Institutional Fund
Sightline Wealth Advisors, LLC
Groton, CTCIK 18419795 filings on record
Portfolio Value
$236.32M
Q1 2026
Holdings
90
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.7%
from $234.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds11.6%
- Invesco Exchange Traded Fd T8.7%
- Vanguard Index Fds8.2%
- Schwab Strategic Tr5.9%
- Schwab Strategic Tr4.8%
- Vanguard Index Fds4.5%
- Other56.3%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 371.2K | $27.34M | 11.6% | +12.7K | Added |
| 2 | Invesco Exchange Traded Fd T | 107.5K | $20.63M | 8.7% | −4.0K | Reduced |
| 3 | Vanguard Index Fds | 98.8K | $19.39M | 8.2% | −4.6K | Reduced |
| 4 | Schwab Strategic Tr | 560.3K | $13.87M | 5.9% | −1.8K | Reduced |
| 5 | Schwab Strategic Tr | 392.7K | $11.42M | 4.8% | +14.6K | Added |
| 6 | Vanguard Index Fds | 24.1K | $10.53M | 4.5% | +2.2K | Added |
| 7 | Schwab Strategic Tr | 332.2K | $10.29M | 4.4% | −8.7K | Reduced |
| 8 | Schwab Strategic Tr | 373.5K | $9.24M | 3.9% | +123.4K | Added |
| 9 | Schwab Strategic Tr | 295.8K | $9.02M | 3.8% | +154.3K | Added |
| 10 | Vanguard Intl Equity Index F | 87.8K | $6.60M | 2.8% | +25.1K | Added |
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