SW
Sightline Wealth Advisors, LLC
13F filer · CIK 0001841979Reported Jul 22, 2026
Net buyer this quarter
13F portfolio value$273MU.S. long equity reported on 13F
Positions315 new · 1 closed
Net flow last quarter+$1.13MBuys minus sells
Top 10 positions weight9.2%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 22, 202631 positions | |||||
| $6.41M | 2.35% | Not reported | -2.4% | Q4 2020 | |
| $6.4M | 2.34% | Not reported | +0.2% | Q4 2020 | |
| $3.21M | 1.18% | 0.07% | -15.3% | Q4 2022 | |
| $2.59M | 0.95% | Not reported | +6.2% | Q4 2025 | |
| $1.91M | 0.70% | 0.00% | +14.6% | Q1 2022 | |
| $1.59M | 0.58% | 0.04% | Not reported | Q4 2022 | |
| $1.23M | 0.45% | 0.00% | +1.5% | Q4 2020 | |
| $704K | 0.26% | 0.00% | +0.4% | Q4 2020 | |
| $666K | 0.24% | 0.03% | +39.0% | Q4 2022 | |
| $540K | 0.20% | 0.11% | -1.9% | Q3 2025 | |
| $507K | 0.19% | 0.00% | Not reported | Q1 2024 | |
| $492K | 0.18% | 0.00% | +16.9% | Q2 2024 | |
| $477K | 0.17% | 0.00% | +0.5% | Q4 2020 | |
| $444K | 0.16% | Not reported | Not reported | Q2 2024 | |
| $437K | 0.16% | 0.06% | -6.3% | Q3 2025 | |
| $434K | 0.16% | 0.00% | New | Q2 2026 | |
| $430K | 0.16% | Not reported | +1.0% | Q3 2025 | |
| $417K | 0.15% | 0.00% | +1.0% | Q3 2024 | |
| $369K | 0.14% | 0.00% | +3.9% | Q4 2025 | |
| $264K | 0.10% | 0.00% | Not reported | Q4 2022 | |
| $258K | 0.09% | 0.00% | +1.7% | Q2 2025 | |
| $255K | 0.09% | 0.00% | +3.2% | Q2 2025 | |
| $227K | 0.08% | Not reported | +0.7% | Q1 2022 | |
| $225K | 0.08% | 0.00% | New | Q2 2026 | |
| $217K | 0.08% | Not reported | +22.0% | Q4 2020 | |
| $215K | 0.08% | 0.00% | Not reported | Q4 2025 | |
| $213K | 0.08% | Not reported | +22.3% | Q4 2025 | |
| $207K | 0.08% | 0.00% | New | Q2 2026 | |
| $140K | 0.05% | Not reported | +0.5% | Q1 2021 | |
| ANVFLabrdn National Municipal Income Fund | $124K | 0.05% | Not reported | +1.1% | Q1 2022 |
| $122K | 0.04% | Not reported | +0.6% | Q4 2020 | |
| Q1 2026Reported Apr 15, 202627 positions | |||||
| $5.56M | 2.35% | Not reported | +0.2% | Q4 2020 | |
| $5.15M | 2.18% | Not reported | -12.7% | Q4 2020 | |
| $3.26M | 1.38% | 0.08% | +5.6% | Q4 2022 | |
| $2.32M | 0.98% | Not reported | +385.9% | Q4 2025 | |
| $1.54M | 0.65% | 0.04% | +13.4% | Q4 2022 | |
| $1.46M | 0.62% | 0.00% | -10.8% | Q1 2022 | |
| $1.21M | 0.51% | 0.00% | +0.1% | Q4 2020 | |
| $682K | 0.29% | 0.00% | Not reported | Q1 2024 | |
| $568K | 0.24% | 0.00% | +0.4% | Q4 2020 | |
| $554K | 0.23% | 0.00% | +17.4% | Q4 2020 | |
| $453K | 0.19% | 0.00% | +0.1% | Q3 2024 | |
| $429K | 0.18% | Not reported | -36.3% | Q3 2025 | |
| $424K | 0.18% | 0.11% | +0.6% | Q3 2025 | |
| $360K | 0.15% | Not reported | Not reported | Q2 2024 | |
| $339K | 0.14% | 0.00% | Not reported | Q2 2024 | |
| $332K | 0.14% | 0.07% | -36.8% | Q3 2025 | |
| $310K | 0.13% | 0.00% | -10.9% | Q4 2025 | |
| $268K | 0.11% | 0.02% | Not reported | Q4 2022 | |
| $228K | 0.10% | 0.00% | Not reported | Q2 2025 | |
| $226K | 0.10% | Not reported | +0.5% | Q1 2022 | |
| $224K | 0.09% | Not reported | -73.9% | Q1 2022 | |
| $211K | 0.09% | 0.00% | Not reported | Q2 2025 | |
| $170K | 0.07% | Not reported | +1.2% | Q4 2020 | |
| $167K | 0.07% | Not reported | +1.3% | Q4 2025 | |
| $140K | 0.06% | Not reported | +0.3% | Q1 2021 | |
| $118K | 0.05% | Not reported | +0.4% | Q4 2020 | |
| ANVFLabrdn National Municipal Income Fund | $117K | 0.05% | Not reported | -22.2% | Q1 2022 |
| Q4 2025Reported Jan 26, 202630 positions | |||||
| $6.28M | 2.68% | Not reported | -5.7% | Q4 2020 | |
| $5.82M | 2.48% | Not reported | -0.3% | Q4 2020 | |
| $3.04M | 1.29% | 0.08% | -6.1% | Q4 2022 | |
| $1.76M | 0.75% | 0.00% | +71.1% | Q1 2022 | |
| $1.62M | 0.69% | 0.04% | Not reported | Q4 2022 | |
| $1.57M | 0.67% | 0.00% | -0.7% | Q4 2020 | |
| $832K | 0.35% | Not reported | -20.4% | Q1 2022 | |
| $676K | 0.29% | Not reported | -18.2% | Q3 2025 | |
| $665K | 0.28% | 0.00% | +78.7% | Q1 2024 | |
| $582K | 0.25% | 0.00% | +0.5% | Q4 2020 | |
| $572K | 0.24% | 0.10% | +9.6% | Q3 2025 | |
| $498K | 0.21% | Not reported | New | Q4 2025 | |
| $438K | 0.19% | 0.11% | -11.1% | Q3 2025 | |
| $419K | 0.18% | 0.00% | +8.2% | Q4 2020 | |
| $405K | 0.17% | 0.00% | -1.1% | Q3 2024 | |
| $394K | 0.17% | Not reported | Not reported | Q2 2024 | |
| $372K | 0.16% | 0.00% | New | Q4 2025 | |
| $369K | 0.16% | 0.00% | Not reported | Q2 2024 | |
| $357K | 0.15% | Not reported | -53.1% | Q4 2023 | |
| $336K | 0.14% | 0.00% | New | Q4 2025 | |
| $290K | 0.12% | 0.02% | Not reported | Q4 2022 | |
| $250K | 0.11% | 0.00% | -0.5% | Q2 2025 | |
| $238K | 0.10% | 0.00% | Not reported | Q2 2025 | |
| $221K | 0.09% | Not reported | +1.0% | Q1 2022 | |
| $174K | 0.07% | Not reported | Not reported | Q4 2020 | |
| $171K | 0.07% | Not reported | New | Q4 2025 | |
| ANVFLabrdn National Municipal Income Fund | $156K | 0.07% | Not reported | -53.8% | Q1 2022 |
| $137K | 0.06% | Not reported | +21.1% | Q1 2021 | |
| $119K | 0.05% | Not reported | -0.9% | Q4 2020 | |
| $12.8K | 0.01% | 0.18% | Not reported | Q3 2025 | |
| Q3 2025Reported Nov 3, 202526 positions | |||||
| $6.51M | 2.94% | Not reported | -3.1% | Q4 2020 | |
| $5.7M | 2.58% | Not reported | -0.6% | Q4 2020 | |
| $3.28M | 1.48% | 0.08% | Not reported | Q4 2022 | |
| $1.7M | 0.77% | 0.04% | Not reported | Q4 2022 | |
| $1.7M | 0.77% | 0.00% | -1.6% | Q4 2020 | |
| $1.03M | 0.46% | Not reported | +20.9% | Q1 2022 | |
| $961K | 0.43% | 0.00% | -1.6% | Q1 2022 | |
| $827K | 0.37% | Not reported | New | Q3 2025 | |
| $707K | 0.32% | Not reported | -24.6% | Q4 2023 | |
| $507K | 0.23% | 0.09% | New | Q3 2025 | |
| $504K | 0.23% | 0.00% | +0.5% | Q4 2020 | |
| $476K | 0.21% | 0.00% | Not reported | Q1 2024 | |
| $421K | 0.19% | 0.13% | New | Q3 2025 | |
| $409K | 0.18% | 0.02% | Not reported | Q4 2022 | |
| $396K | 0.18% | 0.00% | +0.7% | Q4 2020 | |
| $379K | 0.17% | 0.00% | -1.1% | Q3 2024 | |
| ANVFLabrdn National Municipal Income Fund | $337K | 0.15% | Not reported | +1.4% | Q1 2022 |
| $306K | 0.14% | Not reported | Not reported | Q2 2024 | |
| $286K | 0.13% | 0.00% | -2.4% | Q2 2024 | |
| $246K | 0.11% | 0.00% | Not reported | Q2 2025 | |
| $224K | 0.10% | Not reported | +0.7% | Q1 2022 | |
| $223K | 0.10% | 0.00% | -9.9% | Q2 2025 | |
| $203K | 0.09% | 0.00% | -2.7% | Q4 2022 | |
| $119K | 0.05% | Not reported | +1.1% | Q4 2020 | |
| $113K | 0.05% | Not reported | +0.6% | Q1 2021 | |
| $20.2K | 0.01% | 0.21% | New | Q3 2025 | |
Premium opens every quarter this fund has filed