0001830103-22-000002.txt : 20220126 0001830103-22-000002.hdr.sgml : 20220126 20220126101959 ACCESSION NUMBER: 0001830103-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22556299 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 12-31-2021 12-31-2021 Sightline Wealth Advisors, LLC

495 GOLD STAR HIGHWAY, SUITE 100 GROTON CT 06340

13F HOLDINGS REPORT 028-20528 N STEFAN A. PELLISH (860) 448-0611 STEFAN A. PELLISH GROTON CT 01-26-2022 0 55 107602 false INFORMATION TABLE 2 13FSightlineQ42021.xml PIONEER MUNICIPAL HIGH I COM SHS 723763108 129 10554 SH SOLE 0 0 10554 NUVEEN SELECT MATURITY M SH BEN INT 67061T101 133 12455 SH SOLE 0 0 12455 NUVEEN MUNICIPAL VALUE C COM 670928100 176 16897 SH SOLE 0 0 16897 SCHWAB EMERGING MARKETS EQUITY ETF EMRG MKTEQ ETF 808524706 179 179473 SH SOLE 0 0 179473 EVERSOURCE ENERGY COM 30040W108 206 2276 SH SOLE 0 0 2276 INVESCO FTSE RAFI US 1500 SMALL-MID ETF FTSE RAFI 1500 46137V597 214 1106 SH SOLE 0 0 1106 STAAR SURGICAL CO COM PAR 852312305 218 2400 SH SOLE 0 0 2400 DEFIANCE NEXT GEN CONNECTIVITY ETF DEFIANCE NEXT 26922A289 219 5211 SH SOLE 0 0 5211 CITIGROUP INC COM NEW 172967424 221 3581 SH SOLE 0 0 3581 INVESCO SOLAR ETF SOLAR ETF 46138G706 223 2859 SH SOLE 0 0 2859 SCHWAB INTERNATIONAL EQUITY ETF INTL EQTY ETF 808524805 226 225929 SH SOLE 0 0 225929 ISHARES CORE AGGRESSIVE ALLOCATI ETF AGGRES ALLOC ETF 464289859 252 3448 SH SOLE 0 0 3448 SPDR S&P GLOBAL NAT RES ETF IV GLB NAT RESRCE 78463X541 259 4774 SH SOLE 0 0 4774 FIRST TRUST MORNINGSTAR DIV L ETF IV SHS 336917109 281 7917 SH SOLE 0 0 7917 FIRST TRUST INTERNET INDEX CF ETF IV DJ INTERNT IDX 33733E302 288 1274 SH SOLE 0 0 1274 NUVEEN SELECT TAX-FREE I SH BEN INT 67062F100 289 18057 SH SOLE 0 0 18057 GLOBAL X GENOMICS AND BIOTECHN ETF GENOMIC BIOTECH 37954Y434 291 14884 SH SOLE 0 0 14884 INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 294 1703 SH SOLE 0 0 1703 APPLE INC COM 037833100 299 1660 SH SOLE 0 0 1660 ISHARES MSCI EAFE ETF EAFE GRWTH ETF 464288885 344 4341 SH SOLE 0 0 4341 VANGUARD VALUE ETF IV VALUE ETF 922908744 365 2479 SH SOLE 0 0 2479 TEMPLETON GLOBAL INCOME TENDER OFFER EXP: 12/07/21 COM 880198106 434 82937 SH SOLE 0 0 82937 SCHWAB US BROAD MARKET ETF US BRD MKT ETF 808524102 474 4176 SH SOLE 0 0 4176 DELAWARE INV MINNESTA MU COM 24610V103 474 33570 SH SOLE 0 0 33570 VANGUARD FTSE DEVELOPED MKTS ETF IV FTSE DEV MKT ETF 921943858 510 9925 SH SOLE 0 0 9925 KRANESHARES CSI CHINA INTERNET ETF CSI CHI INTERNET 500767306 514 14372 SH SOLE 0 0 14372 VANGUARD FTSE EMERGING MARK ETF IV FTSE EMR MKT ETF 922042858 520 10503 SH SOLE 0 0 10503 ISHARES RUSSELL 3000 ETF IV RUSSELL 3000 ETF 464287689 543 1947 SH SOLE 0 0 1947 ISHARES RUSSELL 1000 GROWTH ETF IV RUS 1000 GRW ETF 464287614 571 1855 SH SOLE 0 0 1855 SCHWAB SHORT TERM US TREASURY ETF SHT TM US TRES 808524862 649 12785 SH SOLE 0 0 12785 ISHARES MSCI EMERGING MARKETS ETF IV MSCI EAFE ETF 464287465 691 14110 SH SOLE 0 0 14110 VANGUARD FTSE ALL WORLD EX US ETF IV ALLWRLD EX US 922042775 693 11259 SH SOLE 0 0 11259 GLOBAL X SUPERDIVIDEND REIT ETF REIT ETF 37950E127 720 75237 SH SOLE 0 0 75237 VANGUARD CONSUMER DISCRETIONA ETF IV CONSUM DIS ETF 92204A108 757 2187 SH SOLE 0 0 2187 PFIZER INC COM 717081103 789 13779 SH SOLE 0 0 13779 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF SHM 78464A425 833 16930 SH SOLE 0 0 16930 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 875 3896 SH SOLE 0 0 3896 MICROSOFT CORP COM 594918104 903 2683 SH SOLE 0 0 2683 ARK INNOVATION ETF INNOVATION ETF 00214Q104 992 10436 SH SOLE 0 0 10436 ISHARES FLOATING RATE BOND ETF IV FLTG RATE NT ETF 46429B655 1051 20718 SH SOLE 0 0 20718 ARK GENOMIC REVOLUTION ETF GENOMIC REV ETF 00214Q302 1153 18903 SH SOLE 0 0 18903 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1227 2559 SH SOLE 0 0 2559 ISHARES RUSSELL 1000 ETF IV RUS 1000 ETF 464287622 1298 4885 SH SOLE 0 0 4885 SPDR PORTFOLIO S&P 600 SMALL CAP ETF PORTFOLIO S&P600 78468R853 1353 29928 SH SOLE 0 0 29928 WSDMTRE EMRG MKT EX STT OWN ENTER ET EM EX ST-OWNED 97717X578 1597 43302 SH SOLE 0 0 43302 PIMCO INCOME STRATEGY II COM 72201J104 2030 210983 SH SOLE 0 0 210983 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 3079 29147 SH SOLE 0 0 29147 SPDR S&P 500 ETF TR UNIT 78462F103 3597 7536 SH SOLE 0 0 7536 VANGUARD MID CAP ETF MID CAP ETF 922908629 3765 14761 SH SOLE 0 0 14761 ISHARES CORE MSCI TOTL INTL STCK ETF CORE MSCI TOTAL 46432F834 4685 65797 SH SOLE 0 0 65797 SCHWAB US SMALL CAP ETF US SML CAP ETF 808524607 5877 56906 SH SOLE 0 0 56906 CHARLES SCHWAB US MC ETF US MID-CAP ETF 808524508 8398 103987 SH SOLE 0 0 103987 SPDR BLACKSTONE SENIOR LOAN ETF BLACKSTONE SENR 78467V608 10169 222481 SH SOLE 0 0 222481 GOLDMAN SACHS ACCES TREAS 0 1 YR ETF ACCES TREASURY 381430529 19469 194607 SH SOLE 0 0 194607 INVESCO S&P 500 EQUAL WEIGHT ETF S&P500 EQL WGT 46137V357 25904 158665 SH SOLE 0 0 158665