Integrated Financial Solutions, Inc. Top Holdings and 13F Report (2026) About Integrated Financial Solutions, Inc.Investment ActivityIntegrated Financial Solutions, Inc. has $194.79 million in total holdings as of September 30, 2026.Integrated Financial Solutions, Inc. owns shares of 35 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Integrated Financial Solutions, Inc. has purchased 36 new stocks and bought additional shares in 20 stocks.Integrated Financial Solutions, Inc. sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $40,127,452Apple $39,965,249Broadcom $27,605,727Alphabet $12,523,544Advanced Micro Devices $10,785,329 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $1,080,472 Holding24703L202 - Dell Technologies $395,393 Holding Largest Purchases this Quarter CrowdStrike 12,349 shares (about $3.27M)Bloom Energy 4,355 shares (about $1.21M)SANDISK CORP 621 shares (about $1.08M)Credo Technology Group 4,672 shares (about $910.06K)Micron Technology 772 shares (about $822.27K) Largest Sales this Quarter RH 8,350 shares (about $1.02M)Advanced Micro Devices 690 shares (about $422.11K)Apple 664 shares (about $221.12K)Eli Lilly and Company 143 shares (about $165.46K)MercadoLibre 85 shares (about $146.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntegrated Financial Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$40,127,452$297,122 ▲0.7%175,70520.6%TechnologyAAPLApple$39,965,249$221,124 ▼-0.6%120,00920.5%TechnologyAVGOBroadcom$27,605,727$525,382 ▲1.9%78,60614.2%TechnologyGOOGLAlphabet$12,523,544$670,959 ▲5.7%36,3976.4%Communication ServicesAMDAdvanced Micro Devices$10,785,329$422,114 ▼-3.8%17,6305.5%TechnologyAMZNAmazon.com$7,218,623$398,640 ▲5.8%28,9733.7%Consumer DiscretionaryMSFTMicrosoft$5,598,816$106,170 ▲1.9%10,9162.9%TechnologyASTERA LABS INC$5,387,606$71,194 ▼-1.3%15,1352.8%COMJEPIJPMorgan Equity Premium Income ETF$5,020,150$171,470 ▲3.5%89,2952.6%ETFCRWDCrowdStrike$4,548,140$3,269,398 ▲255.7%17,1792.3%TechnologyMUMicron Technology$3,802,447$822,266 ▲27.6%3,5702.0%TechnologySPYSPDR S&P 500 ETF Trust$3,705,186$116,693 ▼-3.1%4,8581.9%ETFAPPLOVIN CORP$3,669,293$84,225 ▲2.3%12,6341.9%COM CL AGE VERNOVA INC$3,622,331$181,544 ▲5.3%3,8111.9%COMMETAMeta Platforms$3,431,552$59,465 ▲1.8%4,7321.8%Communication ServicesSUPER MICRO COMPUTER INC$2,469,334$61,605 ▼-2.4%60,1251.3%COM NEWBEBloom Energy$2,166,538$1,206,248 ▲125.6%7,8221.1%IndustrialsNFLXNetflix$1,550,242$101,587 ▲7.0%22,2800.8%Communication ServicesCRDOCredo Technology Group$1,536,309$910,059 ▲145.3%7,8870.8%TechnologyRHRH$1,125,579$1,016,613 ▼-47.5%9,2450.6%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$1,120,013$587 ▲0.1%5,7220.6%ETFSANDISK CORP$1,080,472$1,080,472 ▲New Holding6210.6%COMJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,068,987$508,458 ▲90.7%17,4500.5%ETFTSLATesla$860,414$40,803 ▲5.0%2,4250.4%Consumer DiscretionaryCELESTICA INC$765,387$45,343 ▲6.3%2,1100.4%COMTSMTaiwan Semiconductor Manufacturing$690,215$45,619 ▼-6.2%1,5130.4%TechnologyVUGVanguard Growth ETF$605,7360.0%7,0320.3%ETFSPACE EXPLORATION TECHN CORP$487,278$223,273 ▲84.6%3,2300.3%CLASS A COM STKDELLDell Technologies$395,393$395,393 ▲New Holding7350.2%TechnologyMELIMercadoLibre$380,277$146,925 ▼-27.9%2200.2%Consumer DiscretionaryNVMINova$348,6060.0%9050.2%TechnologyLLYEli Lilly and Company$345,966$165,462 ▼-32.4%2990.2%HealthcareJPMJPMorgan Chase & Co.$308,334$62,858 ▼-16.9%9320.2%FinanceGOOGAlphabet$245,674$14,311 ▲6.2%7210.1%Communication ServicesREDDIT INC$225,055$142,440 ▼-38.8%1,5800.1%CL APFEPfizer$0$327,031 ▼-100.0%00.0%HealthcareGSThe Goldman Sachs Group$0$285,206 ▼-100.0%00.0%FinanceISHARES TR$0$201,340 ▼-100.0%00.0%0-3 MTH TREASURYShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
