WIT, LLC

Filed: 2/17/2026ACC: 0001104659-26-015715

📋 What this filing means

WIT, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $4.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$4.99B

Total AUM (reported)

77.45M

Total Shares

Allocation by class

FTSE EMR MKT ETF$2.21B44.3%

CORE MSCI EMKT$1.10B22.0%

FTSE DEV MKT ETF$467.94M9.4%

3 7 YR TREAS BD$249.33M5.0%

S&P 500 ETF SHS$240.05M4.8%

ESG AWR MSCI EM$203.24M4.1%

FTSE SMCAP ETF$94.39M1.9%

Portfolio Concentration

Top 3$3.78B75.7%

4–10$1.00B20.1%

11–25$209.49M4.2%

Top 3 weight

75.7%

Top 10 weight

95.8%

Voting Authority Distribution

Total shares with voting rights: 77.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

77.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole20

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings20

Rows:

VANGUARD INTL EQUITY INDEX FUND

SOLE

FTSE EMR MKT ETF

Shares41.07M

TypeSH

Market value$2.21B

44.26%

Sole

0.00

Shared

0.00

None

41.07M

ISHARES INC

SOLE

CORE MSCI EMKT

Shares16.35M

TypeSH

Market value$1.10B

22.03%

Sole

0.00

Shared

0.00

None

16.35M

VANGUARD TAX-MANAGED INTL FD

SOLE

FTSE DEV MKT ETF

Shares7.49M

TypeSH

Market value$467.94M

9.38%

Sole

0.00

Shared

0.00

None

7.49M

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares2.09M

TypeSH

Market value$249.33M

5.00%

Sole

0.00

Shared

0.00

None

2.09M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares382.78K

TypeSH

Market value$240.05M

4.81%

Sole

0.00

Shared

0.00

None

382.78K

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares4.60M

TypeSH

Market value$203.24M

4.07%

Sole

0.00

Shared

0.00

None

4.60M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares658.55K

TypeSH

Market value$94.39M

1.89%

Sole

0.00

Shared

0.00

None

658.55K

VANGUARD BD INDEX FDS

SOLE

SHORT TERM BOND

Shares1.12M

TypeSH

Market value$88.44M

1.77%

Sole

0.00

Shared

0.00

None

1.12M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares264.35K

TypeSH

Market value$68.19M

1.37%

Sole

0.00

Shared

0.00

None

264.35K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares783.88K

TypeSH

Market value$61.05M

1.22%

Sole

0.00

Shared

0.00

None

783.88K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares250.17K

TypeSH

Market value$52.98M

1.06%

Sole

0.00

Shared

0.00

None

250.17K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares491.18K

TypeSH

Market value$47.17M

0.95%

Sole

0.00

Shared

0.00

None

491.18K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares418.59K

TypeSH

Market value$44.66M

0.90%

Sole

0.00

Shared

0.00

None

418.59K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares412.14K

TypeSH

Market value$22.55M

0.45%

Sole

0.00

Shared

0.00

None

412.14K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares787K

TypeSH

Market value$21.59M

0.43%

Sole

0.00

Shared

0.00

None

787K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares61.98K

TypeSH

Market value$6.64M

0.13%

Sole

0.00

Shared

0.00

None

61.98K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares82.53K

TypeSH

Market value$4.95M

0.10%

Sole

0.00

Shared

0.00

None

82.53K

ISHARES BITCOIN TRUST ETF

SOLE

SHS BEN INT

Shares80.97K

TypeSH

Market value$4.02M

0.08%

Sole

0.00

Shared

0.00

None

80.97K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares32.34K

TypeSH

Market value$3.07M

0.06%

Sole

0.00

Shared

0.00

None

32.34K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares12.47K

TypeSH

Market value$1.86M

0.04%

Sole

0.00

Shared

0.00

None

12.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INTL EQUITY INDEX FUNDSOLE	FTSE EMR MKT ETF	41.07M	SH	$2.21B 44.26%	41.07M
ISHARES INCSOLE	CORE MSCI EMKT	16.35M	SH	$1.10B 22.03%	16.35M
VANGUARD TAX-MANAGED INTL FDSOLE	FTSE DEV MKT ETF	7.49M	SH	$467.94M 9.38%	7.49M
ISHARES TRSOLE	3 7 YR TREAS BD	2.09M	SH	$249.33M 5.00%	2.09M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	382.78K	SH	$240.05M 4.81%	382.78K
ISHARES INCSOLE	ESG AWR MSCI EM	4.60M	SH	$203.24M 4.07%	4.60M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	658.55K	SH	$94.39M 1.89%	658.55K
VANGUARD BD INDEX FDSSOLE	SHORT TERM BOND	1.12M	SH	$88.44M 1.77%	1.12M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	264.35K	SH	$68.19M 1.37%	264.35K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	783.88K	SH	$61.05M 1.22%	783.88K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	250.17K	SH	$52.98M 1.06%	250.17K
ISHARES TRSOLE	MSCI EAFE ETF	491.18K	SH	$47.17M 0.95%	491.18K
ISHARES TRSOLE	SHRT NAT MUN ETF	418.59K	SH	$44.66M 0.90%	418.59K
ISHARES TRSOLE	MSCI EMG MKT ETF	412.14K	SH	$22.55M 0.45%	412.14K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	787K	SH	$21.59M 0.43%	787K
ISHARES TRSOLE	NATIONAL MUN ETF	61.98K	SH	$6.64M 0.13%	61.98K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	82.53K	SH	$4.95M 0.10%	82.53K
ISHARES BITCOIN TRUST ETFSOLE	SHS BEN INT	80.97K	SH	$4.02M 0.08%	80.97K
ISHARES TRSOLE	ESG AW MSCI EAFE	32.34K	SH	$3.07M 0.06%	32.34K
ISHARES TRSOLE	ESG AWR MSCI USA	12.47K	SH	$1.86M 0.04%	12.47K