Sightline Wealth Advisors
GROTON, CTfiles as Sightline Wealth Advisors, LLC
$273m in 93 US stocks at the end of 30 June 2026. The top 10 are 57.9% of the money. It changed about 4.5% of the portfolio this quarter.
Value
$273m
Stocks
93
Top 10 share
57.9%
Turnover
4.5%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.2% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- CienaCIEN<0.1% of the fund
- Ishares TRIJR<0.1% of the fund
- EatonETN<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard BD Index FDSBND10.6% of the fund+7%
- Vanguard Index FDSVTV8.2% of the fund+4%
- Schwab Strategic TRSCHA5.4% of the fund+5%
- Schwab Strategic TRSCHV4.2% of the fund+11%
- Schwab Strategic TRSCHJ3.8% of the fund+12%
- Vanguard Intl Equity Index FVEU2.9% of the fund+7%
- Spdr Series TrustSPYG2.6% of the fund+6%
- Vanguard Tax-Managed FDSVEA2.4% of the fund+11%
- Vanguard Scottsdale FDSVCSH1.8% of the fund+7%
- Schwab Strategic TRSCHG1.8% of the fund+20%
- BNY Mellon ETF TrustBKAG1.7% of the fund+14%
- Ishares TRIBDS1.6% of the fund+29%
- Ishares TRIBDT1.4% of the fund+43%
- Invesco Exch Traded FD TR IIQQQM1.1% of the fund+10%
- Nuveen Quality Municipal Income FundNAD0.9% of the fund+6%
- Ishares TRIBDU0.9% of the fund+101%
- AppleAAPL0.7% of the fund+15%
- Invesco Exch Traded FD TR IIPXH0.6% of the fund+13%
- Vanguard Intl Equity Index FVWO0.6% of the fund+3%
- Ishares TRIBDV0.5% of the fund+132%
- Schwab Strategic TRSCHB0.3% of the fund+7%
- Vanguard MUN BD FDSVTEB0.3% of the fund+36%
- Newell BrandsNWL0.2% of the fund+39%
- Vanguard Index FDSVO0.2% of the fund+17%
- AlphabetGOOGL0.2% of the fund+17%
Cut
Sold some of their stake.
- Schwab Strategic TRSCHM4.4% of the fund-3%
- Invesco QQQ TRQQQ2.3% of the fund-2%
- TangerSKT1.2% of the fund-15%
- Ishares TRIWB0.9% of the fund-2%
- Ishares TRIBDR0.6% of the fund-30%
- Vanguard Index FDSVOO0.6% of the fund-2%
- Ishares TRIXUS0.4% of the fund-20%
- Schwab Strategic TRSCHO0.3% of the fund-40%
- Vanguard Index FDSVBK0.2% of the fund-27%
- Global X FDSAIQ0.2% of the fund-6%
Sold out
Sold their entire stake.
- Ishares TRDGRO-100%
- Ishares TRAOM-100%
- Vanguard Whitehall FDSVYM-100%
Holdings
- Vanguard BD Index FDSBND
- Share
- 10.6%
- Value
- $29m
- Shares
- 395,782
+7%
- Invesco Exchange Traded FD TRSP
- Share
- 8.2%
- Value
- $23m
- Shares
- 105,776
Held
- Vanguard Index FDSVTV
- Share
- 8.2%
- Value
- $22m
- Shares
- 102,924
+4%
- Schwab Strategic TRSCHF
- Share
- 5.6%
- Value
- $15m
- Shares
- 554,766
Held
- Schwab Strategic TRSCHA
- Share
- 5.4%
- Value
- $15m
- Shares
- 410,967
+5%
- Vanguard Index FDSVUG
- Share
- 4.6%
- Value
- $13m
- Shares
- 146,349
Held
- Schwab Strategic TRSCHM
- Share
- 4.4%
- Value
- $12m
- Shares
- 322,842
-3%
- Schwab Strategic TRSCHV
- Share
- 4.2%
- Value
- $11m
- Shares
- 329,224
+11%
- Schwab Strategic TRSCHJ
- Share
- 3.8%
- Value
- $10m
- Shares
- 416,772
+12%
- Vanguard Intl Equity Index FVEU
- Share
- 2.9%
- Value
- $8m
- Shares
- 94,044
+7%
- Spdr Series TrustSPYG
- Share
- 2.6%
- Value
- $7m
- Shares
- 59,201
+6%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.4%
- Value
- $7m
- Shares
- 93,700
+11%
- Invesco QQQ TRQQQ
- Share
- 2.3%
- Value
- $6m
- Shares
- 8,711
-2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.3%
- Value
- $6m
- Shares
- 8,569
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 1.8%
- Value
- $5m
- Shares
- 63,665
+7%
- Schwab Strategic TRSCHG
- Share
- 1.8%
- Value
- $5m
- Shares
- 147,121
+20%
- BNY Mellon ETF TrustBKAG
- Share
- 1.7%
- Value
- $5m
- Shares
- 112,492
+14%
- Schwab Strategic TRSCHE
- Share
- 1.6%
- Value
- $4m
- Shares
- 123,057
Held
- Ishares TRIBDS
- Share
- 1.6%
- Value
- $4m
- Shares
- 181,395
+29%
- Ishares TRIBDT
- Share
- 1.4%
- Value
- $4m
- Shares
- 147,599
+43%
- Vanguard Scottsdale FDSVCLT
- Share
- 1.3%
- Value
- $4m
- Shares
- 48,335
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 1.1%
- Value
- $3m
- Shares
- 9,721
+10%
- Nuveen Quality Municipal Income FundNAD
- Share
- 0.9%
- Value
- $3m
- Shares
- 213,893
+6%
- Ishares TRIWB
- Share
- 0.9%
- Value
- $3m
- Shares
- 6,209
-2%
- Ishares TRIBDU
- Share
- 0.9%
- Value
- $3m
- Shares
- 109,054
+101%
- Vanguard Index FDSVB
- Share
- 0.8%
- Value
- $2m
- Shares
- 6,909
Held
- Schwab Strategic TRSCHZ
- Share
- 0.7%
- Value
- $2m
- Shares
- 82,297
Held
- Ishares TRIBDR
- Share
- 0.6%
- Value
- $2m
- Shares
- 72,435
-30%
- Invesco Exch Traded FD TR IIPXH
- Share
- 0.6%
- Value
- $2m
- Shares
- 61,577
+13%
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $2m
- Shares
- 27,738
+3%
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $2m
- Shares
- 2,371
-2%
- Ishares TRIBDV
- Share
- 0.5%
- Value
- $1m
- Shares
- 68,376
+132%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $1m
- Shares
- 1,740
Held
- Ishares TRIWM
- Share
- 0.5%
- Value
- $1m
- Shares
- 4,327
Held
- Ishares TRIXUS
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,007
-20%
- Ishares TRIWF
- Share
- 0.4%
- Value
- $1m
- Shares
- 8,434
Held
- Vanguard Index FDSVBR
- Share
- 0.3%
- Value
- $897,237
- Shares
- 3,692
Held
- Ishares TRIWV
- Share
- 0.3%
- Value
- $883,491
- Shares
- 2,072
Held
- Schwab Strategic TRSCHB
- Share
- 0.3%
- Value
- $836,537
- Shares
- 28,886
+7%
- Vanguard Scottsdale FDSVGLT
- Share
- 0.3%
- Value
- $725,618
- Shares
- 13,150
Held
- Schwab Strategic TRSCHO
- Share
- 0.3%
- Value
- $708,728
- Shares
- 29,359
-40%
- Vanguard MUN BD FDSVTEB
- Share
- 0.3%
- Value
- $704,439
- Shares
- 13,927
+36%
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $660,621
- Shares
- 8,199
+17%
- Vanguard Admiral FDSVOOV
- Share
- 0.2%
- Value
- $657,630
- Shares
- 3,000
Held
- Vanguard Index FDSVBK
- Share
- 0.2%
- Value
- $635,972
- Shares
- 1,739
-27%
- Ishares TREFA
- Share
- 0.2%
- Value
- $592,810
- Shares
- 5,707
Held
- Ishares TREEM
- Share
- 0.2%
- Value
- $591,575
- Shares
- 8,647
Held
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $559,800
- Shares
- 2,366
Held
- Global X FDSGNOM
- Share
- 0.2%
- Value
- $540,019
- Shares
- 9,502
Held
- Invesco Exchange Traded FD TPRF
- Share
- 0.2%
- Value
- $501,963
- Shares
- 9,290
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $459,918
- Shares
- 2,414
+12%
- Global X FDSAIQ
- Share
- 0.2%
- Value
- $437,314
- Shares
- 6,665
-6%
- Spdr Series TrustSPTS
- Share
- 0.2%
- Value
- $430,470
- Shares
- 14,839
Held
- Spdr Series TrustBILS
- Share
- 0.1%
- Value
- $399,965
- Shares
- 4,025
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.1%
- Value
- $379,022
- Shares
- 4,586
Held
- Ishares TRJXI
- Share
- 0.1%
- Value
- $345,165
- Shares
- 4,062
Held
- Invesco Exchange Traded FD TPRFZ
- Share
- 0.1%
- Value
- $326,153
- Shares
- 5,848
Held
- Spdr Series TrustSPHY
- Share
- 0.1%
- Value
- $310,420
- Shares
- 13,243
+9%
- Ishares TRAOA
- Share
- 0.1%
- Value
- $292,573
- Shares
- 2,998
+8%
- Ishares TRIJK
- Share
- 0.1%
- Value
- $273,558
- Shares
- 2,328
Held
- Spdr Series TrustXBI
- Share
- <0.1%
- Value
- $271,400
- Shares
- 1,715
Held
- Schwab Strategic TRSCHD
- Share
- <0.1%
- Value
- $261,839
- Shares
- 8,257
+22%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $251,634
- Shares
- 680
Held
- Ishares TRSGOV
- Share
- <0.1%
- Value
- $235,181
- Shares
- 2,336
Held
- Goldman Sachs ETF TRGBIL
- Share
- <0.1%
- Value
- $234,444
- Shares
- 2,341
Held
- Wisdomtree TRDON
- Share
- <0.1%
- Value
- $227,338
- Shares
- 4,022
Held
- Nuveen Select TAX Free Income PortfolioNXP
- Share
- <0.1%
- Value
- $226,814
- Shares
- 15,850
Held
- Ishares TRIXP
- Share
- <0.1%
- Value
- $226,644
- Shares
- 2,008
Held
- Nuveen AMT Free Qlty MUNXNEAX
- Share
- <0.1%
- Value
- $217,024
- Shares
- 18,486
+22%
- Nuveen Municipal Credit Income FundNZF
- Share
- <0.1%
- Value
- $213,236
- Shares
- 16,817
+22%
- Ishares TRIJR
- Share
- <0.1%
- Value
- $206,996
- Shares
- 1,396
New
- Nuveen Select Maturities Municipal FundNIM
- Share
- <0.1%
- Value
- $139,808
- Shares
- 14,842
Held
- Abrdn Natl MUN Income FD
- Share
- <0.1%
- Value
- $123,630
- Shares
- 11,922
Held
- Nuveen Municipal Value FundNUV
- Share
- <0.1%
- Value
- $122,158
- Shares
- 13,249
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard BD Index FDSBND | 10.6% | $29m | 395,782 | +7% |
| Invesco Exchange Traded FD TRSP | 8.2% | $23m | 105,776 | Held |
| Vanguard Index FDSVTV | 8.2% | $22m | 102,924 | +4% |
| Schwab Strategic TRSCHF | 5.6% | $15m | 554,766 | Held |
| Schwab Strategic TRSCHA | 5.4% | $15m | 410,967 | +5% |
| Vanguard Index FDSVUG | 4.6% | $13m | 146,349 | Held |
| Schwab Strategic TRSCHM | 4.4% | $12m | 322,842 | -3% |
| Schwab Strategic TRSCHV | 4.2% | $11m | 329,224 | +11% |
| Schwab Strategic TRSCHJ | 3.8% | $10m | 416,772 | +12% |
| Vanguard Intl Equity Index FVEU | 2.9% | $8m | 94,044 | +7% |
| Spdr Series TrustSPYG | 2.6% | $7m | 59,201 | +6% |
| Vanguard Tax-Managed FDSVEA | 2.4% | $7m | 93,700 | +11% |
| Invesco QQQ TRQQQ | 2.3% | $6m | 8,711 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 2.3% | $6m | 8,569 | Held |
| Vanguard Scottsdale FDSVCSH | 1.8% | $5m | 63,665 | +7% |
| Schwab Strategic TRSCHG | 1.8% | $5m | 147,121 | +20% |
| BNY Mellon ETF TrustBKAG | 1.7% | $5m | 112,492 | +14% |
| Schwab Strategic TRSCHE | 1.6% | $4m | 123,057 | Held |
| Ishares TRIBDS | 1.6% | $4m | 181,395 | +29% |
| Ishares TRIBDT | 1.4% | $4m | 147,599 | +43% |
| Vanguard Scottsdale FDSVCLT | 1.3% | $4m | 48,335 | Held |
| TangerSKT | 1.2% | $3m | 81,386 | -15% |
| Invesco Exch Traded FD TR IIQQQM | 1.1% | $3m | 9,721 | +10% |
| Nuveen Quality Municipal Income FundNAD | 0.9% | $3m | 213,893 | +6% |
| Ishares TRIWB | 0.9% | $3m | 6,209 | -2% |
| Ishares TRIBDU | 0.9% | $3m | 109,054 | +101% |
| Vanguard Index FDSVB | 0.8% | $2m | 6,909 | Held |
| AppleAAPL | 0.7% | $2m | 6,596 | +15% |
| Schwab Strategic TRSCHZ | 0.7% | $2m | 82,297 | Held |
| Ishares TRIBDR | 0.6% | $2m | 72,435 | -30% |
| Invesco Exch Traded FD TR IIPXH | 0.6% | $2m | 61,577 | +13% |
| Vanguard Intl Equity Index FVWO | 0.6% | $2m | 27,738 | +3% |
| Vanguard Index FDSVOO | 0.6% | $2m | 2,371 | -2% |
| Asbury Automotive GroupABG | 0.6% | $2m | 7,897 | Held |
| Ishares TRIBDV | 0.5% | $1m | 68,376 | +132% |
| Ishares TRIVV | 0.5% | $1m | 1,740 | Held |
| Ishares TRIWM | 0.5% | $1m | 4,327 | Held |
| MicrosoftMSFT | 0.5% | $1m | 3,308 | Held |
| Ishares TRIXUS | 0.4% | $1m | 11,007 | -20% |
| Ishares TRIWF | 0.4% | $1m | 8,434 | Held |
| Vanguard Index FDSVBR | 0.3% | $897,237 | 3,692 | Held |
| Ishares TRIWV | 0.3% | $883,491 | 2,072 | Held |
| Schwab Strategic TRSCHB | 0.3% | $836,537 | 28,886 | +7% |
| Vanguard Scottsdale FDSVGLT | 0.3% | $725,618 | 13,150 | Held |
| Schwab Strategic TRSCHO | 0.3% | $708,728 | 29,359 | -40% |
| Vanguard MUN BD FDSVTEB | 0.3% | $704,439 | 13,927 | +36% |
| CitigroupC | 0.3% | $703,675 | 5,028 | Held |
| Newell BrandsNWL | 0.2% | $666,062 | 108,479 | +39% |
| Vanguard Index FDSVO | 0.2% | $660,621 | 8,199 | +17% |
| Vanguard Admiral FDSVOOV | 0.2% | $657,630 | 3,000 | Held |
| Vanguard Index FDSVBK | 0.2% | $635,972 | 1,739 | -27% |
| Ishares TREFA | 0.2% | $592,810 | 5,707 | Held |
| Ishares TREEM | 0.2% | $591,575 | 8,647 | Held |
| Vanguard Specialized FundsVIG | 0.2% | $559,800 | 2,366 | Held |
| Global X FDSGNOM | 0.2% | $540,019 | 9,502 | Held |
| NetflixNFLX | 0.2% | $506,512 | 7,094 | Held |
| Invesco Exchange Traded FD TPRF | 0.2% | $501,963 | 9,290 | Held |
| AlphabetGOOGL | 0.2% | $492,114 | 1,377 | +17% |
| PfizerPFE | 0.2% | $477,400 | 19,826 | Held |
| Select Sector Spdr TRXLK | 0.2% | $459,918 | 2,414 | +12% |
| AlphabetGOOG | 0.2% | $443,796 | 1,256 | Held |
| Global X FDSAIQ | 0.2% | $437,314 | 6,665 | -6% |
| Micron TechnologyMU | 0.2% | $434,014 | 376 | New |
| Spdr Series TrustSPTS | 0.2% | $430,470 | 14,839 | Held |
| WalmartWMT | 0.2% | $416,926 | 3,681 | Held |
| Spdr Series TrustBILS | 0.1% | $399,965 | 4,025 | Held |
| Vanguard Scottsdale FDSVCIT | 0.1% | $379,022 | 4,586 | Held |
| NvidiaNVDA | 0.1% | $369,367 | 1,846 | +4% |
| Ishares TRJXI | 0.1% | $345,165 | 4,062 | Held |
| Invesco Exchange Traded FD TPRFZ | 0.1% | $326,153 | 5,848 | Held |
| Spdr Series TrustSPHY | 0.1% | $310,420 | 13,243 | +9% |
| Ishares TRAOA | 0.1% | $292,573 | 2,998 | +8% |
| Ishares TRIJK | 0.1% | $273,558 | 2,328 | Held |
| Spdr Series TrustXBI | <0.1% | $271,400 | 1,715 | Held |
| Texas InstrumentsTXN | <0.1% | $263,847 | 885 | New |
| Schwab Strategic TRSCHD | <0.1% | $261,839 | 8,257 | +22% |
| JPMorgan ChaseJPM | <0.1% | $257,937 | 788 | Held |
| Bank of AmericaBAC | <0.1% | $254,815 | 4,472 | +3% |
| Vanguard Index FDSVTI | <0.1% | $251,634 | 680 | Held |
| Ishares TRSGOV | <0.1% | $235,181 | 2,336 | Held |
| Goldman Sachs ETF TRGBIL | <0.1% | $234,444 | 2,341 | Held |
| Wisdomtree TRDON | <0.1% | $227,338 | 4,022 | Held |
| Nuveen Select TAX Free Income PortfolioNXP | <0.1% | $226,814 | 15,850 | Held |
| Ishares TRIXP | <0.1% | $226,644 | 2,008 | Held |
| Lam ResearchLRCX | <0.1% | $225,332 | 520 | New |
| Nuveen AMT Free Qlty MUNXNEAX | <0.1% | $217,024 | 18,486 | +22% |
| CienaCIEN | <0.1% | $214,866 | 438 | New |
| Nuveen Municipal Credit Income FundNZF | <0.1% | $213,236 | 16,817 | +22% |
| Ishares TRIJR | <0.1% | $206,996 | 1,396 | New |
| EatonETN | <0.1% | $206,669 | 485 | New |
| Nuveen Select Maturities Municipal FundNIM | <0.1% | $139,808 | 14,842 | Held |
| Abrdn Natl MUN Income FD | <0.1% | $123,630 | 11,922 | Held |
| Nuveen Municipal Value FundNUV | <0.1% | $122,158 | 13,249 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.0% since 30 June 2025.
Where the money is
Technology1.7%
Real estate1.2%
Retail & consumer0.6%
Media & telecom0.5%
Financial services0.4%
Materials0.2%
Health care0.2%
Everyday goods0.2%
Industrials0.1%
Other94.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.