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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, AVLV, and represent 36.82% of Global Strategic Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: AVTM (+$24M), SPY (+$9.0M), VONG (+$6.7M), VTEB, IUSB, VONV, OFIX, OAIM, OAEM, CAT.
Started 7 new stock positions in AVTM, OAEM, OFIX, TJX, OAIM, MO, CAT.
Reduced shares in these 10 stocks: SCHV, PJUL, IJUL, IJR, IOCT, IEMG, PDEC, SPDW, EOCT, VDE.
Sold out of its positions in BLK, CTSH, ACWI, JNJ, PLTR, PEP, PG, QLYS, EDIV, SPYM. SSNC, SCHX, UNP.
Global Strategic Investment Solutions was a net buyer of stock by $8.6M.
Global Strategic Investment Solutions has $1.0B in assets under management (AUM), dropping by 0.29%.
Central Index Key (CIK): 0001760076

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Portfolio Holdings for Global Strategic Investment Solutions

Global Strategic Investment Solutions holds 144 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	10.1	$103M		1.1M	90.53	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	8.4	$86M		916k	93.74	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.4	$76M	+9%	695k	109.69	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.7	$59M	+3%	1.3M	46.19	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.3	$54M		669k	80.61	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	4.5	$46M	-3%	1.0M	45.65	View chart
Vanguard Index Fds Growth Etf (VUG)	4.1	$42M		97k	436.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.7	$39M	+11%	771k	49.89	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	3.2	$32M		691k	46.91	View chart
Ishares Tr National Mun Etf (MUB)	3.1	$31M		296k	106.15	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$31M	-5%	442k	69.75	View chart
American Centy Etf Tr Avantis Total Eq (AVTM)	2.3	$24M	NEW	501k	47.01	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.1	$22M	-2%	421k	50.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	1.8	$19M	+92%	29k	650.34	View chart
Ishares Tr Core Msci Intl (IDEV)	1.8	$19M	-5%	225k	83.57	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$18M		91k	196.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$18M	-2%	609k	29.13	View chart
American Centy Etf Tr International Lr (AVIV)	1.7	$17M	-2%	231k	74.83	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.7	$17M	-5%	219k	77.55	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.5	$15M		146k	102.25	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$13M		96k	135.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.3	$13M	-20%	421k	30.50	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.2	$12M	-5%	243k	50.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$10M	-4%	160k	64.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$10M		24k	426.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.0	$9.9M	-4%	64k	155.11	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.9	$9.6M	-4%	405k	23.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$9.4M	-17%	76k	124.31	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.8	$8.6M		144k	59.98	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$8.3M	-2%	75k	110.47	View chart
Innovator Etfs Trust International Dv (IOCT)	0.8	$8.2M	-19%	235k	35.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$7.0M	-7%	47k	148.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$6.7M		219k	30.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$5.6M		70k	80.58	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.5	$5.4M	-21%	168k	31.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$5.0M	-9%	59k	84.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$4.9M	-24%	116k	42.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$4.0M		138k	29.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.9M	-7%	158k	24.75	View chart
Spdr Series Trust State Street Spd (SPYD)	0.3	$3.5M		77k	45.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.4M		5.3k	653.26	View chart
Apple (AAPL)	0.3	$3.4M	-13%	13k	253.79	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$3.3M	-12%	54k	62.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.2M		5.3k	597.58	View chart
NVIDIA Corporation (NVDA)	0.3	$3.1M	+7%	18k	174.40	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$3.0M	-40%	90k	33.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$2.9M	-47%	63k	45.97	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.8M		46k	61.26	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$2.8M		28k	97.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$2.7M	-9%	64k	43.11	View chart
Microsoft Corporation (MSFT)	0.2	$2.3M	-28%	6.2k	370.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.2M		41k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.1M	-5%	7.4k	287.57	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$2.1M	-8%	58k	36.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.1M		24k	86.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.0M		21k	97.13	View chart
Vanguard World Materials Etf (VAW)	0.2	$2.0M	-19%	8.7k	225.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.9M		15k	128.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$1.9M	-18%	55k	33.93	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.2	$1.8M		24k	74.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.7M		23k	71.73	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$1.6M		34k	48.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M		6.8k	213.68	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.5M	-4%	15k	100.17	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.4M	+2%	56k	25.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.4M		5.2k	261.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.4M		6.6k	205.81	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	-13%	1.4k	996.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M	-14%	4.1k	286.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.2M		15k	78.66	View chart
Amazon (AMZN)	0.1	$1.1M		5.5k	208.27	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.1M	-52%	6.1k	173.04	View chart
Broadcom (AVGO)	0.1	$1.0M	+3%	3.4k	309.51	View chart
Oracle Corporation (ORCL)	0.1	$989k		6.7k	147.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$929k		7.0k	132.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$914k	-38%	1.6k	577.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$854k	-39%	21k	40.10	View chart
Applied Materials (AMAT)	0.1	$838k	-12%	2.5k	341.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$836k	-27%	21k	40.86	View chart
Tesla Motors (TSLA)	0.1	$832k	+3%	2.2k	371.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$814k		14k	59.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$789k	+2%	2.7k	294.20	View chart
Stryker Corporation (SYK)	0.1	$675k	+5%	2.0k	329.91	View chart
Orthofix Medical (OFIX)	0.1	$664k	NEW	58k	11.47	View chart
Applovin Corp Com Cl A (APP)	0.1	$651k	-11%	1.6k	398.00	View chart
Home Depot (HD)	0.1	$644k	-20%	2.0k	328.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$623k		15k	41.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$620k	-37%	3.7k	169.65	View chart
Unified Ser Tr Oneascent Intl (OAIM)	0.1	$611k	NEW	14k	43.06	View chart
Ecolab (ECL)	0.1	$606k	+4%	2.3k	264.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$598k	-8%	13k	46.13	View chart
Thermo Fisher Scientific (TMO)	0.1	$598k	-27%	1.2k	491.53	View chart
Meta Platforms Cl A (META)	0.1	$595k	-2%	1.0k	572.22	View chart
Visa Com Cl A (V)	0.1	$581k	-3%	1.9k	302.31	View chart
Deere & Company (DE)	0.1	$563k		999.00	563.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$550k		10k	54.55	View chart
Coherent Corp (COHR)	0.1	$549k	-45%	2.3k	238.21	View chart
Illinois Tool Works (ITW)	0.1	$548k	+6%	2.1k	259.92	View chart
Walt Disney Company (DIS)	0.1	$537k		5.6k	96.38	View chart
Marathon Petroleum Corp (MPC)	0.1	$535k		2.2k	244.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$518k		1.6k	320.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$503k		7.4k	67.53	View chart
Charles River Laboratories (CRL)	0.0	$473k		2.7k	172.68	View chart
McDonald's Corporation (MCD)	0.0	$468k		1.5k	310.75	View chart
Advanced Micro Devices (AMD)	0.0	$457k	-30%	2.2k	203.43	View chart
Teradyne (TER)	0.0	$439k		1.5k	296.46	View chart
Kla Corp Com New (KLAC)	0.0	$432k	-43%	301.00	1436.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$425k		4.8k	87.85	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$390k	+4%	5.8k	67.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$382k	-37%	1.3k	287.15	View chart
AmerisourceBergen (COR)	0.0	$380k		1.2k	314.14	View chart
Morgan Stanley Com New (MS)	0.0	$378k		2.3k	164.57	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$365k	-46%	11k	32.03	View chart
Nextera Energy (NEE)	0.0	$360k		3.9k	92.87	View chart
Novo-nordisk A S Adr (NVO)	0.0	$351k	-28%	9.5k	36.78	View chart
Honeywell International (HON)	0.0	$316k		1.4k	225.97	View chart
Motorola Solutions Com New (MSI)	0.0	$314k	-35%	720.00	436.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$313k		654.00	479.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$311k		7.0k	44.62	View chart
Netflix (NFLX)	0.0	$307k	-14%	3.2k	96.15	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$305k	-2%	2.9k	106.01	View chart
Eli Lilly & Co. (LLY)	0.0	$304k		330.00	919.99	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$303k	-48%	6.0k	50.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$303k	-4%	9.2k	32.95	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$303k		1.0k	295.10	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$301k		10k	29.89	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$300k		22k	13.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$299k	+2%	1.5k	192.90	View chart
Unified Ser Tr Oneascent Emgrg (OAEM)	0.0	$298k	NEW	7.4k	40.32	View chart
Travelers Companies (TRV)	0.0	$290k		993.00	291.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$289k		5.1k	56.79	View chart
Wal-Mart Stores (WMT)	0.0	$284k	-2%	2.3k	124.29	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$266k		4.6k	57.58	View chart
Lockheed Martin Corporation (LMT)	0.0	$266k		439.00	604.82	View chart
Abbott Laboratories (ABT)	0.0	$255k	+5%	2.5k	103.16	View chart
Mastercard Incorporated Cl A (MA)	0.0	$235k	+3%	470.00	499.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$227k		2.4k	92.74	View chart
Caterpillar (CAT)	0.0	$220k	NEW	310.00	708.46	View chart
Bank of America Corporation (BAC)	0.0	$214k	-7%	4.4k	48.75	View chart
Abbvie (ABBV)	0.0	$212k	-59%	974.00	217.49	View chart
Altria (MO)	0.0	$209k	NEW	3.2k	65.99	View chart
TJX Companies (TJX)	0.0	$207k	NEW	1.3k	159.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$200k		1.8k	113.12	View chart
Hirequest (HQI)	0.0	$175k		18k	9.98	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 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
Global Strategic Investment Solutions 2022 Q2 filed July 19, 2022

View all past filings

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