Integrated Financial Solutions, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.8B, Apple Inc. with a value of $24.5B, Broadcom Inc. with a value of $20.5B, Advanced Micro Devices Inc with a value of $6.4B, and Alphabet Inc. with a value of $5.28B.

Examining the 13F form we can see an increase of $118B in the current position value.

Integrated Financial Solutions, Inc. is based out at Reston, VA

Below you can find more details about Integrated Financial Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
Technology: $91.2 Billion
ETFs: $7.34 Billion
Communication Services: $5.28 Billion
Consumer Cyclical: $4.48 Billion
Industrials: $2.51 Billion
Healthcare: $1.08 Billion
Financial Services: $347 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $118 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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