Robert J. Wittman
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/12/2026 — 90 assets, about $5.1M at the middle of each value range.
- Rental House - Nags Head, NC58.8%
- US Stock Fund4.1%
- Rental Property- Montross, VA3.4%
- AXA/Legg Mason Strat Alloc GB3.4%
- AAPL · Apple Inc. - Common Stock (AAPL)1.6%
- Other 85 assets30.1%
By type: Real Property 62% · Stock 14% · Other 8% · Exchange Traded Fund 7% · Mutual Fund 7% · Bank Deposit 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Rental House - Nags Head, NC | Real Property | $1,000,001 - $5,000,000 | 58.8% | Joint |
US Stock Fundin 401 (a) Virginia Cash Match Plan, 457 Virginia Deferred Compensation Plan | Other | ≈ $207.5K | 4.1% | Self |
Rental Property- Montross, VA | Real Property | $100,001 - $250,000 | 3.4% | Joint |
AXA/Legg Mason Strat Alloc GBin AXA Equitable Life Ins Co | Other | $100,001 - $250,000 | 3.4% | Spouse |
| Stock | ≈ $83.0K | 1.6% | Self, Spouse | |
LLDYXLord Abbett Inv Tr. Short Duration Income Fd Cl I (LLDYX)in Morgan Stanley (JT), Morgan Stanley INH IRA | Mutual Fund | ≈ $65.0K | 1.3% | Self |
| Stock | ≈ $40.5K | 0.8% | Self, Spouse | |
PCBIXPrincipal Fds, Inc. MidCap Fd Institutional Cl (PCBIX)in Morgan Stanley (JT), Morgan Stanley INH IRA | Mutual Fund | ≈ $40.5K | 0.8% | Self, Spouse |
PONPXPIMCO Income Fund Class I-2 (PONPX)in Morgan Stanley INH IRA | Mutual Fund | ≈ $40.5K | 0.8% | Self, Spouse |
Blue Ridge Bank Accounts | Bank Deposit | $15,001 - $50,000 | 0.6% | Self |
CFFIC&F Financial Corporation - Common Stock (CFFI) | Stock | $15,001 - $50,000 | 0.6% | Spouse |
| Stock | $15,001 - $50,000 | 0.6% | Self | |
| Stock | $15,001 - $50,000 | 0.6% | Self | |
| Stock | $15,001 - $50,000 | 0.6% | Self | |
SGIIXFirst Eagle Global Fund Class I (SGIIX)in Morgan Stanley (JT) | Mutual Fund | $15,001 - $50,000 | 0.6% | Self |
The 15 largest of 90. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 17 names across 18 purchases, $144.0K at the disclosed midpoints.
- AMZN · Amazon.com11.1%
- AMT · American Tower5.6%
- PG · Procter & Gamble5.6%
- SPGI · S&P Global5.6%
- ZTS · Zoetis5.6%
- Other 12 stocks67.2%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
AMZNAmazon.com | $16.0K | 11.1% | 2022-09-10 | Self |
AMTAmerican Tower | $8.0K | 5.6% | 2023-10-19 | Self |
PGProcter & Gamble | $8.0K | 5.6% | 2023-09-30 | Self |
SPGIS&P Global | $8.0K | 5.6% | 2023-09-30 | Self |
ZTSZoetis | $8.0K | 5.6% | 2023-09-30 | Self |
MAMastercard | $8.0K | 5.6% | 2023-08-13 | Self |
TJXTJX | $8.0K | 5.6% | 2023-08-13 | Self |
XOMExxon Mobil | $8.0K | 5.6% | 2023-05-07 | Self |
CMCSAComcast | $8.0K | 5.6% | 2023-01-05 | Self |
AAPLApple | $8.0K | 5.6% | 2022-12-08 | Self |
ABTAbbott Laboratories | $8.0K | 5.6% | 2022-08-10 | Self |
WMTWalmart | $8.0K | 5.6% | 2022-08-10 | Self |
The 12 largest of 17.
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
162 rows. Sort any column; Source opens the filed PDF.