Integrated Financial Solutions, Inc. In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Integrated Financial Solutions, Inc. reported 31 stock positions worth $144.0 million . Its top holding was Apple (AAPL) at 21.1% of the portfolio, followed by Nvidia (NVDA, 21.1% ) and Broadcom (AVGO, 16.4% ). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 19 and reduced 5. The biggest buy was Apple (AAPL, shares +3% ) and the biggest sale Nvidia (NVDA, shares −0% ).
Location RESTON, VA
CIK 0002086529
Portfolio Value $144.0M (Q1 2026) Holdings 31 stocks · $144.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 AAPL Apple Inc. 120,008 $30.4M Add +2.5% NVDA Nvidia Corp. 174,132 $30.4M Reduce -0.3% AVGO Broadcom Inc. 76,508 $23.7M Add +3.9% GOOGL Alphabet Inc. Class A 33,852 $9.7M Add +6.3% AMZN Amazon.com Inc. 26,913 $5.6M Add +21.2% JEPI JPMorgan Equity Premium Inco 79,345 $4.5M Add +10.1% APP AppLovin Corp. Class A 11,272 $4.5M Add +48.8% AMD Advanced Micro Devices 21,070 $4.3M Reduce -1.2% MELI MercadoLibre Inc. 2,347 $4.1M Add +11.3% MSFT Microsoft Corp. 10,341 $3.8M Add +12.9% SPY SS SPDR S&P 500 ETF Trust-US 5,209 $3.4M Add +0.1% META Meta Platforms Inc. Class A 4,290 $2.5M Add +26.2% ALAB Astera Labs Inc. 21,600 $2.4M Add +52.3% RH RH 16,400 $2.3M Add +6.7% CRWD CrowdStrike Holdings Inc. Class A 4,125 $1.6M Add +581.8% NFLX Netflix Inc. 15,610 $1.5M Add +48.4% SMCI Super Micro Computer Inc. 64,775 $1.5M No change PFE Pfizer Inc. 48,481 $1.4M Reduce -1.0% TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 41,255 $936K Add +11.1% TSLA Tesla Inc. 2,310 $859K Add +35.1% XLK SS Technology Select Sector 5,717 $760K Add +12.3% RDDT Reddit Inc. Class A 5,480 $738K Add +5.8% VUG Vanguard Mrngstar GR ETF-Sui 1,377 $602K No change NVMI Nova Ltd. 1,075 $467K New TSM Taiwan Semiconductor-SP ADR 1,273 $430K No change CLS Celestica Inc. 1,350 $380K New UPST Upstart Holdings Inc. 14,510 $372K Reduce -6.5% GEV GE Vernova Inc. 350 $306K Reduce -12.5% JPM JPMorgan Chase & Co. 937 $276K Add +11.9% SGOV iShares 0-3 Month Treasury B 2,400 $242K No change MU Micron Technology Inc. 637 $215K New
Options reported separately and not counted above: AMZN calls ($62K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ NVDA Nvidia Corp. Reduce -0.3% 21.09% −2.09 ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.55 AMD Advanced Micro Devices Reduce -1.2% 2.98% −0.27 UPST Upstart Holdings Inc. Reduce -6.5% 0.26% −0.22 FELG Fidelity Enh LRG Cap GWTH Sold out 0.00% −0.17 GOOG Alphabet Inc. Class C Sold out 0.00% −0.15 LULU Lululemon Athletica Inc. Sold out 0.00% −0.02 GEV GE Vernova Inc. Reduce -12.5% 0.21% +0.03 PFE Pfizer Inc. Reduce -1.0% 0.95% +0.08
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ AAPL Apple Inc. Add +2.5% 21.13% +5.62 CRWD CrowdStrike Holdings Inc. Class A Add +581.8% 1.12% +0.92 NFLX Netflix Inc. Add +48.4% 1.04% +0.34 NVMI Nova Ltd. New 0.32% +0.32 CLS Celestica Inc. New 0.26% +0.26 AMZN Amazon.com Inc. Add +21.2% 3.89% +0.25 JEPI JPMorgan Equity Premium Inco Add +10.1% 3.12% +0.19 MU Micron Technology Inc. New 0.15% +0.15 META Meta Platforms Inc. Class A Add +26.2% 1.70% +0.11 TSLA Tesla Inc. Add +35.1% 0.60% +0.05 XLK SS Technology Select Sector Add +12.3% 0.53% +0.01 JPM JPMorgan Chase & Co. Add +11.9% 0.19% −0.00 ALAB Astera Labs Inc. Add +52.3% 1.64% −0.03 SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 2.35% −0.17 MELI MercadoLibre Inc. Add +11.3% 2.82% −0.20 GOOGL Alphabet Inc. Class A Add +6.3% 6.76% −0.32 RDDT Reddit Inc. Class A Add +5.8% 0.51% −0.33 TTD Trade Desk Inc./the Class A Add +11.1% 0.65% −0.35 RH RH Add +6.7% 1.59% −0.37 MSFT Microsoft Corp. Add +12.9% 2.66% −0.49 APP AppLovin Corp. Class A Add +48.8% 3.12% −0.52 AVGO Broadcom Inc. Add +3.9% 16.45% −1.69
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ META Meta Platforms Inc. Class A call Sold out 400 $264Kbefore 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