account_balance

Investment manager · 13F filer · SEC CIK 1760076

Global Strategic Investment Solutions, LLC

Reported value$1.13Bas of Sep 30, 2026
Positions152 5 new, 3 sold out
Top 10 weight54.9%IEFA alone is 10%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEFA iShares Tr 9.7% Held
VONV Vanguard Scottsdale FDS 8.2% Held
VONG Vanguard Scottsdale FDS 7.8% Held
IUSB iShares Tr 6.3% Added +7%
VUG Vanguard Index FDS 4.6% Held
SPDW SPDR Index SHS FDS 4.4% Trimmed −3%
VTEB Vanguard Mun Bd FDS 3.9% Added +8%
AVLV American Centy ETF Tr 3.5% Held
AVLC American Centy ETF Tr 3.3% Held
SPEM SPDR Index SHS FDS 3.2% Held
IEMG iShares Inc 3.0% Added +2%
AVTM American Centy ETF Tr 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • ESGV $688K
  • OALC $308K
  • ABT $226K
  • BLK $212K
arrow_upwardAdded
  • SPY +6917%
  • VTEB +8%
  • IUSB +7%
  • AVES +6%
arrow_downwardTrimmed
  • POCT −15%
  • VOO −13%
  • IOCT −7%
  • EOCT −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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