INSIGHT 2811, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, INSIGHT 2811, INC. held in its portfolio 94 assets valued at $226,728,665 (i.e. $226.73M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($48.38M), ISHARES TR ($22.34M), and ISHARES TR ($21.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
INSIGHT 2811, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 823748 | 48378738 | SHORT TERM TREAS |
| ISHARES TR | 256287 | 22337975 | 20 YR TR BD ETF |
| ISHARES TR | 32102 | 21987826 | CORE S&P500 ETF |
| ISHARES TR | 203385 | 20314093 | CORE US AGGBD ET |
| ISHARES TR | 208353 | 17255795 | 1 3 YR TREAS BD |
| ISHARES TR | 58485 | 12301798 | RUS 1000 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 128648 | 7178544 | LONG TERM TREAS |
| ISHARES TR | 78996 | 7066962 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 99285 | 6829503 | STATE STREET SPD |
| ISHARES TR | 6784 | 3210867 | RUS 1000 GRW ETF |
| SPDR S&P 500 ETF TR | 12443 | 2937764 | TR UNIT |
| VANGUARD ADMIRAL FDS INC | 14210 | 2910822 | 500 VAL IDX FD |
| BERKSHIRE HATHAWAY INC DEL | 5167 | 2597193 | CL B NEW |
| ISHARES TR | 16377 | 2242666 | RUS MD CP GR ETF |
| J P MORGAN EXCHANGE TRADED F | 44027 | 2227301 | ULTRA SHRT ETF |
| APPLE INC | 7672 | 2085710 | COM |
| VANGUARD TAX-MANAGED FDS | 32656 | 2040012 | VAN FTSE DEV MKT |
| MICROSOFT CORP | 3102 | 1500225 | COM |
| ALPHABET INC | 4733 | 1485233 | CAP STK CL C |
| BARRICK MNG CORP | 33677 | 1466633 | COM SHS |
| SCHWAB CHARLES CORP | 14280 | 1426715 | COM |
| ISHARES TR | 10015 | 1412616 | RUS MDCP VAL ETF |
| JPMORGAN CHASE & CO. | 3860 | 1243772 | COM |
| FORTUNE BRANDS INNOVATIONS I | 23572 | 1179071 | COM |
| ISHARES TR | 3533 | 1141194 | RUS 2000 GRW ETF |
| ISHARES TR | 6197 | 1122958 | RUS 2000 VAL ETF |
| CISCO SYS INC | 14437 | 1112044 | COM |
| ORACLE CORP | 5492 | 1070348 | COM |
| VANGUARD ADMIRAL FDS INC | 9442 | 1047716 | SMLLCP 600 IDX |
| JOHNSON & JOHNSON | 4962 | 1026886 | COM |
| ALPHABET INC | 3124 | 977812 | CAP STK CL A |
| INTERNATIONAL BUSINESS MACHS | 3027 | 896628 | COM |
| INTEL CORP | 23737 | 875895 | COM |
| MORGAN STANLEY | 4618 | 819834 | COM NEW |
| ARCH CAP GROUP LTD | 8340 | 799973 | ORD |
| ISHARES TR | 3115 | 766788 | RUSSELL 2000 ETF |
| AGNICO EAGLE MINES LTD | 4371 | 741016 | COM |
| META PLATFORMS INC | 1103 | 728079 | CL A |
| BOEING CO | 3197 | 694024 | COM |
| MERCK & CO INC | 6410 | 674717 | COM |
| VANGUARD INDEX FDS | 1038 | 650961 | S&P 500 ETF SHS |
| APPLIED MATLS INC | 2517 | 646844 | COM |
| WISDOMTREE TR | 13219 | 643237 | ITL HDG QTLY DIV |
| MCKESSON CORP | 764 | 626702 | COM |
| BROADCOM INC | 1590 | 550299 | COM |
| NEWMONT CORP | 5474 | 546579 | COM |
| GOLDMAN SACHS GROUP INC | 619 | 544199 | COM |
| EAGLE MATLS INC | 2620 | 541502 | COM |
| VERIZON COMMUNICATIONS INC | 13077 | 532626 | COM |
| NVIDIA CORPORATION | 2714 | 506161 | COM |
| ABBVIE INC | 2148 | 490682 | COM |
| PROCTER AND GAMBLE CO | 3349 | 479945 | COM |
| TARGET CORP | 4711 | 460500 | COM |
| QUALCOMM INC | 2595 | 443875 | COM |
| LOCKHEED MARTIN CORP | 911 | 440623 | COM |
| ALLSTATE CORP | 1909 | 397358 | COM |
| PEPSICO INC | 2759 | 395972 | COM |
| VANGUARD ADMIRAL FDS INC | 843 | 374793 | 500 GRTH IDX F |
| GALLAGHER ARTHUR J & CO | 1400 | 362306 | COM |
| SHELL PLC | 4900 | 360052 | SPON ADS |
| MCDONALDS CORP | 1147 | 350558 | COM |
| DANAHER CORPORATION | 1527 | 349466 | COM |
| EXXON MOBIL CORP | 2674 | 321825 | COM |
| PFIZER INC | 12632 | 314537 | COM |
| EXPEDIA GROUP INC | 1100 | 311641 | COM NEW |
| TAPESTRY INC | 2397 | 306201 | COM |
| ISHARES GOLD TR | 3755 | 304793 | ISHARES NEW |
| VANGUARD STAR FDS | 4017 | 303042 | VG TL INTL STK F |
| VANGUARD ADMIRAL FDS INC | 3067 | 299835 | SMLCP 600 VAL |
| VANGUARD ADMIRAL FDS INC | 2486 | 298821 | MIDCP 400 GRTH |
| VANGUARD ADMIRAL FDS INC | 2953 | 298290 | MIDCP 400 VAL |
| VANGUARD ADMIRAL FDS INC | 2431 | 294848 | SMLCP 600 GRTH |
| ELEVATION SERIES TRUST | 6830 | 287685 | TRUESHARES STRCT |
| MASTERBRAND INC | 25982 | 286841 | COMMON STOCK |
| VANGUARD INTL EQUITY INDEX F | 1995 | 285943 | FTSE SMCAP ETF |
| ISHARES TR | 1410 | 281549 | U.S. TECH ETF |
| ASSOCIATED BANC CORP | 10000 | 257600 | COM |
| NORTHROP GRUMMAN CORP | 443 | 252603 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 3200 | 242912 | COM NEW |
| TJX COS INC NEW | 1552 | 238430 | COM |
| MANULIFE FINL CORP | 6526 | 236763 | COM |
| COCA COLA CO | 3386 | 236715 | COM |
| J P MORGAN EXCHANGE TRADED F | 4105 | 234970 | EQUITY PREMIUM |
| HUNTINGTON INGALLS INDS INC | 672 | 228527 | COM |
| VANGUARD WORLD FD | 300 | 226134 | INF TECH ETF |
| MUELLER WTR PRODS INC | 9362 | 222991 | COM SER A |
| CARDINAL HEALTH INC | 1060 | 217727 | COM |
| BP PLC | 6222 | 216090 | SPONSORED ADR |
| EBAY INC. | 2400 | 209040 | COM |
| GENERAL DYNAMICS CORP | 617 | 207719 | COM |
| BANK AMERICA CORP | 3705 | 203775 | COM |
| NIAGEN BIOSCIENCE INC | 22834 | 145224 | COM NEW |
| PORTILLOS INC | 24903 | 113060 | COM CL A |
| SELECT SECTOR SPDR TR | 15000 | 33548 | STATE STREET TEC |
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