2026 Q2 Portfolio Activity
In 2026 Q2, WIT, LLC maintained a portfolio of 24 distinct positions. The most significant new addition was ISHARES TR, now representing 0.85% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 5839.8%. The fund also reduced its exposure to ISHARES TR by 70.8%.
Position History
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Total Positions
24
Quarter
2026 Q2
Top Holding
VWO (36.8%)
Top 10 Concentration
92.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
WIT, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VWO
VANGUARD INTL E...
|
ETF | 36.83% | 40.58% |
#1
Prev: #1
|
6.5 |
—
|
-1,150,809 | -2.9% |
P
S
|
38,637,529 | $2,306,274,106 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEMG
ISHARES INC
|
ETF | 22.43% | 21.37% |
#2
Prev: #2
|
6.0 |
—
|
717,088 | 4.4% |
P
S
|
16,950,847 | $1,404,208,165 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 7.66% | 8.28% |
#3
Prev: #3
|
4.6 |
—
|
-121,039 | -1.8% |
P
S
|
6,727,096 | $479,305,590 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 6.63% | 3.78% |
#4
3
Prev: #7
|
6.2 |
—
|
2,835,788 | 107.1% |
P
S
|
5,483,220 | $414,970,090 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 4.62% | 0.09% |
#5
14
Prev: #19
|
5.3 |
—
|
4,819,822 | 5839.8% |
P
S
|
4,902,356 | $289,140,957 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESGE
ISHARES INC
|
ETF | 3.95% | 4.45% |
#6
1
Prev: #5
|
2.1 |
—
|
-662,844 | -12.8% |
P
S
|
4,518,911 | $247,139,243 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.62% | 3.78% |
#7
1
Prev: #6
|
1.9 |
—
|
-4,856 | -1.4% |
P
S
|
330,403 | $226,924,084 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.47% | 2.97% |
#8
Prev: #8
|
1.5 |
—
|
-25,659 | -1.3% |
P
S
|
1,981,763 | $154,399,155 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 2.25% | 1.31% |
#9
1
Prev: #10
|
3.9 |
—
|
1,235,513 | 103.9% |
P
S
|
2,425,179 | $141,145,418 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.77% | 1.81% |
#10
1
Prev: #9
|
2.7 |
—
|
61,413 | 9.3% |
P
S
|
719,961 | $111,082,783 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IEI
ISHARES TR
|
ETF | 1.24% | 5.07% |
#11
7
Prev: #4
|
0.5 |
—
|
-1,602,848 | -70.8% |
P
S
|
661,074 | $77,643,141 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.05% | 1.25% |
#12
Prev: #12
|
1.4 |
—
|
no change | no change |
P
S
|
861,173 | $66,051,969 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.03% | 1.31% |
#13
2
Prev: #11
|
0.9 |
—
|
-51,145 | -19.4% |
P
S
|
213,076 | $64,584,869 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.94% | 1.03% |
#14
1
Prev: #13
|
0.9 |
—
|
-7,778 | -3.1% |
P
S
|
242,389 | $58,898,103 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.85% | — |
#15
Prev: #—
|
3.8 |
—
|
357,908 | — |
NEW
|
357,908 | $53,081,335 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.81% | 0.90% |
#16
2
Prev: #14
|
1.3 |
—
|
no change | no change |
P
S
|
491,177 | $51,023,467 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SUB
ISHARES TR
|
ETF | 0.71% | 0.84% |
#17
2
Prev: #15
|
1.3 |
—
|
no change | no change |
P
S
|
418,588 | $44,567,064 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EEM
ISHARES TR
|
ETF | 0.45% | 0.44% |
#18
1
Prev: #17
|
1.2 |
—
|
no change | no change |
P
S
|
412,144 | $28,194,771 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.40% | 0.46% |
#19
3
Prev: #16
|
1.2 |
—
|
no change | no change |
P
S
|
786,995 | $24,955,611 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MUB
ISHARES TR
|
ETF | 0.13% | 0.13% |
#20
2
Prev: #18
|
2.1 |
—
|
10,677 | 16.2% |
P
S
|
76,599 | $8,243,584 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESGD
ISHARES TR
|
ETF | 0.05% | 0.06% |
#21
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
32,336 | $3,324,464 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.04% | 0.06% |
#22
2
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
80,970 | $2,695,491 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESGU
ISHARES TR
|
ETF | 0.03% | 0.03% |
#23
1
Prev: #22
|
1.0 |
—
|
no change | no change |
P
S
|
12,474 | $2,041,620 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.02% | — |
#24
Prev: #—
|
3.5 |
—
|
1,813 | — |
NEW
|
1,813 | $1,383,573 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-24 of 24 holdings