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: $1.13B142 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$244K	0.0%	971 SH	New
ABRDN ETFS	BBRG ALL COMD K1	$357K	0.0%	15,989 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.1%Prev: 0.0%	2,248 SH	Increased-1,033 SH
AIR PRODUCTS AND CHEMICALS I	COM	$203K	0.0%	692 SH	New
ALPHABET INC	CAP STK CL A	$2.8M	0.3%Prev: 0.2%	7,961 SH	Increased-117 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.1%Prev: 0.1%	4,650 SH	Increased-273 SH
ALTRIA GROUP INC	COM	$228K	0.0%	3,162 SH	New
AMAZON COM INC	COM	$1.4M	0.1%Prev: 0.1%	5,718 SH	Increased-31 SH
AMERICAN CENTY ETF TR	AVAN EMER EX ETF	$425K	0.0%	4,957 SH	New
AMERICAN CENTY ETF TR	AVAN TOTA EQ ETF	$27.3M	2.4%	500,857 SH	New
AMERICAN CENTY ETF TR	AVAN US SMAL ETF	$3.9M	0.3%	53,533 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.5M	0.6%Prev: 0.5%	67,573 SH	Increased-493 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$37.3M	3.3%Prev: 1.4%	414,510 SH	Increased+226,744 SH
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$9.3M	0.8%Prev: 0.8%	141,820 SH	Increased+776 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$18.5M	1.6%Prev: 1.5%	239,004 SH	Increased+9,902 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.1M	0.4%Prev: 0.5%	56,815 SH	Increased-316 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$40.5M	3.6%Prev: 4.9%	444,515 SH	Decreased-232,389 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.6M	0.8%Prev: 0.8%	76,699 SH	Increased-5,383 SH
APPLE INC	COM	$4.5M	0.4%Prev: 0.3%	15,529 SH	Increased-223 SH
APPLIED MATLS INC	COM	$1.8M	0.2%Prev: 0.1%	2,533 SH	Increased-304 SH
APPLOVIN CORP	COM CL A	$883K	0.1%Prev: 0.1%	1,714 SH	Increased-134 SH
BANK OF AMER CORP	COM	$259K	0.0%	4,547 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	0.0%Prev: 0.0%	654 SH	Decreased-20 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$9.7M	0.9%Prev: 1.5%	410,881 SH	Decreased-53,584 SH
BROADCOM INC	COM	$1.3M	0.1%Prev: 0.1%	3,470 SH	Increased+74 SH
CATERPILLAR INC	COM	$331K	0.0%	311 SH	New
CENCORA INC	COM	$342K	0.0%Prev: 0.0%	1,208 SH	Decreased
CHARLES RIV LABS INTL INC	COM	$612K	0.1%Prev: 0.0%	2,698 SH	Increased
CISCO SYS INC	COM	$242K	0.0%	2,057 SH	New
COHERENT CORP	COM	$889K	0.1%Prev: 0.0%	2,254 SH	Increased-1,984 SH
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.1%	1,355 SH	New
DEERE & CO	COM	$639K	0.1%Prev: 0.1%	1,007 SH	Increased+15 SH
DISNEY WALT CO	COM	$535K	0.0%Prev: 0.1%	5,560 SH	Decreased-21 SH
ECOLAB INC	COM	$617K	0.1%Prev: 0.1%	2,213 SH	Increased+21 SH
ELI LILLY & CO	COM	$392K	0.0%Prev: 0.0%	327 SH	Increased-10 SH
EXXON MOBIL CORP	COM	$497K	0.0%Prev: 0.1%	3,639 SH	Decreased-2,359 SH
HIREQUEST INC	COM	$208K	0.0%Prev: 0.0%	16,572 SH	Increased-1,849 SH
HOME DEPOT INC	COM	$682K	0.1%Prev: 0.1%	1,934 SH	Decreased-531 SH
ILLINOIS TOOL WKS INC	COM	$541K	0.0%Prev: 0.1%	2,000 SH	Increased-68 SH
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$5.6M	0.5%Prev: 0.7%	163,980 SH	Decreased-77,232 SH
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$205K	0.0%Prev: 0.1%	6,242 SH	Decreased-15,587 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$315K	0.0%Prev: 0.1%	10,077 SH	Decreased-14,770 SH
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$8.4M	0.7%Prev: 1.4%	226,859 SH	Decreased-159,045 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.1M	0.2%Prev: 0.3%	55,734 SH	Decreased-32,650 SH
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$3.2M	0.3%Prev: 0.5%	89,016 SH	Decreased-65,224 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$14.5M	1.3%Prev: 2.4%	313,702 SH	Decreased-229,793 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$2.3M	0.2%Prev: 0.4%	63,218 SH	Decreased-48,286 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$619K	0.1%Prev: 0.1%	10,110 SH	Increased+54 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.2%	1,583 SH	Decreased-999 SH
ISHARES INC	CORE MSCI EMKT	$33.6M	3.0%Prev: 3.1%	405,628 SH	Increased-77,272 SH
ISHARES INC	MSCI EMRG CHN	$1.3M	0.1%Prev: 0.1%	12,496 SH	Increased-1,855 SH
ISHARES TR	CORE HIGH DV ETF	$13.2M	1.2%Prev: 1.2%	479,931 SH	Increased+385,745 SH
ISHARES TR	CORE MSCI EAFE	$109.8M	9.7%Prev: 10.2%	1,136,642 SH	Increased-9,834 SH
ISHARES TR	CORE MSCI INTL	$20.2M	1.8%Prev: 1.9%	227,080 SH	Increased-7,066 SH
ISHARES TR	CORE MSCI TOTAL	$2.3M	0.2%Prev: 0.2%	24,000 SH	Increased+185 SH
ISHARES TR	CORE S&P MCP ETF	$575K	0.1%Prev: 0.1%	7,455 SH	Increased-535 SH
ISHARES TR	CORE S&P SCP ETF	$11.2M	1.0%Prev: 1.1%	75,769 SH	Increased-16,985 SH
ISHARES TR	CORE S&P US GWT	$12.0M	1.1%Prev: 1.1%	63,772 SH	Increased-3,939 SH
ISHARES TR	CORE S&P US VLU	$16.1M	1.4%Prev: 1.5%	146,101 SH	Increased+1,826 SH
ISHARES TR	CORE S&P500 ETF	$4.1M	0.4%Prev: 0.3%	5,508 SH	Increased+262 SH
ISHARES TR	CORE UNIVRSL USD	$69.2M	6.1%	1,498,899 SH	New
ISHARES TR	CRE U S REIT ETF	$914K	0.1%Prev: 0.1%	13,757 SH	Increased+65 SH
ISHARES TR	MSCI EAFE ETF	$2.2M	0.2%Prev: 0.2%	20,797 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$350K	0.0%Prev: 0.0%	5,117 SH	Increased+97 SH
ISHARES TR	MSCI USA MIN ETF	$236K	0.0%	2,447 SH	New
ISHARES TR	NATIONAL MUN ETF	$29.4M	2.6%Prev: 2.8%	273,481 SH	Increased+19,883 SH
ISHARES TR	RUS 1000 GRW ETF	$11.9M	1.1%Prev: 1.1%	96,140 SH	Increased+72,133 SH
ISHARES TR	RUS 1000 VAL ETF	$1.7M	0.1%Prev: 0.1%	6,840 SH	Increased+57 SH
ISHARES TR	RUS MD CP GR ETF	$2.2M	0.2%Prev: 0.2%	14,953 SH	Increased-693 SH
ISHARES TR	S&P 500 GRWT ETF	$244K	0.0%	1,773 SH	New
ISHARES TR	ULTRA SHORT DUR	$16.5M	1.5%Prev: 1.9%	325,545 SH	Decreased-25,291 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$306K	0.0%Prev: 0.1%	6,041 SH	Decreased-10,280 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$20.9M	1.9%Prev: 2.2%	409,414 SH	Increased+12,056 SH
JPMORGAN CHASE & CO	COM	$895K	0.1%	2,735 SH	New
KLA CORP	COM NEW	$881K	0.1%Prev: 0.1%	2,921 SH	Increased+2,391 SH
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$360K	0.0%Prev: 0.0%	4,617 SH	Increased-551 SH
LAM RESEARCH CORP	COM NEW	$313K	0.0%	722 SH	New
LOCKHEED MARTIN CORP	COM	$226K	0.0%Prev: 0.0%	444 SH	Increased-14 SH
MARATHON PETE CORP	COM	$558K	0.0%Prev: 0.0%	2,184 SH	Increased-34 SH
MASTERCARD INCORPORATED	CL A	$251K	0.0%Prev: 0.0%	489 SH	Decreased+4 SH
MCDONALDS CORP	COM	$407K	0.0%Prev: 0.0%	1,507 SH	Increased+572 SH
META PLATFORMS INC	CL A	$614K	0.1%Prev: 0.1%	1,089 SH	Decreased-36 SH
MICRON TECHNOLOGY INC	COM	$416K	0.0%	360 SH	New
MICROSOFT CORP	COM	$2.4M	0.2%Prev: 0.4%	6,331 SH	Decreased-2,123 SH
MORGAN STANLEY	COM NEW	$485K	0.0%Prev: 0.0%	2,322 SH	Increased-37 SH
MORGAN STANLEY DIRECT LENDIN	COM SHS	$332K	0.0%Prev: 0.0%	21,927 SH	Increased+4,693 SH
MOTOROLA SOLUTIONS INC	COM NEW	$278K	0.0%Prev: 0.1%	669 SH	Decreased-449 SH
NETFLIX INC.	COM	$233K	0.0%	3,262 SH	New
NEXTERA ENERGY INC	COM	$341K	0.0%Prev: 0.0%	3,880 SH	Increased-138 SH
NOVO-NORDISK A S	ADR	$411K	0.0%Prev: 0.1%	8,569 SH	Decreased-4,811 SH
NVIDIA CORPORATION	COM	$3.7M	0.3%Prev: 0.3%	18,413 SH	Increased+1,685 SH
ORACLE CORP	COM	$993K	0.1%Prev: 0.1%	6,778 SH	Increased+3,924 SH
ORTHOFIX MED INC	COM	$529K	0.0%Prev: 0.1%	57,875 SH	Decreased+7,875 SH
PROSHARES TR	S&P 500 DV ARIST	$323K	0.0%Prev: 0.0%	5,759 SH	Increased+2,726 SH
QUALYS INC	COM	$243K	0.0%Prev: 0.0%	1,765 SH	Decreased
RTX CORPORATION	COM	$301K	0.0%Prev: 0.0%	1,584 SH	Increased+66 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$355K	0.0%Prev: 0.0%	9,795 SH	Increased+151 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.4M	0.4%Prev: 0.4%	157,874 SH	Increased-13,386 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.9M	0.6%Prev: 0.6%	218,814 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$19.4M	1.7%Prev: 2.0%	574,406 SH	Increased-60,149 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$14.7M	1.3%Prev: 1.6%	423,041 SH	Decreased-110,763 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$228K	0.0%	7,730 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.0M	0.4%Prev: 0.4%	137,946 SH	Increased-3,675 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$2.5M	0.2%	46,417 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.3M	0.1%	6,969 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$35.9M	3.2%	693,186 SH	New
SPDR INDEX SHS FDS	ST STR NAT ETF	$1.6M	0.1%	23,470 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$50.7M	4.5%	1,006,356 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$1.6M	0.1%	64,252 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$3.4M	0.3%	28,353 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$3.7M	0.3%	77,354 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$2.0M	0.2%	33,948 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.4M	1.0%	15,300 SH	New
STRYKER CORPORATION	COM	$621K	0.1%Prev: 0.1%	1,973 SH	Decreased+11 SH
TERADYNE INC	COM	$719K	0.1%	1,486 SH	New
TESLA INC	COM	$989K	0.1%Prev: 0.1%	2,351 SH	Increased+189 SH
THERMO FISHER SCIENTIFIC INC	COM	$612K	0.1%Prev: 0.1%	1,221 SH	Decreased-476 SH
TRAVELERS COMPANIES INC	COM	$330K	0.0%Prev: 0.0%	1,000 SH	Increased+15 SH
UNIFIED SER TR	ONEASCENT EMGRG	$519K	0.0%	10,405 SH	New
UNIFIED SER TR	ONEASCENT INTL	$1.2M	0.1%	25,198 SH	New
UNITEDHEALTH GROUP INC	COM	$217K	0.0%	522 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.6M	0.1%Prev: 0.2%	6,650 SH	Increased-939 SH
VANGUARD INDEX FDS	GROWTH ETF	$50.0M	4.4%Prev: 4.6%	580,979 SH	Increased+483,553 SH
VANGUARD INDEX FDS	MID CAP ETF	$399K	0.0%Prev: 0.1%	4,953 SH	Decreased+2,829 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.8M	0.3%Prev: 0.3%	5,487 SH	Increased-69 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	0.1%Prev: 0.1%	5,182 SH	Increased-186 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$595K	0.1%Prev: 0.1%	1,607 SH	Increased+1 SH
VANGUARD INDEX FDS	VALUE ETF	$19.8M	1.8%Prev: 1.7%	90,901 SH	Increased+394 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.4M	0.2%Prev: 0.2%	40,553 SH	Increased-515 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$43.2M	3.8%Prev: 3.0%	854,509 SH	Increased+283,235 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$87.9M	7.8%Prev: 7.7%	687,743 SH	Increased+28,849 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$348K	0.0%Prev: 0.0%	1,026 SH	Increased+6 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$92.0M	8.2%Prev: 8.0%	865,244 SH	Increased-9,515 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.6M	0.1%Prev: 0.2%	13,324 SH	Decreased-6,016 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.4M	1.0%Prev: 1.0%	160,701 SH	Increased-6,652 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.5M	0.7%Prev: 0.7%	47,321 SH	Increased-4,131 SH
VANGUARD WORLD FD	ENERGY ETF	$915K	0.1%Prev: 0.2%	6,093 SH	Decreased-6,653 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$1.9M	0.2%Prev: 0.2%	23,477 SH	Increased+653 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.0M	0.2%Prev: 0.2%	8,669 SH	Decreased-2,911 SH
VISA INC	COM CL A	$672K	0.1%Prev: 0.1%	1,957 SH	Decreased-65 SH
WALMART INC	COM	$254K	0.0%Prev: 0.0%	2,245 SH	Increased-280 SH
WISDOMTREE TR	US QTLY DIV GRT	$464K	0.0%Prev: 0.0%	4,853 SH	Increased-206 SH

Sold (vs prior filing)

ABBOTT LABS — $318K
ADOBE INC — $243K
AMERICAN CENTY ETF TR — $301K
AMERICAN CENTY ETF TR — $2.5M
BANK AMERICA CORP — $225K
BLACKROCK INC — $210K
COGNIZANT TECHNOLOGY SOLUTIO — $237K
COSTCO WHSL CORP NEW — $1.6M
HONEYWELL INTL INC — $323K
HUBSPOT INC — $259K
INNOVATOR ETFS TRUST — $1.5M
INNOVATOR ETFS TRUST — $1.9M
ISHARES TR — $39.9M
ISHARES TR — $349K
ISHARES TR — $230K
JOHNSON & JOHNSON — $294K
JPMORGAN CHASE & CO. — $784K
NETFLIX INC — $587K
PEPSICO INC — $254K
PROCTER AND GAMBLE CO — $387K
… and 15 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