Sightline Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Groton, CT
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$234,646
Net value change ($000)
+13,149 (5.9%)
New positions
12
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHV 3,808 999.5%
SCHJ 2,754 79.2%
BND 2,407 10.0%
VEU 1,571 51.7%
SCHWAB STRATEGIC TRUST 904 7.2%
VUG 807 8.1%
AAPL 794 82.6%
SPYG 784 19.8%
VCSH 677 18.5%
VBK 673 159.9%
Top Reduces (Value $000, Stocks/ETFs)
RSP -3,061 -12.5%
IXUS -1,449 -32.4%
DGRO -613 -34.0%
IBHG -583 -42.0%
IBHF -527 -37.0%
IBHH -470 -39.1%
IBDS -427 -8.4%
IBDR -372 -8.6%
QUAL -372 -100.0%
EMXC -350 -49.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type