Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 22
- +2 vs. Q4 2025
- Portfolio value
- $5.30B
- +$309.8M (+6.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 12,474 | $1.76M | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 32,336 | $3.09M | 0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 80,970 | $3.11M | 0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 82,534 | $4.91M | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 65,922 | $7.00M | 0.1% | +3,944+6.4% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412,144 | $23.4M | 0.4% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 786,995 | $24.1M | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 418,588 | $44.6M | 0.8% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 491,177 | $47.7M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 250,167 | $54.3M | 1.0% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 861,173 | $66.5M | 1.3% | +77,294+9.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 264,221 | $69.2M | 1.3% | −1310.0% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,189,666 | $69.6M | 1.3% | +1,189,666 | New | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 658,548 | $96.0M | 1.8% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,007,422 | $157.4M | 3.0% | +885,260+78.9% | Added | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 2,647,432 | $200.3M | 3.8% | +2,647,432 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 335,259 | $200.3M | 3.8% | −47,520−12.4% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 5,181,755 | $235.6M | 4.4% | +580,431+12.6% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,263,922 | $268.5M | 5.1% | +174,852+8.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,848,135 | $438.8M | 8.3% | −642,521−8.6% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,233,759 | $1.13B | 21.4% | −116,906−0.7% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 39,788,338 | $2.15B | 40.6% | −1,286,015−3.1% | Reduced | – |