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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, IUSB, SPDW, and represent 36.30% of Global Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: VUG (+$42M), AVLC (+$18M), IUSB (+$11M), HDV (+$11M), IWF (+$9.0M), VTEB, ICSH, KLAC, AAPL, AVIV.
Started 9 new stock positions in LRCX, CSCO, APD, EAPR, BCI, SCHX, QLYS, UNH, MU.
Reduced shares in these 10 stocks: AVLV (-$21M), SPY (-$10M), VONV (-$5.4M), IEMG, MUB, SCHG, VONG, JMST, Honeywell International, IOCT.
Sold out of its positions in ABT, Honeywell International, TJX.
Global Strategic Investment Solutions was a net buyer of stock by $59M.
Global Strategic Investment Solutions has $1.1B in assets under management (AUM), dropping by 9.97%.
Central Index Key (CIK): 0001760076

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Positions held by Global Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Global Strategic Investment Solutions

Global Strategic Investment Solutions holds 150 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	9.7	$110M		1.1M	96.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.2	$92M	-5%	865k	106.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.8	$88M		688k	127.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	6.1	$69M	+18%	1.5M	46.15	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.5	$51M		1.0M	50.39	View chart
Vanguard Index Fds Growth Etf (VUG)	4.4	$50M	+500%	581k	86.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.8	$43M	+10%	855k	50.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.6	$41M	-33%	445k	91.21	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	3.3	$37M	+89%	415k	89.96	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	3.2	$36M		693k	51.78	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$34M	-8%	406k	82.84	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$29M	-7%	274k	107.62	View chart
American Centy Etf Tr Avan Tota Eq Etf (AVTM)	2.4	$27M		501k	54.44	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.9	$21M	-2%	409k	51.00	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$20M		227k	89.01	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$20M		91k	217.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$19M	-5%	574k	33.84	View chart
American Centy Etf Tr International Lr (AVIV)	1.6	$19M	+3%	239k	77.42	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.5	$17M	+33%	326k	50.58	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$16M		146k	110.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$15M		423k	34.81	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$13M	+402%	480k	27.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$12M		64k	188.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$12M	+300%	96k	124.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$11M		161k	71.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$11M	-47%	15k	746.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$11M		76k	148.31	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.9	$9.7M		411k	23.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$9.6M		77k	124.76	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.8	$9.3M		142k	65.60	View chart
Innovator Etfs Trust International Dv (IOCT)	0.7	$8.4M	-3%	227k	36.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.5M		47k	158.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$6.9M		219k	31.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$6.5M	-2%	68k	96.49	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.5	$5.6M	-2%	164k	34.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$5.1M	-3%	111k	45.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$5.1M	-3%	57k	89.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$5.0M		138k	36.13	View chart
Apple (AAPL)	0.4	$4.5M	+15%	16k	289.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$4.4M		158k	27.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$4.1M	+4%	5.5k	748.84	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.3	$3.9M		54k	73.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.8M	+3%	5.5k	686.82	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.3	$3.7M		77k	47.71	View chart
NVIDIA Corporation (NVDA)	0.3	$3.7M	+2%	18k	200.09	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$3.4M		28k	118.99	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$3.2M		89k	35.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$3.1M		63k	48.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$2.9M		63k	46.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.8M	+6%	8.0k	357.39	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$2.5M		46k	53.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.4M		41k	59.69	View chart
Microsoft Corporation (MSFT)	0.2	$2.4M	+2%	6.3k	373.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.3M		24k	95.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.2M		15k	146.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.2M		21k	103.88	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$2.1M	-4%	56k	38.08	View chart
Vanguard World Materials Etf (VAW)	0.2	$2.0M		8.7k	228.78	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$2.0M		34k	57.67	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$1.9M	-6%	52k	37.36	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.9M		24k	82.34	View chart
Applied Materials (AMAT)	0.2	$1.8M	+3%	2.5k	723.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M		6.8k	242.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M	+12%	4.7k	353.36	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$1.6M	+14%	64k	25.52	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.6M		6.7k	246.22	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.6M	-8%	13k	121.42	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$1.6M		24k	67.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.6M		5.2k	303.15	View chart
Amazon (AMZN)	0.1	$1.4M	+4%	5.7k	238.34	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.3M		7.0k	190.53	View chart
Broadcom (AVGO)	0.1	$1.3M	+2%	3.5k	377.75	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M		2.2k	580.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.3M	-15%	13k	102.30	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M		1.4k	935.50	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.1	$1.2M	+77%	25k	47.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M		1.6k	736.32	View chart
Oracle Corporation (ORCL)	0.1	$993k		6.8k	146.55	View chart
Tesla Motors (TSLA)	0.1	$989k	+5%	2.4k	420.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$917k		21k	43.06	View chart
Vanguard World Energy Etf (VDE)	0.1	$915k		6.1k	150.13	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$914k		14k	66.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$908k		21k	44.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$895k		2.7k	327.31	View chart
Coherent Corp (COHR)	0.1	$889k	-2%	2.3k	394.47	View chart
Applovin Corp Com Cl A (APP)	0.1	$883k	+4%	1.7k	515.23	View chart
Kla Corp Com New (KLAC)	0.1	$881k	+870%	2.9k	301.71	View chart
Teradyne (TER)	0.1	$719k		1.5k	483.84	View chart
Home Depot (HD)	0.1	$682k		1.9k	352.76	View chart
Visa Com Cl A (V)	0.1	$672k		2.0k	343.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$644k		15k	43.23	View chart
Deere & Company (DE)	0.1	$639k		1.0k	634.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$624k	-2%	13k	49.49	View chart
Stryker Corporation (SYK)	0.1	$621k	-3%	2.0k	314.84	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$619k		10k	61.23	View chart
Ecolab (ECL)	0.1	$617k	-3%	2.2k	278.61	View chart
Meta Platforms Cl A (META)	0.1	$614k	+4%	1.1k	563.38	View chart
Thermo Fisher Scientific (TMO)	0.1	$612k		1.2k	501.36	View chart
Charles River Laboratories (CRL)	0.1	$612k		2.7k	226.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$595k		1.6k	370.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$575k		7.5k	77.11	View chart
Marathon Petroleum Corp (MPC)	0.0	$558k		2.2k	255.67	View chart
Illinois Tool Works (ITW)	0.0	$541k	-5%	2.0k	270.47	View chart
Walt Disney Company (DIS)	0.0	$535k		5.6k	96.25	View chart
Orthofix Medical (OFIX)	0.0	$529k		58k	9.14	View chart
Unified Ser Tr Oneascent Emgrg (OAEM)	0.0	$519k	+40%	10k	49.89	View chart
Exxon Mobil Corporation (XOM)	0.0	$498k		3.6k	136.70	View chart
Morgan Stanley Com New (MS)	0.0	$485k		2.3k	209.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$464k		4.9k	95.62	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.0	$425k	-14%	5.0k	85.64	View chart
Micron Technology (MU)	0.0	$416k	NEW	360.00	1154.29	View chart
Novo-nordisk A S Adr (NVO)	0.0	$411k	-10%	8.6k	47.94	View chart
McDonald's Corporation (MCD)	0.0	$407k		1.5k	270.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$399k	+272%	5.0k	80.56	View chart
Eli Lilly & Co. (LLY)	0.0	$392k		327.00	1199.72	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$387k		11k	33.97	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$360k		4.6k	77.87	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$357k	NEW	16k	22.34	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$355k	+6%	9.8k	36.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$350k		5.1k	68.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$348k		1.0k	338.87	View chart
AmerisourceBergen (COR)	0.0	$342k		1.2k	282.98	View chart
Nextera Energy (NEE)	0.0	$341k		3.9k	87.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$333k		7.0k	47.77	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$332k	+2%	22k	15.12	View chart
Caterpillar (CAT)	0.0	$331k		311.00	1064.90	View chart
Travelers Companies (TRV)	0.0	$330k		1.0k	330.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$327k		654.00	500.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$323k	+100%	5.8k	56.16	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$315k		10k	31.24	View chart
Lam Research Corp Com New (LRCX)	0.0	$313k	NEW	722.00	433.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$306k		6.0k	50.57	View chart
Raytheon Technologies Corp (RTX)	0.0	$301k	+2%	1.6k	189.73	View chart
Motorola Solutions Com New (MSI)	0.0	$278k	-7%	669.00	415.29	View chart
Bank of America Corporation (BAC)	0.0	$259k	+3%	4.5k	56.98	View chart
Wal-Mart Stores (WMT)	0.0	$254k		2.2k	113.27	View chart
Mastercard Incorporated Cl A (MA)	0.0	$251k	+4%	489.00	513.60	View chart
Abbvie (ABBV)	0.0	$244k		971.00	251.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$244k		1.8k	137.51	View chart
Qualys (QLYS)	0.0	$243k	NEW	1.8k	137.49	View chart
Cisco Systems (CSCO)	0.0	$242k	NEW	2.1k	117.47	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$236k		2.4k	96.46	View chart
Netflix (NFLX)	0.0	$233k	+2%	3.3k	71.40	View chart
Altria (MO)	0.0	$228k		3.2k	71.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$228k	NEW	7.7k	29.43	View chart
Lockheed Martin Corporation (LMT)	0.0	$226k		444.00	509.82	View chart
UnitedHealth (UNH)	0.0	$217k	NEW	522.00	415.25	View chart
Hirequest (HQI)	0.0	$208k	-5%	17k	12.56	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.0	$205k	NEW	6.2k	32.91	View chart
Air Products & Chemicals (APD)	0.0	$203k	NEW	692.00	293.30	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 2026 Q2 filed Aug. 7, 2026
Global Strategic Investment Solutions 2026 Q1 filed April 29, 2026
Global Strategic Investment Solutions 2025 Q4 filed Jan. 29, 2026
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

View all past filings

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