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CIK: 0001841979
Total reported value
$215.2M
$215.2M
81 檔
39.5%
According to the latest 13F quarterly dataset, Sightline Wealth Advisors, LLC managed an equity portfolio of $215.2M at the end of Q1 2025, spanning 81 distinct U.S. exchange-listed positions.
In Q1 2025, Sightline Wealth Advisors, LLC displayed an active expansion posture, initiating 81 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.95% | +0.50% | -1.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.52% | +1.97% | +6.69% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.97% | +3.03% | +9.08% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.64% | +0.06% | +1.18% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.77% | -0.33% | +1.76% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.70% | -0.89% | +2.80% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.78% | +1.42% | +11.51% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | +0.18% | +22.12% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | +0.27% | -0.91% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.14% | -0.38% | EXIT | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.11% | +0.35% | +5.46% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.94% | -0.12% | +27.72% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.79% | -0.10% | -0.65% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | +1.54% | +19.80% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.74% | +0.94% | +4.44% | |
| 16 | SKT | Tanger Inc | Stock-Real Estate | 1.73% | +0.12% | +11.30% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.72% | +0.13% | +5.29% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | -2.19% | -17.52% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.22% | -1.12% | +8.37% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.19% | +1.03% | +163.62% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.17% | +0.14% | -11.23% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.11% | +1.69% | +46.62% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.17% | +21.20% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.88% | +0.31% | +6.66% | |
| 25 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.85% | — | +39.71% | |
| 26 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.85% | -2.84% | -23.36% | |
| 27 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.81% | +0.05% | +11.40% | |
| 28 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.80% | — | +44.91% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.77% | -0.03% | -3.53% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.77% | — | +156.24% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +0.16% | +8.99% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.33% | +0.06% | |
| 33 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.62% | — | +234.30% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.48% | EXIT | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.49% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | — | -0.66% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | — | -10.18% | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.50% | -0.15% | EXIT | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | +0.03% | +44.27% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.11% | -0.45% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.38% | +0.03% | +0.08% | |
| 42 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.38% | -0.04% | +0.70% | |
| 43 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.36% | — | -69.53% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.35% | +0.21% | -10.87% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | -0.16% | +0.24% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | +0.07% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | — | +20.92% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | -0.31% | EXIT | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | +0.02% | +0.24% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.25% | — | -66.39% |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $215.2M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, BND, VTV) accounted for 39.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSP
市值: $24.6M
During Q1 2025, Sightline Wealth Advisors, LLC's top holdings by market value included RSP (12.9%)、BND (12.5%)、VTV (9.0%). The largest single position, RSP, represented 12.9% of total portfolio value.
In Q1 2025, Sightline Wealth Advisors, LLC made 81 total portfolio adjustments, initiating 81 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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