Global Strategic Investment Solutions, LLC

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

Import this data to Google Sheets with:

=jivedata("global-strategic-investment-solutions-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $1.00B145 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$313K	0.0%	2,336 SH	New
ABBVIE INC	COM	$554K	0.1%Prev: 0.0%	2,393 SH	Increased+1,422 SH
ADVANCED MICRO DEVICES INC	COM	$524K	0.1%Prev: 0.1%	3,239 SH	Decreased+991 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.2%Prev: 0.3%	7,857 SH	Decreased-104 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.1%Prev: 0.1%	4,821 SH	Decreased+171 SH
ALTRIA GROUP INC	COM	$206K	0.0%Prev: 0.0%	3,125 SH	Decreased-37 SH
AMAZON COM INC	COM	$1.2M	0.1%Prev: 0.1%	5,590 SH	Decreased-128 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$312K	0.0%	5,214 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.1M	0.5%Prev: 0.6%	67,881 SH	Decreased+308 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$17.1M	1.7%Prev: 3.3%	223,410 SH	Decreased-191,100 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.5M	0.4%	61,406 SH	New
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.4M	0.8%Prev: 0.8%	146,628 SH	Decreased+4,808 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$16.1M	1.6%Prev: 1.6%	238,222 SH	Decreased-782 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.2M	0.5%Prev: 0.4%	65,302 SH	Increased+8,487 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$50.0M	5.0%Prev: 3.6%	692,318 SH	Increased+247,803 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.9M	0.8%Prev: 0.8%	78,899 SH	Decreased+2,200 SH
APPLE INC	COM	$3.9M	0.4%Prev: 0.4%	15,433 SH	Decreased-96 SH
APPLIED MATLS INC	COM	$578K	0.1%Prev: 0.2%	2,821 SH	Decreased+288 SH
APPLOVIN CORP	COM CL A	$1.3M	0.1%Prev: 0.1%	1,853 SH	Increased+139 SH
BANK AMERICA CORP	COM	$246K	0.0%	4,760 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$333K	0.0%Prev: 0.0%	662 SH	Increased+8 SH
BLACKROCK INC	COM	$244K	0.0%	209 SH	New
BLACKSTONE SECD LENDING FD	COMMON STOCK	$10.9M	1.1%Prev: 0.9%	418,837 SH	Increased+7,956 SH
BROADCOM INC	COM	$1.1M	0.1%Prev: 0.1%	3,282 SH	Decreased-188 SH
CENCORA INC	COM	$378K	0.0%Prev: 0.0%	1,208 SH	Increased
CHARLES RIV LABS INTL INC	COM	$422K	0.0%Prev: 0.1%	2,698 SH	Decreased
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$204K	0.0%	3,041 SH	New
COHERENT CORP	COM	$457K	0.0%Prev: 0.1%	4,238 SH	Decreased+1,984 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.1%	1,572 SH	New
DEERE & CO	COM	$454K	0.0%Prev: 0.1%	992 SH	Decreased-15 SH
DISNEY WALT CO	COM	$634K	0.1%Prev: 0.0%	5,536 SH	Increased-24 SH
ECOLAB INC	COM	$600K	0.1%Prev: 0.1%	2,192 SH	Decreased-21 SH
ELI LILLY & CO	COM	$250K	0.0%Prev: 0.0%	328 SH	Decreased+1 SH
EXXON MOBIL CORP	COM	$657K	0.1%Prev: 0.0%	5,824 SH	Increased+2,185 SH
HIREQUEST INC	COM	$178K	0.0%Prev: 0.0%	18,460 SH	Decreased+1,888 SH
HOME DEPOT INC	COM	$994K	0.1%Prev: 0.1%	2,452 SH	Increased+518 SH
HONEYWELL INTL INC	COM	$292K	0.0%	1,389 SH	New
HUBSPOT INC	COM	$218K	0.0%	465 SH	New
ILLINOIS TOOL WKS INC	COM	$517K	0.1%Prev: 0.0%	1,983 SH	Decreased-17 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$7.4M	0.7%Prev: 0.5%	238,181 SH	Increased+74,201 SH
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$225K	0.0%Prev: 0.0%	7,724 SH	Increased+1,482 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$300K	0.0%Prev: 0.0%	10,352 SH	Decreased+275 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$11.6M	1.2%Prev: 0.7%	338,184 SH	Increased+111,325 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.6M	0.3%Prev: 0.2%	75,032 SH	Increased+19,298 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$5.2M	0.5%Prev: 0.3%	160,246 SH	Increased+71,230 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$19.7M	2.0%Prev: 1.3%	458,920 SH	Increased+145,218 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$3.1M	0.3%Prev: 0.2%	95,745 SH	Increased+32,527 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$579K	0.1%Prev: 0.1%	10,059 SH	Decreased-51 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.2%Prev: 0.1%	2,582 SH	Increased+999 SH
ISHARES INC	CORE MSCI EMKT	$31.1M	3.1%Prev: 3.0%	471,038 SH	Decreased+65,410 SH
ISHARES INC	MSCI EMRG CHN	$940K	0.1%Prev: 0.1%	13,918 SH	Decreased+1,422 SH
ISHARES TR	CORE HIGH DV ETF	$11.6M	1.2%Prev: 1.2%	94,696 SH	Decreased-385,235 SH
ISHARES TR	CORE MSCI EAFE	$99.7M	9.9%Prev: 9.7%	1,141,502 SH	Decreased+4,860 SH
ISHARES TR	CORE MSCI INTL	$18.8M	1.9%Prev: 1.8%	234,146 SH	Decreased+7,066 SH
ISHARES TR	CORE MSCI TOTAL	$2.0M	0.2%Prev: 0.2%	23,815 SH	Decreased-185 SH
ISHARES TR	CORE S&P MCP ETF	$507K	0.1%Prev: 0.1%	7,765 SH	Decreased+310 SH
ISHARES TR	CORE S&P SCP ETF	$11.0M	1.1%Prev: 1.0%	92,595 SH	Decreased+16,826 SH
ISHARES TR	CORE S&P US GWT	$11.0M	1.1%Prev: 1.1%	66,710 SH	Decreased+2,938 SH
ISHARES TR	CORE S&P US VLU	$14.5M	1.4%Prev: 1.4%	144,760 SH	Decreased-1,341 SH
ISHARES TR	CORE S&P500 ETF	$3.5M	0.4%Prev: 0.4%	5,247 SH	Decreased-261 SH
ISHARES TR	CORE TOTAL USD	$46.3M	4.6%	991,190 SH	New
ISHARES TR	CRE U S REIT ETF	$805K	0.1%Prev: 0.1%	13,708 SH	Decreased-49 SH
ISHARES TR	MSCI ACWI ETF	$376K	0.0%	2,717 SH	New
ISHARES TR	MSCI EAFE ETF	$1.9M	0.2%Prev: 0.2%	20,797 SH	Decreased
ISHARES TR	MSCI EMG MKT ETF	$268K	0.0%Prev: 0.0%	5,020 SH	Decreased-97 SH
ISHARES TR	MSCI USA MIN VOL	$233K	0.0%	2,447 SH	New
ISHARES TR	NATIONAL MUN ETF	$30.6M	3.1%Prev: 2.6%	287,730 SH	Increased+14,249 SH
ISHARES TR	RUS 1000 GRW ETF	$11.2M	1.1%Prev: 1.1%	24,008 SH	Decreased-72,132 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.1%Prev: 0.1%	6,789 SH	Decreased-51 SH
ISHARES TR	RUS MD CP GR ETF	$2.1M	0.2%Prev: 0.2%	14,941 SH	Decreased-12 SH
ISHARES TR	S&P 500 GRWT ETF	$213K	0.0%Prev: 0.0%	1,768 SH	Decreased-5 SH
ISHARES TR	ULTRA SHORT DUR	$20.2M	2.0%Prev: 1.5%	397,644 SH	Increased+72,099 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$582K	0.1%Prev: 0.0%	11,464 SH	Increased+5,423 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$20.9M	2.1%Prev: 1.9%	410,095 SH	Increased+681 SH
JOHNSON & JOHNSON	COM	$347K	0.0%	1,869 SH	New
JPMORGAN CHASE & CO.	COM	$828K	0.1%	2,626 SH	New
KLA CORP	COM NEW	$572K	0.1%Prev: 0.1%	530 SH	Decreased-2,391 SH
LOCKHEED MARTIN CORP	COM	$216K	0.0%Prev: 0.0%	433 SH	Decreased-11 SH
MARATHON PETE CORP	COM	$425K	0.0%Prev: 0.0%	2,203 SH	Decreased+19 SH
MASTERCARD INCORPORATED	CL A	$258K	0.0%Prev: 0.0%	454 SH	Increased-35 SH
MCDONALDS CORP	COM	$452K	0.0%Prev: 0.0%	1,487 SH	Increased-20 SH
META PLATFORMS INC	CL A	$782K	0.1%Prev: 0.1%	1,065 SH	Increased-24 SH
MICROSOFT CORP	COM	$4.5M	0.4%Prev: 0.2%	8,689 SH	Increased+2,358 SH
MORGAN STANLEY	COM NEW	$362K	0.0%Prev: 0.0%	2,280 SH	Decreased-42 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$295K	0.0%Prev: 0.0%	18,360 SH	Decreased-3,567 SH
MOTOROLA SOLUTIONS INC	COM NEW	$511K	0.1%Prev: 0.0%	1,118 SH	Increased+449 SH
NETFLIX INC	COM	$524K	0.1%	437 SH	New
NEXTERA ENERGY INC	COM	$293K	0.0%Prev: 0.0%	3,883 SH	Decreased+3 SH
NOVO-NORDISK A S	ADR	$742K	0.1%Prev: 0.0%	13,380 SH	Increased+4,811 SH
NVIDIA CORPORATION	COM	$3.1M	0.3%Prev: 0.3%	16,582 SH	Decreased-1,831 SH
ORACLE CORP	COM	$1.9M	0.2%Prev: 0.1%	6,805 SH	Increased+27 SH
ORTHOFIX MED INC	COM	$732K	0.1%Prev: 0.0%	50,000 SH	Increased-7,875 SH
PALANTIR TECHNOLOGIES INC	CL A	$217K	0.0%	1,192 SH	New
PEPSICO INC	COM	$260K	0.0%	1,848 SH	New
PROCTER AND GAMBLE CO	COM	$383K	0.0%	2,496 SH	New
PROSHARES TR	S&P 500 DV ARIST	$313K	0.0%Prev: 0.0%	3,033 SH	Decreased-2,726 SH
QUALYS INC	COM	$234K	0.0%Prev: 0.0%	1,765 SH	Decreased
RTX CORPORATION	COM	$254K	0.0%Prev: 0.0%	1,518 SH	Decreased-66 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$321K	0.0%Prev: 0.0%	9,628 SH	Decreased-167 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.0M	0.4%Prev: 0.4%	171,251 SH	Decreased+13,377 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	0.6%Prev: 0.6%	218,814 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$20.2M	2.0%Prev: 1.7%	634,496 SH	Increased+60,090 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$15.6M	1.6%Prev: 1.3%	535,150 SH	Increased+112,109 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$204K	0.0%Prev: 0.0%	7,730 SH	Decreased
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.0M	0.4%Prev: 0.4%	141,591 SH	Decreased+3,645 SH
SELECT SECTOR SPDR TR	ENERGY	$2.1M	0.2%	23,062 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$983K	0.1%	3,489 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$1.6M	0.2%	26,719 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$45.0M	4.5%	1,051,234 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$32.5M	3.2%	693,666 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$373K	0.0%	9,602 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$10.1M	1.0%	15,195 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$1.4M	0.1%	53,817 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$627K	0.1%	8,000 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.6M	0.2%	34,195 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$3.0M	0.3%	28,460 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$3.3M	0.3%	75,821 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$235K	0.0%	2,643 SH	New
STRYKER CORPORATION	COM	$720K	0.1%Prev: 0.1%	1,948 SH	Increased-25 SH
TERADYNE INC	COM	$203K	0.0%Prev: 0.1%	1,474 SH	Decreased-12 SH
TESLA INC	COM	$954K	0.1%Prev: 0.1%	2,145 SH	Decreased-206 SH
THERMO FISHER SCIENTIFIC INC	COM	$812K	0.1%Prev: 0.1%	1,674 SH	Increased+453 SH
TRAVELERS COMPANIES INC	COM	$275K	0.0%Prev: 0.0%	985 SH	Decreased-15 SH
UNION PAC CORP	COM	$414K	0.0%	1,753 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	0.1%Prev: 0.1%	6,635 SH	Decreased-15 SH
VANGUARD INDEX FDS	GROWTH ETF	$46.7M	4.7%Prev: 4.4%	97,270 SH	Decreased-483,709 SH
VANGUARD INDEX FDS	MID CAP ETF	$624K	0.1%Prev: 0.0%	2,125 SH	Increased-2,828 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	0.3%Prev: 0.3%	5,557 SH	Decreased+70 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.1%Prev: 0.1%	5,302 SH	Decreased+120 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$528K	0.1%Prev: 0.1%	1,608 SH	Decreased+1 SH
VANGUARD INDEX FDS	VALUE ETF	$16.9M	1.7%Prev: 1.8%	90,510 SH	Decreased-391 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	0.2%Prev: 0.2%	40,750 SH	Decreased+197 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$30.0M	3.0%Prev: 3.8%	598,652 SH	Decreased-255,857 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$76.9M	7.7%Prev: 7.8%	638,424 SH	Decreased-49,319 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$309K	0.0%Prev: 0.0%	1,022 SH	Decreased-4 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$81.3M	8.1%Prev: 8.2%	909,920 SH	Decreased+44,676 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.6M	0.2%Prev: 0.1%	16,761 SH	Increased+3,437 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.0M	1.0%Prev: 1.0%	167,426 SH	Decreased+6,725 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.2M	0.7%Prev: 0.7%	51,271 SH	Decreased+3,950 SH
VANGUARD WORLD FD	ENERGY ETF	$1.6M	0.2%Prev: 0.1%	12,746 SH	Increased+6,653 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.6M	0.2%Prev: 0.2%	22,949 SH	Decreased-528 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.4M	0.2%Prev: 0.2%	11,592 SH	Increased+2,923 SH
VISA INC	COM CL A	$683K	0.1%Prev: 0.1%	2,000 SH	Increased+43 SH
WALMART INC	COM	$243K	0.0%Prev: 0.0%	2,354 SH	Decreased+109 SH
WISDOMTREE TR	US QTLY DIV GRT	$450K	0.0%Prev: 0.0%	5,059 SH	Decreased+206 SH

Sold (vs prior filing)

ABRDN ETFS — $357K
AIR PRODUCTS AND CHEMICALS I — $203K
AMERICAN CENTY ETF TR — $425K
AMERICAN CENTY ETF TR — $27.3M
AMERICAN CENTY ETF TR — $3.9M
BANK OF AMER CORP — $259K
CATERPILLAR INC — $331K
CISCO SYS INC — $242K
COSTCO WHOLESALE CORPORATION — $1.3M
ISHARES TR — $69.2M
ISHARES TR — $236K
JPMORGAN CHASE & CO — $895K
KNIGHT-SWIFT TRANSN HLDGS IN — $360K
LAM RESEARCH CORP — $313K
MICRON TECHNOLOGY INC — $416K
NETFLIX INC. — $233K
SELECT SECTOR SPDR TR — $2.5M
SELECT SECTOR SPDR TR — $1.3M
SPDR INDEX SHS FDS — $35.9M
SPDR INDEX SHS FDS — $1.6M
… and 9 more

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