Sightline Wealth Advisors, LLC

RIA/Wealth

Sightline Wealth Advisors, LLC is a RIA/Wealth based in Groton, CT led by Stefan Alexander Pellish, reporting $293.9M in AUM as of Q3 2025 with 94% ETF concentration and 58% concentrated in top 10 holdings.

Managing PartnerStefan Alexander Pellish

Portfolio Value: $221.5M
Positions: 91
Top Holding: RSP at 11.03%
Last Reported: Q3 2025

Address495 Gold Star Highway, Suite 100, Groton, CT, 06340, United States

Top Holdings

Largest long holdings in Sightline Wealth Advisors, LLC's portfolio (58.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$24.4M	11.03%	-$1.5M Sold	— 128.8K shares	Q4 2020 Held for 4y 11m
2 Vanguard Total Bond Market BND	ETF ETF	$24.1M	10.90%	-$249.2K Sold	— 324.7K shares	Q3 2023 Held for 2y 2m
3 Vanguard Value VTV	ETF ETF	$19.5M	8.82%	+$645.3K Bought	— 104.7K shares	Q4 2020 Held for 4y 11m
4 Schwab International Equity SCHF	ETF ETF	$12.6M	5.69%	-$27.6K Sold	— 541.7K shares	Q4 2020 Held for 4y 11m
5 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$10.8M	4.87%	-$47.1K Sold	— 386.7K shares	Q4 2020 Held for 4y 11m
6 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$10.2M	4.59%	-$61.8K Sold	— 343.0K shares	Q4 2020 Held for 4y 11m
7 Vanguard Growth VUG	ETF ETF	$9.9M	4.47%	+$422.1K Bought	— 20.6K shares	Q4 2022 Held for 2y 11m
8 Invesco QQQ Trust QQQ	ETF ETF	$6.5M	2.94%	-$208.9K Sold	— 10.8K shares	Q4 2020 Held for 4y 11m
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$5.7M	2.58%	-$36.0K Sold	— 8.6K shares	Q4 2020 Held for 4y 11m
10 iShares iBonds Dec 2027 Term Corporate ETF IBDS	ETF ETF	$5.1M	2.30%	+$590.1K Bought	— 209.6K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sightline Wealth Advisors, LLC's latest filing

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Market Value

$221.5M

Prior: $207.1M

Q/Q Change

+6.93%

+$14.4M

Net Flows % of MV

+1.34%

Turnover Ratio

3.15%

New Purchases

5 stocks

$1.9M

Added To

37 stocks

+$6.3M

Sold Out Of

3 stocks

$705.0K

Reduced Holdings

39 stocks

-$4.6M

Increased Positions

Position	Shares Δ	Change
1 SPDR Portfolio Short Term Treasury SPTS	New	0 → 28.2K +$827.4K
2 Global X Artificial Intelligence & Technology AIQ	New	0 → 10.3K +$507.1K
3 Schwab U.S. Large-Cap Value SCHV	New	0 → 13.1K +$381.2K
4 WisdomTree U.S. MidCap Dividend DON	New	0 → 3.9K +$206.5K
5 SmartKem, Inc. SMTK	New	0 → 12.0K +$20.2K

Decreased Positions

Position	Shares Δ	Change
1 Utilities Select Sector SPDR Fund XLU	Sold	3.6K → 0 −$290.3K
2 iShares iBonds Dec 2025 Term Corporate IBDQ	Sold	8.3K → 0 −$209.6K
3 Coca-Cola KO	Sold	2.9K → 0 −$205.1K
4 iShares MSCI Emerging Markets ex China EMXC	-24.55%	13.9K → 10.5K −$230.1K
5 Franklin Senior Loan FLBL	-24.0%	22.3K → 16.9K −$128.5K