Integrated Financial Solutions, Inc. Portfolio Holdings

Integrated Financial Solutions, Inc.

  • $167 Billion
  • Q4 2025

Integrated Financial Solutions, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.6B, Lululemon Athletica Inc. with a value of $26B, Broadcom Inc. with a value of $25.5B, Apple Inc. with a value of $21.8B, and Alphabet Inc. with a value of $9.96B.

Examining the 13F form we can see an increase of $21.8B in the current position value, from $145B to 167B.

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 $167 Billion
Technology: $96.9 Billion
Consumer Cyclical: $38.9 Billion
Communication Services: $13.7 Billion
ETFs: $9.32 Billion
Healthcare: $1.22 Billion
Financial Services: $948 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $167 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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