Sightline Wealth Advisors, LLC - Portfolio overview

Sightline Wealth Advisors, LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 11.22%
2. RSP - INVESCO EXCHANGE TRADED FD T, 8.47%
3. VTV - VANGUARD INDEX FDS, 7.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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