Sightline Wealth Advisors, LLC

CIK 0001841979 · Q2 2026

13F Equity AUM

$273.3M

+15.7% QoQ

Positions

+2 QoQ

AUM Rank

#6,904

Top 55%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,644 · Top 80%

vs S&P -5.4%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 38.1%Top 10: 57.9%Top 20: 77.6%

BND10.6%

RSP8.2%

VTV8.2%

SCHF5.6%

SCHA5.4%

VUG4.6%

SCHM4.3%

SCHV4.2%

SCHJ3.8%

VEU2.9%

Others (83)42.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services95.1%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 93Median: 0.26%Avg: 1.08%

0–0.5%

58(10.2%)

0.5–1%

12(8.6%)

1–3%

14(26.2%)

3–5%

4(16.9%)

5%+

5(38.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 93vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased65Decreased16Exited4

New Positions

MU0.2%

+376

TXN0.1%

+885

IJR0.1%

+1K

CIEN0.1%

+438

ETN0.1%

+485

LRCX0.1%

+520

Increased

VUG4.6%

+122K(+507%)

IBDU0.9%

+55K(+101%)

IBDT1.4%

+44K(+43%)

SCHJ3.8%

+43K(+12%)

IBDS1.6%

+41K(+29%)

IBDV0.6%

+39K(+132%)

SCHV4.2%

+33K(+11%)

NWL0.2%

+30K(+39%)

SCHG1.8%

+25K(+20%)

BND10.6%

+25K(+7%)

Decreased

IBDR0.6%

-30,792(-30%)

SCHO0.3%

-19,189(-40%)

SKT1.2%

-14,698(-15%)

SCHM4.3%

-9,372(-3%)

SCHF5.6%

-5,550(-1%)

IXUS0.4%

-2,790(-20%)

RSP8.2%

-1,720(-2%)

VBK0.2%

-628(-27%)

AIQ0.2%

-446(-6%)

NDQ2.4%

-216(-2%)

Exited

-3,837

-5,113

-1,511

-14,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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