Roger Wittlin Investment Advisory, LLC Portfolio Holdings

Roger Wittlin Investment Advisory, LLC

  • $168 Million
  • Q1 2025

Roger Wittlin Investment Advisory, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $168 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 $32.3M, Ishares Core S&P 500 ETF with a value of $24M, Ishares Core S&P Total U.S. St with a value of $16M, Pimco ETF Tr Sr Ln Active Exch with a value of $14.7M, and Schwab Strategic Tr Us Broad M with a value of $13.3M.

Examining the 13F form we can see an decrease of $7.81M in the current position value, from $176M to 168M.

Below you can find more details about Roger Wittlin Investment Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $166 Million
Technology: $1.01 Million
Real Estate: $989,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $168 Million
  • Prior Value $176 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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