Global Strategic Investment Solutions, LLC

CIK 0001760076 • 7 13F filings • Apr 28, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $935.9M144 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$318K	0.0%	2,336 SH	New
ADOBE INC	COM	$243K	0.0%	627 SH	New
ADVANCED MICRO DEVICES INC	COM	$466K	0.0%Prev: 0.0%	3,281 SH	Increased+1,034 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.2%Prev: 0.2%	8,078 SH	Decreased+631 SH
ALPHABET INC	CAP STK CL C	$873K	0.1%Prev: 0.1%	4,923 SH	Decreased+781 SH
AMAZON COM INC	COM	$1.3M	0.1%Prev: 0.1%	5,749 SH	Increased+259 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$301K	0.0%Prev: 0.0%	5,310 SH	Decreased-458 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.7M	0.5%Prev: 0.5%	68,066 SH	Decreased-1,452 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$13.3M	1.4%Prev: 1.7%	187,766 SH	Decreased-31,021 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$2.5M	0.3%Prev: 0.3%	47,601 SH	Decreased-6,056 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$7.6M	0.8%Prev: 0.8%	141,044 SH	Decreased-2,572 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$14.3M	1.5%Prev: 1.7%	229,102 SH	Decreased-2,322 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$4.2M	0.5%Prev: 0.5%	57,131 SH	Decreased-1,580 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$46.2M	4.9%Prev: 5.3%	676,904 SH	Decreased+7,614 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.5M	0.8%Prev: 0.8%	82,082 SH	Decreased+6,838 SH
APPLE INC	COM	$3.2M	0.3%Prev: 0.3%	15,752 SH	Decreased+2,354 SH
APPLIED MATLS INC	COM	$519K	0.1%Prev: 0.1%	2,837 SH	Decreased+385 SH
APPLOVIN CORP	COM CL A	$647K	0.1%Prev: 0.1%	1,848 SH	Decreased+213 SH
BANK AMERICA CORP	COM	$225K	0.0%Prev: 0.0%	4,753 SH	Increased+355 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	0.0%Prev: 0.0%	674 SH	Increased+20 SH
BLACKROCK INC	COM	$210K	0.0%	200 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$14.3M	1.5%Prev: 0.9%	464,465 SH	Increased+59,728 SH
BROADCOM INC	COM	$936K	0.1%Prev: 0.1%	3,396 SH	Decreased+9 SH
CENCORA INC	COM	$362K	0.0%Prev: 0.0%	1,208 SH	Decreased
CHARLES RIV LABS INTL INC	COM	$409K	0.0%Prev: 0.0%	2,698 SH	Decreased-40 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$237K	0.0%	3,041 SH	New
COHERENT CORP	COM	$378K	0.0%Prev: 0.1%	4,238 SH	Decreased+1,935 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.2%	1,587 SH	New
DEERE & CO	COM	$504K	0.1%Prev: 0.1%	992 SH	Decreased-7 SH
DISNEY WALT CO	COM	$692K	0.1%Prev: 0.1%	5,581 SH	Increased+12 SH
ECOLAB INC	COM	$591K	0.1%Prev: 0.1%	2,192 SH	Decreased-94 SH
ELI LILLY & CO	COM	$263K	0.0%Prev: 0.0%	337 SH	Decreased+7 SH
EXXON MOBIL CORP	COM	$647K	0.1%Prev: 0.1%	5,998 SH	Increased+2,343 SH
HIREQUEST INC	COM	$184K	0.0%Prev: 0.0%	18,421 SH	Increased+877 SH
HOME DEPOT INC	COM	$904K	0.1%Prev: 0.1%	2,465 SH	Increased+506 SH
HONEYWELL INTL INC	COM	$323K	0.0%Prev: 0.0%	1,389 SH	Increased-7 SH
HUBSPOT INC	COM	$259K	0.0%	465 SH	New
ILLINOIS TOOL WKS INC	COM	$511K	0.1%Prev: 0.1%	2,068 SH	Decreased-42 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$6.8M	0.7%Prev: 0.5%	241,212 SH	Increased+73,158 SH
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$611K	0.1%	21,829 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$688K	0.1%Prev: 0.0%	24,847 SH	Increased+14,770 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$12.7M	1.4%Prev: 0.8%	385,904 SH	Increased+150,658 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.5M	0.2%	49,657 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$3.0M	0.3%Prev: 0.2%	88,384 SH	Increased+29,939 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$4.9M	0.5%Prev: 0.3%	154,240 SH	Increased+64,525 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.9M	0.2%	47,989 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$22.4M	2.4%Prev: 1.3%	543,495 SH	Increased+224,813 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$3.4M	0.4%Prev: 0.2%	111,504 SH	Increased+44,964 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$524K	0.1%Prev: 0.1%	10,056 SH	Decreased-35 SH
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.2%Prev: 0.1%	2,582 SH	Increased+999 SH
ISHARES INC	CORE MSCI EMKT	$29.0M	3.1%Prev: 3.0%	482,900 SH	Decreased+41,337 SH
ISHARES INC	MSCI EMRG CHN	$906K	0.1%Prev: 0.1%	14,351 SH	Decreased-452 SH
ISHARES TR	CORE HIGH DV ETF	$11.0M	1.2%Prev: 1.3%	94,186 SH	Decreased-1,402 SH
ISHARES TR	CORE MSCI EAFE	$95.7M	10.2%Prev: 10.1%	1,146,476 SH	Decreased+7,133 SH
ISHARES TR	CORE MSCI INTL	$17.8M	1.9%Prev: 1.8%	234,146 SH	Decreased+9,501 SH
ISHARES TR	CORE MSCI TOTAL	$1.8M	0.2%Prev: 0.2%	23,815 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$496K	0.1%Prev: 0.0%	7,990 SH	Decreased+542 SH
ISHARES TR	CORE S&P SCP ETF	$10.1M	1.1%Prev: 0.9%	92,754 SH	Increased+17,061 SH
ISHARES TR	CORE S&P US GWT	$10.2M	1.1%Prev: 1.0%	67,711 SH	Increased+3,958 SH
ISHARES TR	CORE S&P US VLU	$13.7M	1.5%Prev: 1.5%	144,275 SH	Decreased-1,419 SH
ISHARES TR	CORE S&P500 ETF	$3.3M	0.3%Prev: 0.3%	5,246 SH	Decreased-5 SH
ISHARES TR	CORE TOTAL USD	$39.9M	4.3%	863,967 SH	New
ISHARES TR	CRE U S REIT ETF	$774K	0.1%Prev: 0.1%	13,692 SH	Decreased-52 SH
ISHARES TR	MSCI ACWI ETF	$349K	0.0%	2,717 SH	New
ISHARES TR	MSCI EAFE ETF	$1.9M	0.2%Prev: 0.2%	20,797 SH	Decreased+311 SH
ISHARES TR	MSCI EMG MKT ETF	$242K	0.0%Prev: 0.0%	5,020 SH	Decreased-72 SH
ISHARES TR	MSCI USA MIN VOL	$230K	0.0%Prev: 0.0%	2,447 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$26.5M	2.8%Prev: 3.1%	253,598 SH	Decreased-42,580 SH
ISHARES TR	RUS 1000 GRW ETF	$10.2M	1.1%Prev: 1.0%	24,007 SH	Decreased-16 SH
ISHARES TR	RUS 1000 VAL ETF	$1.3M	0.1%Prev: 0.1%	6,783 SH	Decreased-36 SH
ISHARES TR	RUS MD CP GR ETF	$2.2M	0.2%Prev: 0.2%	15,646 SH	Increased+703 SH
ISHARES TR	ULTRA SHORT DUR	$17.8M	1.9%Prev: 1.2%	350,836 SH	Increased+107,453 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$827K	0.1%Prev: 0.0%	16,321 SH	Increased+10,328 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$20.2M	2.2%Prev: 2.1%	397,358 SH	Decreased-23,582 SH
JOHNSON & JOHNSON	COM	$294K	0.0%	1,925 SH	New
JPMORGAN CHASE & CO.	COM	$784K	0.1%	2,703 SH	New
KLA CORP	COM NEW	$475K	0.1%Prev: 0.0%	530 SH	Increased+229 SH
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$229K	0.0%Prev: 0.0%	5,168 SH	Decreased+551 SH
LOCKHEED MARTIN CORP	COM	$212K	0.0%Prev: 0.0%	458 SH	Decreased+19 SH
MARATHON PETE CORP	COM	$368K	0.0%Prev: 0.1%	2,218 SH	Decreased+27 SH
MASTERCARD INCORPORATED	CL A	$273K	0.0%Prev: 0.0%	485 SH	Increased+15 SH
MCDONALDS CORP	COM	$273K	0.0%Prev: 0.0%	935 SH	Decreased-572 SH
META PLATFORMS INC	CL A	$830K	0.1%Prev: 0.1%	1,125 SH	Increased+86 SH
MICROSOFT CORP	COM	$4.2M	0.4%Prev: 0.2%	8,454 SH	Increased+2,276 SH
MORGAN STANLEY	COM NEW	$332K	0.0%Prev: 0.0%	2,359 SH	Decreased+64 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$323K	0.0%Prev: 0.0%	17,234 SH	Increased-4,226 SH
MOTOROLA SOLUTIONS INC	COM NEW	$470K	0.1%Prev: 0.0%	1,118 SH	Increased+398 SH
NETFLIX INC	COM	$587K	0.1%	438 SH	New
NEXTERA ENERGY INC	COM	$279K	0.0%Prev: 0.0%	4,018 SH	Decreased+138 SH
NOVO-NORDISK A S	ADR	$923K	0.1%Prev: 0.0%	13,380 SH	Increased+3,844 SH
NVIDIA CORPORATION	COM	$2.6M	0.3%Prev: 0.3%	16,728 SH	Decreased-1,264 SH
ORACLE CORP	COM	$624K	0.1%Prev: 0.1%	2,854 SH	Decreased-3,871 SH
ORTHOFIX MED INC	COM	$558K	0.1%Prev: 0.1%	50,000 SH	Decreased-7,875 SH
PEPSICO INC	COM	$254K	0.0%	1,921 SH	New
PROCTER AND GAMBLE CO	COM	$387K	0.0%	2,431 SH	New
PROSHARES TR	S&P 500 DV ARIST	$305K	0.0%Prev: 0.0%	3,033 SH	Increased+155 SH
QUALYS INC	COM	$252K	0.0%	1,765 SH	New
RTX CORPORATION	COM	$222K	0.0%Prev: 0.0%	1,518 SH	Decreased-31 SH
SALESFORCE INC	COM	$203K	0.0%	744 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$291K	0.0%Prev: 0.0%	9,644 SH	Decreased+444 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.8M	0.4%Prev: 0.4%	171,260 SH	Decreased+13,621 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.8M	0.6%Prev: 0.7%	218,814 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.5M	2.0%Prev: 1.7%	634,555 SH	Increased+25,899 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$14.8M	1.6%Prev: 1.3%	533,804 SH	Increased+113,023 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.6M	0.4%Prev: 0.4%	141,621 SH	Decreased+3,804 SH
SELECT SECTOR SPDR TR	ENERGY	$2.0M	0.2%	23,009 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$883K	0.1%	3,485 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$1.5M	0.2%	27,389 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$40.5M	4.3%	1,000,430 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$29.4M	3.1%	688,119 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$366K	0.0%	9,602 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$9.4M	1.0%	15,169 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$1.1M	0.1%	42,162 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$582K	0.1%	8,000 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.6M	0.2%	36,474 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$2.7M	0.3%	28,460 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$3.2M	0.3%	75,330 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$219K	0.0%	2,643 SH	New
STRYKER CORPORATION	COM	$776K	0.1%Prev: 0.1%	1,962 SH	Increased-84 SH
TESLA INC	COM	$687K	0.1%Prev: 0.1%	2,162 SH	Decreased-75 SH
THERMO FISHER SCIENTIFIC INC	COM	$688K	0.1%Prev: 0.1%	1,697 SH	Increased+481 SH
TRAVELERS COMPANIES INC	COM	$264K	0.0%Prev: 0.0%	985 SH	Decreased-8 SH
UNION PAC CORP	COM	$408K	0.0%	1,773 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.5M	0.2%Prev: 0.1%	7,589 SH	Increased+948 SH
VANGUARD INDEX FDS	GROWTH ETF	$42.7M	4.6%Prev: 4.1%	97,426 SH	Increased+644 SH
VANGUARD INDEX FDS	MID CAP ETF	$594K	0.1%Prev: 0.0%	2,124 SH	Increased+794 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	0.3%Prev: 0.3%	5,556 SH	Decreased+265 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.1%Prev: 0.1%	5,368 SH	Decreased+127 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$488K	0.1%Prev: 0.1%	1,606 SH	Decreased-7 SH
VANGUARD INDEX FDS	VALUE ETF	$16.0M	1.7%Prev: 1.7%	90,507 SH	Decreased-266 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	0.2%Prev: 0.2%	41,068 SH	Decreased+520 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$28.0M	3.0%Prev: 3.7%	571,274 SH	Decreased-199,643 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$72.0M	7.7%Prev: 7.4%	658,894 SH	Decreased-36,421 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$286K	0.0%Prev: 0.0%	1,020 SH	Decreased-5 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$74.5M	8.0%Prev: 8.4%	874,759 SH	Decreased-41,204 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.7M	0.2%Prev: 0.1%	19,340 SH	Increased+4,844 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$9.5M	1.0%Prev: 1.0%	167,353 SH	Decreased+7,032 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.9M	0.7%Prev: 0.7%	51,452 SH	Decreased+4,252 SH
VANGUARD WORLD FD	ENERGY ETF	$1.5M	0.2%Prev: 0.1%	12,746 SH	Increased+6,653 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.5M	0.2%Prev: 0.2%	22,824 SH	Decreased-483 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.3M	0.2%Prev: 0.2%	11,580 SH	Increased+2,917 SH
VISA INC	COM CL A	$718K	0.1%Prev: 0.1%	2,022 SH	Increased+99 SH
WALMART INC	COM	$247K	0.0%Prev: 0.0%	2,525 SH	Decreased+237 SH
WISDOMTREE TR	US QTLY DIV GRT	$424K	0.0%Prev: 0.0%	5,059 SH	Decreased+221 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $255K
ABBVIE INC — $212K
ALTRIA GROUP INC — $209K
AMERICAN CENTY ETF TR — $23.5M
CATERPILLAR INC — $220K
COSTCO WHOLESALE CORPORATION — $1.4M
ISHARES TR — $58.5M
ISHARES TR — $200K
JPMORGAN CHASE & CO — $789K
NETFLIX INC. — $307K
SELECT SECTOR SPDR TR — $2.8M
SELECT SECTOR SPDR TR — $929K
SPDR INDEX SHS FDS — $79.9M
SPDR SERIES TRUST — $9.3M
STATE STR SPDR S&P 500 ETF T — $18.8M
TERADYNE INC — $439K
TJX COS INC NEW — $206K
UNIFIED SER TR — $298K
UNIFIED SER TR — $611K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0002085853-26-001206	—	View
Jan 29, 2026	Q4 2025	13F-HR	0002085853-26-000138	$1.02B	View
Nov 10, 2025	Q3 2025