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: $1.03B131 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$255K	0.0%	2,470 SH	New
ABBVIE INC	COM	$212K	0.0%Prev: 0.0%	974 SH	Decreased-128 SH
ADVANCED MICRO DEVICES INC	COM	$457K	0.0%	2,247 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	0.2%Prev: 0.1%	7,447 SH	Increased-636 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.1%Prev: 0.1%	4,142 SH	Increased-781 SH
ALTRIA GROUP INC	COM	$209K	0.0%	3,162 SH	New
AMAZON COM INC	COM	$1.1M	0.1%Prev: 0.1%	5,490 SH	Increased-270 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$390K	0.0%Prev: 0.0%	5,768 SH	Increased+181 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.6M	0.5%	69,518 SH	New
AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$23.5M	2.3%	500,872 SH	New
AMERICAN CENTY ETF TR	AVANTIS US LARG	$17.0M	1.7%	218,787 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.3M	0.3%	53,657 SH	New
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$8.6M	0.8%Prev: 0.8%	143,616 SH	Increased-8,486 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$17.3M	1.7%Prev: 1.6%	231,424 SH	Increased-5,819 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.0M	0.5%	58,711 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$54.0M	5.3%Prev: 5.8%	669,290 SH	Increased-99,760 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$8.3M	0.8%Prev: 0.8%	75,244 SH	Increased-3,890 SH
APPLE INC	COM	$3.4M	0.3%Prev: 0.4%	13,398 SH	Decreased-2,376 SH
APPLIED MATLS INC	COM	$838K	0.1%Prev: 0.0%	2,452 SH	Increased-399 SH
APPLOVIN CORP	COM CL A	$651K	0.1%Prev: 0.0%	1,635 SH	Increased+248 SH
BANK AMERICA CORP	COM	$214K	0.0%	4,398 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$313K	0.0%Prev: 0.0%	654 SH	Decreased-19 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$9.6M	0.9%Prev: 1.7%	404,737 SH	Decreased-59,856 SH
BROADCOM INC	COM	$1.0M	0.1%Prev: 0.1%	3,387 SH	Increased+80 SH
CATERPILLAR INC	COM	$220K	0.0%	310 SH	New
CENCORA INC	COM	$379K	0.0%Prev: 0.0%	1,208 SH	Increased
CHARLES RIV LABS INTL INC	COM	$473K	0.0%Prev: 0.0%	2,738 SH	Increased+24 SH
COHERENT CORP	COM	$549K	0.1%Prev: 0.0%	2,303 SH	Increased-2,007 SH
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.1%	1,356 SH	New
DEERE & CO	COM	$563K	0.1%Prev: 0.1%	999 SH	Increased+7 SH
DISNEY WALT CO	COM	$537K	0.1%Prev: 0.1%	5,569 SH	Decreased-52 SH
ECOLAB INC	COM	$606K	0.1%Prev: 0.1%	2,286 SH	Increased+94 SH
ELI LILLY & CO	COM	$304K	0.0%Prev: 0.0%	330 SH	Increased-7 SH
EXXON MOBIL CORP	COM	$620K	0.1%Prev: 0.1%	3,655 SH	Decreased-2,824 SH
HIREQUEST INC	COM	$175K	0.0%Prev: 0.0%	17,544 SH	Decreased-840 SH
HOME DEPOT INC	COM	$644K	0.1%Prev: 0.1%	1,959 SH	Decreased-554 SH
HONEYWELL INTL INC	COM	$315K	0.0%Prev: 0.0%	1,396 SH	Increased+6 SH
ILLINOIS TOOL WKS INC	COM	$548K	0.1%Prev: 0.1%	2,110 SH	Increased+42 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$5.4M	0.5%Prev: 0.7%	168,054 SH	Decreased-73,526 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$301K	0.0%Prev: 0.1%	10,077 SH	Decreased-19,367 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$8.2M	0.8%Prev: 1.4%	235,246 SH	Decreased-171,964 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.1M	0.2%Prev: 0.3%	58,445 SH	Decreased-36,077 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$3.0M	0.3%Prev: 0.5%	89,715 SH	Decreased-69,505 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$13.8M	1.3%Prev: 2.6%	318,682 SH	Decreased-265,051 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$2.2M	0.2%Prev: 0.4%	66,540 SH	Decreased-58,670 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$550K	0.1%Prev: 0.1%	10,091 SH	Increased-20 SH
INVESCO QQQ TR	UNIT SER 1	$914K	0.1%Prev: 0.1%	1,583 SH	Decreased-1,004 SH
ISHARES INC	CORE MSCI EMKT	$30.8M	3.0%Prev: 3.3%	441,563 SH	Increased-88,213 SH
ISHARES INC	MSCI EMRG CHN	$1.2M	0.1%Prev: 0.1%	14,803 SH	Increased-82 SH
ISHARES TR	CORE HIGH DV ETF	$13.0M	1.3%Prev: 1.4%	95,588 SH	Increased-977 SH
ISHARES TR	CORE MSCI EAFE	$103.1M	10.1%Prev: 10.3%	1,139,343 SH	Increased-39,854 SH
ISHARES TR	CORE MSCI INTL	$18.8M	1.8%Prev: 2.0%	224,645 SH	Increased-21,543 SH
ISHARES TR	CORE MSCI TOTAL	$2.1M	0.2%Prev: 0.2%	23,815 SH	Increased-399 SH
ISHARES TR	CORE S&P MCP ETF	$503K	0.0%Prev: 0.1%	7,448 SH	Increased-576 SH
ISHARES TR	CORE S&P SCP ETF	$9.4M	0.9%Prev: 1.2%	75,693 SH	Decreased-21,716 SH
ISHARES TR	CORE S&P US GWT	$9.9M	1.0%Prev: 1.0%	63,753 SH	Increased-4,069 SH
ISHARES TR	CORE S&P US VLU	$14.9M	1.5%Prev: 1.6%	145,694 SH	Increased-1,999 SH
ISHARES TR	CORE S&P500 ETF	$3.4M	0.3%Prev: 0.3%	5,251 SH	Increased+1 SH
ISHARES TR	CORE UNIVRSL USD	$58.5M	5.7%	1,266,562 SH	New
ISHARES TR	CRE U S REIT ETF	$813K	0.1%Prev: 0.1%	13,744 SH	Increased+52 SH
ISHARES TR	MSCI EAFE ETF	$2.0M	0.2%Prev: 0.2%	20,486 SH	Increased-2,667 SH
ISHARES TR	MSCI EMG MKT ETF	$289K	0.0%Prev: 0.0%	5,092 SH	Increased+120 SH
ISHARES TR	MSCI USA MIN VOL	$227K	0.0%Prev: 0.0%	2,447 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$31.4M	3.1%Prev: 5.9%	296,178 SH	Decreased-184,232 SH
ISHARES TR	RUS 1000 GRW ETF	$10.2M	1.0%Prev: 1.0%	24,023 SH	Increased-10 SH
ISHARES TR	RUS 1000 VAL ETF	$1.5M	0.1%Prev: 0.1%	6,819 SH	Increased-24 SH
ISHARES TR	RUS MD CP GR ETF	$1.9M	0.2%Prev: 0.2%	14,943 SH	Increased-729 SH
ISHARES TR	S&P 500 GRWT ETF	$200K	0.0%	1,771 SH	New
ISHARES TR	ULTRA SHORT DUR	$12.3M	1.2%	243,383 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$303K	0.0%Prev: 0.1%	5,993 SH	Decreased-10,780 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$21.5M	2.1%Prev: 2.4%	420,940 SH	Increased+15,880 SH
JPMORGAN CHASE & CO	COM	$789K	0.1%	2,682 SH	New
KLA CORP	COM NEW	$432K	0.0%Prev: 0.0%	301 SH	Increased-229 SH
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$266K	0.0%Prev: 0.0%	4,617 SH	Increased-551 SH
LOCKHEED MARTIN CORP	COM	$266K	0.0%Prev: 0.0%	439 SH	Increased-12 SH
MARATHON PETE CORP	COM	$535K	0.1%Prev: 0.0%	2,191 SH	Increased-27 SH
MASTERCARD INCORPORATED	CL A	$235K	0.0%Prev: 0.0%	470 SH	Decreased-14 SH
MCDONALDS CORP	COM	$468K	0.0%Prev: 0.0%	1,507 SH	Increased+569 SH
META PLATFORMS INC	CL A	$595K	0.1%Prev: 0.1%	1,039 SH	Decreased-85 SH
MICROSOFT CORP	COM	$2.3M	0.2%Prev: 0.4%	6,178 SH	Decreased-2,244 SH
MORGAN STANLEY	COM NEW	$378K	0.0%Prev: 0.0%	2,295 SH	Increased-64 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$300K	0.0%	21,460 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$314K	0.0%Prev: 0.1%	720 SH	Decreased-398 SH
NETFLIX INC.	COM	$307K	0.0%	3,188 SH	New
NEXTERA ENERGY INC	COM	$360K	0.0%Prev: 0.0%	3,880 SH	Increased-108 SH
NOVO-NORDISK A S	ADR	$351K	0.0%Prev: 0.1%	9,536 SH	Decreased-3,850 SH
NVIDIA CORPORATION	COM	$3.1M	0.3%Prev: 0.2%	17,992 SH	Increased-630 SH
ORACLE CORP	COM	$989K	0.1%Prev: 0.0%	6,725 SH	Increased+3,870 SH
ORTHOFIX MED INC	COM	$664K	0.1%Prev: 0.1%	57,875 SH	Decreased+7,875 SH
PROSHARES TR	S&P 500 DV ARIST	$305K	0.0%Prev: 0.0%	2,878 SH	Decreased-155 SH
RTX CORPORATION	COM	$299K	0.0%Prev: 0.0%	1,549 SH	Increased+31 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$303K	0.0%Prev: 0.1%	9,200 SH	Decreased-12,248 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.9M	0.4%Prev: 0.4%	157,639 SH	Increased-533 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.7M	0.7%Prev: 0.7%	218,814 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$17.7M	1.7%Prev: 1.8%	608,656 SH	Increased-17,691 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$12.8M	1.3%Prev: 1.6%	420,781 SH	Decreased-104,492 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.0M	0.4%Prev: 0.4%	137,817 SH	Increased-16,778 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.8M	0.3%	46,291 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$929K	0.1%	6,988 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$79.9M	7.8%	1,716,603 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.3M	0.9%	195,056 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.8M	1.8%	28,951 SH	New
STRYKER CORPORATION	COM	$675K	0.1%Prev: 0.1%	2,046 SH	Decreased+84 SH
TERADYNE INC	COM	$439K	0.0%	1,480 SH	New
TESLA INC	COM	$832K	0.1%Prev: 0.0%	2,237 SH	Increased+1,033 SH
THERMO FISHER SCIENTIFIC INC	COM	$598K	0.1%Prev: 0.1%	1,216 SH	Decreased-463 SH
TJX COS INC NEW	COM	$206K	0.0%	1,293 SH	New
TRAVELERS COMPANIES INC	COM	$290K	0.0%Prev: 0.0%	993 SH	Increased+8 SH
UNIFIED SER TR	ONEASCENT EMGRG	$298K	0.0%	7,381 SH	New
UNIFIED SER TR	ONEASCENT INTL	$611K	0.1%	14,197 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	0.1%Prev: 0.2%	6,641 SH	Increased-976 SH
VANGUARD INDEX FDS	GROWTH ETF	$42.3M	4.1%Prev: 4.2%	96,782 SH	Increased-1,026 SH
VANGUARD INDEX FDS	MID CAP ETF	$382K	0.0%Prev: 0.1%	1,330 SH	Decreased-794 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	0.3%Prev: 0.3%	5,291 SH	Increased-267 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	0.1%Prev: 0.1%	5,241 SH	Increased-201 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$518K	0.1%Prev: 0.1%	1,613 SH	Increased+7 SH
VANGUARD INDEX FDS	VALUE ETF	$17.8M	1.7%Prev: 1.8%	90,773 SH	Increased-672 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	0.2%Prev: 0.3%	40,548 SH	Decreased-10,177 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$38.5M	3.7%Prev: 0.5%	770,917 SH	Increased+690,976 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$76.3M	7.4%Prev: 7.3%	695,315 SH	Increased+18,160 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$302K	0.0%Prev: 0.0%	1,025 SH	Increased-3 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$85.9M	8.4%Prev: 8.4%	915,963 SH	Increased+37,407 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.5M	0.1%Prev: 0.3%	14,496 SH	Decreased-19,406 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.3M	1.0%Prev: 1.0%	160,321 SH	Increased-9,952 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.0M	0.7%Prev: 0.8%	47,200 SH	Increased-4,737 SH
VANGUARD WORLD FD	ENERGY ETF	$1.1M	0.1%Prev: 0.2%	6,093 SH	Decreased-6,958 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.7M	0.2%Prev: 0.2%	23,307 SH	Increased+541 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.0M	0.2%Prev: 0.3%	8,663 SH	Decreased-3,002 SH
VISA INC	COM CL A	$581K	0.1%Prev: 0.1%	1,923 SH	Decreased-99 SH
WALMART INC	COM	$284K	0.0%Prev: 0.0%	2,288 SH	Increased-236 SH
WISDOMTREE TR	US QTLY DIV GRT	$425K	0.0%Prev: 0.0%	4,838 SH	Increased-293 SH

Sold (vs prior filing)

ABBOTT LABS — $316K
ADOBE INC — $248K
COGNIZANT TECHNOLOGY SOLUTIO — $233K
COSTCO WHSL CORP NEW — $1.5M
HUBSPOT INC — $266K
INNOVATOR ETFS TRUST — $851K
INNOVATOR ETFS TRUST — $1.4M
INNOVATOR ETFS TRUST — $2.1M
ISHARES TR — $35.4M
ISHARES TR — $316K
ISHARES TR — $16.1M
JOHNSON & JOHNSON — $308K
JPMORGAN CHASE & CO. — $642K
NETFLIX INC — $288K
NIKE INC — $222K
PEPSICO INC — $287K
PROCTER AND GAMBLE CO — $426K
QUALYS INC — $229K
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $719K
… and 14 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