Roger Wittlin Investment Advisory, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 142,989
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 39 | 142,989 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
| Q3 2025 | 10/27/2025 | 41 | 179,888 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
| Q2 2025 | 7/15/2025 | 43 | 179,393 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.83 K | 57.9% | 0 | 10.49 K | -10.49 K |
| ETFs | 59.58 K | 41.7% | 0 | 26.42 K | -26.42 K |
| Other | 579 | 0.4% | 6 | 0 | 6 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
142,989
Holdings
39
QoQ value change ($000)
-36,899
(-20.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.