Strategic Investment Solutions
Latest statistics and disclosures from Strategic Investment Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, DFAW, DFUS, DFAX, and represent 32.79% of Strategic Investment Solutions's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$49M), DEXC, VGT, VTV, SNDK, MGK, DFUV, NVDA, MU, IYF.
- Started 71 new stock positions in VERU, STX, BAC, QUBT, GII, NAK, DFMC, UAVS, HPE, AIG.
- Reduced shares in these 10 stocks: DFAW, AOK, VDC, VGUS, ITA, SLV, VGIT, VDE, AAPL, VGSH.
- Sold out of its positions in Amr, LIDR, SILJ, AROC, Assertio Holdings, BWXT, BMO, WTIU, DJP, BETR.
- Strategic Investment Solutions was a net buyer of stock by $52M.
- Strategic Investment Solutions has $438M in assets under management (AUM), dropping by 6.34%.
- Central Index Key (CIK): 0001960144
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Portfolio Holdings for Strategic Investment Solutions
Strategic Investment Solutions holds 707 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Strategic Investment Solutions has 707 total positions. Only the first 250 positions are shown.
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- Download the Strategic Investment Solutions June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Uie (VUG) | 13.9 | $61M | +403% | 708k | 86.15 |
|
| Vanguard Value Index Uie (VTV) | 5.2 | $23M | +9% | 104k | 217.88 |
|
| Dimensional World Equity Uie (DFAW) | 4.8 | $21M | -9% | 253k | 82.85 |
|
| Dimensional U.s. Equity Uie (DFUS) | 4.5 | $20M | 240k | 81.86 |
|
|
| Dimensional World Ex Uie (DFAX) | 4.4 | $19M | 519k | 36.83 |
|
|
| Ishares Core 30/70 Uie (AOK) | 3.3 | $14M | -12% | 348k | 41.49 |
|
| Apple (AAPL) | 3.1 | $14M | -5% | 47k | 289.62 |
|
| Spdr Gold Shares Uie (GLD) | 2.5 | $11M | +5% | 30k | 368.38 |
|
| Dimensional U.s. Uie (DFAT) | 2.3 | $9.9M | +3% | 142k | 69.88 |
|
| Dimensional U.s. Core Uie (DFAC) | 2.0 | $8.6M | -3% | 194k | 44.36 |
|
| Dimensional Us Uie (DFUV) | 1.9 | $8.4M | +17% | 153k | 55.03 |
|
| Dimensional Uie (DFIV) | 1.9 | $8.3M | +2% | 153k | 54.01 |
|
| Vanguard Ultra-short Uie (VGUS) | 1.9 | $8.1M | -17% | 107k | 75.70 |
|
| Dimensional Ultrashort Uie (DUSB) | 1.3 | $5.8M | +5% | 115k | 50.84 |
|
| Vanguard S&p 500 Etf Uie (VOO) | 1.3 | $5.6M | 8.2k | 690.12 |
|
|
| Dimensional Us High Uie (DUHP) | 1.3 | $5.6M | +4% | 135k | 41.75 |
|
| Vanguard Small-cap Index Uie (VB) | 1.3 | $5.5M | +8% | 18k | 303.45 |
|
| Dimensional Core Fixed Uie (DFCF) | 1.2 | $5.4M | -2% | 128k | 42.15 |
|
| Dimensional Emerging Uie (DEXC) | 1.2 | $5.3M | +530% | 64k | 82.58 |
|
| Vanguard Short-term Uie (VGSH) | 1.2 | $5.1M | -12% | 89k | 58.16 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.9M | +34% | 25k | 200.36 |
|
| Vanguard Consumer Uie (VDC) | 1.1 | $4.8M | -27% | 21k | 225.45 |
|
| Ishares Silver Trust Uie (SLV) | 1.0 | $4.6M | -21% | 85k | 53.47 |
|
| Dimensional Us Core Uie (DFAU) | 1.0 | $4.3M | -2% | 84k | 51.69 |
|
| Vanguard Total Uie (VXUS) | 1.0 | $4.3M | 50k | 85.49 |
|
|
| Schwab U.s. Dividend Uie (SCHD) | 1.0 | $4.2M | +23% | 133k | 31.71 |
|
| Berkshire Hathaway (BRK.B) | 0.9 | $3.9M | -4% | 7.7k | 500.38 |
|
| Dimensional U.s. Small Uie (DFAS) | 0.9 | $3.8M | 47k | 82.33 |
|
|
| Vanguard Inter-term Uie (VGIT) | 0.8 | $3.5M | -20% | 59k | 58.86 |
|
| Vanguard Information Uie (VGT) | 0.7 | $3.2M | +674% | 27k | 119.57 |
|
| Dimensional Us Large Cap Uie (DFLV) | 0.7 | $3.2M | +6% | 81k | 39.54 |
|
| Dimensional Us Small Cap Uie (DFSV) | 0.7 | $3.2M | +6% | 82k | 38.84 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $3.1M | 3.3k | 958.86 |
|
|
| Dimensional Uie (DFAI) | 0.7 | $3.1M | +6% | 75k | 41.34 |
|
| Vanguard Energy Index Uie (VDE) | 0.7 | $3.0M | -23% | 20k | 150.52 |
|
| Ishares Gold Trust Uie (IAU) | 0.7 | $2.9M | -4% | 38k | 75.51 |
|
| Advanced Micro Devices (AMD) | 0.7 | $2.9M | -10% | 4.9k | 580.91 |
|
| Vanguard Utilities Index Uie (VPU) | 0.7 | $2.9M | +10% | 15k | 195.34 |
|
| Vanguard Consumer Uie (VCR) | 0.7 | $2.9M | -11% | 7.2k | 398.87 |
|
| Amazon (AMZN) | 0.6 | $2.8M | -11% | 12k | 238.35 |
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $2.4M | +25% | 6.9k | 353.32 |
|
| Dimensional Uie (DFSD) | 0.6 | $2.4M | +28% | 51k | 47.76 |
|
| Dimensional Uie (DISV) | 0.5 | $2.3M | +32% | 57k | 40.13 |
|
| Vanguard Total World Uie (VT) | 0.5 | $2.2M | -9% | 14k | 156.97 |
|
| Dimensional Us Uie (DFSU) | 0.5 | $2.1M | 46k | 46.62 |
|
|
| Tesla Motors (TSLA) | 0.5 | $2.0M | 4.8k | 420.60 |
|
|
| Ishares Semiconductor Uie (SOXX) | 0.4 | $1.9M | -10% | 2.9k | 641.04 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.9M | -14% | 5.0k | 375.43 |
|
| Vanguard Mega Cap Growth Uie (MGK) | 0.4 | $1.8M | +279% | 21k | 87.95 |
|
| Intel Corporation (INTC) | 0.4 | $1.8M | +11% | 13k | 139.63 |
|
| Ishares Core S&p 500 Uie (IVV) | 0.4 | $1.7M | 2.3k | 747.73 |
|
|
| Vanguard Ultra-short Uie (VUSB) | 0.4 | $1.7M | -14% | 34k | 49.78 |
|
| Vanguard Dividend Uie (VIG) | 0.4 | $1.7M | -8% | 7.1k | 235.90 |
|
| Micron Technology (MU) | 0.4 | $1.5M | +435% | 1.3k | 1160.78 |
|
| Sandisk Corp (SNDK) | 0.3 | $1.5M | NEW | 660.00 | 2273.73 |
|
| Ishares U.s. Financials Uie (IYF) | 0.3 | $1.5M | +136% | 12k | 127.57 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.4M | -9% | 9.8k | 146.62 |
|
| Ge Vernova (GEV) | 0.3 | $1.4M | -14% | 1.2k | 1176.95 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 12k | 113.23 |
|
|
| Capital Group Dividend Uie (CGDV) | 0.3 | $1.3M | +2% | 27k | 49.28 |
|
| F/m Us Treasury 3 Month Uie (TBIL) | 0.3 | $1.3M | -6% | 26k | 49.88 |
|
| Schwab U.s. Large-cap Uie (SCHG) | 0.3 | $1.3M | -7% | 38k | 33.84 |
|
| Dimensional Uie (DIHP) | 0.3 | $1.3M | -5% | 37k | 34.12 |
|
| Vanguard Short-term Uie (VTIP) | 0.3 | $1.2M | -22% | 25k | 50.40 |
|
| Schwab International Uie (SCHF) | 0.3 | $1.2M | 43k | 27.70 |
|
|
| Vanguard Ftse Europe Uie (VGK) | 0.3 | $1.2M | -11% | 13k | 88.51 |
|
| Schwab U.s. Small-cap Uie (SCHA) | 0.3 | $1.1M | 31k | 36.14 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | +24% | 929.00 | 1199.43 |
|
| International Business Machines (IBM) | 0.2 | $1.1M | +7% | 3.8k | 281.21 |
|
| Vanguard Total Bond Uie (BND) | 0.2 | $1.1M | -19% | 14k | 73.42 |
|
| Ishares 10-20 Year Uie (TLH) | 0.2 | $1.0M | -24% | 10k | 100.60 |
|
| Vaneck Morningstar Wide Uie (MOAT) | 0.2 | $1.0M | 10k | 102.86 |
|
|
| W.W. Grainger (GWW) | 0.2 | $972k | 715.00 | 1359.33 |
|
|
| Dimensional Us Real Uie (DFAR) | 0.2 | $917k | 35k | 26.16 |
|
|
| Vanguard Financials Uie (VFH) | 0.2 | $855k | +39% | 6.5k | 131.73 |
|
| Crh Public Limited Co F Fgo (CRH) | 0.2 | $852k | 8.0k | 107.00 |
|
|
| Broadcom (AVGO) | 0.2 | $839k | +266% | 2.2k | 377.74 |
|
| McDonald's Corporation (MCD) | 0.2 | $833k | 3.1k | 271.53 |
|
|
| Coca-Cola Company (KO) | 0.2 | $832k | -16% | 10k | 81.11 |
|
| Vanguard Short Term Cor Uie (VCSH) | 0.2 | $823k | +11% | 10k | 79.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $817k | +52% | 2.5k | 327.35 |
|
| Caterpillar (CAT) | 0.2 | $817k | +3% | 764.00 | 1068.92 |
|
| Facebook Inc cl a (META) | 0.2 | $756k | -5% | 1.4k | 558.89 |
|
| Wintrust Financial Corporation (WTFC) | 0.2 | $731k | 4.5k | 160.72 |
|
|
| Vanguard Mega Cap Value Uie (MGV) | 0.2 | $695k | -9% | 4.3k | 163.40 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $690k | -18% | 5.1k | 136.43 |
|
| State Street Spdr Uie (BIL) | 0.2 | $664k | +7% | 7.3k | 91.41 |
|
| Corning Incorporated (GLW) | 0.1 | $646k | -36% | 2.5k | 255.46 |
|
| State Street Spdr S&p Uie (SPY) | 0.1 | $644k | -2% | 862.00 | 746.77 |
|
| General Electric (GE) | 0.1 | $630k | -52% | 1.7k | 373.54 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $599k | -14% | 1.7k | 357.50 |
|
| Zscaler Incorporated (ZS) | 0.1 | $581k | NEW | 4.1k | 141.15 |
|
| Dimensional Emerging Uie (DFAE) | 0.1 | $581k | -16% | 14k | 40.22 |
|
| Palantir Technologies (PLTR) | 0.1 | $577k | -28% | 4.9k | 116.67 |
|
| Vaneck Gold Miners Etf Uie (GDX) | 0.1 | $574k | -10% | 7.6k | 75.45 |
|
| Vanguard Small-cap Uie (VBK) | 0.1 | $564k | 1.5k | 365.27 |
|
|
| Linde Plc F Fgo (LIN) | 0.1 | $549k | -9% | 1.1k | 519.00 |
|
| Dimensional Uie (DFIC) | 0.1 | $515k | -22% | 14k | 37.25 |
|
| Old National Ban (ONB) | 0.1 | $485k | 19k | 25.90 |
|
|
| Arm Hldgs Plc Equity A F Adr (ARM) | 0.1 | $474k | +113% | 1.3k | 354.57 |
|
| Astrazeneca Plc F Fgo (AZN) | 0.1 | $434k | 2.3k | 189.62 |
|
|
| Lam Research (LRCX) | 0.1 | $433k | NEW | 998.00 | 433.33 |
|
| Invesco Qqq Tr Uie (QQQ) | 0.1 | $426k | -8% | 580.00 | 734.39 |
|
| Chevron Corporation (CVX) | 0.1 | $418k | -8% | 2.5k | 165.75 |
|
| Capital Group U.s. Uie (CGMS) | 0.1 | $412k | 15k | 27.33 |
|
|
| Vanguard Ftse All-world Uie (VSS) | 0.1 | $403k | 2.6k | 154.37 |
|
|
| Dimensional Global Uie (DGCB) | 0.1 | $389k | -3% | 7.1k | 54.61 |
|
| Merck & Co (MRK) | 0.1 | $373k | 2.9k | 128.61 |
|
|
| Dimensional Uie (DFIP) | 0.1 | $373k | -9% | 9.0k | 41.24 |
|
| Oracle Corporation (ORCL) | 0.1 | $371k | +6936% | 2.5k | 146.54 |
|
| Applied Materials (AMAT) | 0.1 | $370k | NEW | 511.00 | 723.00 |
|
| Cisco Systems (CSCO) | 0.1 | $369k | +293% | 3.1k | 117.46 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $368k | -22% | 1.2k | 298.00 |
|
| Taiwan Semiconductor M F Adr (TSM) | 0.1 | $366k | +205% | 766.00 | 477.56 |
|
| United Parcel Service (UPS) | 0.1 | $363k | -2% | 3.4k | 107.51 |
|
| Ishares Core U.s. Uie (AGG) | 0.1 | $357k | 3.7k | 97.25 |
|
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| Ishares Core Msci Total Uie (IXUS) | 0.1 | $349k | 3.7k | 95.46 |
|
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| Palo Alto Networks (PANW) | 0.1 | $346k | +97% | 1.0k | 341.02 |
|
| Schwab U.s. Mid-cap Etf Uie (SCHM) | 0.1 | $345k | 9.3k | 36.87 |
|
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| Constellation Energy (CEG) | 0.1 | $345k | +3% | 1.4k | 249.51 |
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| Goldman Sachs (GS) | 0.1 | $342k | 338.00 | 1011.37 |
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| Vanguard Health Care Uie (VHT) | 0.1 | $341k | -17% | 1.1k | 298.79 |
|
| Ishares U.s. Oil Uie (IEZ) | 0.1 | $335k | -16% | 12k | 26.90 |
|
| Ishares U.s. Medical Uie (IHI) | 0.1 | $327k | -2% | 6.6k | 49.41 |
|
| Dimensional National Uie (DFNM) | 0.1 | $320k | -4% | 6.6k | 48.33 |
|
| Dell Technologies (DELL) | 0.1 | $302k | +250% | 700.00 | 431.46 |
|
| Marvell Technology (MRVL) | 0.1 | $301k | +574% | 1.0k | 297.89 |
|
| Vanguard Communication Uie (VOX) | 0.1 | $297k | -13% | 1.6k | 183.81 |
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| Mondelez Int (MDLZ) | 0.1 | $279k | 4.8k | 57.87 |
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| ON Semiconductor (ON) | 0.1 | $278k | +12% | 2.9k | 94.54 |
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| Southwest Airlines (LUV) | 0.1 | $277k | 5.4k | 51.42 |
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| Credo Technology Group F Fgo (CRDO) | 0.1 | $264k | NEW | 969.00 | 271.95 |
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| Philip Morris International (PM) | 0.1 | $262k | 1.5k | 180.91 |
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|
| Flex Ltd F Fgo (FLEX) | 0.1 | $259k | NEW | 1.6k | 162.07 |
|
| Ishares S&p 100 Etf Uie (OEF) | 0.1 | $256k | 694.00 | 369.36 |
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|
| Comfort Systems USA (FIX) | 0.1 | $252k | +12600% | 127.00 | 1981.95 |
|
| Invesco Aerospace & Uie (PPA) | 0.1 | $247k | +16% | 1.4k | 176.64 |
|
| Altria (MO) | 0.1 | $245k | -6% | 3.4k | 71.94 |
|
| Dimensional Us Large Cap Uie (DFVX) | 0.1 | $244k | 3.0k | 82.16 |
|
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| Duke Energy (DUK) | 0.1 | $243k | 1.9k | 126.63 |
|
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| Iron Mtn Ret (IRM) | 0.1 | $243k | 1.9k | 126.31 |
|
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| Seagate Technology H F Fgo (STX) | 0.1 | $236k | NEW | 245.00 | 965.00 |
|
| Lowe's Companies (LOW) | 0.1 | $233k | +218% | 1.1k | 220.49 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $229k | NEW | 5.1k | 45.11 |
|
| Constellation Brands (STZ) | 0.1 | $225k | -2% | 1.6k | 139.24 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $221k | -63% | 289.00 | 763.13 |
|
| Johnson & Johnson (JNJ) | 0.0 | $217k | +3% | 854.00 | 253.97 |
|
| Exelon Corporation (EXC) | 0.0 | $215k | 4.6k | 46.72 |
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| Home Depot (HD) | 0.0 | $211k | +342% | 598.00 | 352.64 |
|
| Ishares Short-term Uie (SUB) | 0.0 | $211k | +16% | 2.0k | 106.52 |
|
| Ishares Global Utilities Uie (JXI) | 0.0 | $201k | 2.4k | 84.97 |
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| Marriott International (MAR) | 0.0 | $198k | 534.00 | 370.73 |
|
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| Vanguard Large-cap Index Uie (VV) | 0.0 | $196k | 570.00 | 344.00 |
|
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| American Express Company (AXP) | 0.0 | $196k | 579.00 | 337.89 |
|
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| Northrop Grumman Corporation (NOC) | 0.0 | $191k | -58% | 375.00 | 509.31 |
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| At&t (T) | 0.0 | $188k | -11% | 9.1k | 20.70 |
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| Schwab U.s. Large-cap Uie (SCHV) | 0.0 | $185k | -3% | 5.3k | 34.79 |
|
| Space X (SPCX) | 0.0 | $181k | NEW | 1.1k | 170.86 |
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| Vanguard Global Ex-u.s. Uie (VNQI) | 0.0 | $179k | 4.0k | 44.84 |
|
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| Wec Energy Group (WEC) | 0.0 | $177k | 1.5k | 116.77 |
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| CSX Corporation (CSX) | 0.0 | $173k | -21% | 3.6k | 47.53 |
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| Vanguard Uie (BIV) | 0.0 | $169k | 2.2k | 76.67 |
|
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| Sterling Construction Company (STRL) | 0.0 | $168k | 200.00 | 839.36 |
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| ISHARES 20plus YEAR Uie (TLT) | 0.0 | $164k | -22% | 1.9k | 86.42 |
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| Walt Disney Company (DIS) | 0.0 | $163k | -54% | 1.7k | 96.03 |
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| Ishares Msci Usa Uie (MTUM) | 0.0 | $163k | 466.00 | 349.35 |
|
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| Ishares Msci Eafe Growth Uie (EFG) | 0.0 | $162k | +3315% | 1.3k | 124.42 |
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| Leverage Shares 2x Long Uie (NBIG) | 0.0 | $159k | 4.0k | 39.74 |
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|
| Dfa Us Micro Cap Uie (DFMC) | 0.0 | $157k | NEW | 2.6k | 61.00 |
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| Wisdomtree Emerging Uie (DEM) | 0.0 | $156k | 2.9k | 53.79 |
|
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| Vanguard Ftse Emerging Uie (VWO) | 0.0 | $156k | +184% | 2.6k | 59.65 |
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| Vanguard Short-term Uie (VTES) | 0.0 | $149k | -24% | 1.5k | 101.27 |
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| Waste Management (WM) | 0.0 | $147k | 658.00 | 222.88 |
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| Vanguard Total Uie (VTI) | 0.0 | $143k | +7% | 384.00 | 373.27 |
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| Vanguard Total Uie (BNDX) | 0.0 | $141k | 2.9k | 48.40 |
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| Agnico Eagle Mines Ltd F FGC (AEM) | 0.0 | $140k | 900.00 | 155.13 |
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| Consolidated Edison (ED) | 0.0 | $137k | 1.2k | 110.63 |
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| Chubb Ltd F Fgo (CB) | 0.0 | $136k | 400.00 | 340.74 |
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| Nebius Group N V A F Fgo (NBIS) | 0.0 | $134k | 486.00 | 276.17 |
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| Vanguard Tax-exempt Bond Uie (VTEB) | 0.0 | $134k | -27% | 2.6k | 50.58 |
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| Coherent Corp (COHR) | 0.0 | $133k | -14% | 337.00 | 394.47 |
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| Capital Group Core Uie (CGBL) | 0.0 | $131k | 3.4k | 37.96 |
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| State Street Spdr S&p Uie (XME) | 0.0 | $128k | 1.2k | 106.67 |
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| Fifth Third Ban (FITB) | 0.0 | $126k | 2.2k | 56.13 |
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| Proshares Ultra S&p500 Uie (SSO) | 0.0 | $126k | NEW | 1.9k | 67.38 |
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| Apollo Global Mgmt (APO) | 0.0 | $123k | +3% | 1.0k | 118.31 |
|
| Baker Hughes A Ge Company (BKR) | 0.0 | $121k | -44% | 2.2k | 55.50 |
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| Nextera Energy (NEE) | 0.0 | $120k | -39% | 1.4k | 87.77 |
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| Coreweave Inc Com Cl A (CRWV) | 0.0 | $120k | +22% | 1.2k | 99.54 |
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| Schwab International Uie (SCHY) | 0.0 | $120k | +57% | 3.8k | 31.73 |
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| Fastly Inc cl a (FSLY) | 0.0 | $119k | -38% | 6.5k | 18.36 |
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| Verizon Communications (VZ) | 0.0 | $118k | -7% | 2.8k | 42.34 |
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| Bristol Myers Squibb (BMY) | 0.0 | $117k | 2.0k | 57.63 |
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| Wisdomtree U.s. Quality Uie (DGRW) | 0.0 | $117k | 1.2k | 95.62 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $117k | -67% | 614.00 | 189.71 |
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| Slb Limited F Fgo (SLB) | 0.0 | $116k | -50% | 2.5k | 46.49 |
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| Cipher Mining (CIFR) | 0.0 | $112k | +726% | 4.6k | 24.50 |
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| Nucor Corporation (NUE) | 0.0 | $111k | 500.00 | 222.75 |
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| Pfizer (PFE) | 0.0 | $110k | 4.6k | 24.08 |
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| Public Service Enterprise (PEG) | 0.0 | $107k | 1.3k | 81.00 |
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| Hldgs (UAL) | 0.0 | $105k | +33% | 772.00 | 135.99 |
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| Sprott Physical Platinum Uie (SPPP) | 0.0 | $104k | -39% | 8.3k | 12.45 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $103k | 540.00 | 190.92 |
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| Ishares U.s. Aerospace & Uie (ITA) | 0.0 | $103k | -93% | 424.00 | 242.75 |
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| Medtronic Plc F Fgo (MDT) | 0.0 | $103k | 1.3k | 78.25 |
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| Proshares Ultra Uie (UYG) | 0.0 | $103k | 1.2k | 85.57 |
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| Dimensional Us Core Uie (DCOR) | 0.0 | $100k | -44% | 1.2k | 81.98 |
|
| Pepsi (PEP) | 0.0 | $100k | +2% | 737.00 | 135.41 |
|
| Capital Group Dividend Uie (CGDG) | 0.0 | $99k | 2.6k | 37.51 |
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| Newhold Invt Corp Iii F Fgo (NHIC) | 0.0 | $98k | NEW | 9.0k | 10.89 |
|
| Shopify Inc F FGC (SHOP) | 0.0 | $98k | 854.00 | 114.25 |
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| Immunitybio (IBRX) | 0.0 | $97k | +2374% | 11k | 8.76 |
|
| Fidelity Wise Origin Uie (FBTC) | 0.0 | $94k | 1.8k | 51.05 |
|
|
| Schwab U.s. Broad Market Uie (SCHB) | 0.0 | $89k | 3.1k | 28.96 |
|
|
| Vanguard Mid-cap Index Uie (VO) | 0.0 | $88k | +300% | 1.1k | 80.57 |
|
| Silicon Motion Technol F Adr (SIMO) | 0.0 | $88k | NEW | 263.00 | 333.33 |
|
| ConocoPhillips (COP) | 0.0 | $88k | 843.00 | 103.96 |
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|
| Ameren Corporation (AEE) | 0.0 | $87k | 772.00 | 113.02 |
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|
| Vanguard Russell 1000 Uie (VONG) | 0.0 | $87k | 679.00 | 127.73 |
|
|
| Ishares U.s. Utilities Uie (IDU) | 0.0 | $86k | 752.00 | 114.62 |
|
|
| Vanguard Mid-cap Growth Uie (VOT) | 0.0 | $86k | 283.00 | 304.06 |
|
|
| Southern Company (SO) | 0.0 | $85k | -28% | 888.00 | 95.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $84k | -59% | 688.00 | 122.27 |
|
| Ishares Core 60/40 Uie (AOR) | 0.0 | $82k | 1.2k | 69.48 |
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|
| Norfolk Southern (NSC) | 0.0 | $82k | 260.00 | 314.59 |
|
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| T. Rowe Price Dividend Uie (TDVG) | 0.0 | $81k | 1.7k | 49.03 |
|
|
| Baron Smid Cap Etf Uie (BCSM) | 0.0 | $81k | NEW | 3.2k | 24.92 |
|
| United Microelectronic F Adr (UMC) | 0.0 | $76k | NEW | 2.8k | 27.21 |
|
| NiSource (NI) | 0.0 | $71k | 1.5k | 47.55 |
|
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| Ishares Russell 1000 Uie (IWF) | 0.0 | $71k | +300% | 568.00 | 124.17 |
|
| Interactive Brokers (IBKR) | 0.0 | $70k | 800.00 | 87.04 |
|
|
| Travelers Companies (TRV) | 0.0 | $69k | +6% | 208.00 | 330.13 |
|
| Energy Transfer MLP (ET) | 0.0 | $69k | +8% | 3.6k | 19.12 |
|
| Rackspace Technology (RXT) | 0.0 | $67k | NEW | 10k | 6.53 |
|
| Pan Amern Silver Corp F FGC (PAAS) | 0.0 | $67k | NEW | 500.00 | 134.37 |
|
| Schwab Crypto Thematic Uie (STCE) | 0.0 | $66k | -73% | 950.00 | 69.95 |
|
| Netflix (NFLX) | 0.0 | $66k | -41% | 920.00 | 71.40 |
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| Astera Labs (ALAB) | 0.0 | $65k | -73% | 134.00 | 483.02 |
|
| Abrdn Bloomberg All Uie (BCD) | 0.0 | $64k | +11% | 1.9k | 34.15 |
|
| Rockwell Automation (ROK) | 0.0 | $64k | 129.00 | 495.08 |
|
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| Deere & Company (DE) | 0.0 | $64k | 101.00 | 631.55 |
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| Targa Res Corp (TRGP) | 0.0 | $64k | +5% | 237.00 | 268.17 |
|
| Invesco S&p 500 Equal Uie (RSP) | 0.0 | $63k | 298.00 | 212.75 |
|
|
| Vanguard 0-3 Month Uie (VBIL) | 0.0 | $62k | -33% | 821.00 | 75.71 |
|
| Global X Uranium Etf Uie (URA) | 0.0 | $62k | 1.4k | 43.70 |
|
|
| Dow (DOW) | 0.0 | $61k | 2.2k | 27.36 |
|
|
| Moderna (MRNA) | 0.0 | $61k | NEW | 874.00 | 70.03 |
|
| Franklin Municipal High Uie (FTMH) | 0.0 | $61k | 5.1k | 11.88 |
|
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| Schwab U.s. Large-cap Uie (SCHX) | 0.0 | $58k | -16% | 2.0k | 29.58 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $57k | -81% | 1.2k | 48.54 |
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Past Filings by Strategic Investment Solutions
SEC 13F filings are viewable for Strategic Investment Solutions going back to 2022
- Strategic Investment Solutions 2026 Q2 filed July 8, 2026
- Strategic Investment Solutions 2026 Q1 filed May 1, 2026
- 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