Sightline Wealth Advisors, LLC
•CIK: 1841979•Filing: Q4 2025
Sightline Wealth Advisors, LLC manages $235M across a diversified portfolio of 99 positions. The strategy exhibits a significant allocation to fixed income and broad market exposure, evidenced by the top holdings including BND at $26.6M and RSP at $21.4M. Further concentration is seen in sector and index plays, with VTV ($19.7M) and SCHF ($13.5M) anchoring core equity exposure. This structure suggests a disciplined, multi-asset approach balancing stability with targeted growth potential.
Total AUM
$234.6M
QoQ Performance
+5.9%
Positions
43
Top 10 Concentration
55.9%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
RSP
VTV
SCHF
BND11.3%
RSP9.1%
VTV8.4%
SCHF5.8%
SCHA4.6%
VUG4.6%
SCHM4.4%
NDQ2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.6%
ETF3.6%
Technology1.9%
Communication0.3%
Financial0.2%
Healthcare0.2%
Consumer0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW13 new positions
↑41 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023