WIT, LLC

DISTRICT OF COLUMBIA, DC · CIK 1840025 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityWIT, LLC (US)

Others nearbyWashington, DC

$6.3bn reported value +18.2% vs Q1 2026

24positions

92.2%in top 10

2 new 6 added 8 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	38,637,529	$2.3bn36.83%	36.83%	Reduced -1.2m	-1,150,809 -2.9%
2	ISHARES INC CORE MSCI EMKT IEMG	IEMG	16,950,847	$1.4bn22.43%	22.43%	Added +717.1k	+717,088 4.4%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,727,096	$479.3m7.66%	7.66%	Reduced -121.0k	-121,039 -1.8%
4	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	5,483,220	$415.0m6.63%	6.63%	Added +2.8m	+2,835,788 107.1%
5	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	4,902,356	$289.1m4.62%	4.62%	Added +4.8m	+4,819,822 5839.8%
6	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	4,518,911	$247.1m3.95%	3.95%	Reduced -662.8k	-662,844 -12.8%
7	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	330,403	$226.9m3.62%	3.62%	Reduced -4.9k	-4,856 -1.4%
8	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	1,981,763	$154.4m2.47%	2.47%	Reduced -25.7k	-25,659 -1.3%
9	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	2,425,179	$141.1m2.25%	2.25%	Added +1.2m	+1,235,513 103.8%
10	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	719,961	$111.1m1.77%	1.77%	Added +61.4k	+61,413 9.3%
11	ISHARES TR 3 7 YR TREAS BD IEI	IEI	661,074	$77.6m1.24%	1.24%	Reduced -1.6m	-1,602,848 -70.8%
12	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	861,173	$66.1m1.05%	1.05%	Unchanged
13	VANGUARD INDEX FDS SMALL CP ETF VB	VB	213,076	$64.6m1.03%	1.03%	Reduced -51.1k	-51,145 -19.4%
14	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	242,389	$58.9m0.94%	0.94%	Reduced -7.8k	-7,778 -3.1%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	357,908	$53.1m0.85%	0.85%	New
16	ISHARES TR MSCI EAFE ETF EFA	EFA	491,177	$51.0m0.81%	0.81%	Unchanged
17	ISHARES TR SHRT NAT MUN ETF SUB	SUB	418,588	$44.6m0.71%	0.71%	Unchanged
18	ISHARES TR MSCI EMG MKT ETF EEM	EEM	412,144	$28.2m0.45%	0.45%	Unchanged
19	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	786,995	$25.0m0.40%	0.40%	Unchanged
20	ISHARES TR NATIONAL MUN ETF MUB	MUB	76,599	$8.2m0.13%	0.13%	Added +10.7k	+10,677 16.2%
21	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	32,336	$3.3m0.05%	0.05%	Unchanged
22	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	80,970	$2.7m0.04%	0.04%	Unchanged
23	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	12,474	$2.0m0.03%	0.03%	Unchanged
24	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,813	$1.4m0.02%	0.02%	New