Strategic Investment Solutions, Inc. /IL
CIK 1960144
13F filing for Q2 2026・No. 4,254
- Holdings
- US$437.28M
- Quarter change
- +US$23.26M
- Entries
- 8,451
- Net bought (estimate)
- +US$49.3K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 73
- Sold out 54
- Cut 126
- Added 206
- Corporate actions 4
- Unchanged 301
Largest holdings
706 stocks worth US$437.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD GROWTH INDEXUIE | AddedSplit 5:1 | 708,044 | US$60.98M | 13.95% |
| VANGUARD VALUE INDEXUIE | Added | 104,302 | US$22.73M | 5.20% |
| DIMENSIONAL WORLD EQUITYUIE | Cut | 253,320 | US$20.98M | 4.80% |
| DIMENSIONAL U.S. EQUITYUIE | Cut | 239,793 | US$19.65M | 4.49% |
| DIMENSIONAL WORLD EXUIE | Added | 519,033 | US$19.12M | 4.37% |
| ISHARES CORE 30/70UIE | Cut | 347,664 | US$14.42M | 3.30% |
| AAPLAppleCOM | Cut | 47,049 | US$13.61M | 3.11% |
| GLDSPDR GOLD SHARESUIE | Added | 29,850 | US$11M | 2.51% |
| DIMENSIONAL U.S.UIE | Added | 141,622 | US$9.9M | 2.26% |
| DIMENSIONAL U.S. COREUIE | Cut | 193,784 | US$8.6M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.