StockDriftsStockDriftsTop 43 Roger Wittlin Investment Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.57% | 70.7K | $26.2M | -9.71%(-7.61K) | $224.91(+70.45%) | 2026-06-30 | |
| IVV | ISHARES TR | 16.21% | 27.6K | $20.6M | -1.28%(-357) | $489.34(+59.18%) | 2026-06-30 | |
| ITOT | ISHARES TR | 11.82% | 91.6K | $15.0M | +0.14%(+128) | $100.70(+68.65%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.21% | 10.6K | $7.9M | -3.18%(-347) | $513.32(+51.04%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.06% | 75.3K | $6.4M | -7.49%(-6.10K) | $65.75(+34.04%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.81% | 6.6K | $4.9M | -8.29%(-596) | $339.93(+115.49%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.67% | 58.0K | $4.7M | -0.29%(-166) | $50.17(+68.09%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.68% | 117.8K | $3.4M | -61.01%(-184.34K) | $16.90(+77.60%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.62% | 44.1K | $3.3M | +54.34%(+15.54K) | $70.14(+18.32%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 2.59% | 35.8K | $3.3M | +0.08%(+29) | $92.05(-1.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.06% | +48.41% | — | — | +29.01% |
| Top 20 Holdings Unweighted | +10.62% | +35.35% | — | — | +16.01% |
Roger Wittlin Investment Advisory, LLC reports $127.28M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are VTI (20.6%), IVV (16.2%) and ITOT (11.8%). The top 20 holdings account for 90.32% of reported assets. Its disclosed equity book has returned +48.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Roger Wittlin Investment Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911328). View Roger Wittlin Investment Advisory, LLC’s 13F filings on SEC