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CIK: 0002086529
Total reported value
$185.1M
$185.1M
24 檔
45.1%
The Q2 2025 SEC filing reveals that Integrated Financial Solutions, Inc. held a total portfolio value of $185.1M, covering 24 public equity positions.
During Q2 2025, Integrated Financial Solutions, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 22.77% | -2.23% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 20.86% | -2.26% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 17.46% | -0.70% | — | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 5.45% | +2.77% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.49% | -0.11% | — | |
| 6 | ASML | ASML Holding N.V. | Stock-Tech | 4.42% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.50% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.41% | — | |
| 9 | SMCI | Super Micro Computer Inc | Stock-Tech | 2.81% | -0.04% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | -0.49% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | -0.33% | — | |
| 12 | POWL | Powell Industries Inc | Stock-Industrials | 2.14% | — | — | |
| 13 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 1.24% | -0.65% | EXIT | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.98% | — | — | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 0.92% | -0.76% | — | |
| 16 | RH | Rh | Stock-Consumer Disc | 0.88% | -0.02% | — | |
| 17 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.87% | -0.27% | — | |
| 18 | ALAB | Astera Labs Inc | Stock-Tech | 0.86% | +2.36% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.06% | — | |
| 20 | APP | Applovin Corp-class A | Stock-Tech | 0.61% | +0.33% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.09% | — | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | — | — | |
| 23 | UPST | Upstart Holdings Inc | Stock-Financials | 0.29% | -0.26% | EXIT | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.26% | +0.87% | — |
According to official SEC Form 13F filings, Integrated Financial Solutions, Inc. reported a total U.S. public equity portfolio value of $185.1M across 24 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, AVGO) accounted for 45.1% of total reported equity market value during Q2 2025.
During Q2 2025, Integrated Financial Solutions, Inc.'s top holdings by market value included NVDA (22.8%)、AAPL (20.9%)、AVGO (17.5%). The largest single position, NVDA, represented 22.8% of total portfolio value.
In Q2 2025, Integrated Financial Solutions, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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