Roger Wittlin Investment Advisory, LLC
Strategy in plain words
auto-generated from filingsRoger Wittlin Investment Advisory, LLC is a wealth-management firm allocating client money, specialised in financials (79% of the long book), running a $122.3M US long book across 39 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, ISHARES CORE S&P 500 ETF, ISHARES CORE S&P TOTAL U.S., SCHWAB US BROAD MARKET ETF, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Roger Wittlin own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 5.3K | $781K | 0.6% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 39 | $122.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 39 | $143.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 41 | $179.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 43 | $179.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 43 | $170.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 43 | $178.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 54 | $173.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 49 | $155.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 2, 2024 | 46 | $142.6M | canonical | SEC ↗ |