Global Strategic Investment Solutions, LLC
Q3 2026 13F filing
Updated 20 days ago153 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $109.5M | 1.13M | 9.64% | Trimmed(-0.6%) |
| 2 | V VANGUARD SCOTTSDALE FDS | $92.9M | 854.4K | 8.18% | Trimmed(-1.3%) |
| 3 | V VANGUARD SCOTTSDALE FDS | $88.6M | 687.0K | 7.80% | Trimmed(-0.1%) |
| 4 | E ISHARES TR | $70.9M | 1.61M | 6.25% | Added(+7.3%) |
| 5 | V VANGUARD INDEX FDS | $51.6M | 572.6K | 4.54% | Trimmed(-1.4%) |
| 6 | S SPDR INDEX SHS FDS | $49.2M | 979.4K | 4.33% | Trimmed(-2.7%) |
| 7 | V VANGUARD MUN BD FDS | $43.9M | 926.2K | 3.86% | Added(+8.4%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $39.8M | 440.0K | 3.50% | Trimmed(-1.0%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $37.2M | 412.6K | 3.28% | Trimmed(-0.5%) |
| 10 | S SPDR INDEX SHS FDS | $35.7M | 690.5K | 3.15% | Trimmed(-0.4%) |
| 11 | E ISHARES INC | $33.6M | 414.3K | 2.96% | Added(+2.1%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $27.4M | 500.9K | 2.41% | Unchanged |
| 13 | E ISHARES TR | $26.4M | 261.2K | 2.33% | Trimmed(-4.5%) |
| 14 | S SCHWAB STRATEGIC TR | $20.7M | 576.0K | 1.82% | Added(+0.3%) |
| 15 | E ISHARES TR | $20.3M | 227.2K | 1.79% | Added(+0.0%) |
| 16 | J J P MORGAN EXCHANGE TRADED F | $20.1M | 397.3K | 1.77% | Trimmed(-3.0%) |
| 17 | V VANGUARD INDEX FDS | $19.6M | 90.6K | 1.72% | Trimmed(-0.4%) |
| 18 | ? N/A AMERICAN CENTY ETF TR | $19.5M | 244.7K | 1.72% | Added(+2.4%) |
| 19 | E ISHARES TR | $16.6M | 328.7K | 1.46% | Added(+1.0%) |
| 20 | E ISHARES TR | $16.2M | 146.5K | 1.42% | Added(+0.3%) |
| 21 | S SCHWAB STRATEGIC TR | $14.1M | 423.6K | 1.24% | Added(+0.1%) |
| 22 | E ISHARES TR | $13.2M | 471.6K | 1.16% | Trimmed(-1.7%) |
| 23 | I ISHARES TR | $12.4M | 63.9K | 1.09% | Added(+0.3%) |
| 24 | E ISHARES TR | $12M | 96.2K | 1.06% | Added(+0.0%) |
| 25 | V VANGUARD TAX-MANAGED FDS | $11.3M | 160.5K | 1.00% | Trimmed(-0.1%) |
| 26 | S STATE STR SPDR S&P 500 ETF T | $10.7M | 14.0K | 0.94% | Trimmed(-7.1%) |
| 27 | B BLACKSTONE SECD LENDING FD | $9.9M | 414.5K | 0.88% | Added(+0.9%) |
| 28 | E ISHARES TR | $9.8M | 72.2K | 0.86% | Trimmed(-4.7%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $9.8M | 149.9K | 0.86% | Added(+5.7%) |
| 30 | ? N/A AMERICAN CENTY ETF TR | $9.2M | 78.0K | 0.81% | Added(+1.7%) |
| 31 | ? N/A INNOVATOR ETFS TRUST | $8M | 212.0K | 0.71% | Trimmed(-6.5%) |
| 32 | V VANGUARD WHITEHALL FDS | $7.3M | 47.3K | 0.65% | Trimmed(-0.0%) |
| 33 | S SCHWAB STRATEGIC TR | $7.1M | 219.5K | 0.63% | Added(+0.3%) |
| 34 | S STATE STR SPDR S&P 500 ETF T | $6.5M | 8.5K | 0.57% | Trimmed(-43.7%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $6.4M | 67.9K | 0.56% | Added(+0.4%) |
| 36 | ? N/A INNOVATOR ETFS TRUST | $5.5M | 154.8K | 0.48% | Trimmed(-5.6%) |
| 37 | A APPLE INC | $5.3M | 15.8K | 0.46% | Added(+1.9%) |
| 38 | ? N/A INNOVATOR ETFS TRUST | $5.2M | 109.9K | 0.46% | Trimmed(-1.1%) |
| 39 | ? N/A AMERICAN CENTY ETF TR | $5.1M | 56.1K | 0.45% | Trimmed(-1.2%) |
| 40 | S SCHWAB STRATEGIC TR | $4.5M | 137.9K | 0.40% | Trimmed(-0.0%) |
| 41 | S SCHWAB STRATEGIC TR | $4.3M | 157.9K | 0.38% | Trimmed(0.0%) |
| 42 | N NVIDIA CORPORATION | $4.3M | 18.9K | 0.38% | Added(+2.6%) |
| 43 | E ISHARES TR | $4.3M | 5.6K | 0.37% | Added(+0.9%) |
| 44 | ? N/A AMERICAN CENTY ETF TR | $3.7M | 53.6K | 0.33% | Added(+0.1%) |
| 45 | S SPDR SERIES TRUST | $3.5M | 77.4K | 0.31% | Unchanged |
| 46 | S SPDR SERIES TRUST | $3.5M | 28.4K | 0.31% | Added(+0.1%) |
| 47 | M MICROSOFT CORP | $3.4M | 6.7K | 0.30% | Added(+5.2%) |
| 48 | V VANGUARD INDEX FDS | $3.4M | 4.8K | 0.30% | Trimmed(-12.9%) |
| 49 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 89.0K | 0.28% | Trimmed(0.0%) |
| 50 | I INNOVATOR ETFS TRUST | $3.1M | 63.2K | 0.28% | Unchanged |