13F Filings History of Strategic Investment Solutions, Inc. /IL

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$414,897,074
Signature - Title
Doug Stepansky - CCO
Location
Orland Park, IL
Summary
This page shows a list of all the recent 13F filings made by Strategic Investment Solutions, Inc. /IL. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Investment Solutions, Inc. /IL reported 619 stock holdings with total value $414,897,074 as of Q4 2025. Top holdings included VUG, DFAW, DFUS, VTV, and DFAX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 619 $414,897,074 +$63,674,763 -$36,469,638 +$27,205,125 VUG, DFAW, DFUS, VTV, DFAX 13F-HR 27 Feb 2026, 10:33
Q3 2025 604 $377,516,312 +$48,705,238 -$26,314,003 +$22,391,235 VUG, DFUS, DFAW, DFAX, AAPL 13F-HR 03 Dec 2025, 16:21
Q2 2025 596 $330,009,661 +$33,815,028 -$76,107,163 -$42,292,135 VUG, DFUS, DFAW, DFAC, DFAX 13F-HR 16 Jul 2025, 11:46
Q1 2025 637 $344,286,610 +$72,018,395 -$21,836,953 +$50,181,442 VUG, DFUS, DFAW, DFAC, DUHP 13F-HR 09 May 2025, 11:51
Q4 2024 690 $280,079,830 +$22,989,677 -$45,940,777 -$22,951,100 VUG, DFUS, DUHP, DFAC, DFAT 13F-HR 13 Feb 2025, 17:13
Q3 2024 658 $333,526,003 +$21,900,152 -$4,429,468 +$17,470,684 VUG, DFUS, DFAC, DUHP, DFAW 13F-HR 23 Oct 2024, 15:25
Q2 2024 680 $301,714,527 +$70,980,798 -$366,016,375 -$295,035,577 VUG, DFUS, DFAC, DUHP, DFAT 13F-HR 29 Aug 2024, 18:01
Q4 2023 1,123 $576,433,611 +$268,374,554 -$8,150,878,134 -$7,882,503,580 DFA GLOBAL ALLOCATION 6040 I, DFA GLOBAL EQUITY I, SCHWAB VALUE ADVANTAGE MONEY INV, VUG, SCHD 13F-HR 13 Feb 2024, 10:48
Q3 2023 849 $8,077,415,647 +$7,954,308,124 -$117,429,568 +$7,836,878,556 DFA GLOBAL EQUITY I, SCHD, DFA GLOBAL ALLOCATION 25/75 I, DFAT, VANGUARD WELLESLEY INCOME ADMIRAL 13F-HR 14 Nov 2023, 14:40
Q2 2023 872 $235,763,605 +$4,990,441 -$280,702,524 -$275,712,083 SCHWAB VALUE ADVANTAGE MONEY INV, DFA GLOBAL ALLOCATION 60/40 I, DFA US HI RELATV PROFITABILITY INSTL, DFA GLOBAL EQUITY I, SCHD 13F-HR 15 Aug 2023, 14:34
Q1 2023 1,016 $510,537,129 +$326,784,387 -$11,642,579 +$315,141,808 DFA GLOBAL ALLOCATION 60/40 I, SCHD, DFA GLOBAL EQUITY I, DFA SHORT-DURATION REAL RETURN INSTL, SCHWAB VALUE ADVANTAGE MONEY INV 13F-HR 15 May 2023, 14:57
Q4 2022 91 $197,957,712 $0 $0 $0 SCHD, DFAT, VCSH, DUHP, DFUV 13F-HR 14 Feb 2023, 13:30