INSIGHT 2811, INC.

Filed: 2/3/2026ACC: 0001334952-26-000003

📋 What this filing means

INSIGHT 2811, INC. filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $226.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$226.73M

Total AUM (reported)

2.49M

Total Shares

Allocation by class

SHORT TERM TREAS$48.38M21.3%

COM$26.42M11.7%

20 YR TR BD ETF$22.34M9.9%

CORE S&P500 ETF$21.99M9.7%

CORE US AGGBD ET$20.31M9.0%

1 3 YR TREAS BD$17.26M7.6%

RUS 1000 VAL ETF$12.30M5.4%

Portfolio Concentration

Top 3$92.70M40.9%

4–10$71.90M31.7%

11–25$27.90M12.3%

Rest$34.22M15.1%

Top 3 weight

40.9%

Top 10 weight

72.6%

Voting Authority Distribution

Total shares with voting rights: 2.49M

Sole

Full voting authority

2.47M

% of voting shares99.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

17.84K

% of voting shares0.7%

Investment Discretion (by position count)

Sole98

Shared0

Other0

Dominant voting typeSole · 99.3% of voting shares

Institutional Holdings98

Rows:

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares823.75K

TypeSH

Market value$48.38M

21.34%

Sole

821.67K

Shared

0.00

None

2.07K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares256.29K

TypeSH

Market value$22.34M

9.85%

Sole

256.14K

Shared

0.00

None

148.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares32.10K

TypeSH

Market value$21.99M

9.70%

Sole

32.10K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares203.38K

TypeSH

Market value$20.31M

8.96%

Sole

201.51K

Shared

0.00

None

1.87K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares208.35K

TypeSH

Market value$17.26M

7.61%

Sole

208.29K

Shared

0.00

None

59.00

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares58.48K

TypeSH

Market value$12.30M

5.43%

Sole

58.47K

Shared

0.00

None

13.00

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares128.65K

TypeSH

Market value$7.18M

3.17%

Sole

127.84K

Shared

0.00

None

808.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares79K

TypeSH

Market value$7.07M

3.12%

Sole

78.98K

Shared

0.00

None

20.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares50.06K

TypeSH

Market value$4.57M

2.02%

Sole

49.84K

Shared

0.00

None

224.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares6.78K

TypeSH

Market value$3.21M

1.42%

Sole

6.78K

Shared

0.00

None

2.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares12.44K

TypeSH

Market value$2.94M

1.30%

Sole

12.44K

Shared

0.00

None

5.00

VANGUARD ADMIRAL FDS INC

SOLE

500 VAL IDX FD

Shares14.21K

TypeSH

Market value$2.91M

1.28%

Sole

14.13K

Shared

0.00

None

84.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares5.17K

TypeSH

Market value$2.60M

1.15%

Sole

4.68K

Shared

0.00

None

490.00

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares16.38K

TypeSH

Market value$2.24M

0.99%

Sole

16.37K

Shared

0.00

None

4.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares44.03K

TypeSH

Market value$2.23M

0.98%

Sole

43.95K

Shared

0.00

None

72.00

APPLE INC

SOLE

COM

Shares7.67K

TypeSH

Market value$2.09M

0.92%

Sole

7.67K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares32.66K

TypeSH

Market value$2.04M

0.90%

Sole

32.44K

Shared

0.00

None

217.00

MICROSOFT CORP

SOLE

COM

Shares3.10K

TypeSH

Market value$1.50M

0.66%

Sole

3.10K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares4.73K

TypeSH

Market value$1.49M

0.66%

Sole

4.73K

Shared

0.00

None

0.00

BARRICK MNG CORP

SOLE

COM SHS

Shares33.68K

TypeSH

Market value$1.47M

0.65%

Sole

32.98K

Shared

0.00

None

700.00

SCHWAB CHARLES CORP

SOLE

COM

Shares14.28K

TypeSH

Market value$1.43M

0.63%

Sole

14.28K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares10.02K

TypeSH

Market value$1.41M

0.62%

Sole

10.01K

Shared

0.00

None

2.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares3.86K

TypeSH

Market value$1.24M

0.55%

Sole

3.86K

Shared

0.00

None

0.00

FORTUNE BRANDS INNOVATIONS I

SOLE

COM

Shares23.57K

TypeSH

Market value$1.18M

0.52%

Sole

23.57K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 2000 GRW ETF

Shares3.53K

TypeSH

Market value$1.14M

0.50%

Sole

3.53K

Shared

0.00

None

2.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	823.75K	SH	$48.38M 21.34%	821.67K	2.07K
ISHARES TRSOLE	20 YR TR BD ETF	256.29K	SH	$22.34M 9.85%	256.14K	148.00
ISHARES TRSOLE	CORE S&P500 ETF	32.10K	SH	$21.99M 9.70%	32.10K	0.00
ISHARES TRSOLE	CORE US AGGBD ET	203.38K	SH	$20.31M 8.96%	201.51K	1.87K
ISHARES TRSOLE	1 3 YR TREAS BD	208.35K	SH	$17.26M 7.61%	208.29K	59.00
ISHARES TRSOLE	RUS 1000 VAL ETF	58.48K	SH	$12.30M 5.43%	58.47K	13.00
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	128.65K	SH	$7.18M 3.17%	127.84K	808.00
ISHARES TRSOLE	CORE MSCI EAFE	79K	SH	$7.07M 3.12%	78.98K	20.00
SPDR SERIES TRUSTSOLE	STATE STREET SPD	50.06K	SH	$4.57M 2.02%	49.84K	224.00
ISHARES TRSOLE	RUS 1000 GRW ETF	6.78K	SH	$3.21M 1.42%	6.78K	2.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	12.44K	SH	$2.94M 1.30%	12.44K	5.00
VANGUARD ADMIRAL FDS INCSOLE	500 VAL IDX FD	14.21K	SH	$2.91M 1.28%	14.13K	84.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	5.17K	SH	$2.60M 1.15%	4.68K	490.00
ISHARES TRSOLE	RUS MD CP GR ETF	16.38K	SH	$2.24M 0.99%	16.37K	4.00
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	44.03K	SH	$2.23M 0.98%	43.95K	72.00
APPLE INCSOLE	COM	7.67K	SH	$2.09M 0.92%	7.67K	0.00
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	32.66K	SH	$2.04M 0.90%	32.44K	217.00
MICROSOFT CORPSOLE	COM	3.10K	SH	$1.50M 0.66%	3.10K	0.00
ALPHABET INCSOLE	CAP STK CL C	4.73K	SH	$1.49M 0.66%	4.73K	0.00
BARRICK MNG CORPSOLE	COM SHS	33.68K	SH	$1.47M 0.65%	32.98K	700.00
SCHWAB CHARLES CORPSOLE	COM	14.28K	SH	$1.43M 0.63%	14.28K	0.00
ISHARES TRSOLE	RUS MDCP VAL ETF	10.02K	SH	$1.41M 0.62%	10.01K	2.00
JPMORGAN CHASE & CO.SOLE	COM	3.86K	SH	$1.24M 0.55%	3.86K	0.00
FORTUNE BRANDS INNOVATIONS ISOLE	COM	23.57K	SH	$1.18M 0.52%	23.57K	0.00
ISHARES TRSOLE	RUS 2000 GRW ETF	3.53K	SH	$1.14M 0.50%	3.53K	2.00

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