Sightline Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Sightline Wealth Advisors, LLC reported 81 stock positions worth $189.7 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 13.0% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.5%) and Vanguard Mrngstr Val ETF-Aui (VTV, 9.0%). Compared with Q4 2024, it opened 1 new position, sold out of 8, added to 48 and reduced 23. The biggest buy was Vanguard Total Bond Market (BND, shares +7%) and the biggest sale Franklin Senior Loan ETF (FLBL, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- GROTON, CT
- CIK
- 0001841979
- Portfolio Value
- $189.7M (Q1 2025)
- SEC Filing
- 0001951757-25-000476 ↗ filed Apr 29, 2025
Holdings Value
Holdings 81 stocks · $189.7M
| RSP Invesco S&P 500 Equal Weight | 12.95% | 141,847 | $24.6M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 12.52% | 323,363 | $23.8M | Add +6.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.97% | 98,462 | $17.0M | Add +9.1% |
| SCHF Schwab Intl Equity ETF | 5.64% | 541,157 | $10.7M | Add +1.2% |
| SCHM Schwab US Mid Cap ETF | 4.77% | 345,587 | $9.1M | Add +1.8% |
| SCHA Schwab US Small-Cap ETF | 4.70% | 380,429 | $8.9M | Add +2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.78% | 19,334 | $7.2M | Add +11.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.77% | 11,189 | $5.2M | Add +22.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.59% | 8,780 | $4.9M | Reduce -0.9% |
| IXUS iShares Core Intl Stock ETF | 2.14% | 58,155 | $4.1M | Reduce -2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.11% | 145,328 | $4.0M | Add +5.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.94% | 46,664 | $3.7M | Add +27.7% |
| IBDR iShares Ibonds Dec 2026 Term | 1.79% | 140,641 | $3.4M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 1.78% | 66,420 | $3.4M | Add +19.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.74% | 136,770 | $3.3M | Add +4.4% |
| SKT Tanger Inc. | 1.73% | 96,924 | $3.3M | Add +11.3% |
| VCLT Vanguard Long-Term Corp. Bond | 1.72% | 42,962 | $3.3M | Add +5.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.63% | 38,393 | $3.1M | Reduce -17.5% |
| VEU Vanguard Ftse All-World Ex-U | 1.22% | 38,027 | $2.3M | Add +8.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.19% | 89,701 | $2.3M | Add +163.6% |
| SCHZ Schwab US Aggregate Bond ETF | 1.17% | 96,009 | $2.2M | Reduce -11.2% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 84,098 | $2.1M | Add +46.6% |
| VOO Vanguard S&P 500 ETF | 0.90% | 3,305 | $1.7M | Add +21.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.88% | 8,650 | $1.7M | Add +6.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.85% | 69,478 | $1.6M | Add +39.7% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.85% | 65,289 | $1.6M | Reduce -23.4% |
| ABG Asbury Automotive Group | 0.81% | 6,965 | $1.5M | Add +11.4% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.80% | 67,680 | $1.5M | Add +44.9% |
| IWB iShares Russell 1000 ETF | 0.77% | 4,788 | $1.5M | Reduce -3.5% |
| DGRO iShares Core Dividend Growth | 0.77% | 23,584 | $1.5M | Add +156.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 6,510 | $1.4M | Add +9.0% |
| MSFT Microsoft Corp. | 0.63% | 3,161 | $1.2M | Add +0.1% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.62% | 50,422 | $1.2M | Add +234.3% |
| IVV iShares Core S&P 500 ETF | 0.60% | 2,013 | $1.1M | Reduce -7.1% |
| AAPL Apple Inc. | 0.56% | 4,781 | $1.1M | No change |
| IWM iShares Russell 2000 ETF | 0.54% | 5,096 | $1.0M | Reduce -0.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.53% | 18,110 | $998K | Reduce -10.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.50% | 9,447 | $940K | Add +166.9% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 20,637 | $934K | Add +44.3% |
| IWF iShares Russell 1000 Growth | 0.42% | 2,216 | $800K | Reduce -0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.38% | 3,906 | $728K | Add +0.1% |
| VGLT Vanguard Long-Term Treasury | 0.38% | 12,536 | $722K | Add +0.7% |
| FLBL Franklin Senior Loan ETF | 0.36% | 28,416 | $684K | Reduce -69.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 2,600 | $672K | Reduce -10.9% |
| IWV iShares Russell 3000 ETF | 0.34% | 2,047 | $650K | Add +0.2% |
| VOOV Vanguard S&P 500 Value ETF | 0.29% | 3,000 | $553K | No change |
| VYM Vanguard High DVD Yield ETF | 0.28% | 4,144 | $534K | Add +20.9% |
| SCHB Schwab US Broad Market ETF | 0.27% | 23,844 | $513K | Reduce -1.5% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 18,263 | $511K | Add +0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 2,758 | $471K | Reduce -66.4% |
| EFA iShares MSCI Eafe ETF | 0.25% | 5,732 | $468K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.24% | 19,520 | $452K | Add +55.5% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,322 | $450K | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 0.22% | 17,121 | $417K | Add +39.9% |
| GNOM Global X Genomics & Biotechn | 0.21% | 51,177 | $407K | Reduce -17.4% |
| EEM iShares MSCI Emerging Market | 0.21% | 9,113 | $398K | Add +0.1% |
| PFE Pfizer Inc. | 0.20% | 15,229 | $386K | Add +0.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 5,646 | $384K | Reduce -5.0% |
| NFLX Netflix Inc. | 0.20% | 397 | $370K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.19% | 9,110 | $368K | Add +0.5% |
| NWL Newell Brands Inc. | 0.19% | 58,620 | $363K | No change |
| C Citigroup Inc. | 0.18% | 4,906 | $348K | Add +0.6% |
| GBIL Goldman Sachs Access Treasur | 0.18% | 3,427 | $343K | Add +6.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.16% | 13,933 | $303K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 3,789 | $299K | Reduce -22.9% |
| NXP Nuveen Select Tax-Free Inc. | 0.15% | 19,802 | $285K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 1,094 | $275K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.14% | 797 | $263K | No change |
| VONG Vanguard Russell 1000 Growth | 0.13% | 2,744 | $255K | Add +0.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.13% | 10,025 | $253K | Add +0.4% |
| WMT Walmart Inc. | 0.12% | 2,671 | $234K | Add +0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.12% | 9,172 | $231K | Reduce -51.8% |
| PG The Procter & Gamble Co. | 0.12% | 1,310 | $223K | Reduce -10.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.12% | 5,781 | $219K | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 2,060 | $207K | Add +0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.11% | 4,927 | $201K | Reduce -25.1% |
| NUV Nuveen Municipal Value | 0.08% | 16,581 | $145K | Add +0.7% |
| NIM Nuveen Select Maturit Muni | 0.06% | 12,008 | $112K | Add +0.4% |
| BOOKING HOLDINGS INC (BKNG 0.75 05/01/25) | 0.01% | 10,000 | $24K | No change |
| EURONET WORLDWIDE INC (EEFT 0.75 03/15/49) | 0.01% | 14,000 | $14K | No change |
| EXPEDIA GROUP INC (EXPE 0 02/15/26) | 0.01% | 10,000 | $10K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| FLBL Franklin Senior Loan ETF | Reduce -69.5% | 0.36% | −0.86 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.5% | 12.95% | −0.66 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -17.5% | 1.63% | −0.58 |
| QUAL iShares MSCI USA Quality Fac | Reduce -66.4% | 0.25% | −0.54 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -23.4% | 0.85% | −0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 2.59% | −0.21 |
| VFL Abrdn National Municipal Inc. | Sold out | 0.00% | −0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -11.2% | 1.17% | −0.15 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.14 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -51.8% | 0.12% | −0.14 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.13 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.12 |
| SCYB Schwab High Yield Bond ETF | Sold out | 0.00% | −0.12 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.11 |
| GNOM Global X Genomics & Biotechn | Reduce -17.4% | 0.21% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -7.1% | 0.60% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -3.5% | 0.77% | −0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -10.2% | 0.53% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.54% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.9% | 0.35% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.42% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -25.1% | 0.11% | −0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -0.7% | 1.79% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -22.9% | 0.16% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.0% | 0.20% | −0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -1.5% | 0.27% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.3% | 0.15% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -10.3% | 0.12% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.1% | 2.14% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +6.7% | 12.52% | +0.76 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +163.6% | 1.19% | +0.74 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.1% | 8.97% | +0.72 |
| DGRO iShares Core Dividend Growth | Add +156.2% | 0.77% | +0.46 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +234.3% | 0.62% | +0.43 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +27.7% | 1.94% | +0.40 |
| VEA Vanguard Ftse Developed ETF | Add +19.8% | 1.78% | +0.35 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +166.9% | 0.50% | +0.31 |
| SCHF Schwab Intl Equity ETF | Add +1.2% | 5.64% | +0.30 |
| SCHG Schwab US Large-Cap Growth | Add +46.6% | 1.11% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.1% | 2.77% | +0.24 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +44.9% | 0.80% | +0.24 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +39.7% | 0.85% | +0.23 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.16% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +44.3% | 0.49% | +0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +5.5% | 2.11% | +0.13 |
| VEU Vanguard Ftse All-World Ex-U | Add +8.4% | 1.22% | +0.13 |
| SKT Tanger Inc. | Add +11.3% | 1.73% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +21.2% | 0.90% | +0.10 |
| IBDU iShares Ibonds Dec 2029 Term | Add +55.5% | 0.24% | +0.08 |
| VCLT Vanguard Long-Term Corp. Bond | Add +5.3% | 1.72% | +0.07 |
| SCHO Schwab Short-Term US Treas | Add +39.9% | 0.22% | +0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +4.4% | 1.74% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +20.9% | 0.28% | +0.05 |
| VGLT Vanguard Long-Term Treasury | Add +0.7% | 0.38% | +0.01 |
| GBIL Goldman Sachs Access Treasur | Add +6.9% | 0.18% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.1% | 0.21% | +0.00 |
| NIM Nuveen Select Maturit Muni | Add +0.4% | 0.06% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.2% | 0.27% | +0.00 |
| NUV Nuveen Municipal Value | Add +0.7% | 0.08% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | Add +0.7% | 0.11% | −0.00 |
| C Citigroup Inc. | Add +0.6% | 0.18% | −0.00 |
| IBMP iShares Ibonds Dec 2027 Term | Add +0.4% | 0.13% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.5% | 0.19% | −0.00 |
| WMT Walmart Inc. | Add +0.2% | 0.12% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.24% | −0.01 |
| ABG Asbury Automotive Group | Add +11.4% | 0.81% | −0.01 |
| NXP Nuveen Select Tax-Free Inc. | Add +0.5% | 0.15% | −0.01 |
| PFE Pfizer Inc. | Add +0.6% | 0.20% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.0% | 0.76% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +0.1% | 0.12% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.13% | −0.02 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.34% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.38% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.7% | 0.88% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.5% | 3.78% | −0.06 |
| MSFT Microsoft Corp. | Add +0.1% | 0.63% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Add +1.8% | 4.77% | −0.31 |
| SCHA Schwab US Small-Cap ETF | Add +2.8% | 4.70% | −0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 93 | $273.3M | BND, RSP, VTV, SCHF, SCHA |
| Q1 2026 | 90 | $236.3M | BND, RSP, VTV, SCHF, SCHA |
| Q4 2025 | 98 | $234.6M | BND, RSP, VTV, SCHF, SCHA |
| Q3 2025 | 91 | $221.5M | RSP, BND, VTV, SCHF, SCHA |
| Q2 2025 | 88 | $207.1M | RSP, BND, VTV, SCHF, SCHA |
| Q1 2025 | 81 | $189.7M | RSP, BND, VTV, SCHF, SCHM |
| Q4 2024 | 88 | $185.3M | RSP, BND, VTV, SCHF, SCHA |
| Q3 2024 | 83 | $181.5M | RSP, BND, VTV, SCHF, SCHM |
| Q2 2024 | 82 | $160.6M | RSP, BND, VTV, SCHF, SCHM |
| Q1 2024 | 76 | $151.8M | RSP, VTV, BND, SCHF, SCHM |