STRAIGHTLINE GROUP LLC
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 201,121
- 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 |
|---|---|---|---|---|---|
| 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 | 3.028 K | 1.5% | 0 | 161 K | -161 K |
| ETFs | 177.2 K | 88.1% | 177.2 K | 0 | 177.2 K |
| Debt | 20.92 K | 10.4% | 2.017 K | 0 | 2.017 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
201,121
Holdings
17
QoQ value change ($000)
18,222
(10.0%)
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.