Integrated Financial Solutions, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed January 16, 2026), Integrated Financial Solutions, Inc. reported 24 stock positions worth $117.6 million. Its top holding was Nvidia (NVDA) at 22.8% of the portfolio, followed by Apple (AAPL, 20.9%) and Broadcom (AVGO, 17.5%).
- Most Recent 13F
- Q2 2026
- Location
- RESTON, VA
- CIK
- 0002086529
- Portfolio Value
- $117.6M (Q2 2025)
- SEC Filing
- 0002085853-26-000043 ↗ filed Jan 16, 2026
Holdings Value
Holdings 24 stocks · $117.6M
| NVDA Nvidia Corp. | 22.77% | 169,419 | $26.8M | — |
| AAPL Apple Inc. | 20.86% | 119,542 | $24.5M | — |
| AVGO Broadcom Inc. | 17.46% | 74,469 | $20.5M | — |
| AMD Advanced Micro Devices | 5.45% | 45,118 | $6.4M | — |
| GOOGL Alphabet Inc. Class A | 4.49% | 29,956 | $5.3M | — |
| ASML ASML Holding NV-NY Reg SHS | 4.42% | 6,477 | $5.2M | — |
| MSFT Microsoft Corp. | 3.17% | 7,504 | $3.7M | — |
| AMZN Amazon.com Inc. | 2.93% | 15,695 | $3.4M | — |
| SMCI Super Micro Computer Inc. | 2.81% | 67,475 | $3.3M | — |
| JEPI JPMorgan Equity Premium Inco | 2.57% | 53,162 | $3.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.54% | 4,833 | $3.0M | — |
| POWL Powell Industries Inc. | 2.14% | 11,940 | $2.5M | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 1.24% | 20,250 | $1.5M | — |
| SHOP Shopify Inc. Class A | 0.98% | 10,025 | $1.2M | — |
| PFE Pfizer Inc. | 0.92% | 44,681 | $1.1M | — |
| RH RH | 0.88% | 5,480 | $1.0M | — |
| RDDT Reddit Inc. Class A | 0.87% | 6,800 | $1.0M | — |
| ALAB Astera Labs Inc. | 0.86% | 11,225 | $1.0M | — |
| XLK SS Technology Select Sector | 0.67% | 3,091 | $783K | — |
| APP AppLovin Corp. Class A | 0.61% | 2,037 | $713K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 1,255 | $550K | — |
| PANW Palo Alto Networks Inc. | 0.34% | 1,950 | $399K | — |
| UPST Upstart Holdings Inc. | 0.29% | 14,635 | $347K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 350 | $306K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.