StockDriftsStockDriftsTop 35 Integrated Financial Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 18.86% | 120.7K | $34.9M | +0.55%(+665) | $216.27(+41.80%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 18.85% | 174.4K | $34.9M | +0.16%(+272) | $135.21(+63.05%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 15.74% | 77.1K | $29.1M | +0.79%(+602) | $228.07(+84.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.65% | 34.4K | $12.3M | +1.76%(+595) | $180.17(+95.08%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.75% | 18.3K | $10.6M | -13.05%(-2.75K) | $122.99(+278.94%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 4% | 15.3K | $7.4M | -29.00%(-6.26K) | $114.64(+174.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.52% | 27.4K | $6.5M | +1.71%(+460) | $212.49(+29.40%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 3.44% | 12.3K | $6.4M | +9.51%(+1.07K) | $532.30(-39.20%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.63% | 86.2K | $4.9M | +8.70%(+6.90K) | $56.81(+1.73%) | 2026-06-30 | |
| GEV | GE VERNOVA INC | 2.3% | 3.6K | $4.3M | +934.29%(+3.27K) | $961.12(+6.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.00% |
Integrated Financial Solutions, Inc. reports $185.13M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (18.9%), NVDA (18.9%) and AVGO (15.7%). The top 20 holdings account for 95.57% of reported assets. Its disclosed equity book has returned +33.43% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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