Sightline Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Groton, CT
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$273,349
Net value change ($000)
+37,021 (15.7%)
New positions
6
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SCHA 3,428 30.0%
VTV 3,040 15.7%
SCHV 2,438 27.0%
VUG 2,078 19.7%
RSP 1,875 9.1%
BND 1,718 6.3%
SCHM 1,618 15.7%
SPYG 1,583 29.0%
SCHWAB STRATEGIC TRUST 1,499 10.8%
SCHG 1,415 39.7%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -747 -29.9%
SCHO -469 -39.8%
DGRO -269 -100.0%
AOM -242 -100.0%
VYM -224 -100.0%
NFLX -175 -25.7%
IXUS -144 -12.1%
VBK -79 -11.0%
PFE -77 -13.9%
SKT -53 -1.6%
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