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Home > Institutional Investor > Sightline Wealth Advisors, Llc > Profile

Instuitional Investor - Sightline Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sightline Wealth Advisors, Llc
Portfolio Value $185,307,939
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 143,978 $25,229,194 13.61%
2.
Vanguard Bond Index Funds
 BND 303,081 $21,794,564 11.76%
3.
Vanguard Index Fds - VALUE ETF
 90,268 $15,282,333 8.24%
4.
Schwab Strategic Trust
 FNDF 534,827 $9,894,305 5.33%
5.
Schwab Strategic Trust
 FNDF 370,084 $9,570,368 5.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)