Strategic Investment Solutions
Latest statistics and disclosures from Strategic Investment Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, DFAW, DFUS, VTV, DFAX, and represent 33.85% of Strategic Investment Solutions's stock portfolio.
- Added to shares of these 10 stocks: AOK (+$16M), VGUS (+$6.9M), VDC (+$6.5M), VTV (+$6.4M), DFAW, VUG, VGIT, DFIV, GLD, DFAX.
- Started 81 new stock positions in IMPUY, IEZ, LLYVK, Q, IVZ, MUJ, AEM, SERV, IREN, CCJ.
- Reduced shares in these 10 stocks: DFUS, DFAC, VGT, IBIT, VOO, PLTR, DUHP, DFAU, DFIC, TLH.
- Sold out of its positions in AMC, ASTS, AEO, AR, APP, ARCC, Assertio Holdings, ALAB, BYDDY, PNSTQ.
- Strategic Investment Solutions was a net buyer of stock by $28M.
- Strategic Investment Solutions has $416M in assets under management (AUM), dropping by 9.85%.
- Central Index Key (CIK): 0001960144
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Portfolio Holdings for Strategic Investment Solutions
Strategic Investment Solutions holds 644 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Strategic Investment Solutions has 644 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Strategic Investment Solutions Dec. 31, 2025 positions
- Download the Strategic Investment Solutions December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf Uie (VUG) | 16.5 | $69M | +2% | 141k | 487.55 |
|
| Dimensional World Equity Uie (DFAW) | 5.0 | $21M | +18% | 283k | 74.01 |
|
| Dimensional Us Equity Uie (DFUS) | 4.3 | $18M | -20% | 242k | 74.12 |
|
| Vanguard Value Etf Uie (VTV) | 4.1 | $17M | +60% | 89k | 191.10 |
|
| Dimensional Wld Ex Us Cr Uie (DFAX) | 3.9 | $16M | +6% | 496k | 32.72 |
|
| Ishares Core 30 70 Con Uie (AOK) | 3.8 | $16M | NEW | 389k | 40.12 |
|
| Apple (AAPL) | 3.7 | $15M | +6% | 56k | 271.93 |
|
| Spdr Gold Shares Etf Uie (GLD) | 2.6 | $11M | +11% | 28k | 396.31 |
|
| Vanguard Ultra Short Uie (VGUS) | 2.5 | $10M | +192% | 138k | 75.50 |
|
| Dimensional U S Targeted Uie (DFAT) | 2.0 | $8.1M | +7% | 136k | 59.55 |
|
| Dimensional U S Core Uie (DFAC) | 1.9 | $8.0M | -34% | 203k | 39.60 |
|
| Ishares Silver Trust Uie (SLV) | 1.8 | $7.5M | +6% | 116k | 64.42 |
|
| Dimensional Uie (DFIV) | 1.7 | $6.9M | +18% | 139k | 49.91 |
|
| Vanguard Consumer Uie (VDC) | 1.6 | $6.5M | NEW | 31k | 211.40 |
|
| Dimensional Us Uie (DFUV) | 1.5 | $6.1M | -10% | 131k | 46.59 |
|
| Vanguard Short Term Uie (VGSH) | 1.4 | $5.8M | -3% | 97k | 59.68 |
|
| Dimensnl Ultrashrt Fixed Uie (DUSB) | 1.4 | $5.8M | -2% | 114k | 50.67 |
|
| Dimensional Core Fixed Uie (DFCF) | 1.4 | $5.7M | 134k | 42.51 |
|
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.3 | $5.4M | -18% | 8.7k | 626.36 |
|
| Dimensional Us High Uie (DUHP) | 1.3 | $5.4M | -16% | 143k | 38.02 |
|
| Vanguard Inter-term Uie (VGIT) | 1.2 | $5.1M | +38% | 85k | 59.88 |
|
| Berkshire Hathaway (BRK.B) | 1.1 | $4.4M | +9% | 8.7k | 502.65 |
|
| Vanguard Total Uie (VXUS) | 1.0 | $4.3M | +30% | 57k | 75.46 |
|
| Vanguard Small Cap Etf Uie (VB) | 1.0 | $4.1M | +28% | 16k | 258.09 |
|
| Dimensional Us Core Uie (DFAU) | 1.0 | $4.1M | -21% | 87k | 46.79 |
|
| Vanguard Consumer Uie (VCR) | 0.8 | $3.4M | -15% | 8.5k | 394.66 |
|
| Schwab Us Dividend Uie (SCHD) | 0.8 | $3.3M | -15% | 120k | 27.43 |
|
| Dimensional U S Small Uie (DFAS) | 0.8 | $3.3M | -3% | 47k | 69.68 |
|
| Ishares Gold Etf Uie (IAU) | 0.8 | $3.2M | -17% | 40k | 81.17 |
|
| Vanguard Information Uie (VGT) | 0.8 | $3.2M | -50% | 4.2k | 756.23 |
|
| Microsoft Corporation (MSFT) | 0.7 | $3.1M | +47% | 6.4k | 484.54 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $3.0M | -18% | 16k | 186.51 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.9M | 3.3k | 881.43 |
|
|
| Vanguard Energy Etf Uie (VDE) | 0.7 | $2.8M | +6% | 22k | 126.09 |
|
| Dimensional Intern Core Uie (DFAI) | 0.7 | $2.7M | -11% | 72k | 38.14 |
|
| Amazon (AMZN) | 0.6 | $2.6M | -18% | 11k | 230.81 |
|
| Dimensionl Us Large Cap Uie (DFLV) | 0.6 | $2.5M | 75k | 34.21 |
|
|
| Tesla Motors (TSLA) | 0.6 | $2.4M | -14% | 5.4k | 449.70 |
|
| Dimensional Us Small Cap Uie (DFSV) | 0.6 | $2.4M | 74k | 32.89 |
|
|
| Dimensional Us Sus Core Uie (DFSU) | 0.6 | $2.3M | -22% | 54k | 43.45 |
|
| Vanguard Total World Uie (VT) | 0.5 | $2.2M | +24% | 16k | 141.04 |
|
| Vanguard Mega Cap Growth Uie (MGK) | 0.5 | $2.2M | -12% | 5.2k | 411.49 |
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $2.1M | +6% | 6.7k | 314.02 |
|
| Van Ultra Shrt Bnd Uie (VUSB) | 0.5 | $2.1M | +5% | 42k | 50.28 |
|
| Vanguard Dividend Uie (VIG) | 0.5 | $1.9M | -18% | 8.5k | 220.41 |
|
| Dimensional Shrt Drt Fxd Uie (DFSD) | 0.4 | $1.9M | -6% | 39k | 47.95 |
|
| Vanguard Utilities Etf Uie (VPU) | 0.4 | $1.8M | +15% | 9.8k | 185.14 |
|
| International Business Machines (IBM) | 0.4 | $1.6M | +72% | 5.5k | 296.33 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.6M | 11k | 143.31 |
|
|
| Dimensional Intern Small Uie (DISV) | 0.4 | $1.5M | 41k | 37.99 |
|
|
| Ishares Core S&p 500 Uie (IVV) | 0.4 | $1.5M | -29% | 2.2k | 680.21 |
|
| Ishares 10-20 Year Tsury Uie (TLH) | 0.4 | $1.5M | -33% | 14k | 101.78 |
|
| Vanguard Ftse Europe Uie (VGK) | 0.3 | $1.4M | 17k | 83.57 |
|
|
| Ishares Us Aerospace Uie (ITA) | 0.3 | $1.4M | +225% | 6.5k | 214.69 |
|
| Schwab Us Large Cap Uie (SCHG) | 0.3 | $1.4M | 42k | 32.62 |
|
|
| Palantir Technologies (PLTR) | 0.3 | $1.3M | -45% | 7.5k | 177.75 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | +4% | 12k | 111.41 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.3M | +37% | 6.1k | 214.16 |
|
| Dimensional Intern High Uie (DIHP) | 0.3 | $1.2M | -11% | 39k | 31.68 |
|
| Us Treasury 3 Month Bill Uie (TBIL) | 0.3 | $1.2M | +17% | 25k | 49.91 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.2M | +26% | 3.9k | 303.34 |
|
| Vanguard Total Bond Uie (BND) | 0.3 | $1.2M | -10% | 16k | 74.05 |
|
| Vanguard Shrt Inf Prot Uie (VTIP) | 0.3 | $1.2M | +74% | 23k | 49.60 |
|
| Schwab International Uie (SCHF) | 0.3 | $1.1M | 45k | 24.04 |
|
|
| Capital Group Dividend Uie (CGDV) | 0.3 | $1.1M | +24% | 25k | 43.64 |
|
| Vaneck Morningstar Wide Uie (MOAT) | 0.2 | $1.0M | 10k | 102.45 |
|
|
| Crh Public Limited Co F Fgo (CRH) | 0.2 | $993k | 8.0k | 124.80 |
|
|
| Facebook Inc cl a (META) | 0.2 | $990k | -16% | 1.5k | 664.57 |
|
| Ge Vernova (GEV) | 0.2 | $971k | +11% | 1.5k | 654.11 |
|
| Schwab Us Small Cap Etf Uie (SCHA) | 0.2 | $880k | 31k | 28.50 |
|
|
| Coca-Cola Company (KO) | 0.2 | $861k | +20% | 12k | 69.85 |
|
| Walt Disney Company (DIS) | 0.2 | $803k | +316% | 7.1k | 113.77 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $797k | 742.00 | 1074.60 |
|
|
| Dimensional Us Real Uie (DFAR) | 0.2 | $791k | -16% | 35k | 22.90 |
|
| Vanguard Short Term Cor Uie (VCSH) | 0.2 | $774k | -32% | 9.8k | 79.34 |
|
| W.W. Grainger (GWW) | 0.2 | $719k | 713.00 | 1008.33 |
|
|
| General Electric (GE) | 0.2 | $716k | +14% | 2.3k | 307.86 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $709k | +24% | 5.9k | 120.46 |
|
| Chevron Corporation (CVX) | 0.2 | $676k | +88% | 4.4k | 152.41 |
|
| Vanguard Mega Cap Value Uie (MGV) | 0.2 | $662k | 4.7k | 141.12 |
|
|
| Wintrust Financial Corporation (WTFC) | 0.2 | $636k | 4.5k | 139.82 |
|
|
| Vaneck Gold Miners Etf Uie (GDX) | 0.1 | $618k | +4% | 7.2k | 85.77 |
|
| Vanguard Financials Etf Uie (VFH) | 0.1 | $617k | -38% | 4.6k | 133.43 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $611k | -4% | 1.9k | 315.31 |
|
| Spdr S&p 500 Etf Uie (SPY) | 0.1 | $598k | +16% | 877.00 | 681.92 |
|
| St Stert Spdr Blmbg 1 3 Uie (BIL) | 0.1 | $570k | +117% | 6.3k | 91.10 |
|
| Dimensional Intern Core Uie (DFIC) | 0.1 | $548k | -61% | 16k | 34.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $533k | 1.7k | 322.63 |
|
|
| Constellation Energy (CEG) | 0.1 | $518k | -14% | 1.5k | 352.69 |
|
| Dimensional Emerg Core Uie (DFAE) | 0.1 | $500k | -27% | 15k | 32.52 |
|
| Linde Plc F Fgo (LIN) | 0.1 | $497k | +10% | 1.2k | 426.39 |
|
| Vanguard Small Cap Uie (VBK) | 0.1 | $487k | -42% | 1.6k | 301.11 |
|
| Old National Ban (ONB) | 0.1 | $465k | 21k | 22.32 |
|
|
| Vanguard Health Care Uie (VHT) | 0.1 | $465k | -51% | 1.6k | 287.18 |
|
| Astrazeneca Plc F Adr | 0.1 | $425k | 4.6k | 91.79 |
|
|
| Ishares Us Medical Uie (IHI) | 0.1 | $424k | 6.8k | 62.15 |
|
|
| Capital Group U S Multi Uie (CGMS) | 0.1 | $417k | +26% | 15k | 27.62 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $405k | +17% | 709.00 | 571.33 |
|
| Dimensional Global Uie (DGCB) | 0.1 | $405k | -18% | 7.5k | 54.28 |
|
| Vanguard Communication Uie (VOX) | 0.1 | $401k | -54% | 2.1k | 193.63 |
|
| Dimensional Infltn Prtd Uie (DFIP) | 0.1 | $394k | 9.5k | 41.57 |
|
|
| Invsc Qqq Trust Srs 1 Uie (QQQ) | 0.1 | $389k | -35% | 631.00 | 616.41 |
|
| Caterpillar (CAT) | 0.1 | $382k | +297% | 667.00 | 572.87 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $377k | +35% | 2.1k | 182.84 |
|
| Vgrd Ftse All Wrld Ex Us Uie (VSS) | 0.1 | $372k | +15% | 2.6k | 143.41 |
|
| Ishares Core Us Uie (AGG) | 0.1 | $355k | 3.7k | 96.50 |
|
|
| Baidu Inc F Adr (BIDU) | 0.1 | $345k | -50% | 2.6k | 130.66 |
|
| United Parcel Service (UPS) | 0.1 | $345k | 3.5k | 99.20 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $338k | +636% | 1.8k | 184.20 |
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| Dimensional Nationl Uie (DFNM) | 0.1 | $336k | -2% | 7.0k | 48.16 |
|
| Synopsys (SNPS) | 0.1 | $327k | NEW | 695.00 | 469.72 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $323k | +224% | 7.9k | 41.12 |
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| Ishares Core Msci Totl Uie (IXUS) | 0.1 | $323k | 3.6k | 89.25 |
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| Ishares Us Financials Uie (IYF) | 0.1 | $312k | NEW | 2.4k | 128.87 |
|
| Warner Bros. Discovery (WBD) | 0.1 | $309k | +684% | 11k | 28.83 |
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| Merck & Co (MRK) | 0.1 | $304k | +21% | 2.9k | 105.26 |
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| Southwest Airlines (LUV) | 0.1 | $301k | +37% | 7.3k | 41.33 |
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| Goldman Sachs (GS) | 0.1 | $295k | +42% | 336.00 | 879.00 |
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| Charles Schwab Us Mc Uie (SCHM) | 0.1 | $281k | -4% | 9.3k | 30.07 |
|
| Cisco Systems (CSCO) | 0.1 | $273k | +347% | 3.5k | 77.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $268k | +152% | 1.7k | 154.14 |
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| American Express Company (AXP) | 0.1 | $263k | +24% | 711.00 | 369.95 |
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| Mondelez Int (MDLZ) | 0.1 | $255k | +27% | 4.7k | 53.81 |
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| Blackrock (BLK) | 0.1 | $252k | NEW | 235.00 | 1070.90 |
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| Vanguard Short Dur Tax Uie (VSDM) | 0.1 | $251k | NEW | 3.3k | 76.46 |
|
| Broadcom (AVGO) | 0.1 | $241k | -37% | 698.00 | 345.87 |
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| Ishares S&p 100 Etf Uie (OEF) | 0.1 | $238k | 691.00 | 344.57 |
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| Duke Energy (DUK) | 0.1 | $234k | 2.0k | 117.21 |
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| Constellation Brands (STZ) | 0.1 | $228k | +22% | 1.7k | 137.96 |
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| Philip Morris International (PM) | 0.1 | $227k | +20% | 1.4k | 160.38 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $224k | NEW | 6.1k | 37.00 |
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| At&t (T) | 0.1 | $221k | +14% | 8.9k | 24.84 |
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| Dimensional Us Lrge Cp Uie (DFVX) | 0.1 | $219k | -30% | 2.9k | 74.26 |
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| Altria (MO) | 0.1 | $208k | -11% | 3.6k | 57.65 |
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| Netflix (NFLX) | 0.1 | $208k | +1010% | 2.2k | 93.76 |
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| Rivian Automotive Inc Class A (RIVN) | 0.1 | $208k | +8210% | 11k | 19.71 |
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| Exelon Corporation (EXC) | 0.0 | $200k | +14% | 4.6k | 43.52 |
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| Ishares Global Utilities Uie (JXI) | 0.0 | $186k | 2.4k | 78.65 |
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| Dominion Resources (D) | 0.0 | $184k | +464% | 3.1k | 58.68 |
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| Vanguard Glbal Ex Us Uie (VNQI) | 0.0 | $183k | +4% | 4.0k | 45.83 |
|
| Ishares Short Term Ntnl Uie (SUB) | 0.0 | $181k | 1.7k | 106.81 |
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| Ishares 20 Pls Year Uie (TLT) | 0.0 | $179k | -48% | 2.1k | 87.15 |
|
| Nextera Energy (NEE) | 0.0 | $179k | 2.2k | 80.24 |
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|
| Vanguard Large Cap Etf Uie (VV) | 0.0 | $178k | -14% | 566.00 | 315.00 |
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| Vanguard Intermediate Uie (BIV) | 0.0 | $171k | 2.2k | 77.86 |
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| Unity Software (U) | 0.0 | $170k | -26% | 3.8k | 44.17 |
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| Johnson & Johnson (JNJ) | 0.0 | $169k | -41% | 817.00 | 206.96 |
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| CSX Corporation (CSX) | 0.0 | $167k | -3% | 4.6k | 36.25 |
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| General Dynamics Corporation (GD) | 0.0 | $167k | 496.00 | 336.76 |
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| Marriott International (MAR) | 0.0 | $165k | 532.00 | 310.27 |
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| Schwab Us Large Cap Uie (SCHV) | 0.0 | $163k | 5.5k | 29.55 |
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| Iron Mtn Ret (IRM) | 0.0 | $160k | 1.9k | 82.95 |
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| Comcast Corporation (CMCSA) | 0.0 | $156k | +330% | 5.2k | 29.89 |
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| Agnico Eagle Mines Ltd F FGC (AEM) | 0.0 | $153k | NEW | 900.00 | 169.53 |
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| Taiwan Semiconductor M F Adr (TSM) | 0.0 | $153k | NEW | 502.00 | 303.89 |
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| Waste Management (WM) | 0.0 | $150k | +3% | 683.00 | 219.71 |
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| Schwab Crypto Thematic Uie (STCE) | 0.0 | $149k | +1004% | 2.5k | 60.02 |
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| Sprott Physical Platinum Uie (SPPP) | 0.0 | $140k | NEW | 8.3k | 16.84 |
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| Fidelity Wise Origin Uie (FBTC) | 0.0 | $140k | +5% | 1.8k | 76.24 |
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| Invesco Aerospace & Uie (PPA) | 0.0 | $139k | +12% | 885.00 | 156.64 |
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| Wisdomtree Emrg Mrkt Hg Uie (DEM) | 0.0 | $136k | 2.9k | 46.71 |
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| Vanguard Muni Bnd Tax Uie (VTEB) | 0.0 | $134k | -41% | 2.7k | 50.26 |
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| Vanguard Total Uie (VTI) | 0.0 | $127k | +7% | 379.00 | 336.18 |
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| Medtronic Plc F Fgo (MDT) | 0.0 | $126k | -3% | 1.3k | 96.05 |
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| Chubb Ltd F Fgo (CB) | 0.0 | $125k | NEW | 400.00 | 312.12 |
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| Pfizer (PFE) | 0.0 | $121k | +7% | 4.9k | 24.90 |
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| Union Pacific Corporation (UNP) | 0.0 | $120k | +339% | 519.00 | 231.32 |
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| Ishares Msci Usa Momntum Uie (MTUM) | 0.0 | $118k | 465.00 | 254.58 |
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| St Srt Spdr S&p Mtls And Uie (XME) | 0.0 | $116k | +117% | 1.1k | 103.73 |
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| UnitedHealth (UNH) | 0.0 | $115k | -80% | 345.00 | 332.28 |
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| Vanguard Industrials Uie (VIS) | 0.0 | $114k | -41% | 383.00 | 297.83 |
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| Verizon Communications (VZ) | 0.0 | $113k | +8% | 2.8k | 40.73 |
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| Proshares Ultra Uie (UYG) | 0.0 | $110k | 1.2k | 91.78 |
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| Wisdomtree Us Qlt Div Uie (DGRW) | 0.0 | $109k | 1.2k | 89.43 |
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| Bristol Myers Squibb (BMY) | 0.0 | $107k | +103% | 2.0k | 53.94 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $107k | +45% | 1.5k | 71.76 |
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| Intel Corporation (INTC) | 0.0 | $106k | -83% | 2.9k | 36.90 |
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| Grayscale Ethereum Mini Cem (ETH) | 0.0 | $106k | +3393% | 3.8k | 28.06 |
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| Public Service Enterprise (PEG) | 0.0 | $106k | 1.3k | 80.14 |
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| Fifth Third Ban (FITB) | 0.0 | $104k | 2.2k | 46.54 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $104k | 600.00 | 173.49 |
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| Pepsi (PEP) | 0.0 | $103k | +2% | 720.00 | 143.52 |
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| Ge Healthcare Technologies I (GEHC) | 0.0 | $103k | +404% | 1.3k | 82.00 |
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| Qualcomm (QCOM) | 0.0 | $103k | +200% | 600.00 | 171.05 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $100k | +7% | 214.00 | 468.77 |
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| Cognizant Technology Solutions (CTSH) | 0.0 | $100k | NEW | 1.2k | 83.00 |
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| Southern Company (SO) | 0.0 | $97k | +138% | 1.1k | 87.18 |
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| Energy Transfer MLP (ET) | 0.0 | $95k | -18% | 5.8k | 16.49 |
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| Vanguard 0-3 Month Uie (VBIL) | 0.0 | $95k | 1.3k | 75.44 |
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| Paypal Holdings (PYPL) | 0.0 | $92k | +320% | 1.6k | 58.52 |
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| Wec Energy Group (WEC) | 0.0 | $92k | 868.00 | 105.37 |
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| Coinbase Global (COIN) | 0.0 | $89k | NEW | 394.00 | 226.14 |
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| Capital Group Core Uie (CGBL) | 0.0 | $86k | 2.4k | 35.33 |
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| Ameren Corporation (AEE) | 0.0 | $84k | 846.00 | 99.81 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $83k | 540.00 | 153.30 |
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| Vanguard Russell 1000 Uie (VONG) | 0.0 | $82k | 677.00 | 121.72 |
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| Nucor Corporation (NUE) | 0.0 | $82k | NEW | 500.00 | 163.11 |
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| Ishares Us Utilities Uie (IDU) | 0.0 | $82k | 752.00 | 108.37 |
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| Schwab Us Broad Market Uie (SCHB) | 0.0 | $81k | -2% | 3.1k | 26.23 |
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| Shopify Inc F FGC (SHOP) | 0.0 | $81k | NEW | 500.00 | 160.97 |
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| Lowe's Companies (LOW) | 0.0 | $80k | 331.00 | 241.08 |
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| Capital Group Dividend Uie (CGDG) | 0.0 | $80k | 2.2k | 35.64 |
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| Vanguard Mid Cap Etf Uie (VO) | 0.0 | $80k | 274.00 | 290.23 |
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| Vanguard Mid Cap Growth Uie (VOT) | 0.0 | $79k | -50% | 282.00 | 281.65 |
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| Invesco Ltd F Fgo (IVZ) | 0.0 | $79k | NEW | 3.0k | 26.27 |
|
| ConocoPhillips (COP) | 0.0 | $79k | -11% | 840.00 | 93.61 |
|
| Honeywell International (HON) | 0.0 | $78k | NEW | 400.00 | 195.09 |
|
| Norfolk Southern (NSC) | 0.0 | $75k | 260.00 | 288.72 |
|
|
| T Rowe Price Dividend Uie (TDVG) | 0.0 | $75k | 1.7k | 44.97 |
|
|
| Micron Technology (MU) | 0.0 | $71k | -48% | 248.00 | 286.82 |
|
| Schwab International Uie (SCHY) | 0.0 | $71k | +95% | 2.4k | 29.73 |
|
| NiSource (NI) | 0.0 | $70k | 1.7k | 41.76 |
|
|
| Draftkings (DKNG) | 0.0 | $69k | NEW | 2.0k | 34.46 |
|
| Arm Hldgs Plc Equity A F Adr (ARM) | 0.0 | $69k | +120% | 627.00 | 109.31 |
|
| BP P L C F Adr (BP) | 0.0 | $66k | 1.9k | 34.72 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $65k | -77% | 910.00 | 71.61 |
|
| Visa (V) | 0.0 | $65k | +20% | 185.00 | 350.71 |
|
| Hldgs (UAL) | 0.0 | $65k | 579.00 | 112.00 |
|
|
| Schwab Us Large Cap Etf Uie (SCHX) | 0.0 | $63k | 2.3k | 26.91 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $63k | 503.00 | 125.13 |
|
|
| Ishares Semiconductor Uie (SOXX) | 0.0 | $62k | -39% | 206.00 | 302.00 |
|
| Kroger (KR) | 0.0 | $62k | 987.00 | 62.46 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $61k | NEW | 200.00 | 306.23 |
|
| Ishares Bitcoin Etf Uie (IBIT) | 0.0 | $60k | -95% | 1.2k | 49.65 |
|
| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $60k | +1000% | 2.2k | 27.15 |
|
| Fidelity Total Bond Etf Uie (FBND) | 0.0 | $60k | 1.3k | 46.02 |
|
|
| Putnam Etf Tr Franklin Uie (FTMH) | 0.0 | $58k | NEW | 5.0k | 11.57 |
|
| Invsc S P 500 Equal Uie (RSP) | 0.0 | $57k | 296.00 | 191.28 |
|
|
| Ishares Tips Bond Etf Uie (TIP) | 0.0 | $57k | 515.00 | 109.91 |
|
|
| Travelers Companies (TRV) | 0.0 | $56k | 192.00 | 289.99 |
|
|
| Galaxy Digital (GLXY) | 0.0 | $56k | -79% | 2.5k | 22.36 |
|
| Global X Uranium Etf Uie (URA) | 0.0 | $55k | 1.3k | 42.74 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $54k | -53% | 111.00 | 487.32 |
|
| Accenture Plc Ireland F Fgo (ACN) | 0.0 | $54k | NEW | 200.00 | 268.30 |
|
| Republic Services (RSG) | 0.0 | $53k | 250.00 | 211.93 |
|
|
| Ishares Us Healthcare Uie (IYH) | 0.0 | $52k | 805.00 | 65.08 |
|
|
| Dow (DOW) | 0.0 | $52k | +386% | 2.2k | 23.38 |
|
| Circle Internet Group (CRCL) | 0.0 | $52k | +17% | 660.00 | 79.30 |
|
| Bank Montreal Que F FGC (BMO) | 0.0 | $52k | 400.00 | 129.79 |
|
|
| Rockwell Automation (ROK) | 0.0 | $50k | 129.00 | 389.07 |
|
|
| Ishares Ethereum Trust Uie (ETHA) | 0.0 | $49k | NEW | 2.2k | 22.43 |
|
| Enbridge Inc F FGC (ENB) | 0.0 | $49k | 1.0k | 47.83 |
|
|
| Invesco Galaxy Solana Uie | 0.0 | $49k | NEW | 4.0k | 12.41 |
|
| Vanguard Ftse Emerging Uie (VWO) | 0.0 | $49k | 917.00 | 53.72 |
|
|
| Yum! Brands (YUM) | 0.0 | $48k | 319.00 | 151.33 |
|
|
| Citigroup (C) | 0.0 | $47k | 401.00 | 116.68 |
|
|
| Deere & Company (DE) | 0.0 | $47k | NEW | 100.00 | 465.57 |
|
| Home Depot (HD) | 0.0 | $46k | 133.00 | 343.02 |
|
|
| First Merchants Corporation (FRME) | 0.0 | $45k | 1.2k | 37.48 |
|
|
| Kite Rlty Group Tr Ret (KRG) | 0.0 | $44k | 1.8k | 23.96 |
|
Past Filings by Strategic Investment Solutions
SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022
- Strategic Investment Solutions 2025 Q4 filed Feb. 27, 2026
- Strategic Investment Solutions 2025 Q3 filed Dec. 3, 2025
- Strategic Investment Solutions 2025 Q2 filed July 16, 2025
- Strategic Investment Solutions 2025 Q1 filed May 9, 2025
- Strategic Investment Solutions 2024 Q4 filed Feb. 13, 2025
- Strategic Investment Solutions 2024 Q3 filed Oct. 23, 2024
- Strategic Investment Solutions 2024 Q2 filed Aug. 30, 2024
- Strategic Investment Solutions 2023 Q4 filed Feb. 13, 2024
- Strategic Investment Solutions 2023 Q3 filed Nov. 14, 2023
- Strategic Investment Solutions 2023 Q2 filed Aug. 15, 2023
- Strategic Investment Solutions 2023 Q1 filed May 15, 2023
- Strategic Investment Solutions 2022 Q4 filed Feb. 14, 2023