Insight 2811, Inc. 13F Holdings · Q2 2026
Insight 2811, Inc. reported 105 securities worth $258.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VGSH (19.19%), IVV (9.56%), TLT (9.05%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $49.6M | 19.19% | 852,297 | Added |
| 2 | IVV | ISHARES TR | $24.7M | 9.56% | 33,016 | Trimmed |
| 3 | TLT | ISHARES TR | $23.4M | 9.05% | 270,842 | Trimmed |
| 4 | AGG | ISHARES TR | $21.2M | 8.20% | 214,231 | Added |
| 5 | SHY | ISHARES TR | $17.3M | 6.69% | 210,540 | Trimmed |
| 6 | IWD | ISHARES TR | $14.8M | 5.72% | 61,000 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.7M | 4.53% | 15,677 | Added |
| 8 | IEFA | ISHARES TR | $7.8M | 3.02% | 80,753 | Added |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | $7.6M | 2.92% | 137,020 | Added |
| 10 | BIL | SPDR SERIES TRUST | $4.6M | 1.77% | 50,037 | Added |
| 11 | IWF | ISHARES TR | $3.3M | 1.26% | 26,212 | Added |
| 12 | VOOV | VANGUARD ADMIRAL FDS INC | $3.3M | 1.26% | 14,831 | Added |
| 13 | INTC | INTEL CORP | $3.2M | 1.22% | 22,669 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.04% | 5,350 | Added |
| 15 | IWP | ISHARES TR | $2.5M | 0.95% | 16,737 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $2.4M | 0.93% | 33,585 | Added |
| 17 | AAPL | APPLE INC | $2.2M | 0.86% | 7,649 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $2.1M | 0.82% | 2,893 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.77% | 39,397 | Trimmed |
| 20 | IWS | ISHARES TR | $1.8M | 0.71% | 11,213 | Added |
| 21 | AMAT | APPLIED MATLS INC | $1.8M | 0.69% | 2,480 | Added |
| 22 | CSCO | CISCO SYS INC | $1.8M | 0.68% | 15,036 | Added |
| 23 | GOOG | ALPHABET INC | $1.7M | 0.66% | 4,837 | Added |
| 24 | SCHW | SCHWAB CHARLES CORP | $1.6M | 0.62% | 17,370 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.5M | 0.59% | 4,679 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR