Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Integrated Financial Solutions, Inc. (CIK 2086529) reported $144.1M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($30.4M, 21.12%), NVDA ($30.4M, 21.08%), AVGO ($23.7M, 16.44%), GOOGL ($9.7M, 6.76%), AMZN ($5.7M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $30.4M | 21.12% | 120,008 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $30.4M | 21.08% | 174,132 | Trimmed |
| 3 | AVGO | BROADCOM INC | $23.7M | 16.44% | 76,508 | Added |
| 4 | GOOGL | ALPHABET INC | $9.7M | 6.76% | 33,852 | Added |
| 5 | AMZN | AMAZON COM INC | $5.7M | 3.93% | 27,213 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 3.12% | 79,345 | Added |
| 7 | APP | APPLOVIN CORP | $4.5M | 3.11% | 11,272 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $4.3M | 2.98% | 21,070 | Trimmed |
| 9 | MELI | MERCADOLIBRE INC | $4.1M | 2.82% | 2,347 | Added |
| 10 | MSFT | MICROSOFT CORP | $3.8M | 2.66% | 10,341 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 2.35% | 5,209 | Added |
| 12 | META | META PLATFORMS INC | $2.5M | 1.70% | 4,290 | Added |
| 13 | ALAB | ASTERA LABS INC | $2.4M | 1.64% | 21,600 | Added |
| 14 | RH | RH | $2.3M | 1.59% | 16,400 | Added |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $1.6M | 1.12% | 4,125 | Added |
| 16 | NFLX | NETFLIX INC. | $1.5M | 1.04% | 15,610 | Added |
| 17 | SMCI | SUPER MICRO COMPUTER INC | $1.5M | 1.02% | 64,775 | Hold |
| 18 | PFE | PFIZER INC | $1.4M | 0.95% | 48,481 | Trimmed |
| 19 | TTD | THE TRADE DESK INC | $936,076 | 0.65% | 41,255 | Added |
| 20 | TSLA | TESLA INC | $858,743 | 0.60% | 2,310 | Added |
| 21 | XLK | SELECT SECTOR SPDR TR | $759,749 | 0.53% | 5,717 | Added |
| 22 | RDDT | REDDIT INC | $737,882 | 0.51% | 5,480 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $601,690 | 0.42% | 1,377 | Hold |
| 24 | NVMI | NOVA LTD | $466,851 | 0.32% | 1,075 | New |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $430,210 | 0.30% | 1,273 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31