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Portfolio (Quarterly) Guide ↗

INSIGHT 2811, INC.

· CIK 0001334952
13F Portfolio $259M AUM 122 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 108 New
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGSH VANGUARD SCOTTSDALE FDS 852,297.0 $49.6M 19.19% NEW $58.20 -0.5%
2 IVV ISHARES TR 33,016.0 $24.7M 9.56% NEW $748.89 +3.3%
3 TLT ISHARES TR 270,842.0 $23.4M 9.05% NEW $86.42 -4.9%
4 AGG ISHARES TR 214,231.0 $21.2M 8.20% NEW $98.98 -2.0%
5 SHY ISHARES TR 210,540.0 $17.3M 6.69% NEW $82.11 -0.5%
6 IWD ISHARES TR 61,000.0 $14.8M 5.72% NEW $242.43 +6.3%
7 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 11,500.0 $8.6M 3.32% NEW $746.77 +3.1%
8 IEFA ISHARES TR 80,753.0 $7.8M 3.02% NEW $96.58 +4.7%
9 VGLT VANGUARD SCOTTSDALE FDS 137,020.0 $7.6M 2.92% NEW $55.18 -4.3%
10 BIL SPDR SERIES TRUST 50,037.0 $4.6M 1.77% NEW $91.64 -0.2%
11 IWF ISHARES TR 26,212.0 $3.3M 1.26% NEW $124.17 -0.6%
12 VOOV VANGUARD ADMIRAL FDS INC 14,831.0 $3.3M 1.26% NEW $219.21 +4.3%
13 INTC INTEL CORP Technology 22,669.0 $3.2M 1.22% NEW $139.63 -31.4%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,177.0 $3.1M 1.21% NEW $746.77 +3.1%
15 BERKSHIRE HATHAWAY INC DEL 5,350.0 $2.7M 1.03% NEW $500.39
16 IWP ISHARES TR 16,737.0 $2.5M 0.95% NEW $146.41 -4.6%
17 VEA VANGUARD TAX-MANAGED FDS 33,585.0 $2.4M 0.93% NEW $71.25 +3.5%
18 AAPL APPLE INC Technology 7,649.0 $2.2M 0.86% NEW $289.36 +10.6%
19 J P MORGAN EXCHANGE TRADED F 39,397.0 $2.0M 0.77% NEW $50.57
20 QQQ PUT INVESCO QQQ TR Financial Services 2,600.0 $1.9M 0.74% NEW $736.40 -2.4%
Page 1 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 24.6%
Healthcare 9.9%
Industrials 8.9%
Basic Materials 7.3%
Communication Services 5.4%
Consumer Defensive 5.1%
Consumer Cyclical 4.6%
Energy 2.8%