Integrated Financial Solutions, Inc. 13F Holdings
CIK 0002086529 · RESTON, VA
As of Sep 30, 2025, Integrated Financial Solutions, Inc. reported 24 positions worth
CIK 0002086529 · RESTON, VA
As of Sep 30, 2025, Integrated Financial Solutions, Inc. reported 24 positions worth
17.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 169,419 | $26.8M | 22.77% |
| APPLE INC | AAPL | Technology | 119,542 | $24.5M | 20.86% |
| BROADCOM INC | AVGO | Technology | 74,469 | $20.5M | 17.46% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 45,118 | $6.4M | 5.45% |
| ALPHABET INC | GOOGL | Equity | 29,956 | $5.3M | 4.49% |
| ASML HOLDING NV | ASML | Technology | 6,477 | $5.2M | 4.42% |
| MICROSOFT CORP | MSFT | Technology | 7,504 | $3.7M | 3.17% |
| AMAZON.COM INC | AMZN | Equity | 15,695 | $3.4M | 2.93% |
| SUPER MICRO COMPUTER INC | SMCI | Technology | 67,475 | $3.3M | 2.81% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 53,162 | $3.0M | 2.57% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,833 | $3.0M | 2.54% |
| POWELL INDUSTRIES INC | POWL | Industrials | 11,940 | $2.5M | 2.14% |
| TRADE DESK INC | TTD | Technology | 20,250 | .5M | 1.24% |
| SHOPIFY INC | SHOP | Technology | 10,025 | .2M | 0.98% |
| PFIZER INC | PFE | Healthcare | 44,681 | .1M | 0.92% |
| RH | RH | Consumer Cyclical | 5,480 | .0M | 0.88% |
| REDDIT INC | RDDT | Communication Services | 6,800 | .0M | 0.87% |
| ASTERA LABS INC | ALAB | Technology | 11,225 | .0M | 0.86% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 3,091 | $782.8K | 0.67% |
| APPLOVIN CORP | APP | Technology | 2,037 | $713.1K | 0.61% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,255 | $550.0K | 0.47% |
| PALO ALTO NETWORKS INC | PANW | Technology | 1,950 | $399.0K | 0.34% |
| UPSTART HOLDINGS INC | UPST | Financial Services | 14,635 | $346.6K | 0.29% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 350 | $305.6K | 0.26% |