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CIK: 0001911328
Total reported value
$127.3M
$127.3M
39 檔
67.2%
The Q4 2025 SEC filing reveals that Roger Wittlin Investment Advisory, LLC held a total portfolio value of $127.3M, covering 39 public equity positions.
In Q4 2025, Roger Wittlin Investment Advisory, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.10% | +0.01% | -19.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.68% | +1.30% | -24.19% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.79% | +1.16% | -15.08% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.14% | -3.52% | -15.39% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.11% | +0.40% | -12.41% | |
| 6 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 5.25% | -0.39% | -35.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.67% | +0.42% | -30.81% | |
| 8 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 3.53% | -1.32% | -38.96% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.27% | +0.25% | -13.95% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.63% | -0.11% | -18.46% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.47% | -0.08% | +4.90% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.16% | -0.04% | -26.33% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 2.06% | +0.56% | +5.49% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.17% | +0.05% | -10.35% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.14% | -0.29% | -29.38% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | -0.05% | -15.35% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.99% | -0.02% | -20.66% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.96% | -0.03% | -10.80% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.93% | -0.30% | -36.09% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | +0.11% | -8.05% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.90% | -0.01% | -18.46% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | -0.95% | EXIT | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.15% | -55.45% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.07% | -48.24% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.64% | — | -40.79% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.60% | +1.10% | -33.56% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.60% | — | -9.61% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.02% | -1.38% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.42% | -0.13% | -33.22% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | -0.01% | +1.40% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | -0.02% | -0.22% | |
| 32 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.24% | +0.02% | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.25% | EXIT | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | +0.02% | — | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.19% | — | +0.57% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | +0.04% | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | — | +1.50% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.15% | -0.02% | +1.85% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.14% | — | -11.72% |
According to official SEC Form 13F filings, Roger Wittlin Investment Advisory, LLC reported a total U.S. public equity portfolio value of $127.3M across 39 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, ITOT) accounted for 67.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
FNDX
市值: $342.6K
Top Position Liquidated / Trimmed
ICSH
前期市值: $485.8K
During Q4 2025, Roger Wittlin Investment Advisory, LLC's top holdings by market value included VTI (21.1%)、IVV (13.7%)、ITOT (9.8%). The largest single position, VTI, represented 21.1% of total portfolio value.
In Q4 2025, Roger Wittlin Investment Advisory, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 29 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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