Integrated Financial Solutions, Inc. Portfolio Stock Holdings
Integrated Financial Solutions, Inc. disclosed 36 stock positions valued at approximately $185.1 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and BROADCOM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 36
- Portfolio Value
- $185.1M
Holdings by Sector
Integrated Financial Solutions, Inc. Portfolio Holdings in Q2 2026
34 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 18.86% | 120,673 | +665 | +0.55% | $34,917,810 |
| NVIDIA CORPORATION | NVDA | Technology | 18.85% | 174,404 | +272 | +0.16% | $34,896,448 |
| BROADCOM INC | AVGO | Technology | 15.74% | 77,110 | +602 | +0.79% | $29,130,662 |
| ALPHABET INC | GOOGL | Communication Services | 6.65% | 34,447 | +595 | +1.76% | $12,310,392 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 5.75% | 18,320 | -2,750 | -13.05% | $10,642,271 |
| ASTERA LABS INC | ALAB | Technology | 4.00% | 15,335 | -6,265 | -29.00% | $7,407,112 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.52% | 27,373 | +460 | +1.71% | $6,524,081 |
| APPLOVIN CORP | APP | Technology | 3.44% | 12,344 | +1,072 | +9.51% | $6,359,999 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 2.63% | 86,245 | +6,900 | +8.70% | $4,871,102 |
| GE VERNOVA INC | GEV | Utilities | 2.30% | 3,620 | +3,270 | +934.29% | $4,252,993 |
| MICROSOFT CORP | MSFT | Technology | 2.16% | 10,709 | +368 | +3.56% | $3,994,671 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.02% | 5,011 | -198 | -3.80% | $3,741,941 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.99% | 4,830 | +705 | +17.09% | $3,685,966 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.74% | 2,798 | +2,161 | +339.25% | $3,229,703 |
| RH | RH | Consumer Cyclical | 1.57% | 17,595 | +1,195 | +7.29% | $2,898,424 |
| META PLATFORMS INC | META | Communication Services | 1.41% | 4,650 | +360 | +8.39% | $2,619,299 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 0.98% | 61,625 | -3,150 | -4.86% | $1,807,461 |
| NETFLIX INC. | NFLX | Communication Services | 0.80% | 20,820 | +5,210 | +33.38% | $1,486,548 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.59% | 5,719 | +2 | +0.03% | $1,089,636 |
| BLOOM ENERGY CORP | BE | Industrials | 0.57% | 3,467 | +3,467 | +100.00% | $1,049,461 |
| TESLA INC | TSLA | Consumer Cyclical | 0.52% | 2,310 | - | - | $971,586 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.47% | 3,215 | +3,215 | +100.00% | $874,319 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.42% | 1,613 | +340 | +26.71% | $770,320 |
| CELESTICA INC | CLS | Technology | 0.39% | 1,985 | +635 | +47.04% | $723,756 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 7,032 | +5,655 | +410.68% | $605,736 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.30% | 9,150 | +9,150 | +100.00% | $562,359 |
| ELI LILLY & CO | LLY | Healthcare | 0.29% | 442 | +442 | +100.00% | $530,148 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.28% | 305 | -2,042 | -87.00% | $517,704 |
| REDDIT INC | RDDT | Communication Services | 0.24% | 2,580 | -2,900 | -52.92% | $447,836 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.20% | 1,122 | +185 | +19.74% | $367,264 |
| PFIZER INC | PFE | Healthcare | 0.18% | 13,581 | -34,900 | -71.99% | $327,031 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.15% | 282 | +282 | +100.00% | $285,206 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 679 | +22 | +3.35% | $239,911 |
| ISHARES TR | SGOV | Other | 0.11% | 2,000 | -400 | -16.67% | $201,340 |