STRAIGHTLINE GROUP LLC

All 13F Filings

Location
Troy, MI
Most recent 13F
Q2 2026
Holdings value ($000)
212,083
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 19 212,083 13F-HR STRAIGHTLINE GROUP LLC
Q1 2026 5/12/2026 17 201,121 13F-HR STRAIGHTLINE GROUP LLC
Q4 2025 2/9/2026 15 182,899 13F-HR STRAIGHTLINE GROUP LLC
Q3 2025 11/6/2025 14 173,539 13F-HR STRAIGHTLINE GROUP LLC
Q2 2025 8/14/2025 12 160,328 13F-HR STRAIGHTLINE GROUP LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.253 K 2.0% 1.225 K 0 1.225 K
ETFs 207.8 K 98.0% 30.66 K 0 30.66 K
Debt 0 0.0% 0 20.92 K -20.92 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
212,083
Holdings
19
QoQ value change ($000)
10,962 (5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.