Filed: 8/11/2025ACC: 0001580642-25-005033
📋 What this filing means
INSIGHT 2811, INC. filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $211.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$211.15M
Total AUM (reported)
2.38M
Total Shares
Allocation by class
SHORT TERM TREAS$46.52M22.0%
20 YR TR BD ETF$22.43M10.6%
COM$21.26M10.1%
CORE S&P500 ETF$19.26M9.1%
CORE US AGGBD ET$17.87M8.5%
1 3 YR TREAS BD$17.60M8.3%
RUS 1000 VAL ETF$11.81M5.6%
Portfolio Concentration
Top 3$88.21M41.8%
4–10$69.50M32.9%
11–25$25.72M12.2%
Rest$27.72M13.1%
Top 3 weight
41.8%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.38M
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)
Sole87
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings87
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares791.49K
TypeSH
Market value$46.52M
22.03%
Sole
791.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares254.15K
TypeSH
Market value$22.43M
10.62%
Sole
254.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares31.02K
TypeSH
Market value$19.26M
9.12%
Sole
31.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares180.11K
TypeSH
Market value$17.87M
8.46%
Sole
180.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares212.35K
TypeSH
Market value$17.60M
8.33%
Sole
212.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares60.80K
TypeSH
Market value$11.81M
5.59%
Sole
60.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares82.88K
TypeSH
Market value$6.92M
3.28%
Sole
82.88K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares116.21K
TypeSH
Market value$6.52M
3.09%
Sole
116.21K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares52.01K
TypeSH
Market value$4.77M
2.26%
Sole
52.01K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares79.29K
TypeSH
Market value$4.02M
1.90%
Sole
79.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.09K
TypeSH
Market value$3.01M
1.43%
Sole
7.09K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares4.01K
TypeSH
Market value$2.48M
1.17%
Sole
4.01K
Shared
0.00
None
0.00
VANGUARD ADMIRAL FDS INC
SOLEShares13.06K
TypeSH
Market value$2.46M
1.17%
Sole
13.06K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.07K
TypeSH
Market value$2.46M
1.17%
Sole
5.07K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.78K
TypeSH
Market value$2.33M
1.10%
Sole
16.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares8.60K
TypeSH
Market value$1.76M
0.84%
Sole
8.60K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares30.38K
TypeSH
Market value$1.73M
0.82%
Sole
30.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.41K
TypeSH
Market value$1.70M
0.80%
Sole
3.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.25K
TypeSH
Market value$1.35M
0.64%
Sole
10.25K
Shared
0.00
None
0.00
FORTUNE BRANDS INNOVATIONS I
SOLEShares23.57K
TypeSH
Market value$1.21M
0.57%
Sole
23.57K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares5.50K
TypeSH
Market value$1.20M
0.57%
Sole
5.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.73K
TypeSH
Market value$1.07M
0.51%
Sole
3.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.49K
TypeSH
Market value$1.02M
0.48%
Sole
6.49K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares13.92K
TypeSH
Market value$966.1K
0.46%
Sole
13.93K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares3.29K
TypeSH
Market value$954.4K
0.45%
Sole
3.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 791.49K | SH | $46.52M 22.03% | 791.49K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 254.15K | SH | $22.43M 10.62% | 254.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 31.02K | SH | $19.26M 9.12% | 31.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 180.11K | SH | $17.87M 8.46% | 180.11K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 212.35K | SH | $17.60M 8.33% | 212.35K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 60.80K | SH | $11.81M 5.59% | 60.80K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 82.88K | SH | $6.92M 3.28% | 82.88K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 116.21K | SH | $6.52M 3.09% | 116.21K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 52.01K | SH | $4.77M 2.26% | 52.01K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 79.29K | SH | $4.02M 1.90% | 79.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 7.09K | SH | $3.01M 1.43% | 7.09K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.01K | SH | $2.48M 1.17% | 4.01K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 13.06K | SH | $2.46M 1.17% | 13.06K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.07K | SH | $2.46M 1.17% | 5.07K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 16.78K | SH | $2.33M 1.10% | 16.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.60K | SH | $1.76M 0.84% | 8.60K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 30.38K | SH | $1.73M 0.82% | 30.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.41K | SH | $1.70M 0.80% | 3.41K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 10.25K | SH | $1.35M 0.64% | 10.25K | 0.00 | 0.00 |
FORTUNE BRANDS INNOVATIONS ISOLE | COM | 23.57K | SH | $1.21M 0.57% | 23.57K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 5.50K | SH | $1.20M 0.57% | 5.50K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 GRW ETF | 3.73K | SH | $1.07M 0.51% | 3.73K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 2000 VAL ETF | 6.49K | SH | $1.02M 0.48% | 6.49K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.92K | SH | $966.1K 0.46% | 13.93K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.29K | SH | $954.4K 0.45% | 3.29K | 0.00 | 0.00 |
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