Global Strategic Investment Solutions, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 153 separate equity positions held by the firm, managed by Director of Investments Matthew Underwood.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the majority of the listed holdings being index funds and sector-specific funds. Major equity exposure is distributed across several broad market ETFs, including the Vanguard S&P 500 ETF Shares, the iShares Core MSCI Total International Index, and the Schwab Strategic Trust US Large Cap Growth ETF. The firm also holds significant positions in various sector-specific funds, such as the SPDR S&P 500 ETF Trust, the iShares Core S&P 500 ETF, and the Vanguard MSCI Emerging Markets ETF.
Within individual stock positions, the largest holdings include Apple Inc., with 15,820 shares; Microsoft Corporation, with 6,658 shares; NVIDIA Corporation, with 18,889 shares; and Alphabet Inc., Class A, with 8,085 shares. Other notable individual stock positions include Amazon.com Inc. (5,918 shares), Berkshire Hathaway Inc. Class B (654 shares), Costco Wholesale Corporation (1,355 shares), and Eli Lilly & Co. (327 shares).
The filing indicates that all positions are held in a sole capacity.
