13F Filings History of Roger Wittlin Investment Advisory, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$142,989,210
Signature - Title
Roger Wittlin - Managing Member/Investment Advisor Representative
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Roger Wittlin Investment Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Roger Wittlin Investment Advisory, LLC reported 39 stock holdings with total value $142,989,210 as of Q4 2025. Top holdings included VTI, IVV, ITOT, SCHB, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $142,989,210 +$1,240,132 -$41,255,755 -$40,015,623 VTI, IVV, ITOT, SCHB, SPY 13F-HR 20 Jan 2026, 16:07
Q3 2025 41 $179,887,600 +$2,702,400 -$13,664,682 -$10,962,282 VTI, IVV, ITOT, SCHB, LONZ 13F-HR 27 Oct 2025, 07:14
Q2 2025 43 $179,392,549 +$4,762,362 -$10,559,767 -$5,797,405 VTI, IVV, ITOT, SCHB, LONZ 13F-HR 15 Jul 2025, 17:08
Q1 2025 43 $170,888,355 +$2,051,971 -$4,295,450 -$2,243,479 VTI, IVV, ITOT, LONZ, SCHB 13F-HR 01 May 2025, 10:55
Q4 2024 43 $178,553,719 +$28,943,474 -$15,409,629 +$13,533,845 VTI, IVV, ITOT, LONZ, SCHB 13F-HR 12 Feb 2025, 17:04
Q3 2024 54 $173,821,362 +$12,051,517 -$2,394,695 +$9,656,822 VTI, IVV, SCHB, ITOT, LONZ 13F-HR 08 Nov 2024, 11:46
Q2 2024 49 $155,802,625 +$18,651,503 -$6,972,290 +$11,679,213 VTI, IVV, SCHB, ITOT, LONZ 13F-HR 25 Jul 2024, 15:33
Q1 2024 46 $142,602,882 +$16,639,487 -$12,424,144 +$4,215,343 VTI, IVV, SCHB, ITOT, LONZ 13F-HR 02 May 2024, 12:36
Q4 2023 41 $135,360,894 +$8,416,441 -$1,539,019 +$6,877,422 VTI, SCHB, IVV, LONZ, ITOT 13F-HR 23 Jan 2024, 12:11
Q3 2023 39 $117,796,593 +$2,629,350 -$3,777,559 -$1,148,209 VTI, SCHB, IVV, LONZ, ITOT 13F-HR 14 Nov 2023, 08:56
Q2 2023 42 $123,343,095 +$15,672,919 -$7,857,595 +$7,815,324 VTI, SCHB, IVV, LONZ, ITOT 13F-HR 31 Jul 2023, 17:24
Q1 2023 42 $111,870,770 +$16,914,986 -$8,852,695 +$8,062,291 VTI, SDY, SCHB, LONZ, IVV 13F-HR 12 May 2023, 09:28
Q4 2022 38 $100,179,132 +$92,640,059 $0 +$92,640,059 LONZ, SDY, SCHB, IVV, ITOT 13F-HR 10 Feb 2023, 16:25
Q3 2022 17 $3,043,000 +$593,000 -$90,415,718 -$89,822,718 SDY, SPY, VIG, AGG, VO 13F-HR 25 Oct 2022, 15:38
Q2 2022 29 $101,351,000 +$42,757,022 -$35,371,937 +$7,385,085 BOND, SCHB, VTI, VO, SDY 13F-HR 25 Jul 2022, 10:46
Q1 2022 24 $108,598,000 +$9,127,455 -$16,230,074 -$7,102,619 VTI, VO, BND, IVV, IEFA 13F-HR 16 May 2022, 09:42
Q4 2021 26 $127,281,000 $0 $0 $0 VTI, VO, BND, IVV, IEFA 13F-HR 18 Feb 2022, 09:57