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Strategic Investment Solutions Inc /Il - Q4 2025 13F Filings

ST

Strategic Investment Solutions, Inc. /Il

CIK: 0001960144
Address: Illinois Orland Park 9501 W. 144Th Place, Suite 101
$415.88 M
Portfolio Value
618
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. AOK Ishares Core 30/70 Conservative Allocation Etf
+$15.6 M
2. VGUS Vanguard Ultra-Short Treasury Etf
+$6.88 M
3. VDC Vanguard Consumer Staples Etf
+$6.52 M
4. VTV Vanguard Value Etf
+$6.39 M
5. DFAW Dimensional World Equity Etf
+$3.24 M

Top Sells

Q4 2025
1. DFUS Dimensional Us Equity Market Etf
−$4.54 M
2. DFAC Dimensional Us Core Equity 2 Etf
−$4.25 M
3. VGT Vanguard Information Technology Etf
−$3.29 M
4. IBIT Ishares Bitcoin Trust Etf
−$1.42 M
5. VOO Vanguard S&P 500 Etf
−$1.27 M

Asset Allocation

Stocks/ETFs
+10.16%
$414.59 M 99.69%
Options
$0 0.00%
Debt
$0 0.00%
Other
-27.12%
$1.29 M 0.31%

Sector Allocation (Stocks)

Strategic Investment Solutions Inc /Il Q4 2025 Filing Summary

Strategic Investment Solutions, Inc. /Il filed its 13F report for Q4 2025 on February 27, 2026. The portfolio totaled 415.88 M reflecting a +9.99% change from the prior quarter, spanning 618 assets. The top 10 holdings comprised 48.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 71 new positions and 57 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Strategic Investment Solutions Inc /Il’s Q4 2025 Filing

Strategic Investment Solutions Inc /Il submitted their Form 13F-HR for the Q4 2025 period on 02/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Strategic Investment Solutions Inc /Il reported a managed portfolio value of 415.91 M, consisting of 8,117 individual positions.

This page displays the raw filing documents. To see which stocks Strategic Investment Solutions Inc /Il bought or sold during Q4 2025, please visit Strategic Investment Solutions Inc /Il's Portfolio Analysis page.