Integrated Financial Solutions, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Integrated Financial Solutions, Inc. held in its portfolio 32 assets valued at $166,906,612 (i.e. $166.91M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($32.59M), LULULEMON ATHLETICA INC ($25.98M), and BROADCOM INC ($25.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Integrated Financial Solutions, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 174747 | 32590270 | COM |
| LULULEMON ATHLETICA INC | 125 | 25976025 | COM |
| BROADCOM INC | 73673 | 25498310 | COM |
| APPLE INC | 117038 | 21817829 | COM |
| ALPHABET INC | 31832 | 9963475 | CAP STK CL A |
| AMAZON COM INC | 22513 | 5196451 | COM |
| APPLOVIN CORP | 7578 | 5106208 | COM CL A |
| ADVANCED MICRO DEVICES INC | 21330 | 4568033 | COM |
| MICROSOFT CORP | 9157 | 4428508 | COM |
| MERCADOLIBRE INC | 2109 | 4248074 | COM |
| J P MORGAN EXCHANGE TRADED F | 72095 | 4126702 | EQUITY PREMIUM |
| SPDR S&P 500 ETF TR | 5206 | 3550105 | TR UNIT |
| RH | 15375 | 2754431 | COM |
| META PLATFORMS INC | 3800 | 2508342 | CL A |
| ASTERA LABS INC | 14185 | 2359817 | COM |
| SUPER MICRO COMPUTER INC | 64775 | 1895964 | COM NEW |
| THE TRADE DESK INC | 37145 | 1410024 | COM CL A |
| PFIZER INC | 48981 | 1219628 | COM |
| REDDIT INC | 5180 | 1190727 | CL A |
| NETFLIX INC | 10520 | 986355 | COM |
| ASML HOLDING N V | 725 | 775649 | N Y REGISTRY SHS |
| TESLA INC | 1710 | 769021 | COM |
| SELECT SECTOR SPDR TR | 5089 | 732681 | STATE STREET TEC |
| UPSTART HLDGS INC | 15510 | 678252 | COM |
| VANGUARD INDEX FDS | 1377 | 671928 | GROWTH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1273 | 386852 | SPONSORED ADS |
| CROWDSTRIKE HLDGS INC | 605 | 283600 | CL A |
| JPMORGAN CHASE & CO. | 837 | 269698 | COM |
| GE VERNOVA INC | 400 | 261428 | COM |
| ISHARES TR | 2400 | 240912 | 0-3 MNTH TREASRY |
| FIDELITY COVINGTON TRUST | 5639 | 235146 | ENHANCED LARGE |
| ALPHABET INC | 657 | 206167 | CAP STK CL C |
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