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Global Strategic Investment Solutions

Latest statistics and disclosures from Global Strategic Investment Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, VONV, VONG, AVLV, VUG, and represent 35.38% of Global Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$5.9M), MUB, VONV, AVLC, ICSH, SPDW, VTEB, AVLV, ORCL, AVSC.
Started 6 new stock positions in TER, PLTR, ABBV, SCHX, MO, IVW.
Reduced shares in these 10 stocks: VONG, POCT, PAUG, IOCT, IAPR, PDEC, BXSL, IEMG, KOCT, IJAN.
Sold out of its positions in ADBE, IAPR, PAUG, KNX, CRM.
Global Strategic Investment Solutions was a net buyer of stock by $11M.
Global Strategic Investment Solutions has $1.0B in assets under management (AUM), dropping by 7.07%.
Central Index Key (CIK): 0001760076

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Portfolio Holdings for Global Strategic Investment Solutions

Global Strategic Investment Solutions holds 153 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	9.9	$100M		1.1M	87.31	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.1	$81M	+4%	910k	89.37	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.7	$77M	-3%	638k	120.50	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.0	$50M	+2%	692k	72.26	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$47M		97k	479.61	View chart
Ishares Tr Core Total Usd (IUSB)	4.6	$46M	+14%	991k	46.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.5	$45M	+5%	1.1M	42.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.2	$33M		694k	46.81	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$31M	-2%	471k	65.92	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$31M	+13%	288k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.0	$30M	+4%	599k	50.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.1	$21M	+3%	410k	51.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$20M		635k	31.91	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.0	$20M	+13%	398k	50.75	View chart
Ishares Tr Core Msci Intl (IDEV)	1.9	$19M		234k	80.17	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.7	$17M	+18%	223k	76.51	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$17M		91k	186.49	View chart
American Centy Etf Tr International Lr (AVIV)	1.6	$16M	+3%	238k	67.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.6	$16M		535k	29.11	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$15M		145k	99.95	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$12M		95k	122.45	View chart
Innovator Etfs Trust International Dv (IOCT)	1.2	$12M	-12%	338k	34.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$11M		24k	468.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$11M		93k	118.83	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$11M		67k	164.54	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.1	$11M	-9%	419k	26.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$10M		15k	666.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$10M		167k	59.92	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.8	$8.4M	+3%	147k	57.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$7.9M	-3%	79k	99.53	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.7	$7.4M		238k	31.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.2M		51k	140.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.7	$6.8M	-17%	161k	42.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$6.0M		219k	27.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$5.5M		120k	45.60	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.5	$5.2M	+3%	160k	32.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$5.2M	+14%	65k	78.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$5.1M		68k	75.11	View chart
Microsoft Corporation (MSFT)	0.4	$4.5M	+2%	8.7k	517.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$4.0M		171k	23.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$4.0M		142k	27.90	View chart
Apple (AAPL)	0.4	$3.9M	-2%	15k	254.63	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.4	$3.5M	+29%	61k	57.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.5M		5.2k	669.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.4M		5.6k	612.33	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.3	$3.3M		76k	44.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.2M	-39%	74k	43.10	View chart
NVIDIA Corporation (NVDA)	0.3	$3.1M		17k	186.58	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$3.0M		29k	104.51	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.3	$2.6M	-15%	75k	35.19	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$2.5M	-16%	74k	33.02	View chart
Vanguard World Materials Etf (VAW)	0.2	$2.4M		12k	204.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.2M		41k	54.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.1M	-4%	15k	142.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.1M		23k	89.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.0M		24k	82.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.9M		21k	93.37	View chart
Oracle Corporation (ORCL)	0.2	$1.9M	+138%	6.8k	281.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.9M	-2%	7.9k	243.10	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$1.6M	-13%	17k	97.82	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.6M		13k	125.86	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.6M		23k	69.37	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$1.6M	-6%	34k	46.32	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$1.6M	-2%	27k	59.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.6M		2.6k	600.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.5M		39k	39.69	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M		1.6k	925.66	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$1.4M	+27%	54k	25.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.4M	-12%	6.6k	209.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M		6.8k	203.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M		5.3k	254.29	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.3M		1.9k	718.54	View chart
Amazon (AMZN)	0.1	$1.2M	-2%	5.6k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M	-2%	4.8k	243.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.2M		28k	41.06	View chart
Broadcom (AVGO)	0.1	$1.1M	-3%	3.3k	329.91	View chart
Home Depot (HD)	0.1	$994k		2.5k	405.26	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$984k		3.5k	281.88	View chart
Tesla Motors (TSLA)	0.1	$954k		2.1k	444.72	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$940k	-3%	14k	67.51	View chart
JPMorgan Chase & Co. (JPM)	0.1	$829k	-2%	2.6k	315.49	View chart
Thermo Fisher Scientific (TMO)	0.1	$812k		1.7k	485.02	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$805k		14k	58.72	View chart
Meta Platforms Cl A (META)	0.1	$782k	-5%	1.1k	734.46	View chart
Novo-nordisk A S Adr (NVO)	0.1	$743k		13k	55.49	View chart
Orthofix Medical (OFIX)	0.1	$732k		50k	14.64	View chart
Stryker Corporation (SYK)	0.1	$720k		1.9k	369.67	View chart
Visa Com Cl A (V)	0.1	$683k		2.0k	341.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$662k		15k	45.80	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$659k	-4%	21k	30.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$657k	-2%	5.8k	112.76	View chart
Walt Disney Company (DIS)	0.1	$634k		5.5k	114.50	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$627k		8.0k	78.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$624k		2.1k	293.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$613k		15k	41.15	View chart
Ecolab (ECL)	0.1	$600k		2.2k	273.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$582k	-29%	12k	50.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$579k		10k	57.52	View chart
Applied Materials (AMAT)	0.1	$578k		2.8k	204.74	View chart
Kla Corp Com New (KLAC)	0.1	$572k		530.00	1078.60	View chart
Abbvie (ABBV)	0.1	$554k	NEW	2.4k	231.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$528k		1.6k	328.25	View chart
Advanced Micro Devices (AMD)	0.1	$524k		3.2k	161.79	View chart
Netflix (NFLX)	0.1	$524k		437.00	1198.92	View chart
Illinois Tool Works (ITW)	0.1	$517k	-4%	2.0k	260.76	View chart
Motorola Solutions Com New (MSI)	0.1	$511k		1.1k	457.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$507k	-2%	7.8k	65.26	View chart
Coherent Corp (COHR)	0.0	$457k		4.2k	107.72	View chart
Deere & Company (DE)	0.0	$454k		992.00	457.26	View chart
McDonald's Corporation (MCD)	0.0	$452k	+59%	1.5k	303.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$450k		5.1k	88.96	View chart
Marathon Petroleum Corp (MPC)	0.0	$425k		2.2k	192.74	View chart
Charles River Laboratories (CRL)	0.0	$422k		2.7k	156.46	View chart
Union Pacific Corporation (UNP)	0.0	$414k		1.8k	236.42	View chart
Procter & Gamble Company (PG)	0.0	$384k	+2%	2.5k	153.63	View chart
AmerisourceBergen (COR)	0.0	$378k		1.2k	312.53	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$376k		2.7k	138.24	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$373k		9.6k	38.85	View chart
Morgan Stanley Com New (MS)	0.0	$362k	-3%	2.3k	158.96	View chart
Johnson & Johnson (JNJ)	0.0	$347k	-2%	1.9k	185.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$333k		662.00	502.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$321k		9.6k	33.37	View chart
Abbott Laboratories (ABT)	0.0	$313k		2.3k	133.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$313k		3.0k	103.07	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$313k		5.2k	59.93	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$309k		1.0k	302.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$306k		7.0k	43.91	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$300k	-58%	10k	28.94	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$295k	+6%	18k	16.08	View chart
Nextera Energy (NEE)	0.0	$293k	-3%	3.9k	75.48	View chart
Honeywell International (HON)	0.0	$292k		1.4k	210.45	View chart
Travelers Companies (TRV)	0.0	$275k		985.00	279.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$268k		5.0k	53.40	View chart
Pepsi (PEP)	0.0	$260k	-3%	1.8k	140.47	View chart
Mastercard Incorporated Cl A (MA)	0.0	$258k	-6%	454.00	568.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$254k		1.5k	167.33	View chart
Eli Lilly & Co. (LLY)	0.0	$250k	-2%	328.00	763.19	View chart
Bank of America Corporation (BAC)	0.0	$246k		4.8k	51.59	View chart
Blackrock (BLK)	0.0	$244k	+4%	209.00	1166.61	View chart
Wal-Mart Stores (WMT)	0.0	$243k	-6%	2.4k	103.06	View chart
Ss&c Technologies Holding (SSNC)	0.0	$235k		2.6k	88.76	View chart
Qualys (QLYS)	0.0	$234k		1.8k	132.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$233k		2.4k	95.14	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$225k	-64%	7.7k	29.16	View chart
Hubspot (HUBS)	0.0	$218k		465.00	467.80	View chart
Palantir Technologies Cl A (PLTR)	0.0	$217k	NEW	1.2k	182.42	View chart
Lockheed Martin Corporation (LMT)	0.0	$216k	-5%	433.00	499.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$213k	NEW	1.8k	120.72	View chart
Altria (MO)	0.0	$206k	NEW	3.1k	66.06	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$204k		3.0k	67.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$204k	NEW	7.7k	26.34	View chart
Teradyne (TER)	0.0	$203k	NEW	1.5k	137.64	View chart
Hirequest (HQI)	0.0	$178k		19k	9.62	View chart

Past Filings by Global Strategic Investment Solutions

SEC 13F filings are viewable for Global Strategic Investment Solutions going back to 2019

Global Strategic Investment Solutions 2025 Q3 filed Nov. 10, 2025
Global Strategic Investment Solutions 2025 Q2 filed July 22, 2025
Global Strategic Investment Solutions 2025 Q1 filed April 28, 2025
Global Strategic Investment Solutions 2024 Q4 filed Feb. 6, 2025
Global Strategic Investment Solutions 2024 Q3 filed Oct. 31, 2024
Global Strategic Investment Solutions 2024 Q2 filed Aug. 14, 2024
Global Strategic Investment Solutions 2024 Q1 filed April 30, 2024
Global Strategic Investment Solutions 2023 Q4 filed Jan. 12, 2024
Global Strategic Investment Solutions 2023 Q3 filed Oct. 13, 2023
Global Strategic Investment Solutions 2023 Q2 filed Aug. 7, 2023
Global Strategic Investment Solutions 2023 Q1 filed April 20, 2023
Global Strategic Investment Solutions 2022 Q4 filed Jan. 20, 2023
Global Strategic Investment Solutions 2022 Q3 filed Oct. 27, 2022
Global Strategic Investment Solutions 2022 Q2 filed July 19, 2022
Global Strategic Investment Solutions 2022 Q1 filed April 19, 2022
Global Strategic Investment Solutions 2021 Q4 filed Feb. 14, 2022

View all past filings

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