INSIGHT 2811, INC.: 13F holdings
CIK 13349522026Q2
| Positions | 106 |
|---|
| Reported value | $258.5m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 106 (+7 vs prior quarter) |
|---|
| Reported value | $258.5m (+8.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGSH VANGUARD SCOTTSDALE FDS | 852,297 | $49.6m | 19.2% |
| IVV ISHARES TR | 33,016 | $24.7m | 9.6% |
| TLT ISHARES TR | 270,842 | $23.4m | 9.1% |
| AGG ISHARES TR | 214,231 | $21.2m | 8.2% |
| SHY ISHARES TR | 210,540 | $17.3m | 6.7% |
| IWD ISHARES TR | 61,000 | $14.8m | 5.7% |
| IEFA ISHARES TR | 80,753 | $7.8m | 3.0% |
| VGLT VANGUARD SCOTTSDALE FDS | 137,020 | $7.6m | 2.9% |
| BIL SPDR SERIES TRUST | 50,037 | $4.6m | 1.8% |
| IWF ISHARES TR | 26,212 | $3.3m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1334952")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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