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Stefan Pellish

Sightline Wealth Advisors, Llc

Assets Managed
$273.349M
Holdings
93
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.67%(2Q avg: 8.2%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Sightline Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Sightline Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 273.349M in assets, with a quarterly growth rate of 15.67% and a 2-quarter average growth rate of 8.2%. The portfolio is managed by Stefan Pellish, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 6.63%
10.63%
$29.054M
395,782 shares@ $73.42 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.6%
8.24%
$22.506M
105,776 shares@ $212.77 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.15%
8.21%
$22.43M
102,924 shares@ $217.93 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.99%
5.63%
$15.367M
554,766 shares@ $27.7 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 4.65%
5.44%
$14.848M
410,967 shares@ $36.13 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 507.11%
4.62%
$12.607M
146,349 shares@ $86.15 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.82%
4.36%
$11.903M
322,842 shares@ $36.88 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 11.31%
4.2%
$11.46M
329,224 shares@ $34.81 avg price
SCHJ
Schwab 1-5 Yr Corp Bnd Etf
Recent Activity
Increased 11.58%
3.76%
$10.278M
416,772 shares@ $24.67 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 7.08%
2.89%
$7.876M
94,044 shares@ $83.76 avg price

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