Roger Wittlin Investment Advisory, LLC
•CIK: 1911328•Filing: Q4 2025
Roger Wittlin Investment Advisory, LLC manages $143M across a diversified portfolio of 39 positions. The strategy exhibits a strong core allocation to broad U.S. equity indices, evidenced by top holdings including VTI ($30.2M) and IVV ($19.6M). Notable diversification is maintained with significant exposure to total bond market funds (BOND at $3.8M) and sector-specific plays like the Nasdaq (NDQ at $5.3M). This structure suggests a systematic, market-cap weighted approach targeting broad market returns.
Total AUM
$143.0M
QoQ Performance
-20.5%
Positions
18
Top 10 Concentration
78.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IVV
ITOT
SCHB
SPY
LONZ
VTI21.1%
IVV13.7%
ITOT9.8%
SCHB9.1%
SPY6.1%
LONZ5.3%
NDQ3.7%
VLU3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.4%
ETF20.4%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑7 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023