STRAIGHTLINE GROUP LLC
RIA/Wealth
STRAIGHTLINE GROUP LLC is a RIA/Wealth based in Troy, MI led by Michael Fred Bisaro, reporting $1.1B in AUM as of Q3 2025 with 98% ETF concentration, 99% concentrated in top 10 holdings, and 28% allocation to XTRE.
CEOMichael Fred Bisaro
- Portfolio Value
- $173.5M
- Positions
- 14
- Top Holding
- XTRE at 28.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STRAIGHTLINE GROUP LLC's portfolio (99.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.2M | 28.34% | +$2.1M Bought | — 983.7K shares | |
ETF ETF | $36.1M | 20.79% | +$2.2M Bought | — 343.6K shares | |
ETF ETF | $32.8M | 18.92% | +$1.4M Bought | — 1.0M shares | |
ETF ETF | $28.3M | 16.29% | +$830.2K Bought | — 682.7K shares | |
ETF ETF | $18.8M | 10.84% | +$943.1K Bought | — 806.5K shares | |
ETF ETF | $1.9M | 1.12% | +$39.3K Bought | — 16.9K shares | |
ETF ETF | $1.7M | 0.97% | +$50.3K Bought | — 21.3K shares | |
ETF ETF | $1.6M | 0.90% | +$54.7K Bought | — 17.5K shares | |
Financial - Capital Markets Financial Services | $915.3K | 0.53% | +$915.3K Bought | 0.00% 13.6K shares | |
Financial - Credit Services Financial Services | $707.1K | 0.41% | +$17.6K Bought | 0.01% 17.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STRAIGHTLINE GROUP LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+7.79% | |
+6.5% | |
+5.28% | |
+4.54% | |
+4.43% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for STRAIGHTLINE GROUP LLC
GthenA