Integrated Financial Solutions, Inc.
Net buyer this quarter
$185M
31
+$1.84M
81.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $34.9M | 18.86% | 0.00% | +0.6% | Q2 2025 |
 NVDA | $34.9M | 18.85% | 0.00% | +0.2% | Q2 2025 |
 AVGO | $29.1M | 15.74% | 0.00% | +0.8% | Q2 2025 |
 GOOGL | $12.3M | 6.65% | 0.00% | +1.8% | Q2 2025 |
 AMD | $10.6M | 5.75% | 0.00% | -13.1% | Q2 2025 |
 ALAB | $7.41M | 4.00% | 0.01% | -29.0% | Q2 2025 |
 AMZN | $6.52M | 3.52% | 0.00% | +1.7% | Q2 2025 |
 APP | $6.36M | 3.44% | 0.00% | +9.5% | Q2 2025 |
 GEV | $4.25M | 2.30% | 0.00% | +934.3% | Q4 2025 |
 MSFT | $3.99M | 2.16% | 0.00% | +3.6% | Q2 2025 |
 SPY | $3.74M | 2.02% | Not reported | -3.8% | Q2 2025 |
 CRWD | $3.69M | 1.99% | 0.00% | +17.1% | Q2 2025 |
 MU | $3.23M | 1.74% | 0.00% | +339.3% | Q1 2026 |
 RH | $2.9M | 1.57% | 0.09% | +7.3% | Q2 2025 |
 META | $2.62M | 1.41% | Not reported | +8.4% | Q3 2025 |
 SMCI | $1.81M | 0.98% | 0.01% | -4.9% | Q2 2025 |
 NFLX | $1.49M | 0.80% | 0.00% | +33.4% | Q4 2025 |
 BE | $1.05M | 0.57% | 0.00% | New | Q2 2026 |
 TSLA | $972K | 0.52% | 0.00% | Not reported | Q3 2025 |
 CRDO | $874K | 0.47% | 0.00% | New | Q2 2026 |
 TSM | $770K | 0.42% | 0.00% | +26.7% | Q4 2025 |
 CLS | $724K | 0.39% | 0.00% | +47.0% | Q1 2026 |
 LLY | $530K | 0.29% | 0.00% | New | Q2 2026 |
 MELI | $518K | 0.28% | 0.00% | -87.0% | Q3 2025 |
 NVMI | $491K | 0.27% | 0.00% | -15.8% | Q1 2026 |
 RDDT | $448K | 0.24% | Not reported | -52.9% | Q2 2025 |
 JPM | $367K | 0.20% | 0.00% | +19.7% | Q4 2025 |
 PFE | $327K | 0.18% | 0.00% | -72.0% | Q2 2025 |
 SPCX | $299K | 0.16% | Not reported | New | Q2 2026 |
 GS | $285K | 0.15% | 0.00% | New | Q2 2026 |
| GOOG | $240K | 0.13% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $30.4M | 21.12% | 0.00% | +2.5% | Q2 2025 |
| NVDA | $30.4M | 21.08% | 0.00% | -0.4% | Q2 2025 |
| AVGO | $23.7M | 16.44% | 0.00% | +3.9% | Q2 2025 |
| GOOGL | $9.73M | 6.76% | 0.00% | +6.4% | Q2 2025 |
| AMZN | $5.61M | 3.89% | 0.00% | +21.2% | Q2 2025 |
| APP | $4.49M | 3.11% | 0.00% | +48.8% | Q2 2025 |
| AMD | $4.29M | 2.98% | 0.00% | -1.2% | Q2 2025 |
| MELI | $4.06M | 2.82% | 0.00% | +11.3% | Q3 2025 |
| MSFT | $3.83M | 2.66% | 0.00% | +12.9% | Q2 2025 |
| SPY | $3.39M | 2.35% | Not reported | +0.1% | Q2 2025 |
| META | $2.45M | 1.70% | Not reported | +26.2% | Q3 2025 |
| ALAB | $2.37M | 1.64% | 0.01% | +52.3% | Q2 2025 |
| RH | $2.29M | 1.59% | 0.09% | +6.7% | Q2 2025 |
| CRWD | $1.61M | 1.12% | 0.00% | +581.8% | Q2 2025 |
| NFLX | $1.5M | 1.04% | 0.00% | +48.4% | Q4 2025 |
| SMCI | $1.47M | 1.02% | 0.01% | Not reported | Q2 2025 |
| PFE | $1.36M | 0.95% | 0.00% | -1.0% | Q2 2025 |
 TTD | $936K | 0.65% | Not reported | +11.1% | Q2 2025 |
| TSLA | $859K | 0.60% | 0.00% | +35.1% | Q3 2025 |
| RDDT | $738K | 0.51% | Not reported | +5.8% | Q2 2025 |
| NVMI | $467K | 0.32% | 0.00% | New | Q1 2026 |
| TSM | $430K | 0.30% | 0.00% | Not reported | Q4 2025 |
| CLS | $380K | 0.26% | 0.00% | New | Q1 2026 |
 UPST | $372K | 0.26% | 0.02% | -6.5% | Q2 2025 |
| GEV | $306K | 0.21% | 0.00% | -12.5% | Q4 2025 |
| JPM | $276K | 0.19% | 0.00% | +12.0% | Q4 2025 |
| MU | $215K | 0.15% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $32.6M | 19.53% | 0.00% | +1.0% | Q2 2025 |
 LULU | $26M | 15.56% | 0.00% | New | Q4 2025 |
| AVGO | $25.5M | 15.28% | 0.00% | -2.2% | Q2 2025 |
| AAPL | $21.8M | 13.07% | 0.00% | -5.5% | Q2 2025 |
| GOOGL | $9.96M | 5.97% | 0.00% | -5.1% | Q2 2025 |
| AMZN | $5.13M | 3.07% | 0.00% | +17.5% | Q2 2025 |
| APP | $5.11M | 3.06% | 0.00% | +73.8% | Q2 2025 |
| AMD | $4.57M | 2.74% | 0.00% | -53.4% | Q2 2025 |
| MSFT | $4.43M | 2.65% | 0.00% | +1.8% | Q2 2025 |
| MELI | $4.25M | 2.55% | 0.00% | +129.7% | Q3 2025 |
| SPY | $3.55M | 2.13% | Not reported | +8.2% | Q2 2025 |
| RH | $2.75M | 1.65% | 0.08% | +133.3% | Q2 2025 |
| ALAB | $2.36M | 1.41% | 0.01% | +34.1% | Q2 2025 |
| META | $2.24M | 1.34% | Not reported | +325.0% | Q3 2025 |
| SMCI | $1.9M | 1.14% | 0.01% | -5.8% | Q2 2025 |
| TTD | $1.41M | 0.84% | Not reported | +21.0% | Q2 2025 |
| PFE | $1.22M | 0.73% | 0.00% | +3.5% | Q2 2025 |
| RDDT | $1.19M | 0.71% | Not reported | -6.7% | Q2 2025 |
| NFLX | $986K | 0.59% | 0.00% | New | Q4 2025 |
 ASML | $776K | 0.46% | 0.00% | -83.9% | Q2 2025 |
| TSLA | $769K | 0.46% | 0.00% | -0.9% | Q3 2025 |
| UPST | $678K | 0.41% | 0.02% | +10.1% | Q2 2025 |
| TSM | $387K | 0.23% | 0.00% | New | Q4 2025 |
| CRWD | $284K | 0.17% | 0.00% | +34.4% | Q2 2025 |
| JPM | $270K | 0.16% | 0.00% | New | Q4 2025 |
| GEV | $261K | 0.16% | 0.00% | New | Q4 2025 |
| GOOG | $206K | 0.12% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $32.3M | 22.25% | 0.00% | +2.2% | Q2 2025 |
| AAPL | $31.5M | 21.72% | 0.00% | +3.6% | Q2 2025 |
| AVGO | $24.8M | 17.12% | 0.00% | +1.2% | Q2 2025 |
| GOOGL | $8.15M | 5.62% | 0.00% | +11.9% | Q2 2025 |
| AMD | $7.41M | 5.10% | 0.00% | +1.5% | Q2 2025 |
| MSFT | $4.66M | 3.21% | 0.00% | +19.9% | Q2 2025 |
| ASML | $4.35M | 3.00% | 0.00% | -30.6% | Q2 2025 |
| AMZN | $4.15M | 2.86% | 0.00% | +20.4% | Q2 2025 |
| SMCI | $3.29M | 2.27% | 0.01% | +1.9% | Q2 2025 |
| SPY | $3.21M | 2.21% | Not reported | -0.5% | Q2 2025 |
| APP | $3.13M | 2.16% | 0.00% | +114.0% | Q2 2025 |
| MELI | $2.15M | 1.48% | 0.00% | New | Q3 2025 |
| ALAB | $2.07M | 1.43% | 0.01% | -5.8% | Q2 2025 |
| TTD | $1.51M | 1.04% | Not reported | +51.7% | Q2 2025 |
 SHOP | $1.49M | 1.03% | 0.00% | Not reported | Q2 2025 |
| RH | $1.34M | 0.92% | 0.04% | +20.3% | Q2 2025 |
| RDDT | $1.28M | 0.88% | Not reported | -18.4% | Q2 2025 |
| PFE | $1.21M | 0.83% | 0.00% | +5.9% | Q2 2025 |
| TSLA | $767K | 0.53% | 0.00% | New | Q3 2025 |
| UPST | $716K | 0.49% | 0.01% | -3.8% | Q2 2025 |
| META | $588K | 0.40% | Not reported | New | Q3 2025 |
 POWL | $259K | 0.18% | 0.00% | -92.9% | Q2 2025 |
| CRWD | $221K | 0.15% | 0.00% | +28.6% | Q2 2025 |