Roger Wittlin Investment Advisory, LLC — 13F holdings

Roger Wittlin Investment Advisory, LLC reported 46 holdings worth $128M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. VTI VANGUARD INDEX FDS — $26.6M (20.8%)
2. IVV ISHARES TR — $21.4M (16.7%)
3. ITOT ISHARES TR — $15.1M (11.8%)
4. SPY SPDR S&P 500 ETF TR — $7.75M (6.0%)
5. VXUS VANGUARD STAR FDS — $6.02M (4.7%)
6. VO VANGUARD INDEX FDS — $4.57M (3.6%)
7. QQQ INVESCO QQQ TR — $4.31M (3.4%)
8. RSP INVESCO EXCHANGE TRADED FD T — $3.78M (2.9%)
9. SCHB Schwab Strategic Tr — $3.46M (2.7%)
10. IAU ISHARES GOLD TR — $3.34M (2.6%)