Roger Wittlin Investment Advisory, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Roger Wittlin Investment Advisory, LLC held in its portfolio 37 assets valued at $142,989,210 (i.e. $142.99M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($30.17M), ISHARES TR ($19.56M), and ISHARES TR ($14.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Roger Wittlin Investment Advisory, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 89999 | 30174068 | TOTAL STK MKT |
| ISHARES TR | 28556 | 19558857 | CORE S&P500 ETF |
| ISHARES TR | 94193 | 14005551 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 498333 | 13071282 | US BRD MKT ETF |
| SPDR S&P 500 ETF TR | 12821 | 8743173 | TR UNIT |
| PIMCO ETF TR | 149349 | 7509286 | SR LN ACTIVE ETF |
| SPDR SERIES TRUST | 40696 | 6660239 | STATE STREET SPD |
| INVESCO QQQ TR | 8553 | 5254162 | UNIT SER 1 |
| VANGUARD INDEX FDS | 16110 | 4675571 | MID CAP ETF |
| PIMCO ETF TR | 40421 | 3762404 | ACTIVE BD ETF |
| VANGUARD STAR FDS | 46844 | 3533875 | VG TL INTL STK F |
| INVESCO EXCHANGE TRADED FD T | 16159 | 3095467 | S&P500 EQL WGT |
| ISHARES GOLD TR | 36220 | 2939977 | ISHARES NEW |
| VANGUARD SPECIALIZED FUNDS | 7604 | 1671258 | DIV APP ETF |
| VANGUARD BD INDEX FDS | 22103 | 1637197 | TOTAL BND MRKT |
| ISHARES TR | 17337 | 1550973 | CORE MSCI EAFE |
| PIMCO ETF TR | 13683 | 1372950 | ENHAN SHRT MA AC |
| VANGUARD SCOTTSDALE FDS | 28328 | 1333666 | MTG-BKD SECS ETF |
| SPDR GOLD TR | 3289 | 1303464 | GOLD SHS |
| PIMCO ETF TR | 48338 | 1289649 | MULTISECTOR BD |
| ISHARES TR | 17143 | 1131470 | CORE S&P MCP ETF |
| PALANTIR TECHNOLOGIES INC | 5336 | 948474 | CL A |
| VANGUARD INDEX FDS | 1496 | 938390 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 11019 | 921270 | FTSE EUROPE ETF |
| INVESCO EXCH TRADED FD TR II | 7189 | 857744 | S&P 500 MOMNTM |
| ISHARES TR | 7749 | 853892 | IBOXX INV CP ETF |
| ISHARES TR | 6489 | 648123 | CORE US AGGBD ET |
| ISHARES TR | 11482 | 607153 | ISHS 1-5YR INVS |
| ISHARES TR | 12448 | 579344 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 15504 | 441562 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 12591 | 342603 | FUNDAMENTAL US L |
| ISHARES TR | 3725 | 308508 | 1 3 YR TREAS BD |
| VANGUARD INTL EQUITY INDEX F | 2114 | 298225 | TT WRLD ST ETF |
| PROLOGIS INC. | 2131 | 272020 | COM |
| SCHWAB STRATEGIC TR | 10834 | 260454 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 2766 | 220504 | SHRT TRM CORP BD |
| ISHARES TR | 2254 | 216405 | MSCI EAFE ETF |
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