13F Filings History of Sightline Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$234,646,361
Signature - Title
Stefan Pellish - Chief Compliance Officer
Location
Groton, CT
Summary
This page shows a list of all the recent 13F filings made by Sightline Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sightline Wealth Advisors, LLC reported 99 stock holdings with total value $234,646,361 as of Q4 2025. Top holdings included BND, RSP, VTV, SCHF, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 99 $234,646,361 +$24,113,700 -$13,005,745 +$11,107,955 BND, RSP, VTV, SCHF, SCHA 13F-HR 26 Jan 2026, 15:39
Q3 2025 93 $221,496,698 +$9,116,854 -$5,625,889 +$3,490,965 RSP, BND, VTV, SCHF, SCHA 13F-HR 03 Nov 2025, 09:12
Q2 2025 90 $207,140,369 +$9,077,711 -$3,323,846 +$5,753,865 RSP, BND, VTV, SCHF, SCHA 13F-HR 15 Jul 2025, 15:40
Q1 2025 81 $189,695,277 +$14,490,326 -$7,226,062 +$7,264,264 RSP, BND, VTV, SCHF, SCHM 13F-HR 29 Apr 2025, 16:49
Q4 2024 88 $185,307,939 +$30,335,670 -$4,038,789 +$26,296,881 RSP, BND, VTV, SCHF, SCHA 13F-HR 13 Jan 2025, 15:24
Q3 2024 83 $181,463,471 +$17,236,881 -$6,673,532 +$10,563,349 RSP, BND, VTV, SCHF, SCHM 13F-HR 21 Oct 2024, 09:48
Q2 2024 82 $160,635,553 +$12,434,854 -$3,053,810 +$9,381,044 RSP, BND, VTV, SCHF, SCHM 13F-HR 02 Aug 2024, 06:35
Q1 2024 76 $151,813,097 +$17,365,528 -$4,509,494 +$12,856,034 RSP, VTV, BND, SCHF, SCHM 13F-HR 24 Apr 2024, 17:21
Q4 2023 73 $131,522,247 +$15,361,053 -$1,317,940 +$14,043,113 RSP, SCHF, VTV, SCHM, BND 13F-HR 23 Jan 2024, 12:00
Q3 2023 69 $107,095,653 +$17,652,366 -$10,416,592 +$7,235,774 RSP, SCHF, SCHM, SCHA, VTV 13F-HR 01 Nov 2023, 10:36
Q2 2023 62 $100,195,161 +$3,954,947 -$1,249,863 +$2,705,084 RSP, SCHF, SCHM, SCHA, SCHE 13F-HR 14 Jul 2023, 09:32
Q1 2023 55 $97,903,468 +$7,276,354 -$6,327,122 +$949,232 RSP, SCHF, SCHM, SCHA, SCHE 13F-HR 02 May 2023, 13:12
Q4 2022 60 $92,733,295 +$15,209,757 -$11,695,205 +$3,514,552 RSP, SCHF, SCHM, SCHA, GBIL 13F-HR 26 Jan 2023, 12:24
Q3 2022 50 $84,588,000 +$3,576,181 -$17,809,198 -$14,233,017 RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 26 Oct 2022, 17:58
Q2 2022 51 $101,564,000 +$5,555,058 -$9,572,802 -$4,017,744 RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 14 Jul 2022, 19:56
Q1 2022 55 $119,166,000 +$11,347,289 -$7,700,637 +$3,646,652 RSP, GBIL, SCHF, SRLN, SCHM 13F-HR 29 Apr 2022, 16:54
Q4 2021 55 $110,260,000 +$9,035,036 -$7,349,567 +$1,685,469 RSP, GBIL, SRLN, SCHM, SCHA 13F-HR 26 Jan 2022, 10:19
Q3 2021 53 $119,095,000 +$5,977,091 -$4,060,589 +$1,916,502 RSP, GBIL, SRLN, SCHF, SCHM 13F-HR 25 Oct 2021, 08:56
Q2 2021 53 $119,825,000 +$13,617,603 -$6,490,406 +$7,127,197 RSP, GBIL, SCHF, SCHM, SRLN 13F-HR 22 Jul 2021, 13:08
Q1 2021 52 $108,173,000 +$7,730,299 -$5,860,431 +$1,869,868 RSP, GBIL, SCHF, SCHM, SCHA 13F-HR 10 May 2021, 07:31
Q4 2020 52 $100,546,000 $0 $0 $0 RSP, GBIL, SCHF, SCHM, SCHE 13F-HR 02 Feb 2021, 15:22