0001841979-21-000001.txt : 20210202 0001841979-21-000001.hdr.sgml : 20210202 20210202152251 ACCESSION NUMBER: 0001841979-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210202 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sightline Wealth Advisors, LLC CENTRAL INDEX KEY: 0001841979 IRS NUMBER: 208121835 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20528 FILM NUMBER: 21581027 BUSINESS ADDRESS: STREET 1: 495 GOLD STAR HIGHWAY, SUITE 100 CITY: GROTON STATE: CT ZIP: 06340 BUSINESS PHONE: (860) 448-0611 MAIL ADDRESS: STREET 1: 495 GOLD STAR HIGHWAY, SUITE 100 CITY: GROTON STATE: CT ZIP: 06340 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841979 XXXXXXXX 12-31-2020 12-31-2020 Sightline Wealth Advisors, LLC
495 GOLD STAR HIGHWAY, SUITE 100 GROTON CT 06340
13F HOLDINGS REPORT 028-20528 N
Stefan Pellish CHIEF COMPLIANCE OFFICER (860) 448-0611 Stefan Pellish GROTON CT 02-02-2021 0 52 101509 false
INFORMATION TABLE 2 13FSightlineQ42020.xml Citigroup Inc Equity 172967424 215 3481 SH SOLE 0 0 3481 Fidelity Msci Infor Tech Equity 316092808 692 6621 SH SOLE 0 0 6621 Goldman Sachs Acces Equity 381430529 12089 120743 SH SOLE 0 0 120743 Ishares Core S&P 500 Equity 464287200 5401 14388 SH SOLE 0 0 14388 Ishares Msci Emrg Mkt Fd Equity 464287234 730 14126 SH SOLE 0 0 14126 Ishares Msci Eafe Etf Equity 464287465 313 4292 SH SOLE 0 0 4292 Ishares Russell 1000 Equity 464287614 457 1895 SH SOLE 0 0 1895 Ishares Russell 1000 Equity 464287622 1073 5067 SH SOLE 0 0 5067 Ishares Russell 2000 Equity 464287655 729 3721 SH SOLE 0 0 3721 Ishares Russell 3000 Equity 464287689 435 1947 SH SOLE 0 0 1947 Ishares Global Utilities Equity 464288711 306 5101 SH SOLE 0 0 5101 Ishares Core Aggressive Equity 464289859 331 5150 SH SOLE 0 0 5150 Kraneshares Csi China Equity 500767306 842 10960 SH SOLE 0 0 10960 Microsoft Corp Equity 594918104 581 2612 SH SOLE 0 0 2612 Nuveen Amt Free Quality Equity 670657105 252 16713 SH SOLE 0 0 16713 Nuveen Municipal Value C Equity 670928100 189 16986 SH SOLE 0 0 16986 Pfizer Incorporated Equity 717081103 573 15565 SH SOLE 0 0 15565 Pioneer Municipal High I Equity 723763108 189 15163 SH SOLE 0 0 15163 Schwab US Broad Market Equity 808524102 374 4105 SH SOLE 0 0 4105 Schwab US Mid Cap Etf Equity 808524508 7695 112867 SH SOLE 0 0 112867 Schwab US Small Cap Etf Equity 808524607 5954 66896 SH SOLE 0 0 66896 Schwab Emerging Markets Equity 808524706 6411 209169 SH SOLE 0 0 209169 Schwab International Equity 808524805 8624 239484 SH SOLE 0 0 239484 Schwab US Aggregate Bond Equity 808524839 782 13956 SH SOLE 0 0 13956 Schwab Short Term US Equity 808524862 701 13636 SH SOLE 0 0 13636 Templeton Income Tr Equity 880198106 665 120928 SH SOLE 0 0 120928 Vanguard Ftse Etf Equity 921943858 503 10647 SH SOLE 0 0 10647 Vanguard Ftse All World Equity 922042775 650 11141 SH SOLE 0 0 11141 Vanguard Ftse Emerging Equity 922042858 525 10481 SH SOLE 0 0 10481 Vanguard Mid Cap Etf Equity 922908629 3294 15929 SH SOLE 0 0 15929 Vanguard Value Etf Equity 922908744 319 2684 SH SOLE 0 0 2684 Invesco QQQ Trust Equity 46090E103 1356 4323 SH SOLE 0 0 4323 Global X Superdividend Equity 37950E291 963 108316 SH SOLE 0 0 108316 First Trust Internet Equity 33733E302 448 2111 SH SOLE 0 0 2111 Ark Innovation Etf Equity 00214Q104 1703 13681 SH SOLE 0 0 13681 Ark Genomic Revolution Equity 00214Q302 603 6470 SH SOLE 0 0 6470 Delaware Investments Equity 24610V103 685 52184 SH SOLE 0 0 52184 Defiance Next Gen Equity 26922A289 691 20579 SH SOLE 0 0 20579 Invesco S&P 500 Equal Weight ETF Equity 46137V357 17509 137283 SH SOLE 0 0 137283 Invesco FTSE RAFI US 1000 ETF Equity 46137V613 223 1675 SH SOLE 0 0 1675 Ishares Floating Rate Equity 46429B655 925 18232 SH SOLE 0 0 18232 Ishares Core Msci Totl Equity 46432F834 3841 57159 SH SOLE 0 0 57159 Nuveen Select Tax-Free I Equity 67063C106 285 17929 SH SOLE 0 0 17929 Pimco Income Strategy II Equity 72201J104 3374 339815 SH SOLE 0 0 339815 Spdr S&P 500 Etf Equity 78462F103 3039 8128 SH SOLE 0 0 8128 Spdr Nuveen S&P High Equity 78464A284 235 3984 SH SOLE 0 0 3984 Spdr Blackstone Gso Equity 78467V608 855 18731 SH SOLE 0 0 18731 Spdr Nuveen Barclays Equity 78468R739 681 13673 SH SOLE 0 0 13673 Spdr Portfolio S&P 600 Equity 78468R853 881 24621 SH SOLE 0 0 24621 United States Treas NT Fixed 9128283X6 239 236000 SH SOLE 0 0 236000 Vanguard Total Equity 92203J407 248 4229 SH SOLE 0 0 4229 Wsdmtre Emrg Mkt Ex Stt Equity 97717X578 831 20951 SH SOLE 0 0 20951