Roger Wittlin Investment Advisory, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Managing Member Roger Wittlin on October 19, 2026, lists a total of 46 securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the Vanguard Morningstar Total Stock Market ETF, the Vanguard Morningstar Mid Cap ETF, and the Vanguard Star Funds VG Total International Stock Fund. These funds hold 71,128, 58,223, and 70,915 shares, respectively.
Among individual equities, Palantir Technologies Inc. Class A is listed with 5,336 shares, while Prologis Inc. and Salesforce Inc. hold 2,161 and 900 shares, respectively. The advisory firm also holds significant positions in various other ETFs, including the iShares Gold Trust, the iShares Core S&P 500 ETF, and the PIMCO ETF Trust Short Term Active ETF.
The filing indicates that the firm holds no short positions and lists the address of the firm as 1000 Green Street, Suite 1, San Francisco, CA 94133.
