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Roger Wittlin

Roger Wittlin Investment Advisory, Llc

Assets Managed
$122.279M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-14.48%(2Q avg: -17.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Roger Wittlin Investment Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Roger Wittlin Investment Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.279M in assets, with a quarterly growth rate of -14.48% and a 2-quarter average growth rate of -17.49%. The portfolio is managed by Roger Wittlin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -12.94%
20.56%
$25.135M
78,348 shares@ $320.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.24%
14.92%
$18.234M
27,914 shares@ $653.23 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -2.88%
10.66%
$13.029M
91,479 shares@ $142.44 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -39.36%
6.21%
$7.584M
302,141 shares@ $25.11 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -14.79%
5.82%
$7.105M
10,924 shares@ $650.36 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 73.87%
5.14%
$6.28M
81,445 shares@ $77.12 avg price
VLU
Spdr S&p 1500 Value Tilt Etf
Recent Activity
Decreased -10.91%
3.76%
$4.588M
21,344 shares@ $214.98 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -9.72%
3.42%
$4.177M
14,544 shares@ $287.2 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -15.95%
3.4%
$4.149M
7,188 shares@ $577.2 avg price
LONZ
Pimco Senior Loan Active Etf
Recent Activity
Decreased -54.46%
2.75%
$3.358M
68,005 shares@ $49.38 avg price

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