Integrated Financial Solutions, Inc. - Portfolio Stock Holdings
Integrated Financial Solutions, Inc. disclosed 38 stock positions in a recent SEC 13F filing. $194,812,191 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and AVGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $303,305,402 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
38Est. Stock Holding Value:
$194,812,191Top Stock Holdings By Sector
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Portfolio Stock Holdings - Integrated Financial Solutions, Inc.
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