§ 13F · FUND PROFILE
Roger Wittlin Investment Advisory, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179.4T (13F)Positions · 43Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$901.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 90K | $30.2T | 21.1% | −19% |
| 2 | IVV | ISHARES TR | 29K | $19.6T | 13.7% | −24% |
| 3 | ITOT | ISHARES TR | 94K | $14.0T | 9.8% | −15% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 498K | $13.1T | 9.1% | −15% |
| 5 | SPY | SPDR S&P 500 ETF TR | 13K | $8.7T | 6.1% | −12% |
| 6 | LONZ | PIMCO ETF TR | 149K | $7.5T | 5.3% | −36% |
| 7 | QQQ | INVESCO QQQ TR | 9K | $5.3T | 3.7% | −31% |
| 8 | VLU | SPDR SERIES TRUST | 24K | $5.0T | 3.5% | −39% |
| 9 | VO | VANGUARD INDEX FDS | 16K | $4.7T | 3.3% | −14% |
| 10 | BOND | PIMCO ETF TR | 40K | $3.8T | 2.6% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROGER SIGNAL
AC read
Roger Wittlin Investment Advisory, LLC is a Other fund managing $179392.5 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed