Insight 2811, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Insight 2811, Inc. reported 95 stock positions worth $224.4 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 21.3% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 10.4%) and iShares Core S&P 500 ETF (IVV, 9.6%). Compared with Q2 2025, it opened 11 new positions, sold out of 3, added to 37 and reduced 29. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −35%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001334952
Portfolio Value
$224.4M (Q3 2025)
SEC Filing
0001334952-25-000012 ↗ filed Nov 6, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $194.6M Q1 2024 Q2 2024: $192.6M Q2 2024 Q3 2024: $200.9M Q3 2024 Q4 2024: $194.0M Q4 2024 Q1 2025: $197.0M Q1 2025 Q2 2025: $211.2M Q2 2025 Q3 2025: $224.4M $224.4M Q3 2025 Q4 2025: $226.4M Q4 2025 Q1 2026: $230.0M Q1 2026 Q2 2026: $247.0M Q2 2026

Holdings 95 stocks · $224.4M
VGSH Vanguard Short-Term Treasury 21.26% 810,718 $47.7M Add +2.4%
TLT iShares 20+ Year Treasury BD 10.37% 260,253 $23.3M Add +2.4%
IVV iShares Core S&P 500 ETF 9.58% 32,114 $21.5M Add +3.5%
AGG iShares Core U.S. Aggregate 8.86% 198,270 $19.9M Add +10.1%
SHY iShares 1-3 Year Treasury Bo 7.86% 212,702 $17.6M Add +0.2%
IWD iShares Russell 1000 Value E 5.54% 61,003 $12.4M Add +0.3%
IEFA iShares Core MSCI Eafe ETF 3.24% 83,222 $7.3M Add +0.4%
VGLT Vanguard Long-Term Treasury 3.16% 124,818 $7.1M Add +7.4%
BIL SS SPDR BB 1-3M T-Bill ETF 1.96% 47,912 $4.4M Reduce -7.9%
IWF iShares Russell 1000 Growth 1.48% 7,068 $3.3M Reduce -0.4%
VOOV Vanguard S&P 500 Value ETF 1.23% 13,873 $2.8M Add +6.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.18% 3,971 $2.6M Reduce -0.9%
JPST JPMorgan Ultra-Short Income 1.17% 51,572 $2.6M Reduce -35.0%
BRK.B Berkshire Hathaway Inc. Class B 1.14% 5,071 $2.5M Add +0.0%
IWP iShares Russell Mid-Cap Grow 1.06% 16,776 $2.4M Reduce -0.0%
AAPL Apple Inc. 0.94% 8,317 $2.1M Reduce -3.2%
VEA Vanguard Ftse Developed ETF 0.86% 32,060 $1.9M Add +5.5%
MSFT Microsoft Corp. 0.79% 3,415 $1.8M Add +0.0%
ORCL Oracle Corp. 0.69% 5,491 $1.5M Reduce -0.1%
IWS iShares Russell Mid-Cap Valu 0.64% 10,247 $1.4M Reduce -0.0%
FBIN Fortune Brands Innovations I 0.56% 23,572 $1.3M No change
IWO iShares Russell 2000 Growth 0.53% 3,735 $1.2M Add +0.1%
GOOG Alphabet Inc. Class C 0.52% 4,813 $1.2M Reduce -9.4%
IWN iShares Russell 2000 Value E 0.51% 6,512 $1.2M Add +0.4%
B Barrick Mining Corp. 0.49% 33,590 $1.1M Reduce -6.6%
VIOO Vanguard S&P Small-Cap 600 E 0.46% 9,425 $1.0M Add +6.5%
JPM JPMorgan Chase & Co. 0.46% 3,267 $1.0M Reduce -0.8%
CSCO Cisco Systems Inc. 0.43% 13,952 $955K Add +0.2%
SJNK SS SPDR BB St Hi Yield ETF 0.41% 36,158 $926K Reduce -0.1%
JNJ Johnson & Johnson 0.41% 4,960 $920K Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.38% 3,049 $860K Reduce -3.2%
IWM iShares Russell 2000 ETF 0.35% 3,282 $794K Reduce -4.3%
INTC Intel Corp. 0.35% 23,641 $793K Add +0.7%
ACGL Arch Capital Group Ltd. 0.34% 8,340 $757K No change
AEM Agnico Eagle Mines Ltd. 0.34% 4,469 $753K Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.34% 3,092 $752K Add +0.2%
MS Morgan Stanley 0.33% 4,610 $733K Add +0.3%
BA The Boeing Co. 0.30% 3,156 $681K Reduce -2.8%
MDLZ Mondelez International Inc. Class A 0.30% 10,884 $680K No change
META Meta Platforms Inc. Class A 0.30% 920 $676K Add +0.1%
EXP Eagle Materials Inc. 0.28% 2,650 $618K No change
IHDG Wisdomtree International Hed 0.27% 13,219 $609K No change
MCK McKesson Corp. 0.26% 769 $594K No change
XME SS SPDR S&P Metals Mining 0.26% 6,222 $580K No change
MRK Merck & Co. Inc. 0.24% 6,533 $548K Add +2.1%
NVDA Nvidia Corp. 0.24% 2,938 $548K Reduce -3.3%
VOO Vanguard S&P 500 ETF 0.24% 881 $540K Add +18.4%
AVGO Broadcom Inc. 0.23% 1,590 $525K Reduce -11.7%
PG The Procter & Gamble Co. 0.23% 3,394 $521K Reduce -1.1%
AMAT Applied Materials Inc. 0.23% 2,525 $517K No change
ABBV Abbvie Inc. 0.22% 2,147 $497K Add +0.4%
VZ Verizon Communications Inc. 0.22% 11,222 $493K Reduce -0.8%
GS Goldman Sachs Group Inc. 0.22% 619 $493K Reduce -6.8%
NEM Newmont Corp. 0.21% 5,494 $463K No change
LMT Lockheed Martin Corp. 0.20% 911 $455K Add +0.3%
BILS SS Spdrb B 3-12M T-Bill ETF 0.19% 4,395 $437K Reduce -5.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.19% 1,400 $434K No change
QCOM Qualcomm Inc. 0.19% 2,590 $431K Reduce -0.6%
TGT Target Corp. 0.19% 4,648 $417K Add +12.1%
ALL Allstate Corp. 0.18% 1,907 $409K Add +0.5%
PEP Pepsico Inc. 0.16% 2,629 $369K Add +9.9%
VOOG Vanguard S&P 500 Growth ETF 0.16% 838 $365K Add +4.0%
JULZ TS STR Outcome Jul ETF 0.16% 7,830 $363K New
SHEL Shell PLC-ADR 0.16% 4,950 $354K No change
MCD McDonald's Corp. 0.16% 1,147 $349K Reduce -0.8%
MBC Masterbrand Inc. 0.15% 25,982 $342K No change
PFE Pfizer Inc. 0.14% 12,632 $322K Add +5.1%
DHR Danaher Corp. 0.13% 1,526 $303K Add +0.5%
RBLX Roblox Corp. Class A 0.13% 2,170 $301K Reduce -4.4%
XOM Exxon Mobil Corp. 0.13% 2,654 $299K Add +0.8%
VXUS Vanguard Total Intl Stock 0.13% 4,017 $295K No change
DIVZ Elevation Series Trust - Pol 0.13% 8,105 $295K Reduce -18.8%
KTOS Kratos Defense & Security 0.13% 3,200 $292K New
IVOV Vanguard S&P Mid-Cap 400 Val 0.13% 2,898 $292K Add +6.0%
IVOG Vanguard S&P Mid-Cap 400 Gro 0.13% 2,437 $291K Add +5.9%
VIOG Vanguard S&P SM Cap 600 GRW 0.13% 2,385 $290K Add +6.1%
VIOV Vanguard S&P Small-Cap 600 V 0.13% 3,010 $287K Add +6.8%
IAU iShares Gold Trust 0.12% 3,845 $280K Reduce -7.2%
IYW iShares Ustechnology ETF 0.12% 1,410 $276K No change
TPR Tapestry Inc. 0.12% 2,408 $273K Reduce -2.4%
NOC Northrop Grumman Corp. 0.12% 436 $266K Add +1.2%
JEPI JPMorgan Equity Premium Inco 0.12% 4,610 $263K No change
XOP SS SPDR S&P Og Exp & Prod 0.11% 1,949 $258K No change
ASB Associated Banc-Corp. 0.11% 10,000 $257K No change
VSS Vanguard Ftse All Wo X-US SC 0.11% 1,785 $254K New
MWA Mueller Water Products Inc. Class A 0.11% 9,361 $239K No change
KO The Coca-Cola Co. 0.11% 3,586 $238K Reduce -1.4%
EXPE Expedia Group Inc. 0.10% 1,100 $235K New
NOVZ Trueshares Struc Outcome Nov 0.10% 5,131 $229K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,552 $224K New
VGT Vanguard Info Tech ETF 0.10% 300 $224K New
AZO AutoZone Inc. 0.10% 52 $223K New
EBAY eBay Inc. 0.10% 2,400 $218K New
BP BP PLC-Spons ADR 0.09% 6,119 $211K New
GD General Dynamics Corp. 0.09% 617 $210K New

Portfolio Sells Q2 2025 → Q3 2025
JPST JPMorgan Ultra-Short Income Reduce -35.0% 1.17% −0.74
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -7.9% 1.96% −0.30
LISTED FDS TR Sold out 0.00% −0.20
LISTED FDS TR Sold out 0.00% −0.12
FIS Fidelity National Info Serv Sold out 0.00% −0.11
IBM Intl Business Machines Corp. Reduce -3.2% 0.38% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -0.0% 1.06% −0.04
DIVZ Elevation Series Trust - Pol Reduce -18.8% 0.13% −0.03
PG The Procter & Gamble Co. Reduce -1.1% 0.23% −0.03
SJNK SS SPDR BB St Hi Yield ETF Reduce -0.1% 0.41% −0.02
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -5.2% 0.19% −0.02
BA The Boeing Co. Reduce -2.8% 0.30% −0.02
KO The Coca-Cola Co. Reduce -1.4% 0.11% −0.02
VZ Verizon Communications Inc. Reduce -0.8% 0.22% −0.01
MCD McDonald's Corp. Reduce -0.8% 0.16% −0.00
QCOM Qualcomm Inc. Reduce -0.6% 0.19% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -0.0% 0.64% −0.00
GS Goldman Sachs Group Inc. Reduce -6.8% 0.22% −0.00
AVGO Broadcom Inc. Reduce -11.7% 0.23% −0.00
IAU iShares Gold Trust Reduce -7.2% 0.12% +0.00
IWM iShares Russell 2000 ETF Reduce -4.3% 0.35% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 1.18% +0.01
JPM JPMorgan Chase & Co. Reduce -0.8% 0.46% +0.01
NVDA Nvidia Corp. Reduce -3.3% 0.24% +0.02
TPR Tapestry Inc. Reduce -2.4% 0.12% +0.02
RBLX Roblox Corp. Class A Reduce -4.4% 0.13% +0.02
IWF iShares Russell 1000 Growth Reduce -0.4% 1.48% +0.05
GOOG Alphabet Inc. Class C Reduce -9.4% 0.52% +0.08
AEM Agnico Eagle Mines Ltd. Reduce -0.6% 0.34% +0.08
AAPL Apple Inc. Reduce -3.2% 0.94% +0.11
ORCL Oracle Corp. Reduce -0.1% 0.69% +0.12
B Barrick Mining Corp. Reduce -6.6% 0.49% +0.14

Portfolio Buys Q2 2025 → Q3 2025
IVV iShares Core S&P 500 ETF Add +3.5% 9.58% +0.46
AGG iShares Core U.S. Aggregate Add +10.1% 8.86% +0.40
JULZ TS STR Outcome Jul ETF New 0.16% +0.16
KTOS Kratos Defense & Security New 0.13% +0.13
VSS Vanguard Ftse All Wo X-US SC New 0.11% +0.11
EXPE Expedia Group Inc. New 0.10% +0.10
INTC Intel Corp. Add +0.7% 0.35% +0.10
NOVZ Trueshares Struc Outcome Nov New 0.10% +0.10
TJX TJX Companies Inc. New 0.10% +0.10
VGT Vanguard Info Tech ETF New 0.10% +0.10
AZO AutoZone Inc. New 0.10% +0.10
EBAY eBay Inc. New 0.10% +0.10
BP BP PLC-Spons ADR New 0.09% +0.09
GD General Dynamics Corp. New 0.09% +0.09
GOOGL Alphabet Inc. Class A Add +0.2% 0.34% +0.08
VGLT Vanguard Long-Term Treasury Add +7.4% 3.16% +0.07
VOOV Vanguard S&P 500 Value ETF Add +6.2% 1.23% +0.07
JNJ Johnson & Johnson Add +0.5% 0.41% +0.05
VOO Vanguard S&P 500 ETF Add +18.4% 0.24% +0.04
VIOO Vanguard S&P Small-Cap 600 E Add +6.5% 0.46% +0.04
VEA Vanguard Ftse Developed ETF Add +5.5% 0.86% +0.04
ABBV Abbvie Inc. Add +0.4% 0.22% +0.03
IWN iShares Russell 2000 Value E Add +0.4% 0.51% +0.03
IWO iShares Russell 2000 Growth Add +0.1% 0.53% +0.03
MS Morgan Stanley Add +0.3% 0.33% +0.02
NOC Northrop Grumman Corp. Add +1.2% 0.12% +0.02
PEP Pepsico Inc. Add +9.9% 0.16% +0.01
VIOV Vanguard S&P Small-Cap 600 V Add +6.8% 0.13% +0.01
VOOG Vanguard S&P 500 Growth ETF Add +4.0% 0.16% +0.01
VIOG Vanguard S&P SM Cap 600 GRW Add +6.1% 0.13% +0.01
IVOV Vanguard S&P Mid-Cap 400 Val Add +6.0% 0.13% +0.01
IVOG Vanguard S&P Mid-Cap 400 Gro Add +5.9% 0.13% +0.01
PFE Pfizer Inc. Add +5.1% 0.14% +0.01
MRK Merck & Co. Inc. Add +2.1% 0.24% +0.00
LMT Lockheed Martin Corp. Add +0.3% 0.20% +0.00
ALL Allstate Corp. Add +0.5% 0.18% +0.00
XOM Exxon Mobil Corp. Add +0.8% 0.13% −0.00
DHR Danaher Corp. Add +0.5% 0.13% −0.01
TGT Target Corp. Add +12.1% 0.19% −0.01
MSFT Microsoft Corp. Add +0.0% 0.79% −0.02
META Meta Platforms Inc. Class A Add +0.1% 0.30% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +0.0% 1.14% −0.03
CSCO Cisco Systems Inc. Add +0.2% 0.43% −0.03
IEFA iShares Core MSCI Eafe ETF Add +0.4% 3.24% −0.04
IWD iShares Russell 1000 Value E Add +0.3% 5.54% −0.06
TLT iShares 20+ Year Treasury BD Add +2.4% 10.37% −0.26
SHY iShares 1-3 Year Treasury Bo Add +0.2% 7.86% −0.47
VGSH Vanguard Short-Term Treasury Add +2.4% 21.26% −0.77

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 105$247.0MVGSH, IVV, TLT, AGG, SHY
Q1 2026 98$230.0MVGSH, TLT, IVV, AGG, SHY
Q4 2025 97$226.4MVGSH, TLT, IVV, AGG, SHY
Q3 2025 95$224.4MVGSH, TLT, IVV, AGG, SHY
Q2 2025 87$211.2MVGSH, TLT, IVV, AGG, SHY
Q1 2025 86$197.0MVGSH, TLT, SHY, AGG, IVV
Q4 2024 88$194.0MVGSH, TLT, SHY, AGG, IVV
Q3 2024 89$200.9MVGSH, SHY, TLT, AGG, IWD
Q2 2024 86$192.6MVGSH, SHY, IWD, AGG, IVV
Q1 2024 83$194.6MVGSH, SHY, IWD, AGG, IVV