Strategic Investment Solutions Inc Portfolio Changes Q2 2026
Strategic Investment Solutions Inc's portfolio as of June 30, 2026 shows significant shifts in holdings like VUG and AOK, alongside notable additions such as VGT.
As of June 30, 2026, Strategic Investment Solutions Inc has reported changes to its portfolio on the platform Insiderset. The total value stands at $404.85 million.
Prominent Purchases This Quarter
The investor's most notable buying activity this quarter appears focused on exchange-traded funds (ETFs), particularly those tracking US equity markets and technology sectors.
- VUG experienced a substantial increase in shares, rising by over 406% quarter-over-quarter to reach an allocation of $59.26 million or 14.17%.
- VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF (VGT) saw a remarkable jump of nearly 700% in its position, adding $3.14 million worth to the portfolio.
- MGK, representing VANGUARD MEGA CAP GROWTH ETF, also showed strong buying interest, increasing its stake by over 278%.
- DIMENSIONAL US FUND (DFUV) gained ground with a nearly 13% increase in value during the quarter.
Significant Reductions and Exits
Conversely, Strategic Investment Solutions Inc reduced its exposure to several holdings.
- ISHARES CORE 30/70 ETF (AOK) was sold off significantly, with a nearly 12.7% decrease in its portfolio allocation.
- The position in DIMENSIONAL WORLD EQUITY FUND (DFAW) also saw substantial reduction, decreasing by almost 10% during the period.
The investor exited positions in several funds this quarter including DIMENSIONAL U.S. CORE FUND (DFAC), which decreased its allocation percentage from previous periods, and others not listed as active holdings but noted among exits like SCHWAB U.S. DIVIDEND STOCK ETF (SCHD) and ISHARES SILVER TRUST (SLV).
Overall Portfolio Shifts
The portfolio's sector allocation remains dominated by the broad category labeled 'Unknown' at 81.6%, followed closely by Technology at 8.58%.
- Strategic Investment Solutions Inc appears to favor large-cap US focused funds and ETFs tracking specific sectors like Technology.
- The investor has demonstrated a pattern of both buying into new positions (like VUG, VGT) and strategically reducing exposure in existing holdings (like AOK).
While the exact composition is detailed on Insiderset, this summary highlights key movements observed during Q2 2026.