Long-term investor
Roger Wittlin Investment Advisory, LLC @rogerwittlininvestmentad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911328).
Record
- Tracked since 2025-06-30 (448 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +17.6% · all +17.6%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 20.6% · long · since 2025-06-30
- 464287200 · 16.2% · long · since 2025-06-30
- 464287150 · 11.8% · long · since 2025-06-30
- 78462F103 · 6.2% · long · since 2025-06-30
- 921909768 · 5.1% · long · since 2025-06-30
- 46090E103 · 3.8% · long · since 2025-06-30
- 922908629 · 3.7% · long · since 2025-06-30
- 808524102 · 2.7% · long · since 2025-06-30
- IAU · 2.6% · long · since 2025-06-30
- 72201R775 · 2.6% · long · since 2025-06-30
- 78464A128 · 2.4% · long · since 2025-06-30
- 46137V357 · 2.4% · long · since 2025-06-30