Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INSIGHT 2811, INC. (CIK 1334952) reported $239.1M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGSH ($49.8M, 20.85%), TLT ($23.5M, 9.83%), IVV ($21.6M, 9.03%), AGG ($21.1M, 8.81%), SHY ($17.4M, 7.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $49.8M | 20.85% | 851,443 | Added |
| 2 | TLT | ISHARES TR | $23.5M | 9.83% | 271,172 | Added |
| 3 | IVV | ISHARES TR | $21.6M | 9.03% | 33,058 | Added |
| 4 | AGG | ISHARES TR | $21.1M | 8.81% | 212,282 | Added |
| 5 | SHY | ISHARES TR | $17.4M | 7.29% | 211,194 | Added |
| 6 | IWD | ISHARES TR | $12.8M | 5.34% | 59,724 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $9.1M | 3.81% | 14,008 | Added |
| 8 | VGLT | VANGUARD SCOTTSDALE FDS | $7.5M | 3.13% | 135,249 | Added |
| 9 | IEFA | ISHARES TR | $7.3M | 3.04% | 80,416 | Added |
| 10 | BIL | SPDR SERIES TRUST | $4.5M | 1.89% | 49,404 | Trimmed |
| 11 | VOOV | VANGUARD ADMIRAL FDS INC | $3.0M | 1.26% | 14,754 | Added |
| 12 | IWF | ISHARES TR | $2.8M | 1.17% | 6,542 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.00% | 4,998 | Trimmed |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $2.2M | 0.90% | 33,565 | Added |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.90% | 42,320 | Trimmed |
| 16 | IWP | ISHARES TR | $2.1M | 0.88% | 16,488 | Added |
| 17 | QQQ | INVESCO QQQ TR | $2.0M | 0.84% | 3,493 | New |
| 18 | AAPL | APPLE INC | $2.0M | 0.82% | 7,685 | Added |
| 19 | IWS | ISHARES TR | $1.5M | 0.62% | 10,219 | Added |
| 20 | B | BARRICK MNG CORP | $1.4M | 0.58% | 34,105 | Added |
| 21 | GOOG | ALPHABET INC | $1.4M | 0.58% | 4,807 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.57% | 4,615 | Added |
| 23 | SCHW | SCHWAB CHARLES CORP | $1.3M | 0.56% | 14,261 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.52% | 5,075 | Added |
| 25 | IWN | ISHARES TR | $1.2M | 0.49% | 6,239 | Added |
Source: SEC Form 13F filings · as of 2026-03-31