INSIGHT 2811, INC.

CIK 0001334952 • 6 13F filings • May 12, 2025 – Aug 11, 2026

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Filer information

Filed by: INSIGHT 2811, INC., President
Address: 141 W JACKSON BLVD, STE 3332, CHICAGO, IL, 60604
Phone: 312-429-0880
AUM: $226.7M

AUM over time

$258.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $226.7M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$491K	0.2%Prev: 0.2%	2,148 SH	Decreased+1 SH
AGNICO EAGLE MINES LTD	COM	$741K	0.3%Prev: 0.3%	4,371 SH	Decreased-98 SH
ALLSTATE CORP	COM	$397K	0.2%Prev: 0.2%	1,909 SH	Decreased+2 SH
ALPHABET INC	CAP STK CL A	$978K	0.4%Prev: 0.3%	3,124 SH	Increased+32 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.7%Prev: 0.5%	4,733 SH	Increased-80 SH
APPLE INC	COM	$2.1M	0.9%Prev: 0.9%	7,672 SH	Decreased-645 SH
APPLIED MATLS INC	COM	$647K	0.3%Prev: 0.2%	2,517 SH	Increased-8 SH
ARCH CAP GROUP LTD	ORD	$800K	0.4%Prev: 0.3%	8,340 SH	Increased
ASSOCIATED BANC CORP	COM	$258K	0.1%Prev: 0.1%	10,000 SH	Increased
BANK AMERICA CORP	COM	$204K	0.1%	3,705 SH	New
BARRICK MNG CORP	COM SHS	$1.5M	0.6%Prev: 0.5%	33,677 SH	Increased+87 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	1.1%Prev: 1.1%	5,167 SH	Increased+96 SH
BOEING CO	COM	$694K	0.3%Prev: 0.3%	3,197 SH	Increased+41 SH
BP PLC	SPONSORED ADR	$216K	0.1%Prev: 0.1%	6,222 SH	Increased+103 SH
BROADCOM INC	COM	$550K	0.2%Prev: 0.2%	1,590 SH	Increased
CARDINAL HEALTH INC	COM	$218K	0.1%	1,060 SH	New
CISCO SYS INC	COM	$1.1M	0.5%Prev: 0.4%	14,437 SH	Increased+485 SH
COCA COLA CO	COM	$237K	0.1%Prev: 0.1%	3,386 SH	Decreased-200 SH
DANAHER CORPORATION	COM	$349K	0.2%Prev: 0.1%	1,527 SH	Increased+1 SH
EAGLE MATLS INC	COM	$542K	0.2%Prev: 0.3%	2,620 SH	Decreased-30 SH
EBAY INC.	COM	$209K	0.1%Prev: 0.1%	2,400 SH	Decreased
ELEVATION SERIES TRUST	TRUESHARES STRCT	$288K	0.1%Prev: 0.2%	6,830 SH	Decreased-1,000 SH
EXPEDIA GROUP INC	COM NEW	$312K	0.1%Prev: 0.1%	1,100 SH	Increased
EXXON MOBIL CORP	COM	$322K	0.1%Prev: 0.1%	2,674 SH	Increased+20 SH
FORTUNE BRANDS INNOVATIONS I	COM	$1.2M	0.5%Prev: 0.6%	23,572 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$362K	0.2%Prev: 0.2%	1,400 SH	Decreased
GENERAL DYNAMICS CORP	COM	$208K	0.1%Prev: 0.1%	617 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$544K	0.2%Prev: 0.2%	619 SH	Increased
HUNTINGTON INGALLS INDS INC	COM	$229K	0.1%	672 SH	New
INTEL CORP	COM	$876K	0.4%Prev: 0.4%	23,737 SH	Increased+96 SH
INTERNATIONAL BUSINESS MACHS	COM	$897K	0.4%Prev: 0.4%	3,027 SH	Increased-22 SH
ISHARES GOLD TR	ISHARES NEW	$305K	0.1%Prev: 0.1%	3,755 SH	Increased-90 SH
ISHARES TR	1 3 YR TREAS BD	$17.3M	7.6%Prev: 7.9%	208,353 SH	Decreased-4,349 SH
ISHARES TR	20 YR TR BD ETF	$22.3M	9.9%Prev: 10.4%	256,287 SH	Decreased-3,966 SH
ISHARES TR	CORE MSCI EAFE	$7.1M	3.1%Prev: 3.2%	78,996 SH	Decreased-4,226 SH
ISHARES TR	CORE S&P500 ETF	$22.0M	9.7%Prev: 9.6%	32,102 SH	Increased-12 SH
ISHARES TR	CORE US AGGBD ET	$20.3M	9.0%Prev: 8.9%	203,385 SH	Increased+5,115 SH
ISHARES TR	RUS 1000 GRW ETF	$3.2M	1.4%Prev: 1.5%	6,784 SH	Decreased-284 SH
ISHARES TR	RUS 1000 VAL ETF	$12.3M	5.4%Prev: 5.5%	58,485 SH	Decreased-2,518 SH
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.5%Prev: 0.5%	3,533 SH	Decreased-202 SH
ISHARES TR	RUS 2000 VAL ETF	$1.1M	0.5%Prev: 0.5%	6,197 SH	Decreased-315 SH
ISHARES TR	RUS MD CP GR ETF	$2.2M	1.0%Prev: 1.1%	16,377 SH	Decreased-399 SH
ISHARES TR	RUS MDCP VAL ETF	$1.4M	0.6%Prev: 0.6%	10,015 SH	Decreased-232 SH
ISHARES TR	RUSSELL 2000 ETF	$767K	0.3%Prev: 0.4%	3,115 SH	Decreased-167 SH
ISHARES TR	U.S. TECH ETF	$282K	0.1%Prev: 0.1%	1,410 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$235K	0.1%Prev: 0.1%	4,105 SH	Decreased-505 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.2M	1.0%Prev: 1.2%	44,027 SH	Decreased-7,545 SH
JOHNSON & JOHNSON	COM	$1.0M	0.5%Prev: 0.4%	4,962 SH	Increased+2 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.5%Prev: 0.5%	3,860 SH	Increased+593 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$243K	0.1%Prev: 0.1%	3,200 SH	Decreased
LOCKHEED MARTIN CORP	COM	$441K	0.2%Prev: 0.2%	911 SH	Decreased
MANULIFE FINL CORP	COM	$237K	0.1%	6,526 SH	New
MASTERBRAND INC	COMMON STOCK	$287K	0.1%Prev: 0.2%	25,982 SH	Decreased
MCDONALDS CORP	COM	$351K	0.2%Prev: 0.2%	1,147 SH	Increased
MCKESSON CORP	COM	$627K	0.3%Prev: 0.3%	764 SH	Increased-5 SH
MERCK & CO INC	COM	$675K	0.3%Prev: 0.2%	6,410 SH	Increased-123 SH
META PLATFORMS INC	CL A	$728K	0.3%Prev: 0.3%	1,103 SH	Increased+183 SH
MICROSOFT CORP	COM	$1.5M	0.7%Prev: 0.8%	3,102 SH	Decreased-313 SH
MORGAN STANLEY	COM NEW	$820K	0.4%Prev: 0.3%	4,618 SH	Increased+8 SH
MUELLER WTR PRODS INC	COM SER A	$223K	0.1%Prev: 0.1%	9,362 SH	Decreased+1 SH
NEWMONT CORP	COM	$547K	0.2%Prev: 0.2%	5,474 SH	Increased-20 SH
NIAGEN BIOSCIENCE INC	COM NEW	$145K	0.1%	22,834 SH	New
NORTHROP GRUMMAN CORP	COM	$253K	0.1%Prev: 0.1%	443 SH	Decreased+7 SH
NVIDIA CORPORATION	COM	$506K	0.2%Prev: 0.2%	2,714 SH	Decreased-224 SH
ORACLE CORP	COM	$1.1M	0.5%Prev: 0.7%	5,492 SH	Decreased+1 SH
PEPSICO INC	COM	$396K	0.2%Prev: 0.2%	2,759 SH	Increased+130 SH
PFIZER INC	COM	$315K	0.1%Prev: 0.1%	12,632 SH	Decreased
PORTILLOS INC	COM CL A	$113K	0.0%	24,903 SH	New
PROCTER AND GAMBLE CO	COM	$480K	0.2%Prev: 0.2%	3,349 SH	Decreased-45 SH
QUALCOMM INC	COM	$444K	0.2%Prev: 0.2%	2,595 SH	Increased+5 SH
SCHWAB CHARLES CORP	COM	$1.4M	0.6%	14,280 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$34K	0.0%	15,000 SH	New
SHELL PLC	SPON ADS	$360K	0.2%Prev: 0.2%	4,900 SH	Increased-50 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	1.3%Prev: 1.2%	12,443 SH	Increased+8,472 SH
SPDR SERIES TRUST	STATE STREET SPD	$6.8M	3.0%	99,285 SH	New
TAPESTRY INC	COM	$306K	0.1%Prev: 0.1%	2,397 SH	Increased-11 SH
TARGET CORP	COM	$461K	0.2%Prev: 0.2%	4,711 SH	Increased+63 SH
TJX COS INC NEW	COM	$238K	0.1%Prev: 0.1%	1,552 SH	Increased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$375K	0.2%Prev: 0.2%	843 SH	Increased+5 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$2.9M	1.3%Prev: 1.2%	14,210 SH	Increased+337 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$299K	0.1%Prev: 0.1%	2,486 SH	Increased+49 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$298K	0.1%Prev: 0.1%	2,953 SH	Increased+55 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$295K	0.1%Prev: 0.1%	2,431 SH	Increased+46 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$300K	0.1%Prev: 0.1%	3,067 SH	Increased+57 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.0M	0.5%Prev: 0.5%	9,442 SH	Increased+17 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$651K	0.3%Prev: 0.2%	1,038 SH	Increased+157 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$286K	0.1%Prev: 0.1%	1,995 SH	Increased+210 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$7.2M	3.2%Prev: 3.2%	128,648 SH	Increased+3,830 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$48.4M	21.3%Prev: 21.3%	823,748 SH	Increased+13,030 SH
VANGUARD STAR FDS	VG TL INTL STK F	$303K	0.1%Prev: 0.1%	4,017 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.9%Prev: 0.9%	32,656 SH	Increased+596 SH
VANGUARD WORLD FD	INF TECH ETF	$226K	0.1%Prev: 0.1%	300 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$533K	0.2%Prev: 0.2%	13,077 SH	Increased+1,855 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$643K	0.3%Prev: 0.3%	13,219 SH	Increased

Sold (vs prior filing)

AUTOZONE INC — $223K
ELEVATION SERIES TRUST — $295K
ELEVATION SERIES TRUST — $229K
MONDELEZ INTL INC — $680K
ROBLOX CORP — $301K
SPDR SERIES TRUST — $4.4M
SPDR SERIES TRUST — $437K
SPDR SERIES TRUST — $926K
SPDR SERIES TRUST — $580K
SPDR SERIES TRUST — $258K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001334952-26-000003	$226.7M	View
Nov 6, 2025	Q3 2025	13F-HR	0001334952-25-000012	$224.4M	View
Aug 11, 2026	Q2 2026