Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Roger Wittlin Investment Advisory, LLC (CIK 1911328) reported $127.3M across 43 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($26.2M, 20.57%), IVV ($20.6M, 16.21%), ITOT ($15.0M, 11.82%), SPY ($7.9M, 6.21%), VXUS ($6.4M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $26.2M | 20.57% | 70,742 | Trimmed |
| 2 | IVV | ISHARES TR | $20.6M | 16.21% | 27,557 | Trimmed |
| 3 | ITOT | ISHARES TR | $15.0M | 11.82% | 91,607 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 6.21% | 10,577 | Trimmed |
| 5 | VXUS | VANGUARD STAR FDS | $6.4M | 5.06% | 75,348 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $4.9M | 3.81% | 6,592 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $4.7M | 3.67% | 58,010 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 2.68% | 117,806 | Trimmed |
| 9 | IAU | ISHARES GOLD TR | $3.3M | 2.62% | 44,131 | Added |
| 10 | BOND | PIMCO ETF TR | $3.3M | 2.59% | 35,759 | Added |
| 11 | VLU | SPDR SERIES TRUST | $3.1M | 2.43% | 12,976 | Trimmed |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $3.0M | 2.37% | 14,160 | Trimmed |
| 13 | LONZ | PIMCO ETF TR | $3.0M | 2.36% | 60,842 | Trimmed |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $2.0M | 1.61% | 12,687 | Added |
| 15 | IEFA | ISHARES TR | $1.8M | 1.38% | 18,193 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $1.6M | 1.27% | 4,399 | Added |
| 17 | BND | VANGUARD BD INDEX FDS | $1.3M | 1.04% | 18,107 | Trimmed |
| 18 | SDY | SPDR SERIES TRUST | $1.1M | 0.89% | 7,403 | Trimmed |
| 19 | MINT | PIMCO ETF TR | $1.1M | 0.87% | 10,940 | Trimmed |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.86% | 4,639 | Added |
| 21 | PYLD | PIMCO ETF TR | $1.1M | 0.85% | 40,920 | Added |
| 22 | VOO | VANGUARD INDEX FDS | $1.0M | 0.80% | 1,475 | Trimmed |
| 23 | IEMG | ISHARES INC | $972,443 | 0.76% | 11,738 | New |
| 24 | VGK | VANGUARD INTL EQUITY INDEX F | $927,073 | 0.73% | 10,470 | Trimmed |
| 25 | LQD | ISHARES TR | $758,265 | 0.60% | 6,952 | Added |
Source: SEC Form 13F filings · as of 2026-06-30