WIT, LLC Diversified Active

Location: District Of Columbia, DC

CIK: 0001840025 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $6.261B (100.0% shares, 0.0% debt)

Holdings (24)

New Positions (2)

IJR ISHARES TR 0.8%

Value $53.08M Shares 357,908 Est. Cost — Unrealized —

CRWD CROWDSTRIKE HLDGS INC 0.0%

Value $1.384M Shares 1,813 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IJR	ISHARES TR	357,908	$53.08M	0.8%	—	—	CORE S&P SCP ETF	464287804
CRWD	CROWDSTRIKE HLDGS INC	1,813	$1.384M	0.0%	—	—	CL A	22788C105

Increased Positions (6)

VGIT VANGUARD SCOTTSDALE FDS 4.6%

Value $289M (+5782.9%) Shares 4,902,356 (+5839.8%) Est. Cost — Unrealized —

IEMG ISHARES INC 22.4%

Value $1.404B (+24.0%) Shares 16,950,847 (+4.4%) Est. Cost — Unrealized —

VBIL VANGUARD INSTL INDEX FD 6.6%

Value $415M (+107.2%) Shares 5,483,220 (+107.1%) Est. Cost — Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 2.3%

Value $141M (+102.7%) Shares 2,425,179 (+103.9%) Est. Cost — Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 1.8%

Value $111M (+15.7%) Shares 719,961 (+9.3%) Est. Cost — Unrealized —

MUB ISHARES TR 0.1%

Value $8.244M (+17.8%) Shares 76,599 (+16.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VGIT	VANGUARD SCOTTSDALE FDS	4,902,356 (+5839.8%)	$289M (+5782.9%)	4.6%	—	—	INTER TERM TREAS	92206C706
IEMG	ISHARES INC	16,950,847 (+4.4%)	$1.404B (+24.0%)	22.4%	—	—	CORE MSCI EMKT	46434G103
VBIL	VANGUARD INSTL INDEX FD	5,483,220 (+107.1%)	$415M (+107.2%)	6.6%	—	—	0 3 MO TR BI ETF	922040845
VGSH	VANGUARD SCOTTSDALE FDS	2,425,179 (+103.9%)	$141M (+102.7%)	2.3%	—	—	SHORT TERM TREAS	92206C102
VSS	VANGUARD INTL EQUITY INDEX F	719,961 (+9.3%)	$111M (+15.7%)	1.8%	—	—	FTSE SMCAP ETF	922042718
MUB	ISHARES TR	76,599 (+16.2%)	$8.244M (+17.8%)	0.1%	—	—	NATIONAL MUN ETF	464288414

Decreased Positions (8)

IEI ISHARES TR 1.2%

Value $77.64M (-71.1%) Shares 661,074 (-70.8%) Est. Cost — Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 36.8%

Value $2.306B (+7.2%) Shares 38,637,529 (-2.9%) Est. Cost — Unrealized —

VEA VANGUARD TAX-MANAGED FDS 7.7%

Value $479M (+9.2%) Shares 6,727,096 (-1.8%) Est. Cost — Unrealized —

VOO VANGUARD INDEX FDS 3.6%

Value $227M (+13.3%) Shares 330,403 (-1.4%) Est. Cost — Unrealized —

ESGE ISHARES INC 3.9%

Value $247M (+4.9%) Shares 4,518,911 (-12.8%) Est. Cost — Unrealized —

VB VANGUARD INDEX FDS 1.0%

Value $64.58M (-6.7%) Shares 213,076 (-19.4%) Est. Cost — Unrealized —

VBR VANGUARD INDEX FDS 0.9%

Value $58.9M (+8.4%) Shares 242,389 (-3.1%) Est. Cost — Unrealized —

BSV VANGUARD BD INDEX FDS 2.5%

Value $154M (-1.9%) Shares 1,981,763 (-1.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IEI	ISHARES TR	661,074 (-70.8%)	$77.64M (-71.1%)	1.2%	—	—	3 7 YR TREAS BD	464288661
VWO	VANGUARD INTL EQUITY INDEX F	38,637,529 (-2.9%)	$2.306B (+7.2%)	36.8%	—	—	FTSE EMR MKT ETF	922042858
VEA	VANGUARD TAX-MANAGED FDS	6,727,096 (-1.8%)	$479M (+9.2%)	7.7%	—	—	VAN FTSE DEV MKT	921943858
VOO	VANGUARD INDEX FDS	330,403 (-1.4%)	$227M (+13.3%)	3.6%	—	—	S&P 500 ETF SHS	922908363
ESGE	ISHARES INC	4,518,911 (-12.8%)	$247M (+4.9%)	3.9%	—	—	ESG AWR MSCI EM	46434G863
VB	VANGUARD INDEX FDS	213,076 (-19.4%)	$64.58M (-6.7%)	1.0%	—	—	SMALL CP ETF	922908751
VBR	VANGUARD INDEX FDS	242,389 (-3.1%)	$58.9M (+8.4%)	0.9%	—	—	SM CP VAL ETF	922908611
BSV	VANGUARD BD INDEX FDS	1,981,763 (-1.3%)	$154M (-1.9%)	2.5%	—	—	SHORT TRM BOND	921937827

Unchanged Positions (8)

EEM ISHARES TR 0.5%

Value $28.19M Shares 412,144 Est. Cost — Unrealized —

EFA ISHARES TR 0.8%

Value $51.02M Shares 491,177 Est. Cost — Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value $24.96M Shares 786,995 Est. Cost — Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 0.0%

Value $2.695M Shares 80,970 Est. Cost — Unrealized —

BIV VANGUARD BD INDEX FDS 1.1%

Value $66.05M Shares 861,173 Est. Cost — Unrealized —

ESGU ISHARES TR 0.0%

Value $2.042M Shares 12,474 Est. Cost — Unrealized —

ESGD ISHARES TR 0.1%

Value $3.324M Shares 32,336 Est. Cost — Unrealized —

SUB ISHARES TR 0.7%

Value $44.57M Shares 418,588 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EEM	ISHARES TR	412,144	$28.19M	0.5%	—	—	MSCI EMG MKT ETF	464287234
EFA	ISHARES TR	491,177	$51.02M	0.8%	—	—	MSCI EAFE ETF	464287465
SCHD	SCHWAB STRATEGIC TR	786,995	$24.96M	0.4%	—	—	US DIVIDEND EQ	808524797
IBIT	ISHARES BITCOIN TRUST ETF	80,970	$2.695M	0.0%	—	—	SHS BEN INT	46438F101
BIV	VANGUARD BD INDEX FDS	861,173	$66.05M	1.1%	—	—	INTERMED TERM	921937819
ESGU	ISHARES TR	12,474	$2.042M	0.0%	—	—	ESG AWR MSCI USA	46435G425
ESGD	ISHARES TR	32,336	$3.324M	0.1%	—	—	ESG AW MSCI EAFE	46435G516
SUB	ISHARES TR	418,588	$44.57M	0.7%	—	—	SHRT NAT MUN ETF	464288158