Roger Wittlin Investment Advisory, LLC - Portfolio Stock Holdings

Roger Wittlin Investment Advisory, LLC disclosed 45 stock positions in a recent SEC 13F filing. $127,273,603 of stock holdings were filed, with the largest holdings including VTI, IVV, and ITOT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $348,469,672 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.