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WIT, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001840025

$6.26B

disclosed book value

24

positions

36.8%

largest position share

Positions, as of 2026-06-30

top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VWOVANGUARD INTL EQUITY INDEX F38.6M$2.31B36.8%
2IEMGISHARES INC17.0M$1.40B22.4%
3VEAVANGUARD TAX-MANAGED FDS6.7M$479.3M7.7%
4VBILVANGUARD INSTL INDEX FD5.5M$415.0M6.6%
5VGITVANGUARD SCOTTSDALE FDS4.9M$289.1M4.6%
6ESGEISHARES INC4.5M$247.1M3.9%
7VOOVANGUARD INDEX FDS330,403$226.9M3.6%
8BSVVANGUARD BD INDEX FDS2.0M$154.4M2.5%
9VGSHVANGUARD SCOTTSDALE FDS2.4M$141.1M2.3%
10VSSVANGUARD INTL EQUITY INDEX F719,961$111.1M1.8%
11IEIISHARES TR661,074$77.6M1.2%
12BIVVANGUARD BD INDEX FDS861,173$66.1M1.1%
13VBVANGUARD INDEX FDS213,076$64.6M1%
14VBRVANGUARD INDEX FDS242,389$58.9M0.9%
15IJRISHARES TR357,908$53.1M0.8%
16EFAISHARES TR491,177$51.0M0.8%
17SUBISHARES TR418,588$44.6M0.7%
18EEMISHARES TR412,144$28.2M0.5%
19SCHDSCHWAB STRATEGIC TR786,995$25.0M0.4%
20MUBISHARES TR76,599$8.2M0.1%
21ESGDISHARES TR32,336$3.3M0.1%
22IBITISHARES BITCOIN TRUST ETF80,970$2.7M0%
23ESGUISHARES TR12,474$2.0M0%
24CRWDCROWDSTRIKE HLDGS INC1,813$1.4M0%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.