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Roger Wittlin Investment Advisory, LLC 13F holdings

Filed 2026-07-17 · Roger Wittlin Investment Advisory, LLC · 43 positions · $127.3M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS70.7K$26.2M20.6%
IVVISHARES TR27.6K$20.6M16.2%
ITOTISHARES TR91.6K$15.0M11.8%
SPYSTATE STR SPDR S&P 500 ETF T10.6K$7.9M6.2%
VXUSVANGUARD STAR FDS75.3K$6.4M5.1%
QQQINVESCO QQQ TR6.6K$4.9M3.8%
VOVANGUARD INDEX FDS58.0K$4.7M3.7%
SCHBSCHWAB STRATEGIC TR117.8K$3.4M2.7%
IAUISHARES GOLD TR44.1K$3.3M2.6%
BONDPIMCO ETF TR35.8K$3.3M2.6%
VLUSPDR SERIES TRUST13.0K$3.1M2.4%
RSPINVESCO EXCHANGE TRADED FD T14.2K$3.0M2.4%
LONZPIMCO ETF TR60.8K$3.0M2.4%
SPMOINVESCO EXCH TRADED FD TR II12.7K$2.0M1.6%
IEFAISHARES TR18.2K$1.8M1.4%
GLDSPDR GOLD TR4.4K$1.6M1.3%
BNDVANGUARD BD INDEX FDS18.1K$1.3M1.0%
SDYSPDR SERIES TRUST7.4K$1.1M0.9%
MINTPIMCO ETF TR10.9K$1.1M0.9%
VIGVANGUARD SPECIALIZED FUNDS4.6K$1.1M0.9%
PYLDPIMCO ETF TR40.9K$1.1M0.9%
VOOVANGUARD INDEX FDS1.5K$1.0M0.8%
ACWIISHARES INC11.7K$972,4430.8%
VGKVANGUARD INTL EQUITY INDEX F10.5K$927,0730.7%
LQDISHARES TR7.0K$758,2650.6%
VMBSVANGUARD SCOTTSDALE FDS16.0K$746,7980.6%
SCHFSCHWAB STRATEGIC TR22.8K$632,8450.5%
PLTRPALANTIR TECHNOLOGIES INC5.3K$622,5510.5%
IUSBISHARES TR12.7K$584,4920.5%
PSQPROSHARES TR23.0K$576,5800.5%
AGGISHARES TR5.2K$511,0730.4%
IGSBISHARES TR8.3K$436,8280.3%
FNDXSCHWAB STRATEGIC TR12.7K$394,6640.3%
JIVEJ P MORGAN EXCHANGE TRADED F4.3K$390,9900.3%
SCHASCHWAB STRATEGIC TR10.6K$382,7900.3%
SCHXSCHWAB STRATEGIC TR12.3K$362,8050.3%
GOOGLALPHABET INC981$350,9350.3%
VTVANGUARD INTL EQUITY INDEX F2.1K$333,8150.3%
UAEISHARES TR15.4K$291,9300.2%
PLDPROLOGIS INC.2.1K$290,4090.2%
GOOGALPHABET INC697$246,5750.2%
FLRNSPDR SERIES TRUST6.6K$203,0120.2%
EFAISHARES TR1.9K$200,0670.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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