WIT, LLC

$5.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1840025 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $5.3B
ALL retained default holdings for this (filer, period), including NULL-value ones: 22
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 2
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 0

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	−$57.6M	−1,286,015	$2.2B	$2.2B	41,074,353	39,788,338
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	+$33.2M	−116,906	$1.1B	$1.1B	16,350,665	16,233,759
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	−$29.1M	−642,521	$468M	$439M	7,490,656	6,848,135
position key `pos:18044` · issuer key `iss:1013` 3 7 YR TREAS BD	ADD	+$19.2M	+174,852	$249M	$269M	2,089,070	2,263,922
position key `pos:16400` · issuer key `iss:1016` ESG AWR MSCI EM	ADD	+$32.4M	+580,431	$203M	$236M	4,601,324	5,181,755
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$39.7M	−47,520	$240M	$200M	382,779	335,259
position key `sid:sec:prov:e74d5a9399c97d25b1a6f503cdec3593` · issuer key `cusip6:922040` 0-3 MO TREAS BIL	NEW	+$200M	+2,647,432	$0	$200M	—	2,647,432
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	ADD	+$69.0M	+885,260	$88.4M	$157M	1,122,162	2,007,422
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` SHORT TERM TREAS	NEW	+$69.6M	+1,189,666	$0	$69.6M	—	1,189,666
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	TRIM	+$1.0M	−131	$68.2M	$69.2M	264,352	264,221
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` INTERMED TERM	ADD	+$5.4M	+77,294	$61.0M	$66.5M	783,879	861,173
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$359K	+3,944	$6.6M	$7.0M	61,978	65,922

Flags: no row carries a flag.

Mark-to-market only (no share change) · 10

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `cusip6:922042` FTSE SMCAP ETF	NO CHANGE	+$1.6M	$94.4M	$96.0M	658,548	658,548
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$1.4M	$53.0M	$54.3M	250,167	250,167
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	NO CHANGE	+$540K	$47.2M	$47.7M	491,177	491,177
position key `pos:17598` · issuer key `iss:1013` SHRT NAT MUN ETF	NO CHANGE	−$83.7K	$44.7M	$44.6M	418,588	418,588
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$2.6M	$21.6M	$24.1M	786,995	786,995
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$857K	$22.5M	$23.4M	412,144	412,144
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	NO CHANGE	−$31.4K	$4.9M	$4.9M	82,534	82,534
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	NO CHANGE	−$909K	$4.0M	$3.1M	80,970	80,970
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	NO CHANGE	+$17.1K	$3.1M	$3.1M	32,336	32,336
position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G` ESG AWR MSCI USA	NO CHANGE	−$94.3K	$1.9M	$1.8M	12,474	12,474

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–12 of 12 issuers · $5.3B disclosed value over 22 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows WIT, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$2.2B	39,788,338
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$96.0M	658,548

ticker not yet mapped

$2.2B

40,446,886

42.4%

—

ISHARES INC

2 positions · 2 reported rows

Rows WIT, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$1.1B	16,233,759
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$236M	5,181,755

ticker not yet mapped

$1.4B

21,415,514

25.8%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$439M

6,848,135

8.3%

—

VANGUARD INDEX FDS

3 positions · 3 reported rows

Rows WIT, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$200M	335,259
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$69.2M	264,221
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$54.3M	250,167

ticker not yet mapped

$324M

849,647

6.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows WIT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$269M	2,263,922
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$44.6M	418,588
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$7.0M	65,922

ticker not yet mapped

$320M

2,748,432

6.0%

—

VANGUARD BD INDEX FDS

2 positions · 2 reported rows

Rows WIT, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$157M	2,007,422
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$66.5M	861,173

ticker not yet mapped

$224M

2,868,595

4.2%

—

VANGUARD INSTL INDEX FD · 0-3 MO TREAS BIL CUSIP 922040845
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$200M

2,647,432

3.8%

—

VANGUARD SCOTTSDALE FDS

2 positions · 2 reported rows

Rows WIT, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$69.6M	1,189,666
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$4.9M	82,534

ticker not yet mapped

$74.6M

1,272,200

1.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows WIT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$47.7M	491,177
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$23.4M	412,144

ticker not yet mapped

$71.1M

903,321

1.3%

—

SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.1M

786,995

0.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows WIT, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$3.1M	32,336
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$1.8M	12,474

ticker not yet mapped

$4.9M

44,810

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$3.1M

80,970

0.1%

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 100.0%above median 80.0%
Concentration index: 2,266 bpsabove median 446 bps
Positions with value: 22 / 22median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 100.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 2,266 · QoQ moves: 22

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open WIT, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).