Roger Wittlin Investment Advisory, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 128,263
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 46 | 128,263 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
| Q2 2026 | 7/17/2026 | 43 | 127,278 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
| Q1 2026 | 5/13/2026 | 39 | 122,279 | 13F-HR | Roger Wittlin Investment Advisory, LLC |
| 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 | 2.071 K | 1.6% | 560 | 0 | 560 |
| ETFs | 126.2 K | 98.4% | 424 | 0 | 424 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
128,263
Holdings
46
QoQ value change ($000)
985
(0.8%)
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.