Sightline Wealth Advisors, LLC
All 13F Filings
- Location
- Groton, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 273,349
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 7/22/2026 | 93 | 273,349 | 13F-HR | Sightline Wealth Advisors, LLC |
| Q1 2026 | 4/15/2026 | 91 | 236,328 | 13F-HR | Sightline Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 99 | 234,646 | 13F-HR | Sightline Wealth Advisors, LLC |
| Q3 2025 | 11/3/2025 | 93 | 221,497 | 13F-HR | Sightline Wealth Advisors, LLC |
| Q2 2025 | 7/15/2025 | 90 | 207,140 | 13F-HR | Sightline Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.74 K | 6.5% | 2.825 K | 0 | 2.825 K |
| ETFs | 240.7 K | 88.1% | 31.32 K | 0 | 31.32 K |
| Debt | 14.88 K | 5.4% | 2.876 K | 0 | 2.876 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
273,349
Holdings
93
QoQ value change ($000)
37,021
(15.7%)
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.