0001841979-21-000005.txt : 20211025 0001841979-21-000005.hdr.sgml : 20211025 20211025085603 ACCESSION NUMBER: 0001841979-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211025 DATE AS OF CHANGE: 20211025 EFFECTIVENESS DATE: 20211025 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: 211342245 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 09-30-2021 09-30-2021 Sightline Wealth Advisors, LLC

495 GOLD STAR HIGHWAY, SUITE 100 GROTON CT 06340

13F HOLDINGS REPORT 028-20528 N Stefan A. Pellish 8604480611 Stefan A. Pellish Groton CT 09-30-2021 0 50 120134 false INFORMATION TABLE 2 13FSightlineQ32021.xml APPLE INC Equity 037833100 235 1660 SH SOLE 0 0 1660 ARK GENOMIC REVOLUTION ETF Equity 00214Q302 1040 13918 SH SOLE 0 0 13918 ARK INNOVATION ETF IV Equity 00214Q104 1188 10752 SH SOLE 0 0 10752 CHARLES SCHWAB US MC ETF Equity 808524508 8094 105582 SH SOLE 0 0 105582 CITIGROUP INC Equity 172967424 249 3553 SH SOLE 0 0 3553 DEFIANCE NEXT GEN CONNECTIVITY ETF Equity 26922A289 393 10814 SH SOLE 0 0 10814 DELAWARE INV MINNESTA MU Equity 24610V103 475 33495 SH SOLE 0 0 33495 FIDELITY MSCI INFOR TECHINDX ETF IV Equity 316092808 221 1860 SH SOLE 0 0 1860 FIRST TRUST INTERNET INDEX CF ETF IV Equity 33733E302 382 1620 SH SOLE 0 0 1620 GLOBAL X SUPERDIVIDEND REIT ETF Equity 37950E127 842 88581 SH SOLE 0 0 88581 GOLDMAN SACHS ACCES TREAS 0 1 YR ETF Equity 381430529 18611 185960 SH SOLE 0 0 185960 INVESCO FTSE RAFI US 1000 ETF Equity 46137V613 268 1695 SH SOLE 0 0 1695 INVESCO FTSE RAFI US 1500 SMALL-MID ETF Equity 46137V597 202 1104 SH SOLE 0 0 1104 INVESCO QQQ TRUST Equity 46090E103 1499 4189 SH SOLE 0 0 4189 INVESCO S&P 500 EQUAL WEIGHT ETF Equity 46137V357 23107 154230 SH SOLE 0 0 154230 ISHARES CORE AGGRESSIVE ALLOC ETF IV Equity 464289859 334 4790 SH SOLE 0 0 4790 ISHARES CORE MSCI TOTL INTL STCK ETF Equity 46432F834 4245 59786 SH SOLE 0 0 59786 ISHARES CORE S&P 500 ETF IV Equity 464287200 2213 5136 SH SOLE 0 0 5136 ISHARES FLOATING RATE BOND ETF IV Equity 46429B655 946 18598 SH SOLE 0 0 18598 ISHARES MSCI EAFE ETF IV Equity 464288885 336 4313 SH SOLE 0 0 4313 ISHARES MSCI EMERGING MARKETS ETF IV Equity 464287465 703 13945 SH SOLE 0 0 13945 ISHARES RUSSELL 1000 ETF IV Equity 464287622 1178 4875 SH SOLE 0 0 4875 ISHARES RUSSELL 1000 GROWTH ETF IV Equity 464287614 508 1855 SH SOLE 0 0 1855 ISHARES RUSSELL 2000 ETF IV Equity 464287655 805 3678 SH SOLE 0 0 3678 ISHARES RUSSELL 3000 ETF IV Equity 464287689 494 1938 SH SOLE 0 0 1938 KRANESHARES CSI CHINA INTERNET ETF Equity 500767306 504 10652 SH SOLE 0 0 10652 LINEAGE CELL THERAPEUTIC Equity 53566P109 38 14958 SH SOLE 0 0 14958 MICROSOFT CORP Equity 594918104 729 2587 SH SOLE 0 0 2587 NUVEEN MUNICIPAL VALUE C Equity 670928100 191 16851 SH SOLE 0 0 16851 NUVEEN SELECT MATURITY M Equity 67061T101 135 12403 SH SOLE 0 0 12403 PFIZER INC Equity 717081103 699 16251 SH SOLE 0 0 16251 PIMCO INCOME STRATEGY II Equity 72201J104 3812 375975 SH SOLE 0 0 375975 PIONEER MUNICIPAL HIGH I Equity 723763108 127 10506 SH SOLE 0 0 10506 SCHWAB EMERGING MARKETS EQUITY ETF Equity 808524706 5624 184526 SH SOLE 0 0 184526 SCHWAB INTERNATIONAL EQUITY ETF Equity 808524805 8698 224750 SH SOLE 0 0 224750 SCHWAB SHORT TERM US TREASURY ETF Equity 808524862 654 12784 SH SOLE 0 0 12784 SCHWAB US AGGREGATE BONDETF Equity 808524839 247 4550 SH SOLE 0 0 4550 SCHWAB US BROAD MARKET ETF Equity 808524102 432 4160 SH SOLE 0 0 4160 SCHWAB US SMALL CAP ETF Equity 808524607 5838 58325 SH SOLE 0 0 58325 SPDR BLACKSTONE SENIOR LOAN ETF IV Equity 78467V608 9694 210648 SH SOLE 0 0 210648 SPDR NUVEEN BLMBRG BRCLYS HG ETF IV Equity 78464A284 215 3587 SH SOLE 0 0 3587 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNI BOND ETF Equity 78468R739 836 16927 SH SOLE 0 0 16927 SPDR PORTFOLIO S&P 600 SML CP ETF IV Equity 78468R853 1251 29374 SH SOLE 0 0 29374 SPDR S&P 500 ETF IV Equity 78462F103 3226 7517 SH SOLE 0 0 7517 TEMPLETON GLOBAL INCOME Equity 880198106 440 81826 SH SOLE 0 0 81826 VANGUARD CONSUMER DISCRETIONA ETF IV Equity 92204A108 908 2930 SH SOLE 0 0 2930 VANGUARD FTSE ALL WORLD EX US ETF IV Equity 922042775 680 11148 SH SOLE 0 0 11148 VANGUARD FTSE DEVELOPED MATS ETF IV Equity 921943858 527 10428 SH SOLE 0 0 10428 VANGUARD FTSE EMERGING MARK ETF IV Equity 922042858 520 10402 SH SOLE 0 0 10402 VANGUARD MID CAP ETF IV Equity 922908629 3470 14658 SH SOLE 0 0 14658 VANGUARD TOTAL INTERNATIONAL BND ETF Equity 92203J407 201 3529 SH SOLE 0 0 3529 VANGUARD VALUE ETF IV Equity 922908744 334 2467 SH SOLE 0 0 2467 WSDMTRE EMRG MKT EX STT OWN ENTER ET Equity 97717X578 1536 41157 SH SOLE 0 0 41157