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Stefan Pellish

Sightline Wealth Advisors, Llc

Assets Managed
$236.328M
Holdings
91
Last Quarter
2026 - Q1
Filed Date
2mo ago
Growth Rate
0.72%(2Q avg: 3.33%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Sightline Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 91 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.328M in assets, with a quarterly growth rate of 0.72% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Stefan Pellish, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.54%
11.57%
$27.336M
371,207 shares@ $73.65 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -3.61%
8.73%
$20.631M
107,496 shares@ $191.93 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -4.41%
8.21%
$19.39M
98,828 shares@ $196.21 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.32%
5.87%
$13.868M
560,316 shares@ $24.75 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 3.87%
4.84%
$11.42M
392,723 shares@ $29.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 9.82%
4.46%
$10.529M
24,106 shares@ $436.79 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.54%
4.36%
$10.285M
332,214 shares@ $30.97 avg price
SCHJ
Schwab 1-5 Yr Corp Bnd Etf
Recent Activity
Increased 49.31%
3.91%
$9.236M
373,536 shares@ $24.73 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 109.1%
3.82%
$9.022M
295,797 shares@ $30.5 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 40.11%
2.8%
$6.596M
87,829 shares@ $75.11 avg price

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