Institutional Fund
Integrated Financial Solutions, Inc.
Reston, VACIK 20865295 filings on record
Portfolio Value
$144.00M
Q1 2026
Holdings
31
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-13.6%
from $166.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc21.1%
- Nvidia Corporation21.1%
- Broadcom Inc16.4%
- Alphabet Inc6.8%
- Amazon Com Inc3.9%
- J P Morgan Exchange Traded F3.1%
- Other27.6%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 120.0K | $30.43M | 21.1% | +3.0K | Added |
| 2 | Nvidia Corporation | 174.1K | $30.37M | 21.1% | −615 | Reduced |
| 3 | Broadcom Inc | 76.5K | $23.68M | 16.4% | +2.8K | Added |
| 4 | Alphabet Inc | 33.9K | $9.73M | 6.8% | +2.0K | Added |
| 5 | Amazon Com Inc | 26.9K | $5.61M | 3.9% | +4.7K | Added |
| 6 | J P Morgan Exchange Traded F | 79.3K | $4.50M | 3.1% | +7.3K | Added |
| 7 | Applovin Corp | 11.3K | $4.49M | 3.1% | +3.7K | Added |
| 8 | Advanced Micro Devices Inc | 21.1K | $4.29M | 3.0% | −260 | Reduced |
| 9 | Mercadolibre Inc | 2.3K | $4.06M | 2.8% | +238 | Added |
| 10 | Microsoft Corp | 10.3K | $3.83M | 2.7% | +1.2K | Added |
21 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio