WIT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, WIT, LLC held in its portfolio 20 assets valued at $4,989,366,447 (i.e. $4.99B).
The most valuable assets in the portfolio included: VANGUARD INTL EQUITY INDEX FUND ($2.21B), ISHARES INC ($1.10B), and VANGUARD TAX-MANAGED INTL FD ($467.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WIT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FUND | 41074353 | 2208157217 | FTSE EMR MKT ETF |
| ISHARES INC | 16350665 | 1099091701 | CORE MSCI EMKT |
| VANGUARD TAX-MANAGED INTL FD | 7490656 | 467941280 | FTSE DEV MKT ETF |
| ISHARES TR | 2089070 | 249330505 | 3 7 YR TREAS BD |
| VANGUARD INDEX FDS | 382779 | 240052194 | S&P 500 ETF SHS |
| ISHARES INC | 4601324 | 203240481 | ESG AWR MSCI EM |
| VANGUARD INTL EQUITY INDEX F | 658548 | 94389685 | FTSE SMCAP ETF |
| VANGUARD BD INDEX FDS | 1122162 | 88437587 | SHORT TERM BOND |
| VANGUARD INDEX FDS | 264352 | 68189598 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 783879 | 61048497 | INTERMED TERM |
| VANGUARD INDEX FDS | 250167 | 52982869 | SM CP VAL ETF |
| ISHARES TR | 491177 | 47167727 | MSCI EAFE ETF |
| ISHARES TR | 418588 | 44663340 | SHRT NAT MUN ETF |
| ISHARES TR | 412144 | 22548398 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 786995 | 21587273 | US DIVIDEND EQ |
| ISHARES TR | 61978 | 6638464 | NATIONAL MUN ETF |
| VANGUARD SCOTTSDALE FDS | 82534 | 4946263 | INTER TERM TREAS |
| ISHARES BITCOIN TRUST ETF | 80970 | 4020161 | SHS BEN INT |
| ISHARES TR | 32336 | 3074830 | ESG AW MSCI EAFE |
| ISHARES TR | 12474 | 1858377 | ESG AWR MSCI USA |