Integrated Financial Solutions, Inc.
CIK 2086529 · Holdings on Jun 30, 2025 · First reported Jan 16, 2026
Top ten holdings
Q2 2025- NVDA22.77%
- AAPL20.86%
- AVGO17.46%
- AMD5.45%
- GOOGL4.49%
- ASML4.42%
- MSFT3.17%
- AMZN2.93%
- SMCI2.81%
- JEPI2.57%
Share classes counted separately86.93%
Portfolio value by quarter
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $26.77M | 22.77% | 169.42K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $24.53M | 20.86% | 119.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVGOBROADCOM INC View history and evidence | $20.53M | 17.46% | 74.47K shares | Prior unavailable — | — | ↗▾ |
| 04 | AMDADVANCED MICRO DEVICES View history and evidence | $6.40M | 5.45% | 45.12K shares | Prior unavailable — | — | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.28M | 4.49% | 29.96K shares | Prior unavailable — | — | ↗▾ |
| 06 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $5.19M | 4.42% | 6.48K shares | Prior unavailable — | — | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $3.73M | 3.17% | 7.50K shares | Prior unavailable — | — | ↗▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $3.44M | 2.93% | 15.70K shares | Prior unavailable — | — | ↗▾ |
| 09 | SMCISUPER MICRO COMPUTER INCCOM NEW View history and evidence | $3.31M | 2.81% | 67.47K shares | Prior unavailable — | — | ↗▾ |
| 10 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $3.02M | 2.57% | 53.16K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2086529 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2026-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117565346
}Take these holdings further.
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