Sightline Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Groton, CT
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$236,328
Net value change ($000)
+1,682 (0.7%)
New positions
1
Sold out positions
9
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 4,833 115.4%
SCHJ 3,006 48.3%
VEU 1,985 43.0%
NAD 1,819 365.3%
PXH 858 140.7%
BND 780 2.9%
SPYG 727 15.4%
SCHA 651 6.0%
VTEB 512 NEW
VEA 483 9.8%
Top Reduces (Value $000, Stocks/ETFs)
IXUS -1,830 -60.5%
IBDR -1,448 -36.7%
IBDS -1,267 -27.1%
QQQ -1,129 -18.0%
IBDT -959 -26.8%
DGRO -920 -77.4%
IBHF -896 -100.0%
IBHG -806 -100.0%
RSP -734 -3.4%
IBHH -731 -100.0%
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