Sightline Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Groton, CT
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$215,205
Net value change ($000)
-58,144 (-21.3%)
New positions
5
Sold out positions
28
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHG 2,571 51.6%
VEA 1,895 28.4%
VTV 1,763 7.9%
IBDT 1,409 37.8%
IBDU 1,253 49.6%
IBDS 1,101 25.1%
IBDV 1,092 73.2%
AAPL 655 34.3%
MSFT 434 35.2%
VUG 377 3.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHV -10,045 -87.7%
SCHJ -8,301 -80.8%
SPYG -6,206 -88.1%
SCHA -5,072 -34.2%
VEU -4,093 -52.0%
RSP -3,728 -16.6%
SCHM -3,260 -27.4%
SCHWAB STRATEGIC TRUST -3,138 -20.4%
NAD -2,592 -100.0%
BND -1,936 -6.7%
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