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Manager record

Roger Wittlin Investment Advisory, LLC

San Francisco, CA · CIK 1911328 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$128.26MReported 13F valueQ3 2026 · as filed
46Holdings listed
+0.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $179.4M$179.4MQ2 202543 holdingsQ3 2025: $179.9M$179.9MQ3 202541 holdingsQ4 2025: $143.0M$143.0MQ4 202539 holdingsQ1 2026: $122.3M$122.3MQ1 202639 holdingsQ2 2026: $127.3M$127.3MQ2 202643 holdingsQ3 2026: $128.3M$128.3MQ3 202646 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$128.26M · 46 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$127.28M · 43 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$122.28M · 39 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$142.99M · 39 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$179.89M · 41 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$179.39M · 43 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology