Integrated Financial Solutions, Inc.
•CIK: 2086529•Filing: Q4 2025
**Integrated Financial Solutions, Inc.** manages $162M across a concentrated portfolio of 32 positions. The fund exhibits significant exposure to technology leaders, with NVDA anchoring the top holdings at $32.6M. Further substantial allocations include LULU ($26.0M), AVGO ($25.5M), and AAPL ($21.8M). This structure indicates a core conviction in high-growth, market-leading technology names.
Total AUM
$161.4M
+ $69.2K in options
QoQ Performance
+37.3%
Positions
30
+ 1 option
Top 10 Concentration
85.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
LULU
AVGO
AAPL
GOOGL
NVDA20.2%
LULU16.1%
AVGO15.8%
AAPL13.5%
GOOGL6.2%
APP3.2%
AMD2.8%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology62.7%
Other33.0%
ETF2.2%
Healthcare0.8%
Communication0.6%
Consumer0.5%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑14 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025