Roger Wittlin Investment Advisory, LLC Top Holdings and 13F Report (2026) About Roger Wittlin Investment Advisory, LLCInvestment ActivityRoger Wittlin Investment Advisory, LLC has $122.28 million in total holdings as of March 31, 2026.Roger Wittlin Investment Advisory, LLC owns shares of 39 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.89% of the portfolio was purchased this quarter.About 16.58% of the portfolio was sold this quarter.This quarter, Roger Wittlin Investment Advisory, LLC has purchased 39 new stocks and bought additional shares in 11 stocks.Roger Wittlin Investment Advisory, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $25,134,993iShares Core S&P 500 ETF $18,234,119iShares Core S&P Total U.S. Stock Market ETF $13,029,356Schwab US Broad Market ETF $7,583,764SPDR S&P 500 ETF Trust $7,104,503 Largest New Holdings this Quarter 46654Q757 - J P MORGAN EXCHANGE TRADED F $364,140 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 34,601 shares (about $2.67M)J P MORGAN EXCHANGE TRADED F 4,252 shares (about $364.14K)Schwab International Equity ETF 12,114 shares (about $299.82K)iShares Core MSCI EAFE ETF 2,043 shares (about $184.96K)iShares Core Total USD Bond Market ETF 86 shares (about $3.97K) Largest Sales this Quarter Schwab US Broad Market ETF 196,192 shares (about $4.92M)PIMCO Senior Loan Active Exchange-Traded Fund 81,344 shares (about $4.02M)Vanguard Total Stock Market ETF 11,651 shares (about $3.74M)SPDR S&P 500 ETF Trust 1,897 shares (about $1.23M)Invesco QQQ 1,365 shares (about $787.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoger Wittlin Investment Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$25,134,993$3,737,783 â–¼-12.9%78,34820.6%ETFIVViShares Core S&P 500 ETF$18,234,119$419,370 â–¼-2.2%27,91414.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$13,029,356$386,555 â–¼-2.9%91,47910.7%ETFSCHBSchwab US Broad Market ETF$7,583,764$4,924,435 â–¼-39.4%302,1416.2%ETFSPYSPDR S&P 500 ETF Trust$7,104,503$1,233,728 â–¼-14.8%10,9245.8%FinanceVXUSVanguard Total International Stock ETF$6,280,290$2,668,111 â–²73.9%81,4455.1%ETFVLUSPDR S&P 1500 Value Tilt ETF$4,588,495$562,168 â–¼-10.9%21,3443.8%ETFVOVanguard Mid-Cap ETF$4,177,001$449,751 â–¼-9.7%14,5443.4%ETFQQQInvesco QQQ$4,148,879$787,871 â–¼-16.0%7,1883.4%FinanceLONZPIMCO Senior Loan Active Exchange-Traded Fund$3,358,084$4,016,763 â–¼-54.5%68,0052.7%ETFPIMCO ETF TR$3,297,239$432,895 â–¼-11.6%35,7302.7%ACTIVE BD ETFRSPInvesco S&P 500 Equal Weight ETF$2,947,029$154,309 â–¼-5.0%15,3552.4%ETFIAUiShares Gold Trust$2,520,847$672,308 â–¼-21.1%28,5942.1%FinanceIEFAiShares Core MSCI EAFE ETF$1,754,531$184,959 â–²11.8%19,3801.4%ETFBNDVanguard Total Bond Market ETF$1,627,287$442 â–¼0.0%22,0971.3%ETFGLDSPDR Gold Shares$1,415,2240.0%3,2891.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,160,423$2,701 â–²0.2%17,1830.9%ETFSDYSPDR S&P Dividend ETF$1,112,558$367,058 â–¼-24.8%7,6230.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,101,798$274,368 â–¼-19.9%10,9550.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$1,088,893$241,142 â–¼-18.1%23,1920.9%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,057,172$209,286 â–¼-16.5%40,3500.9%ETFVIGVanguard Dividend Appreciation ETF$992,952$642,397 â–¼-39.3%4,6170.8%ETFVOOVanguard S&P 500 ETF$896,968$2,988 â–²0.3%1,5010.7%ETFVGKVanguard FTSE Europe ETF$895,122$13,189 â–¼-1.5%10,8590.7%ETFPALANTIR TECHNOLOGIES INC$780,5500.0%5,3360.6%CL ALQDiShares iBoxx $ Investment Grade Corporate Bond ETF$730,623$114,013 â–¼-13.5%6,7030.6%FinanceSPMOInvesco S&P 500 Momentum ETF$622,367$183,649 â–¼-22.8%5,5510.5%ETFIUSBiShares Core Total USD Bond Market ETF$578,968$3,972 â–²0.7%12,5340.5%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$570,929$32,588 â–¼-5.4%10,8620.5%ManufacturingSCHFSchwab International Equity ETF$567,967$299,824 â–²111.8%22,9480.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$507,434$136,812 â–¼-21.2%5,1110.4%FinanceSCHASchwab US Small-Cap ETF$388,122$62,758 â–¼-13.9%13,3460.3%ETFJ P MORGAN EXCHANGE TRADED F$364,140$364,140 â–²New Holding4,2520.3%JPMORGAN INTL VLFNDXSchwab Fundamental U.S. Large Company ETF$352,081$1,420 â–²0.4%12,6420.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$309,336$1,734 â–²0.6%3,7460.3%ManufacturingVTVanguard Total World Stock ETF$293,128$692 â–²0.2%2,1190.2%ETFPLDPrologis$283,955$2,247 â–²0.8%2,1480.2%FinanceEFAiShares MSCI EAFE ETF$221,176$2,234 â–²1.0%2,2770.2%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$200,443$2,678 â–¼-1.3%6,5120.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$220,504 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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