Integrated Financial Solutions as of March 31, 2026
Portfolio Holdings for Integrated Financial Solutions
Integrated Financial Solutions holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 21.1 | $30M | 120k | 253.54 | |
| NVIDIA Corporation (NVDA) | 21.1 | $30M | 174k | 174.40 | |
| Broadcom (AVGO) | 16.4 | $24M | 77k | 309.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $9.7M | 34k | 287.56 | |
| Amazon (AMZN) | 3.9 | $5.7M | 27k | 208.27 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 3.1 | $4.5M | 79k | 56.68 | |
| Applovin Corp Com Cl A (APP) | 3.1 | $4.5M | 11k | 398.00 | |
| Advanced Micro Devices (AMD) | 3.0 | $4.3M | 21k | 203.43 | |
| MercadoLibre (MELI) | 2.8 | $4.1M | 2.3k | 1729.02 | |
| Microsoft Corporation (MSFT) | 2.7 | $3.8M | 10k | 370.17 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.4 | $3.4M | 5.2k | 650.35 | |
| Meta Platforms Cl A (META) | 1.7 | $2.5M | 4.3k | 572.13 | |
| Astera Labs (ALAB) | 1.6 | $2.4M | 22k | 109.60 | |
| Rh (RH) | 1.6 | $2.3M | 16k | 139.82 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.6M | 4.1k | 390.41 | |
| Netflix (NFLX) | 1.0 | $1.5M | 16k | 96.15 | |
| Super Micro Computer Com New (SMCI) | 1.0 | $1.5M | 65k | 22.66 | |
| Pfizer (PFE) | 0.9 | $1.4M | 49k | 28.08 | |
| The Trade Desk Com Cl A (TTD) | 0.6 | $936k | 41k | 22.69 | |
| Tesla Motors (TSLA) | 0.6 | $859k | 2.3k | 371.75 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.5 | $760k | 5.7k | 132.89 | |
| Reddit Cl A (RDDT) | 0.5 | $738k | 5.5k | 134.65 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $602k | 1.4k | 436.96 | |
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $467k | 1.1k | 434.28 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $430k | 1.3k | 337.95 | |
| Celestica (CLS) | 0.3 | $380k | 1.4k | 281.22 | |
| Upstart Hldgs (UPST) | 0.3 | $372k | 15k | 25.65 | |
| Ge Vernova (GEV) | 0.2 | $306k | 350.00 | 872.90 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $276k | 937.00 | 294.16 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $242k | 2.4k | 100.66 | |
| Micron Technology (MU) | 0.1 | $215k | 637.00 | 337.84 |
