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: $1.02B138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$293K	0.0%Prev: 0.0%	2,336 SH	Decreased
ABBVIE INC	COM	$547K	0.1%Prev: 0.1%	2,394 SH	Decreased+1 SH
ADVANCED MICRO DEVICES INC	COM	$688K	0.1%Prev: 0.1%	3,213 SH	Increased-26 SH
ALPHABET INC	CAP STK CL A	$2.5M	0.2%Prev: 0.2%	7,862 SH	Increased+5 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.1%Prev: 0.1%	4,821 SH	Increased
AMAZON COM INC	COM	$1.3M	0.1%Prev: 0.1%	5,590 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$351K	0.0%Prev: 0.0%	5,506 SH	Increased+292 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.4M	0.5%Prev: 0.5%	70,603 SH	Increased+2,722 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$18.2M	1.8%Prev: 1.7%	230,892 SH	Increased+7,482 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.6M	0.4%Prev: 0.4%	61,151 SH	Increased-255 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.5M	0.8%Prev: 0.8%	145,435 SH	Increased-1,193 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$16.8M	1.6%Prev: 1.6%	236,526 SH	Increased-1,696 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.4M	0.5%Prev: 0.5%	65,084 SH	Increased-218 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$51.4M	5.0%Prev: 5.0%	679,016 SH	Increased-13,302 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.9M	0.8%Prev: 0.8%	77,230 SH	Increased-1,669 SH
APPLE INC	COM	$4.2M	0.4%Prev: 0.4%	15,469 SH	Increased+36 SH
APPLIED MATLS INC	COM	$716K	0.1%Prev: 0.1%	2,787 SH	Increased-34 SH
APPLOVIN CORP	COM CL A	$1.2M	0.1%Prev: 0.1%	1,846 SH	Decreased-7 SH
BANK AMERICA CORP	COM	$262K	0.0%Prev: 0.0%	4,760 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$333K	0.0%Prev: 0.0%	662 SH	Decreased
BLACKROCK INC	COM	$223K	0.0%Prev: 0.0%	208 SH	Decreased-1 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$11.1M	1.1%Prev: 1.1%	422,584 SH	Increased+3,747 SH
BROADCOM INC	COM	$1.1M	0.1%Prev: 0.1%	3,271 SH	Increased-11 SH
CENCORA INC	COM	$408K	0.0%Prev: 0.0%	1,208 SH	Increased
CHARLES RIV LABS INTL INC	COM	$538K	0.1%Prev: 0.0%	2,698 SH	Increased
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$253K	0.0%Prev: 0.0%	3,046 SH	Increased+5 SH
COHERENT CORP	COM	$774K	0.1%Prev: 0.0%	4,196 SH	Increased-42 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.1%Prev: 0.1%	1,576 SH	Decreased+4 SH
DEERE & CO	COM	$462K	0.0%Prev: 0.0%	992 SH	Increased
DISNEY WALT CO	COM	$630K	0.1%Prev: 0.1%	5,540 SH	Decreased+4 SH
ECOLAB INC	COM	$575K	0.1%Prev: 0.1%	2,192 SH	Decreased
ELI LILLY & CO	COM	$352K	0.0%Prev: 0.0%	327 SH	Increased-1 SH
EXXON MOBIL CORP	COM	$701K	0.1%Prev: 0.1%	5,824 SH	Increased
HIREQUEST INC	COM	$184K	0.0%Prev: 0.0%	17,508 SH	Increased-952 SH
HOME DEPOT INC	COM	$847K	0.1%Prev: 0.1%	2,462 SH	Decreased+10 SH
HONEYWELL INTL INC	COM	$271K	0.0%Prev: 0.0%	1,389 SH	Decreased
ILLINOIS TOOL WKS INC	COM	$488K	0.0%Prev: 0.1%	1,983 SH	Decreased
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$6.8M	0.7%Prev: 0.7%	214,890 SH	Decreased-23,291 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$301K	0.0%Prev: 0.0%	10,149 SH	Increased-203 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$10.2M	1.0%Prev: 1.2%	291,282 SH	Decreased-46,902 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.3M	0.2%Prev: 0.3%	63,863 SH	Decreased-11,169 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$5.0M	0.5%Prev: 0.5%	150,012 SH	Decreased-10,234 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$19.5M	1.9%Prev: 2.0%	442,865 SH	Decreased-16,055 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$2.9M	0.3%Prev: 0.3%	88,537 SH	Decreased-7,208 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$597K	0.1%Prev: 0.1%	10,073 SH	Increased+14 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.2%Prev: 0.2%	2,583 SH	Increased+1 SH
ISHARES INC	CORE MSCI EMKT	$31.3M	3.1%Prev: 3.1%	466,313 SH	Increased-4,725 SH
ISHARES INC	MSCI EMRG CHN	$1.1M	0.1%Prev: 0.1%	14,758 SH	Increased+840 SH
ISHARES TR	CORE HIGH DV ETF	$11.6M	1.1%Prev: 1.2%	95,299 SH	Decreased+603 SH
ISHARES TR	CORE MSCI EAFE	$101.8M	9.9%Prev: 9.9%	1,137,518 SH	Increased-3,984 SH
ISHARES TR	CORE MSCI INTL	$19.6M	1.9%Prev: 1.9%	237,166 SH	Increased+3,020 SH
ISHARES TR	CORE MSCI TOTAL	$2.0M	0.2%Prev: 0.2%	23,815 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$491K	0.0%Prev: 0.1%	7,442 SH	Decreased-323 SH
ISHARES TR	CORE S&P SCP ETF	$11.0M	1.1%Prev: 1.1%	91,877 SH	Increased-718 SH
ISHARES TR	CORE S&P US GWT	$11.2M	1.1%Prev: 1.1%	66,650 SH	Increased-60 SH
ISHARES TR	CORE S&P US VLU	$14.9M	1.5%Prev: 1.4%	145,310 SH	Increased+550 SH
ISHARES TR	CORE S&P500 ETF	$3.6M	0.4%Prev: 0.4%	5,248 SH	Increased+1 SH
ISHARES TR	CORE UNIVRSL USD	$57.1M	5.6%	1,226,424 SH	New
ISHARES TR	CRE U S REIT ETF	$782K	0.1%Prev: 0.1%	13,736 SH	Decreased+28 SH
ISHARES TR	MSCI ACWI ETF	$384K	0.0%Prev: 0.0%	2,717 SH	Increased
ISHARES TR	MSCI EAFE ETF	$2.0M	0.2%Prev: 0.2%	20,486 SH	Increased-311 SH
ISHARES TR	MSCI EMG MKT ETF	$279K	0.0%Prev: 0.0%	5,092 SH	Increased+72 SH
ISHARES TR	MSCI USA MIN VOL	$230K	0.0%Prev: 0.0%	2,447 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$31.6M	3.1%Prev: 3.1%	294,893 SH	Increased+7,163 SH
ISHARES TR	RUS 1000 GRW ETF	$11.4M	1.1%Prev: 1.1%	24,010 SH	Increased+2 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.1%Prev: 0.1%	6,795 SH	Increased+6 SH
ISHARES TR	RUS MD CP GR ETF	$2.0M	0.2%Prev: 0.2%	14,940 SH	Decreased-1 SH
ISHARES TR	S&P 500 GRWT ETF	$218K	0.0%Prev: 0.0%	1,770 SH	Increased+2 SH
ISHARES TR	ULTRA SHORT DUR	$13.0M	1.3%Prev: 2.0%	256,525 SH	Decreased-141,119 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$584K	0.1%Prev: 0.1%	11,540 SH	Increased+76 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$22.0M	2.2%Prev: 2.1%	432,204 SH	Increased+22,109 SH
JOHNSON & JOHNSON	COM	$387K	0.0%Prev: 0.0%	1,872 SH	Increased+3 SH
JPMORGAN CHASE & CO.	COM	$846K	0.1%Prev: 0.1%	2,627 SH	Increased+1 SH
KLA CORP	COM NEW	$644K	0.1%Prev: 0.1%	530 SH	Increased
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$241K	0.0%	4,617 SH	New
LOCKHEED MARTIN CORP	COM	$209K	0.0%Prev: 0.0%	432 SH	Decreased-1 SH
MARATHON PETE CORP	COM	$358K	0.0%Prev: 0.0%	2,203 SH	Decreased
MASTERCARD INCORPORATED	CL A	$259K	0.0%Prev: 0.0%	453 SH	Increased-1 SH
MCDONALDS CORP	COM	$454K	0.0%Prev: 0.0%	1,487 SH	Increased
META PLATFORMS INC	CL A	$702K	0.1%Prev: 0.1%	1,064 SH	Decreased-1 SH
MICROSOFT CORP	COM	$4.2M	0.4%Prev: 0.4%	8,654 SH	Decreased-35 SH
MORGAN STANLEY	COM NEW	$405K	0.0%Prev: 0.0%	2,280 SH	Increased
MORGAN STANLEY DIRECT LENDIN	COM SHS	$351K	0.0%Prev: 0.0%	21,294 SH	Increased+2,934 SH
MOTOROLA SOLUTIONS INC	COM NEW	$429K	0.0%Prev: 0.1%	1,118 SH	Decreased
NETFLIX INC	COM	$351K	0.0%Prev: 0.1%	3,740 SH	Decreased+3,303 SH
NEXTERA ENERGY INC	COM	$312K	0.0%Prev: 0.0%	3,883 SH	Increased
NOVO-NORDISK A S	ADR	$681K	0.1%Prev: 0.1%	13,380 SH	Decreased
NVIDIA CORPORATION	COM	$3.1M	0.3%Prev: 0.3%	16,771 SH	Increased+189 SH
ORACLE CORP	COM	$1.3M	0.1%Prev: 0.2%	6,816 SH	Decreased+11 SH
PALANTIR TECHNOLOGIES INC	CL A	$213K	0.0%Prev: 0.0%	1,199 SH	Decreased+7 SH
PEPSICO INC	COM	$266K	0.0%Prev: 0.0%	1,855 SH	Increased+7 SH
PROCTER AND GAMBLE CO	COM	$339K	0.0%Prev: 0.0%	2,363 SH	Decreased-133 SH
PROSHARES TR	S&P 500 DV ARIST	$306K	0.0%Prev: 0.0%	2,941 SH	Decreased-92 SH
QUALYS INC	COM	$235K	0.0%Prev: 0.0%	1,765 SH	Increased
RTX CORPORATION	COM	$278K	0.0%Prev: 0.0%	1,518 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$316K	0.0%Prev: 0.0%	9,639 SH	Decreased+11 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.1M	0.4%Prev: 0.4%	170,909 SH	Increased-342 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	0.6%Prev: 0.6%	218,814 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$20.3M	2.0%Prev: 2.0%	622,555 SH	Increased-11,941 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$15.6M	1.5%Prev: 1.6%	527,995 SH	Increased-7,155 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$208K	0.0%Prev: 0.0%	7,730 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.9M	0.4%Prev: 0.4%	138,318 SH	Decreased-3,273 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.1M	0.2%	46,233 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.0M	0.1%	6,986 SH	New
SPDR INDEX SHS FDS	GLB NAT RESRCE	$1.5M	0.1%Prev: 0.2%	23,748 SH	Decreased-2,971 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$46.0M	4.5%Prev: 4.5%	1,035,338 SH	Increased-15,896 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$32.6M	3.2%Prev: 3.2%	696,074 SH	Increased+2,408 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$376K	0.0%Prev: 0.0%	9,602 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$10.3M	1.0%Prev: 1.0%	15,067 SH	Increased-128 SH
SPDR SERIES TRUST	STATE STREET SPD	$10.0M	1.0%	201,130 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$231K	0.0%Prev: 0.0%	2,643 SH	Decreased
STRYKER CORPORATION	COM	$685K	0.1%Prev: 0.1%	1,948 SH	Decreased
TERADYNE INC	COM	$285K	0.0%Prev: 0.0%	1,474 SH	Increased
TESLA INC	COM	$970K	0.1%Prev: 0.1%	2,156 SH	Increased+11 SH
THERMO FISHER SCIENTIFIC INC	COM	$970K	0.1%Prev: 0.1%	1,674 SH	Increased
TRAVELERS COMPANIES INC	COM	$286K	0.0%Prev: 0.0%	985 SH	Increased
UNION PAC CORP	COM	$406K	0.0%Prev: 0.0%	1,753 SH	Decreased
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	0.1%Prev: 0.1%	6,647 SH	Increased+12 SH
VANGUARD INDEX FDS	GROWTH ETF	$47.4M	4.6%Prev: 4.7%	97,092 SH	Increased-178 SH
VANGUARD INDEX FDS	MID CAP ETF	$617K	0.1%Prev: 0.1%	2,128 SH	Decreased+3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	0.3%Prev: 0.3%	5,286 SH	Decreased-271 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.1%Prev: 0.1%	5,231 SH	Increased-71 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$541K	0.1%Prev: 0.1%	1,613 SH	Increased+5 SH
VANGUARD INDEX FDS	VALUE ETF	$17.3M	1.7%Prev: 1.7%	90,629 SH	Increased+119 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	0.2%Prev: 0.2%	40,815 SH	Decreased+65 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$34.8M	3.4%Prev: 3.0%	692,090 SH	Increased+93,438 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$77.2M	7.5%Prev: 7.7%	633,842 SH	Increased-4,582 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$316K	0.0%Prev: 0.0%	1,023 SH	Increased+1 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$83.3M	8.1%Prev: 8.1%	902,562 SH	Increased-7,358 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.5M	0.1%Prev: 0.2%	15,249 SH	Decreased-1,512 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.5M	1.0%Prev: 1.0%	167,578 SH	Increased+152 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.3M	0.7%Prev: 0.7%	50,849 SH	Increased-422 SH
VANGUARD WORLD FD	ENERGY ETF	$1.6M	0.2%Prev: 0.2%	12,746 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$1.7M	0.2%Prev: 0.2%	23,187 SH	Increased+238 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.2M	0.2%Prev: 0.2%	10,808 SH	Decreased-784 SH
VISA INC	COM CL A	$702K	0.1%Prev: 0.1%	2,000 SH	Increased
WALMART INC	COM	$262K	0.0%Prev: 0.0%	2,354 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$431K	0.0%Prev: 0.0%	4,825 SH	Decreased-234 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $206K
HUBSPOT INC — $218K
INNOVATOR ETFS TRUST — $225K
ISHARES TR — $46.3M
ORTHOFIX MED INC — $732K
SELECT SECTOR SPDR TR — $2.1M
SELECT SECTOR SPDR TR — $983K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $627K
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $3.0M
SPDR SERIES TRUST — $3.3M

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