Roger Wittlin Investment Advisory, LLC
Roger Wittlin Investment Advisory, LLC reported 43 holdings worth US$127M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Roger Wittlin Investment Advisory, LLC reported 43 holdings worth US$127M as of Jun 30, 2026. Largest: Palantir Technologies Inc., Alphabet Inc (google) Class C and Prologis, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Palantir Technologies Inc. | 5,336 | US$623K | 0.49% |
| Alphabet Inc (google) Class C | 1,670 | US$598K | 0.47% |
| Prologis, Inc. | 2,143 | US$290K | 0.23% |