STRAIGHTLINE GROUP LLC

SEC CIK
0001444864

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
19
+2 vs. Q1 2026
Total value
$212.08M
+$10.96M (+5.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

STRAIGHTLINE GROUP LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
BONDBLOXX ETF TRUST09789C846BLOOMBERG THREE1,047,775$51.37M24.22%+5,283+0.5%Added–
INVESCO EXCHANGE TRADED FD T46137V472S&P MDCP QUALITY370,591$41.83M19.72%+6,632+1.8%Added–
GOLDMAN SACHS ETF TR381430107ACTIVEBETA INT757,298$34.61M16.32%+22,060+3.0%Added–
DOUBLELINE ETF TRUST25861R204SHILLER CAPE U S948,387$30.76M14.51%+12,181+1.3%Added–
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E528ETF936,881$21.22M10.01%+25,139+2.8%Added–
VANECK ETF TRUST92189F130REAL ASSETS ETF491,811$19.51M9.20%+18,685+3.9%Added–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF13,910$2.21M1.04%+13,910New–
STATE STREET MATERIALS SELECT SECTOR SPDR ETF81369Y100ETF41,615$2.12M1.00%+7,610+22.4%Added–
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF17,971$2.11M0.99%−386−2.1%Reduced–
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF25,192$2.09M0.99%−1,208−4.6%Reduced–
IBKRINTERACTIVE BROKERS GROUP INC COM CL AStock14,821$1.29M0.61%+1,598+12.1%AddedView
ALLYALLY FINL INC COMStock16,291$748.57K0.35%−1,980−10.8%ReducedView
UPWKUPWORK INCCOM83,406$697.28K0.33%+40,885+96.2%AddedView
STLASTELLANTIS N.VSHS55,468$318.39K0.15%+16,026+40.6%AddedView
AVTRAVANTOR INCCOM28,179$278.97K0.13%+28,179NewView
FLYWFLYWIRE CORPORATIONCOM VTG15,212$267.28K0.13%+15,212NewView
GENIGENIUS SPORTS LIMITEDSHARES CL A38,643$234.18K0.11%+38,643NewView
ULCCFRONTIER GROUP HLDGS INCCOM26,670$210.96K0.10%−38,906−59.3%ReducedView
CLVTCLARIVATE PLCORD SHS96,237$207.87K0.10%+96,237NewView

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are no longer in this filing.

STRAIGHTLINE GROUP LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF19,951$2.21M1.10%
OSCROSCAR HEALTH INCCL A21,413$245.61K0.12%
INNOVATOR ETFS TRUST45784N395EQUTY DUL DIRCT10,637$201.33K0.10%

13F filings by quarter

STRAIGHTLINE GROUP LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202619$212.08Mvs. Q1 2026SEC
Q1 2026May 12, 202617$201.12Mvs. Q4 2025SEC
Q4 2025Feb 9, 202615$182.9Mvs. Q3 2025SEC
Q3 2025Nov 6, 202514$173.54Mvs. Q2 2025SEC
Q2 2025Aug 14, 202512$160.33Mvs. Q1 2025SEC
Q1 2025May 14, 202513$154.72Mvs. Q4 2024SEC
Q4 2024Feb 12, 202551$152.62M–SEC