Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 20
- +2 vs. Q3 2025
- Portfolio value
- $4.99B
- +$574.7M (+13.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,074,353 | $2.21B | 44.3% | +2,671,801+7.0% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,350,665 | $1.10B | 22.0% | −167,015−1.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,490,656 | $467.9M | 9.4% | +3,526,251+88.9% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,089,070 | $249.3M | 5.0% | +59,373+2.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 382,779 | $240.1M | 4.8% | +289,303+309.5% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 4,601,324 | $203.2M | 4.1% | +13,123+0.3% | Added | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 658,548 | $94.4M | 1.9% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 1,122,162 | $88.4M | 1.8% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 264,352 | $68.2M | 1.4% | +3,797+1.5% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 783,879 | $61.0M | 1.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 250,167 | $53.0M | 1.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 491,177 | $47.2M | 0.9% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 418,588 | $44.7M | 0.9% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412,144 | $22.5M | 0.5% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 786,995 | $21.6M | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 61,978 | $6.64M | 0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 82,534 | $4.95M | 0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 80,970 | $4.02M | 0.1% | +80,970 | New | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 32,336 | $3.07M | 0.1% | +32,336 | New | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,474 | $1.86M | <0.1% | +12,474 | New | – |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.