveen Select Maturities Municipal Fund	+50	14,765	$139,529
C	Citigroup Inc	+22	5,008	$567,957
SPY	Spdr S&P 500 ETF Trust	+15	8,550	$5,560,407
WMT	Walmart Inc.	+4	3,643	$452,752
MSFT	Microsoft Corp	+2	3,258	$1,206,013
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
VFL	abrdn National Municipal Income Fund	−3,370	11,791	$117,438
QQQ	Invesco Qqq Trust, Series 1	−1,297	8,927	$5,152,485
AAPL	Apple Inc.	−699	5,757	$1,461,069
NVDA	Nvidia Corp	−218	1,777	$309,908
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CIEN	Ciena Corp	1,438	$336,305
SMTK	SmartKem, Inc.	12,000	$12,780
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $25,056,687 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	8,550	+15	$5,560,407	−4.5%	22.19%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,927	-1,297	$5,152,485	−18.0%	20.56%
SKT	Tanger Inc. Real Estate	Added	96,084	+5,060	$3,264,934	+7.5%	13.03%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Added	201,498	+160,026	$2,317,227	+364.8%	9.25%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Added	7,897	+932	$1,543,152	−4.7%	6.16%
AAPL	Apple Inc. Technology	Reduced	5,757	-699	$1,461,069	−16.8%	5.83%
MSFT	Microsoft Corp Technology	Added	3,258	+2	$1,206,013	−23.4%	4.81%
NFLX	Netflix Inc Communication Services	Held	7,094	0	$682,088	+2.5%	2.72%
C	Citigroup Inc Financial Services	Added	5,008	+22	$567,957	−2.4%	2.27%
PFE	Pfizer Inc Healthcare	Added	19,738	+2,929	$554,243	+32.4%	2.21%
WMT	Walmart Inc. Consumer Defensive	Added	3,643	+4	$452,752	+11.7%	1.81%
GOOGL	Alphabet Inc. Communication Services	Held	1,178	0	$338,745	−8.1%	1.35%
NVDA	Nvidia Corp Technology	Reduced	1,777	-218	$309,908	−16.7%	1.24%
NWL	Newell Brands Inc. Consumer Defensive	Held	78,061	0	$267,749	−7.8%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Held	775	0	$227,974	−8.7%	0.91%
NXP	Nuveen Select Tax Free Income Portfolio Financial Services	Added	15,733	+78	$225,768	+2.3%	0.90%
BAC	Bank Of America Corp /De/ Financial Services	Held	4,332	0	$211,185	−11.4%	0.84%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Added	15,157	+173	$170,213	−2.3%	0.68%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	13,746	+171	$167,426	−2.0%	0.67%
NIM	Nuveen Select Maturities Municipal Fund Financial Services	Added	14,765	+50	$139,529	+1.8%	0.56%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Added	13,173	+51	$118,425	−0.4%	0.47%
VFL	abrdn National Municipal Income Fund Financial Services	Reduced	11,791	-3,370	$117,438	−24.6%	0.47%