WIT, LLC
13F Reported Value
ⓘ$6.3B
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WIT, LLC disclosed 24 positions worth $6.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (93.5% of disclosed assets). All figures are sourced directly from WIT, LLC’s Form 13F-HR filing with the SEC under CIK 1840025.
AI Fund Analysis
Diversifying
$MUFGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$2.3B38,637,529 shISHARES INC - CORE MSCI EMKT
—Quality
$1.4B16,950,847 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$479.3M6,727,096 shVANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
—Quality
$415.0M5,483,220 shVANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$289.1M4,902,356 sh- $247.1M4,518,911 sh
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$226.9M330,403 sh- 79.6
Quality
$154.4M1,981,763 sh VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$141.1M2,425,179 shVANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF
—Quality
$111.1M719,961 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.3B | 38,637,529 |
| ISHARES INC - CORE MSCI EMKT | — | $1.4B | 16,950,847 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $479.3M | 6,727,096 |
| VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $415.0M | 5,483,220 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $289.1M | 4,902,356 |
| MITSUBISHI UFJ FINANCIAL GROUP INC$MUFG | — | $247.1M | 4,518,911 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $226.9M | 330,403 |
 Meta Platforms, Inc.$META | 79.6 | $154.4M | 1,981,763 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $141.1M | 2,425,179 |
| VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $111.1M | 719,961 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WIT, LLC's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Other
$5.9B
Financials
$249.8M
Technology
$155.8M
Full Holdings — WIT, LLC (Q2 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.3B | 36.8% | -3% | — |
| 2 | — | ISHARES INC - CORE MSCI EMKT | $1.4B | 22.4% | +4% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $479.3M | 7.7% | -2% | — |
| 4 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $415.0M | 6.6% | +107% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $289.1M | 4.6% | +5840% | — |
| 6 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $247.1M | 4.0% | -13% | — |
| 7 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $226.9M | 3.6% | -1% | — |
| 8 | $META | Meta Platforms, Inc. | $154.4M | 2.5% | -1% | 79.6 |
| 9 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $141.1M | 2.3% | +104% | — |
| 10 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $111.1M | 1.8% | +9% | — |
| 11 | — | ISHARES TR - 3 7 YR TREAS BD | $77.6M | 1.2% | -71% | — |
| 12 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $66.1M | 1.1% | +0% | — |
| 13 | — | VANGUARD INDEX FDS - SMALL CP ETF | $64.6M | 1.0% | -19% | — |
| 14 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $58.9M | 0.9% | -3% | — |
| 15 | — | ISHARES TR - CORE S&P SCP ETF | $53.1M | 0.8% | NEW | — |
| 16 | — | ISHARES TR - MSCI EAFE ETF | $51.0M | 0.8% | +0% | — |
| 17 | — | ISHARES TR - SHRT NAT MUN ETF | $44.6M | 0.7% | +0% | — |
| 18 | — | ISHARES TR - MSCI EMG MKT ETF | $28.2M | 0.5% | +0% | — |
| 19 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $25.0M | 0.4% | +0% | — |
| 20 | — | ISHARES TR - NATIONAL MUN ETF | $8.2M | 0.1% | +16% | — |
| 21 | — | ISHARES TR - ESG AW MSCI EAFE | $3.3M | 0.1% | +0% | — |
| 22 |  $IBIT | iShares Bitcoin Trust ETF | $2.7M | 0.0% | +0% | — |
| 23 | — | ISHARES TR - ESG AWR MSCI USA | $2.0M | 0.0% | +0% | — |
| 24 |  $CRWD | CrowdStrike Holdings, Inc. | $1.4M | 0.0% | NEW | 67.7 |
New Positions (2)
$CRWD CrowdStrike Holdings, Inc.$1.4MBrowse Top Institutional Investors
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