Integrated Financial Solutions, Inc.

RESTON, VA · CIK 2086529 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyReston, VA

$185.1m reported value +28.6% vs Q1 2026

36positions

81.7%in top 10

7 new 18 added 10 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	120,673	$34.9m18.86%	18.86%	Added +665	+665 0.6%
2	NVIDIA CORPORATION COM NVDA	NVDA	174,404	$34.9m18.85%	18.85%	Added +272	+272 0.2%
3	BROADCOM INC COM AVGO	AVGO	77,110	$29.1m15.74%	15.74%	Added +602	+602 0.8%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	34,447	$12.3m6.65%	6.65%	Added +595	+595 1.8%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	18,320	$10.6m5.75%	5.75%	Reduced -2.8k	-2,750 -13.1%
6	ASTERA LABS INC COM ALAB	ALAB	15,335	$7.4m4.00%	4.00%	Reduced -6.3k	-6,265 -29.0%
7	AMAZON COM INC COM AMZN	AMZN	27,373	$6.5m3.52%	3.52%	Added +460	+460 1.7%
8	APPLOVIN CORP COM CL A APP	APP	12,344	$6.4m3.44%	3.44%	Added +1.1k	+1,072 9.5%
9	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	86,245	$4.9m2.63%	2.63%	Added +6.9k	+6,900 8.7%
10	GE VERNOVA INC COM GEV	GEV	3,620	$4.3m2.30%	2.30%	Added +3.3k	+3,270 934.3%
11	MICROSOFT CORP COM MSFT	MSFT	10,709	$4.0m2.16%	2.16%	Added +368	+368 3.6%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,011	$3.7m2.02%	2.02%	Reduced -198	-198 -3.8%
13	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,830	$3.7m1.99%	1.99%	Added +705	+705 17.1%
14	MICRON TECHNOLOGY INC COM MU	MU	2,798	$3.2m1.74%	1.74%	Added +2.2k	+2,161 339.2%
15	RH COM RH	RH	17,595	$2.9m1.57%	1.57%	Added +1.2k	+1,195 7.3%
16	META PLATFORMS INC CL A META	META	4,650	$2.6m1.41%	1.41%	Added +360	+360 8.4%
17	SUPER MICRO COMPUTER INC COM NEW SMCI	SMCI	61,625	$1.8m0.98%	0.98%	Reduced -3.1k	-3,150 -4.9%
18	NETFLIX INC COM NFLX	NFLX	20,820	$1.5m0.80%	0.80%	Added +5.2k	+5,210 33.4%
19	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,719	$1.1m0.59%	0.59%	Added +2	+2 0.0%
20	BLOOM ENERGY CORP COM CL A BE	BE	3,467	$1.0m0.57%	0.57%	New
21	TESLA INC COM TSLA	TSLA	2,310	$971.6k0.52%	0.52%	Unchanged
22	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	3,215	$874.3k0.47%	0.47%	New
23	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,613	$770.3k0.42%	0.42%	Added +340	+340 26.7%
24	CELESTICA INC COM CLS	CLS	1,985	$723.8k0.39%	0.39%	Added +635	+635 47.0%
25	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,032	$605.7k0.33%	0.33%	Reduced -1.2k	-1,230 -14.9%
26	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	9,150	$562.4k0.30%	0.30%	New
27	ELI LILLY & CO COM LLY	LLY	442	$530.1k0.29%	0.29%	New
28	MERCADOLIBRE INC COM MELI	MELI	305	$517.7k0.28%	0.28%	Reduced -2.0k	-2,042 -87.0%
29	NOVA LTD COM NVMI	NVMI	905	$491.4k0.27%	0.27%	Reduced -170	-170 -15.8%
30	REDDIT INC CL A RDDT	RDDT	2,580	$447.8k0.24%	0.24%	Reduced -2.9k	-2,900 -52.9%
31	JPMORGAN CHASE & CO COM JPM	JPM	1,122	$367.3k0.20%	0.20%	Added +185	+185 19.7%
32	PFIZER INC COM PFE	PFE	13,581	$327.0k0.18%	0.18%	Reduced -34.9k	-34,900 -72.0%
33	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,750	$299.0k0.16%	0.16%	New
34	GOLDMAN SACHS GROUP INC COM GS	GS	282	$285.2k0.15%	0.15%	New
35	ALPHABET INC CAP STK CL C GOOG	GOOG	679	$239.9k0.13%	0.13%	New
36	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	2,000	$201.3k0.11%	0.11%	Reduced -400	-400 -16.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THE TRADE DESK INC TTD	TTD	41,255	$936.1k41.3k shares
UPSTART HLDGS INC UPST	UPST	14,510	$372.2k14.5k shares