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CIK: 0001840025
Total reported value
$6.3B
$6.3B
18 檔
61.5%
The Q3 2025 SEC filing reveals that Wit, LLC held a total portfolio value of $6.3B, covering 18 public equity positions.
In Q3 2025, Wit, LLC displayed an active expansion posture, initiating 4 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VWO, IEMG, IEI) accounted for 61.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 47.13% | -3.75% | +5.32% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 24.66% | +1.06% | +0.49% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.49% | -3.83% | -17.89% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.38% | -0.62% | — | |
| 5 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 4.51% | -0.50% | — | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.13% | -0.04% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.01% | -0.50% | +32.86% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 1.50% | -0.28% | +6.41% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.39% | -0.20% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.16% | — | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.18% | -0.09% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.04% | -0.09% | -37.30% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.01% | -0.13% | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | +0.01% | — | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.06% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | — | -0.07% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | +4.53% | — | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.02% | +0.02% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGE | Ishares Inc Ishares Esg Awar | +2.8% | — | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +2.7% | +5.32% | Add |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.7% | -17.89% | Trim |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | +0.5% | — | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.1% | +32.86% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | Add |
| 7 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 8 | VGIT | Vanguard Intermediate-term T | 0% | — | Trim |
| 9 | EFA | Ishares Msci Eafe ETF | -0.2% | -37.30% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | -0.4% | — | Trim |
| 11 | BIV | Vanguard Intermediate-term B | -0.6% | — | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | -0.7% | +0.49% | Add |
| 13 | MUB | Ishares National Muni Bond E | -1.6% | -0.07% | Trim |
| 14 | VB | Vanguard Small-cap ETF | -6.1% | +6.41% | Trim |
| 15 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
| 16 | SUB | Ishares Short-term National | — | NEW | New buy |
| 17 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
According to official SEC Form 13F filings, Wit, LLC reported a total U.S. public equity portfolio value of $6.3B across 18 disclosed positions in Q3 2025.
During Q3 2025, Wit, LLC's top holdings by market value included VWO (47.1%)、IEMG (24.7%)、IEI (5.5%). The largest single position, VWO, represented 47.1% of total portfolio value.
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Top New Position Initiated
VBR
市值: $52.2M
Top Position Liquidated / Trimmed
VB
前期市值: $265.6M
In Q3 2025, Wit, LLC made 17 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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