Roger Wittlin Investment Advisory, LLC: 13F holdings
CIK 19113282026Q2
| Positions | 43 |
|---|
| Reported value | $127.3m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 43 (+4 vs prior quarter) |
|---|
| Reported value | $127.3m (+4.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 70,742 | $26.2m | 20.6% |
| IVV ISHARES TR | 27,557 | $20.6m | 16.2% |
| ITOT ISHARES TR | 91,607 | $15.0m | 11.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 10,577 | $7.9m | 6.2% |
| VXUS VANGUARD STAR FDS | 75,348 | $6.4m | 5.1% |
| QQQ INVESCO QQQ TR | 6,592 | $4.9m | 3.8% |
| VO VANGUARD INDEX FDS | 58,010 | $4.7m | 3.7% |
| SCHB SCHWAB STRATEGIC TR | 117,806 | $3.4m | 2.7% |
| IAU ISHARES GOLD TR | 44,131 | $3.3m | 2.6% |
| BOND PIMCO ETF TR | 35,759 | $3.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911328")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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