⏳
Showing Q3 2025 data
Strategic Investment Solutions, Inc. /IL's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Strategic Investment Solutions, Inc. /IL
•CIK: 1960144•Filing: Q3 2025
**Strategic Investment Solutions, Inc. /IL** manages $378M across a diversified portfolio of 603 positions. The fund exhibits a notable concentration in growth and technology sectors, highlighted by the top holding in VUG at $66.0M. Significant allocations are also directed toward specialized areas, including DFUS ($22.0M) and DFAW ($17.2M). This positioning suggests a tactical, large-cap growth mandate within its current investment framework.
Total AUM
$378.1M
QoQ Performance
+14.4%
Positions
594
Top 10 Concentration
47.8%
Latest Filing
Q3 2025
Top Holdings Allocation
VUG
DFUS
VUG17.4%
DFUS5.8%
DFAW4.5%
DFAX3.9%
AAPL3.6%
DFAC3.2%
VTV2.7%
GQ92.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.1%
Technology6.9%
Consumer3.0%
ETF2.5%
Financial1.4%
Healthcare0.5%
Industrial0.5%
Materials0.4%
🚪 Exited Positionssold since Q2 2025
+400 more exited positions
Changes from Q2 2025
NEW10 new positions
↑95 increased
↓68 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023