Filed: 11/6/2025ACC: 0001334952-25-000012
📋 What this filing means
INSIGHT 2811, INC. filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $224.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$224.37M
Total AUM (reported)
2.42M
Total Shares
Allocation by class
SHORT TERM TREAS$47.71M21.3%
COM$24.20M10.8%
20 YR TR BD ETF$23.26M10.4%
CORE S&P500 ETF$21.49M9.6%
CORE US AGGBD ET$19.88M8.9%
1 3 YR TREAS BD$17.65M7.9%
RUS 1000 VAL ETF$12.42M5.5%
Portfolio Concentration
Top 3$92.46M41.2%
4–10$72.01M32.1%
11–25$27.63M12.3%
Rest$32.27M14.4%
Top 3 weight
41.2%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 2.42M
Sole
Full voting authority
2.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares810.72K
TypeSH
Market value$47.71M
21.26%
Sole
810.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares260.25K
TypeSH
Market value$23.26M
10.37%
Sole
260.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.11K
TypeSH
Market value$21.49M
9.58%
Sole
32.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares198.27K
TypeSH
Market value$19.88M
8.86%
Sole
198.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares212.70K
TypeSH
Market value$17.65M
7.86%
Sole
212.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61K
TypeSH
Market value$12.42M
5.54%
Sole
61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares83.22K
TypeSH
Market value$7.27M
3.24%
Sole
83.22K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares124.82K
TypeSH
Market value$7.10M
3.16%
Sole
124.82K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares47.91K
TypeSH
Market value$4.40M
1.96%
Sole
47.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.07K
TypeSH
Market value$3.31M
1.48%
Sole
7.07K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares13.87K
TypeSH
Market value$2.77M
1.23%
Sole
13.87K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares3.97K
TypeSH
Market value$2.65M
1.18%
Sole
3.97K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares51.57K
TypeSH
Market value$2.62M
1.17%
Sole
51.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.07K
TypeSH
Market value$2.55M
1.14%
Sole
5.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.78K
TypeSH
Market value$2.39M
1.06%
Sole
16.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.32K
TypeSH
Market value$2.12M
0.94%
Sole
8.32K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares32.06K
TypeSH
Market value$1.92M
0.86%
Sole
32.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.42K
TypeSH
Market value$1.77M
0.79%
Sole
3.42K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares5.49K
TypeSH
Market value$1.54M
0.69%
Sole
5.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.25K
TypeSH
Market value$1.43M
0.64%
Sole
10.25K
Shared
0.00
None
0.00
FORTUNE BRANDS INNOVATIONS I
SOLEShares23.57K
TypeSH
Market value$1.26M
0.56%
Sole
23.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.73K
TypeSH
Market value$1.20M
0.53%
Sole
3.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.81K
TypeSH
Market value$1.17M
0.52%
Sole
4.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.51K
TypeSH
Market value$1.15M
0.51%
Sole
6.51K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares33.59K
TypeSH
Market value$1.10M
0.49%
Sole
33.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 810.72K | SH | $47.71M 21.26% | 810.72K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 260.25K | SH | $23.26M 10.37% | 260.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 32.11K | SH | $21.49M 9.58% | 32.12K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 198.27K | SH | $19.88M 8.86% | 198.27K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 212.70K | SH | $17.65M 7.86% | 212.70K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 61K | SH | $12.42M 5.54% | 61K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 83.22K | SH | $7.27M 3.24% | 83.22K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 124.82K | SH | $7.10M 3.16% | 124.82K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 47.91K | SH | $4.40M 1.96% | 47.91K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 7.07K | SH | $3.31M 1.48% | 7.07K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 13.87K | SH | $2.77M 1.23% | 13.87K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.97K | SH | $2.65M 1.18% | 3.97K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 51.57K | SH | $2.62M 1.17% | 51.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.07K | SH | $2.55M 1.14% | 5.07K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 16.78K | SH | $2.39M 1.06% | 16.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.32K | SH | $2.12M 0.94% | 8.32K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 32.06K | SH | $1.92M 0.86% | 32.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.42K | SH | $1.77M 0.79% | 3.42K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 5.49K | SH | $1.54M 0.69% | 5.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 10.25K | SH | $1.43M 0.64% | 10.25K | 0.00 | 0.00 |
FORTUNE BRANDS INNOVATIONS ISOLE | COM | 23.57K | SH | $1.26M 0.56% | 23.57K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 3.73K | SH | $1.20M 0.53% | 3.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.81K | SH | $1.17M 0.52% | 4.81K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 6.51K | SH | $1.15M 0.51% | 6.51K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 33.59K | SH | $1.10M 0.49% | 33.59K | 0.00 | 0.00 |
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