Long-term investor

Sightline Wealth Advisors, LLC @sightlinewealthadvisorsl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841979).

Record

  • Tracked since 2025-06-30 (434 days), 69 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.9% · 6 months +10.2% · 1 year +16.0% · all +16.0%
  • Max drawdown -0.9% · Sharpe 1.04 · win rate 41% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921937835 · 10.6% · long · since 2025-06-30
  • 46137V357 · 8.2% · long · since 2025-06-30
  • 922908744 · 8.2% · long · since 2025-06-30
  • 808524805 · 5.6% · long · since 2025-06-30
  • 808524607 · 5.4% · long · since 2025-06-30
  • 922908736 · 4.6% · long · since 2025-06-30
  • 808524508 · 4.4% · long · since 2025-06-30
  • 808524409 · 4.2% · long · since 2025-09-30
  • 808524714 · 3.8% · long · since 2025-06-30
  • 922042775 · 2.9% · long · since 2025-06-30
  • 78464A409 · 2.6% · long · since 2025-06-30
  • 921943858 · 2.4% · long · since 2025-06-30

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