Q2 2026 13F · SEC CIK 1334952

Insight 2811, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $247.0M
Reported positions: 105
Top holdings a year, 3 yrs: +4.9%
Assets under management: $339.6M

Insight 2811, Inc. is a wealth manager that reported 105 positions worth $247.0M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard Scottsdale Fds (VGSH, 20.1%), Ishares Tr (IVV, 10.0%), Ishares Tr (TLT, 9.5%). A portfolio copying its top holdings returned 4.9% a year over the last 3 years, against 20.4% for the S&P 500.

Insight 2811, Inc. holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Insight 2811, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VGSHVanguard Scottsdale Fds	20.1%	21.7%	852,297	+0.1%	$49.6M
IVVIshares Tr	10.0%	9.4%	33,016	-0.1%	$24.7M
TLTIshares Tr	9.5%	10.2%	270,842	-0.1%	$23.4M
AGGIshares Tr	8.6%	9.2%	214,231	+0.9%	$21.2M
SHYIshares Tr	7.0%	7.6%	210,540	-0.3%	$17.3M
IWDIshares Tr	6.0%	5.5%	61,000	+2.1%	$14.8M
IEFAIshares Tr	3.2%	3.2%	80,753	+0.4%	$7.8M
VGLTVanguard Scottsdale Fds	3.1%	3.3%	137,020	+1.3%	$7.6M
BILSpdr Series Trust	1.9%	2.0%	50,037	+1.3%	$4.6M
IWFIshares Tr	1.3%	1.2%	26,212	+300.7%	$3.3M
VOOVVanguard Admiral Fds Inc	1.3%	1.3%	14,831	+0.5%	$3.3M
INTCIntel Corp	1.3%	0.4%	22,669	-1.3%	$3.2M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.1%	4,177	+4.2%	$3.1M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.0%	5,350	+7.0%	$2.7M
IWPIshares Tr	1.0%	0.9%	16,737	+1.5%	$2.5M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	0.9%	33,585	+0.1%	$2.4M
AAPLApple Inc	0.9%	0.8%	7,649	-0.5%	$2.2M
JPSTJ P Morgan Exchange Traded F	0.8%	0.9%	39,397	-6.9%	$2.0M
IWSIshares Tr	0.7%	0.6%	11,213	+9.7%	$1.8M
AMATApplied Matls Inc	0.7%	0.4%	2,480	+0.4%	$1.8M
CSCOCisco Sys Inc	0.7%	0.5%	15,036	+0.3%	$1.8M
GOOGAlphabet Inc	0.7%	0.6%	4,837	+0.6%	$1.7M
SCHWCharles Schwab Corp (the)	0.6%	0.6%	17,370	+21.8%	$1.6M
JPMJpmorgan Chase & Co	0.6%	0.6%	4,679	+1.4%	$1.5M
IWOIshares Tr	0.6%	0.5%	3,566	+0.2%	$1.4M
IWNIshares Tr	0.6%	0.5%	6,250	+0.2%	$1.4M
JNJJohnson & Johnson	0.5%	0.5%	5,163	+1.7%	$1.3M
VIOOVanguard Admiral Fds Inc	0.5%	0.5%	9,519	-0.2%	$1.3M
FBHSFortune Brands Innovations I	0.5%	0.4%	23,572	+0.0%	$1.3M
BBarrick Mng Corp	0.5%	0.6%	34,644	+1.6%	$1.3M
MSFTMicrosoft Corp	0.5%	0.5%	3,159	+1.6%	$1.2M
GOOGLAlphabet Inc	0.5%	0.4%	3,226	+0.8%	$1.2M
VOOVanguard Index Fds	0.4%	0.4%	1,489	+9.0%	$1.0M
MSMorgan Stanley	0.4%	0.3%	4,838	+1.2%	$1.0M
SJNKState Street SPDR Bloomberg Short Term H	0.4%	0.4%	37,756	-1.1%	$945K
IBMInternational Business Machs	0.3%	0.3%	3,021	+0.0%	$850K
ORCLOracle Corp	0.3%	0.4%	5,554	+0.3%	$814K
ACGLArch Cap Group Ltd	0.3%	0.3%	8,307	-0.4%	$806K
MRKMerck & Co Inc	0.3%	0.3%	5,956	+3.8%	$765K
IWMIshares Tr	0.3%	0.3%	2,522	-3.0%	$758K
BABoeing Co	0.3%	0.3%	3,447	+3.5%	$746K
AVGOBroadcom Inc	0.3%	0.2%	1,860	+8.0%	$703K
IHDGWisdomtree Tr	0.3%	0.3%	13,219	+0.0%	$692K
AEMAgnico Eagle Mines Ltd	0.3%	0.4%	4,353	+0.0%	$675K
TGTTarget Corp	0.3%	0.3%	5,109	+3.3%	$667K
XMESpdr Series Trust	0.3%	0.3%	6,222	+0.0%	$665K
METAMeta Platforms Inc	0.3%	0.3%	1,116	+1.2%	$629K
QCOMQualcomm Inc	0.3%	—	3,357	—	$620K
GSGoldman Sachs Group Inc	0.2%	—	609	—	$616K
MCKMckesson Corp	0.2%	0.3%	764	+0.0%	$577K

What Insight 2811, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.5% /yr; S&P 500 +20.1%
3 years: +4.9% /yr; S&P 500 +20.4%
5 years: +1.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$247.0M	105
Q1 2026	$230.0M	98
Q4 2025	$226.4M	97
Q3 2025	$224.4M	95
Q2 2025	$211.2M	87
Q1 2025	$197.0M	86
Q4 2024	$194.0M	88
Q3 2024	$200.9M	89
Q2 2024	$192.6M	86
Q1 2024	$194.6M	83
Q4 2023	$183.2M	78
Q3 2023	$176.1M	81

Questions about Insight 2811, Inc.'s portfolio

What stocks does Insight 2811, Inc. own?

Insight 2811, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 105 positions worth $247.0M. The largest are Vanguard Scottsdale Fds (VGSH) at 20.1%, Ishares Tr (IVV) at 10.0%, Ishares Tr (TLT) at 9.5%, Ishares Tr (AGG) at 8.6% and Ishares Tr (SHY) at 7.0%.

What did Insight 2811, Inc. buy last quarter?

In Q2 2026, Insight 2811, Inc. added Ishares Tr (IWF) (+300.7% shares), Charles Schwab Corp (the) (SCHW) (+21.8% shares) and Ishares Tr (IWS) (+9.7% shares), compared with its Q1 2026 filing.

What did Insight 2811, Inc. sell last quarter?

In Q2 2026, Insight 2811, Inc. cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Lockheed Martin Corp (LMT) and J P Morgan Exchange Traded F (JPST) (-6.9% shares), compared with its Q1 2026 filing.

How has Insight 2811, Inc.'s portfolio performed?

A portfolio copying Insight 2811, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +4.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.5% against +20.1%. Over 5 years: +1.2% a year against +11.6%.

When is Insight 2811, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Insight 2811, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Insight 2811, Inc. manage?

Insight 2811, Inc. reported $339.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $247.0M.