Integrated Financial Solutions, Inc.

CIK 0002086529 · RESTON, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Integrated Financial Solutions, Inc. reported 36 positions worth $185.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: AAPL (18.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$185.1M
2026 Q2
Positions
36
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.7%
Est. Net Flow (Q)
2026 Q2
10 / 36 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$34.9M18.86%120,673
2NVDANVIDIA CORPORATIONSH$34.9M18.85%174,404
3AVGOBROADCOM INCSH$29.1M15.74%77,110
4GOOGLALPHABET INCSH$12.3M6.65%34,447
5AMDADVANCED MICRO DEVICES INCSH$10.6M5.75%18,320
6ALABASTERA LABS INCSH$7.4M4.00%15,335
7AMZNAMAZON COM INCSH$6.5M3.52%27,373
8APPAPPLOVIN CORPSH$6.4M3.44%12,344
9JEPIJ P MORGAN EXCHANGE TRADED FSH$4.9M2.63%86,245
10GEVGE VERNOVA INCSH$4.3M2.30%3,620

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Integrated Financial Solutions, Inc. hold as of Q2 2026?

Integrated Financial Solutions, Inc. reported 36 positions worth $185.1M in its Q2 2026 13F filing. Largest positions: AAPL (18.9%), NVDA (18.8%), AVGO (15.7%), GOOGL (6.6%) and AMD (5.7%).

What did Integrated Financial Solutions, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Integrated Financial Solutions, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.