AI Portfolio Summary
In 2026 Q1, WIT, LLC maintained a portfolio of 22 distinct positions. The most significant new addition to the portfolio was VANGUARD INSTL INDEX, which now represents 3.78% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing their position by 8.4%. The fund also reduced its exposure to VANGUARD INDEX FDS by 12.4%.
Total Positions
22
Quarter
2026 Q1
Top Holding
VWO (40.6%)
Top 10 Concentration
93.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
| 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 | 40.58% | 44.26% |
#1
Prev: #1
|
6.5 | -1,286,015 | -3.1% |
P
S
|
39,788,338 | $2,150,559,669 |
$45.30
+18.8%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
IEMG
ISHARES INC
|
ETF | 21.37% | 22.03% |
#2
Prev: #2
|
6.0 | -116,906 | -0.7% |
P
S
|
16,233,759 | $1,132,304,690 |
$53.69
+29.6%
|
2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.28% | 9.38% |
#3
Prev: #3
|
4.8 | -642,521 | -8.6% |
P
S
|
6,848,135 | $438,828,491 |
$55.39
+16.7%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
IEI
ISHARES TR
|
ETF | 5.07% | 5.00% |
#4
Prev: #4
|
4.5 | 174,852 | 8.4% |
P
S
|
2,263,922 | $268,501,149 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESGE
ISHARES INC
|
ETF | 4.45% | 4.07% |
#5
1
Prev: #6
|
4.3 | 580,431 | 12.6% |
P
S
|
5,181,755 | $235,614,400 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.78% | 4.81% |
#6
1
Prev: #5
|
2.0 | -47,520 | -12.4% |
P
S
|
335,259 | $200,334,015 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 3.78% | — |
#7
Prev: #—
|
5.0 | 2,647,432 | no change |
NEW
|
2,647,432 | $200,278,231 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.97% | 1.77% |
#8
Prev: #8
|
4.2 | 885,260 | 78.9% |
P
S
|
2,007,422 | $157,401,959 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.81% | 1.89% |
#9
2
Prev: #7
|
1.7 | no change | no change |
P
S
|
658,548 | $96,009,713 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 1.31% | — |
#10
Prev: #—
|
4.0 | 1,189,666 | no change |
NEW
|
1,189,666 | $69,643,048 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.31% | 1.37% |
#11
2
Prev: #9
|
1.0 | -131 | -0.0% |
P
S
|
264,221 | $69,204,764 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.25% | 1.22% |
#12
2
Prev: #10
|
2.5 | 77,294 | 9.9% |
P
S
|
861,173 | $66,465,332 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.03% | 1.06% |
#13
2
Prev: #11
|
1.4 | no change | no change |
P
S
|
250,167 | $54,348,781 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFA
ISHARES TR
|
ETF | 0.90% | 0.95% |
#14
2
Prev: #12
|
1.4 | no change | no change |
P
S
|
491,177 | $47,708,022 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SUB
ISHARES TR
|
ETF | 0.84% | 0.90% |
#15
2
Prev: #13
|
1.3 | no change | no change |
P
S
|
418,588 | $44,579,622 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.46% | 0.43% |
#16
1
Prev: #15
|
1.2 | no change | no change |
P
S
|
786,995 | $24,145,007 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EEM
ISHARES TR
|
ETF | 0.44% | 0.45% |
#17
3
Prev: #14
|
1.2 | no change | no change |
P
S
|
412,144 | $23,405,658 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MUB
ISHARES TR
|
ETF | 0.13% | 0.13% |
#18
2
Prev: #16
|
2.1 | 3,944 | 6.4% |
P
S
|
65,922 | $6,997,620 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.09% | 0.10% |
#19
2
Prev: #17
|
1.0 | no change | no change |
P
S
|
82,534 | $4,914,900 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.06% | 0.08% |
#20
2
Prev: #18
|
1.0 | no change | no change |
P
S
|
80,970 | $3,110,867 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESGD
ISHARES TR
|
ETF | 0.06% | 0.06% |
#21
2
Prev: #19
|
1.0 | no change | no change |
P
S
|
32,336 | $3,091,968 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESGU
ISHARES TR
|
ETF | 0.03% | 0.04% |
#22
2
Prev: #20
|
1.0 | no change | no change |
P
S
|
12,474 | $1,764,073 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-22 of 22 holdings