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CIK: 0002086529
Total reported value
$194.8M
$194.8M
36 檔
62.6%
In Q2 2026, Integrated Financial Solutions, Inc.'s U.S. equity holdings reached a combined market value of $194.8M, distributed across 36 disclosed stock positions.
In Q2 2026, Integrated Financial Solutions, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.86% | +1.66% | +0.55% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 18.85% | +1.75% | +0.16% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 15.74% | -1.57% | +0.79% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.65% | -0.22% | +1.76% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 5.75% | -0.21% | -13.05% | |
| 6 | ALAB | Astera Labs Inc | Stock-Tech | 4.00% | -1.23% | -29.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.52% | +0.19% | +0.59% | |
| 8 | APP | Applovin Corp-class A | Stock-Tech | 3.44% | -1.56% | +9.51% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.63% | -0.05% | +8.70% | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 2.30% | -0.44% | +934.29% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.71% | +3.56% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.02% | -0.12% | -3.80% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.99% | +0.34% | +17.09% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 1.74% | +0.21% | +339.25% | |
| 15 | RH | Rh | Stock-Consumer Disc | 1.57% | -0.99% | +7.29% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.35% | +8.39% | |
| 17 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.98% | +0.29% | -4.86% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | — | +33.38% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | -0.02% | +0.04% | |
| 20 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.57% | +0.54% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.08% | — | |
| 22 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.47% | +0.32% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | -0.07% | +26.71% | |
| 24 | CLS | Celestica Inc | Stock-Tech | 0.39% | — | +47.04% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | -0.02% | +410.68% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.30% | +0.25% | — | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | -0.11% | — | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.28% | -0.08% | -87.00% | |
| 29 | NVMI | Nova Ltd. | Stock-Other | 0.27% | -0.09% | -15.81% | |
| 30 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.24% | -0.12% | -52.92% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.04% | +19.74% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.18% | -0.18% | EXIT | |
| 33 | ✓ | Stock-Other | 0.16% | +0.09% | — | ||
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.15% | -0.15% | EXIT | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | — | — | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.11% | -0.11% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.8% | -13.05% | Trim |
| 2 | ALAB | Astera Labs Inc | +2.4% | -29.00% | Trim |
| 3 | GEV | GE Vernova Inc | +2.1% | +934.29% | Add |
| 4 | MU | Micron Technology Inc | +1.6% | +339.25% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +17.09% | Add |
| 6 | BE | Bloom Energy Corp- A | +0.6% | NEW | New buy |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.5% | NEW | New buy |
| 8 | APP | Applovin Corp-class A | +0.3% | +9.51% | Add |
| 9 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 11 | ✓ | +0.2% | NEW | New buy | |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 13 | CLS | Celestica Inc | +0.1% | +47.04% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +26.71% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +0.04% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +19.74% | Add |
| 18 | RH | Rh | 0% | +7.29% | Add |
| 19 | SMCI | Super Micro Computer Inc | 0% | -4.86% | Trim |
| 20 | NVMI | Nova Ltd. | -0.1% | -15.81% | Trim |
| 21 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -16.67% | Trim |
| 22 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 23 | VUG | Vanguard Growth ETF | -0.1% | +410.68% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.76% | Add |
| 25 | NFLX | Netflix Inc | -0.2% | +33.38% | Add |
| 26 | UPST | Upstart Holdings Inc | -0.3% | EXIT | Sold out |
| 27 | RDDT | Reddit Inc-cl A | -0.3% | -52.92% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.3% | +8.39% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -3.80% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.4% | +0.59% | Add |
| 31 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | +8.70% | Add |
| 32 | MSFT | Microsoft CORP | -0.5% | +3.56% | Add |
| 33 | TTD | Trade Desk Inc/the -class A | -0.7% | EXIT | Sold out |
| 34 | AVGO | Broadcom Inc | -0.7% | +0.79% | Add |
| 35 | PFE | Pfizer Inc | -0.8% | -71.99% | Trim |
| 36 | NVDA | Nvidia CORP | -2.2% | +0.16% | Add |
| 37 | AAPL | Apple Inc | -2.3% | +0.55% | Add |
| 38 | MELI | Mercadolibre Inc | -2.5% | -87.00% | Trim |
According to official SEC Form 13F filings, Integrated Financial Solutions, Inc. reported a total U.S. public equity portfolio value of $194.8M across 36 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 62.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
BE
市值: $1.0M
Top Position Liquidated / Trimmed
TTD
前期市值: $936.1K
During Q2 2026, Integrated Financial Solutions, Inc.'s top holdings by market value included AAPL (18.9%)、NVDA (18.9%)、AVGO (15.7%). The largest single position, AAPL, represented 18.9% of total portfolio value.
In Q2 2026, Integrated Financial Solutions, Inc. made 37 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 2 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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