DOSSIER · 13F-HR · Q1 2026
Roger Wittlin Investment Advisory, LLC
Roger Wittlin Investment Advisory's hedge fund based in Boston, MA — $122M in tracked AUM across 39 positions as of Q1 2026.
RW
Roger Wittlin Investment Advisory·Boston, MA·Hedge Fund
CIK 0001911328 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Roger Wittlin Investment Advisory, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 170.0%, increasing from approximately $52.97 million to $142.99 million. This substantial capital inflow coincides with a strategic overhaul, evidenced by the addition of 23 new positions and the exit of 3. The portfolio currently consists of 39 holdings, indicating a strategy focused on broad...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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