Integrated Financial Solutions, Inc. In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Integrated Financial Solutions, Inc. reported 36 stock positions worth $185.1 million . Its top holding was Apple (AAPL) at 18.9% of the portfolio, followed by Nvidia (NVDA, 18.8% ) and Broadcom (AVGO, 15.7% ). Compared with Q1 2026, it opened 7 new positions, sold out of 2, added to 18 and reduced 10. The biggest buy was GE Vernova (GEV, shares +934% ) and the biggest sale MercadoLibre (MELI, shares −87% ).
Location RESTON, VA
CIK 0002086529
Portfolio Value $185.1M (Q2 2026) Holdings 36 stocks · $185.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 AAPL Apple Inc. 120,673 $34.9M Add +0.6% NVDA Nvidia Corp. 174,404 $34.9M Add +0.2% AVGO Broadcom Inc. 77,110 $29.1M Add +0.8% GOOGL Alphabet Inc. Class A 34,447 $12.3M Add +1.8% AMD Advanced Micro Devices 18,320 $10.6M Reduce -13.1% ALAB Astera Labs Inc. 15,335 $7.4M Reduce -29.0% AMZN Amazon.com Inc. 27,373 $6.5M Add +1.7% APP AppLovin Corp. Class A 12,344 $6.4M Add +9.5% JEPI JPMorgan Equity Premium Inco 86,245 $4.9M Add +8.7% GEV GE Vernova Inc. 3,620 $4.3M Add +934.3% MSFT Microsoft Corp. 10,709 $4.0M Add +3.6% SPY SS SPDR S&P 500 ETF Trust-US 5,011 $3.7M Reduce -3.8% CRWD CrowdStrike Holdings Inc. Class A 4,830 $3.7M Add +17.1% MU Micron Technology Inc. 2,798 $3.2M Add +339.3% RH RH 17,595 $2.9M Add +7.3% META Meta Platforms Inc. Class A 4,650 $2.6M Add +8.4% SMCI Super Micro Computer Inc. 61,625 $1.8M Reduce -4.9% NFLX Netflix Inc. 20,820 $1.5M Add +33.4% XLK SS Technology Select Sector 5,719 $1.1M Add +0.0% BE Bloom Energy Corp. Class A 3,467 $1.0M New TSLA Tesla Inc. 2,310 $972K No change CRDO Credo Technology Group Holdi 3,215 $874K New TSM Taiwan Semiconductor-SP ADR 1,613 $770K Add +26.7% CLS Celestica Inc. 1,985 $724K Add +47.0% VUG Vanguard Mrngstar GR ETF-Sui 7,032 $606K Reduce -14.9% JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 9,150 $562K New LLY Eli Lilly & Co. 442 $530K New MELI MercadoLibre Inc. 305 $518K Reduce -87.0% NVMI Nova Ltd. 905 $491K Reduce -15.8% RDDT Reddit Inc. Class A 2,580 $448K Reduce -52.9% JPM JPMorgan Chase & Co. 1,122 $367K Add +19.7% PFE Pfizer Inc. 13,581 $327K Reduce -72.0% SPCX Space Exploration Techn Class A 1,750 $299K New GS Goldman Sachs Group Inc. 282 $285K New GOOG Alphabet Inc. Class C 679 $240K New SGOV iShares 0-3 Month Treasury B 2,000 $201K Reduce -16.7%
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ MELI MercadoLibre Inc. Reduce -87.0% 0.28% −2.54 PFE Pfizer Inc. Reduce -72.0% 0.18% −0.77 TTD Trade Desk Inc./the Class A Sold out 0.00% −0.65 SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 2.02% −0.33 RDDT Reddit Inc. Class A Reduce -52.9% 0.24% −0.27 UPST Upstart Holdings Inc. Sold out 0.00% −0.26 VUG Vanguard Mrngstar GR ETF-Sui Reduce -14.9% 0.33% −0.09 SGOV iShares 0-3 Month Treasury B Reduce -16.7% 0.11% −0.06 NVMI Nova Ltd. Reduce -15.8% 0.27% −0.06 SMCI Super Micro Computer Inc. Reduce -4.9% 0.98% −0.04 ALAB Astera Labs Inc. Reduce -29.0% 4.00% +2.36 AMD Advanced Micro Devices Reduce -13.1% 5.75% +2.77
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ GEV GE Vernova Inc. Add +934.3% 2.30% +2.09 MU Micron Technology Inc. Add +339.3% 1.74% +1.60 CRWD CrowdStrike Holdings Inc. Class A Add +17.1% 1.99% +0.87 BE Bloom Energy Corp. Class A New 0.57% +0.57 CRDO Credo Technology Group Holdi New 0.47% +0.47 APP AppLovin Corp. Class A Add +9.5% 3.44% +0.32 JEPQ JPM Nasdaq Equity Premium New 0.30% +0.30 LLY Eli Lilly & Co. New 0.29% +0.29 SPCX Space Exploration Techn Class A New 0.16% +0.16 GS Goldman Sachs Group Inc. New 0.15% +0.15 GOOG Alphabet Inc. Class C New 0.13% +0.13 CLS Celestica Inc. Add +47.0% 0.39% +0.13 TSM Taiwan Semiconductor-SP ADR Add +26.7% 0.42% +0.12 XLK SS Technology Select Sector Add +0.0% 0.59% +0.06 JPM JPMorgan Chase & Co. Add +19.7% 0.20% +0.01 RH RH Add +7.3% 1.57% −0.03 GOOGL Alphabet Inc. Class A Add +1.8% 6.65% −0.11 NFLX Netflix Inc. Add +33.4% 0.80% −0.24 META Meta Platforms Inc. Class A Add +8.4% 1.41% −0.29 AMZN Amazon.com Inc. Add +1.7% 3.52% −0.37 JEPI JPMorgan Equity Premium Inco Add +8.7% 2.63% −0.49 MSFT Microsoft Corp. Add +3.6% 2.16% −0.50 AVGO Broadcom Inc. Add +0.8% 15.74% −0.71 NVDA Nvidia Corp. Add +0.2% 18.85% −2.24 AAPL Apple Inc. Add +0.6% 18.86% −2.27
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ AMZN Amazon.com Inc. call Sold out 300 $62Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 36 $185.1M AAPL, NVDA, AVGO, GOOGL, AMD Q1 2026 31 $144.0M AAPL, NVDA, AVGO, GOOGL, AMZN Q4 2025 32 $140.6M NVDA, AVGO, AAPL, GOOGL, AMZN Q3 2025 Amended 26 $145.1M NVDA, AAPL, AVGO, GOOGL, AMD Q2 2025 24 $117.6M NVDA, AAPL, AVGO, AMD, GOOGL