Integrated Financial Solutions, Inc.

Q3 2025 13F Holdings

  • Location
    reston, VA
  • Num holdings

    26

  • Value ($000)

    $145,143

  • Date Filed
    01/16/2026
  • Form type
    restatement
  • CIK
    0002086529
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$32.29M
22 %

173,085

A
AAPL

APPLE INC

COM
037833100
$31.52M
22 %

123,782

A
AVGO

BROADCOM INC

COM
11135F101
$24.85M
17 %

75,322

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.15M
6 %

33,533

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$7.41M
5 %

45,783

M
MSFT

MICROSOFT CORP

COM
594918104
$4.66M
3 %

8,995

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$4.35M
3 %

4,493

A
AMZN

AMAZON COM INC

COM
023135106
$4.15M
3 %

18,903

---

SUPER MICRO COMPUTER INC

COM NEW
86800U302
$3.29M
2 %

68,725

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.21M
2 %

4,811

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