← Every investor
Integrated Financial Solutions, Inc. Portfolio
$194.8M across 35 positions as of 2026-09-30, with 82% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+17.9%
+3.4% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 5
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +26.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -13.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +18.7% | +7.8% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $40.1M | 20.6% | 175,705 |
| AAPLApple Inc | $40M | 20.5% | 120,009 |
| AVGOBroadcom Inc | $27.6M | 14.2% | 78,606 |
| GOOGLAlphabet Inc | $12.5M | 6.4% | 36,397 |
| AMDAdvanced Micro Devices Inc | $10.8M | 5.5% | 17,630 |
| AMZNAmazon.com Inc | $7.2M | 3.7% | 28,973 |
| MSFTMicrosoft Corp | $5.6M | 2.9% | 10,916 |
| ALABAstera Labs, Inc | $5.4M | 2.8% | 15,135 |
| JEPIJPMorgan Equity Premium Income ETF | $5M | 2.6% | 89,295 |
| CRWDCrowdStrike Holdings Inc | $4.5M | 2.3% | 17,179 |
| MUMicron Technology Inc | $3.8M | 2.0% | 3,570 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.7M | 1.9% | 4,858 |
| APPApplovin Corp | $3.7M | 1.9% | 12,634 |
| GEVGE Vernova Inc | $3.6M | 1.9% | 3,811 |
| METAMeta Platforms Inc | $3.4M | 1.8% | 4,732 |
| SMCISuper Micro Computer Inc | $2.5M | 1.3% | 60,125 |
| BEBloom Energy Corp | $2.2M | 1.1% | 7,822 |
| NFLXNetflix Inc | $1.6M | 0.8% | 22,280 |
| CREDO TECHNOLOGY GROUP HOLDI | $1.5M | 0.8% | 7,887 |
| RHRH | $1.1M | 0.6% | 9,245 |
| XLKState Street Technology Select Sector SPDR ETF | $1.1M | 0.6% | 5,722 |
| SNDKSandisk Corp | $1.1M | 0.6% | 621 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.1M | 0.5% | 17,450 |
| TSLATesla Inc | $860.4K | 0.4% | 2,425 |
| CLSCelestica Inc | $765.4K | 0.4% | 2,110 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $690.2K | 0.4% | 1,513 |
| VUGVanguard Growth ETF | $605.7K | 0.3% | 7,032 |
| SPCXSpace Exploration Technologies Corp | $487.3K | 0.3% | 3,230 |
| DELLDell Technologies Inc | $395.4K | 0.2% | 735 |
| MELIMercadoLibre Inc | $380.3K | 0.2% | 220 |
| NOVA LTD | $348.6K | 0.2% | 905 |
| LLYEli Lilly and Co | $346K | 0.2% | 299 |
| JPMJPMorgan Chase & Co | $308.3K | 0.2% | 932 |
| GOOGAlphabet Inc | $245.7K | 0.1% | 721 |
| RDDTReddit Inc | $225.1K | 0.1% | 1,580 |
Quarter ending 2026-09-30.
Follow Integrated Financial Solutions, Inc. by email
Integrated Financial Solutions, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.