StockDriftsStockDriftsTop 34 Integrated Financial Solutions INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 20.6% | 175.7K | $40.1M | +0.75%(+1.30K) | $135.80(+59.86%) | 2026-09-30 | |
| AAPL | APPLE INC | 20.52% | 120.0K | $40.0M | -0.55%(-664) | $216.27(+58.57%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 14.17% | 78.6K | $27.6M | +1.94%(+1.50K) | $230.67(+45.05%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.43% | 36.4K | $12.5M | +5.66%(+1.95K) | $189.30(+81.81%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.54% | 17.6K | $10.8M | -3.77%(-690) | $122.99(+337.49%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.71% | 29.0K | $7.2M | +5.85%(+1.60K) | $214.21(+22.52%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.87% | 10.9K | $5.6M | +1.93%(+207) | $444.98(+19.90%) | 2026-09-30 | |
| ALAB | ASTERA LABS INC | 2.77% | 15.1K | $5.4M | -1.30%(-200) | $114.64(+149.98%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.58% | 89.3K | $5.0M | +3.54%(+3.05K) | $56.80(+0.46%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.33% | 17.2K | $4.5M | -11.08%(-2.14K) | $411.86(-44.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.24% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.96% |
Integrated Financial Solutions INC reports $194.79M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (20.6%), AAPL (20.5%) and AVGO (14.2%). The top 20 holdings account for 95.42% of reported assets. Its disclosed equity book has returned +38.24% cumulatively over 5 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Integrated Financial Solutions INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Integrated Financial Solutions INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2086529). View Integrated Financial Solutions INC’s 13F filings on SEC