Roger Wittlin Investment Advisory, LLC Portfolio Holdings
Roger Wittlin Investment Advisory, LLC
- $177 Million
- Q2 2025
Roger Wittlin Investment Advisory, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $35.5M, Ishares Core S&P 500 ETF with a value of $25.5M, Ishares Core S&P Total U.S. St with a value of $15.2M, Schwab Strategic Tr Us Broad M with a value of $14.8M, and Pimco ETF Tr Sr Ln Active Exch with a value of $12.8M.
Examining the 13F form we can see an increase of $8.52M in the current position value, from $168M to 177M.
Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.