Sightline Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the firm's total equity portfolio value at approximately $70 million.
The filing details a portfolio of 70 individual securities. The largest holding is the iShares Core S&P 500 ETF, which accounts for 90,271 shares. Other significant positions include the iShares Core MSCI Emerging Markets ETF (85,922 shares) and the Vanguard Total Bond Market Index Fund Admiral Shares (386,573 shares).
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs) and mutual funds, including the Schwab Strategic Trust International Equity ETF (445,191 shares) and the Schwab Strategic Trust US Large Cap Growth ETF (210,122 shares). Individual stock positions include Alphabet Inc. Class A and Class C shares, Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The filing was signed by Stefan Pellish, Chief Compliance Officer.
