Integrated Financial Solutions
Integrated Financial Solutions reported 35 stocks worth $195M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are NVDA (20.6%), AAPL (20.5%) and AVGO (14.2%). Compared with Q2 2026, the fund opened new positions in SNDK and DELL, added to NVDA, AVGO and GOOGL, trimmed AAPL, AMD and ALAB and sold out of PFE, GS and SGOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $40.1M | 20.6% | 176K | +1,301 (+1%) | 6 of 6 | |
| 2 |  AAPL Apple Inc | $40M | 20.5% | 120K | −664 (−1%) | 6 of 6 | |
| 3 |  AVGO Broadcom Inc | $27.6M | 14.2% | 79K | +1,496 (+2%) | 6 of 6 | |
| 4 |  GOOGL Alphabet Inc | $12.5M | 6.4% | 36K | +1,950 (+6%) | 6 of 6 | |
| 5 |  AMD Advanced Micro Devices Inc | $10.8M | 5.5% | 18K | −690 (−4%) | 6 of 6 | |
| 6 |  AMZN Amazon Com Inc | $7.2M | 3.7% | 29K | +1,600 (+6%) | 6 of 6 | |
| 7 |  MSFT Microsoft Corp | $5.6M | 2.9% | 11K | +207 (+2%) | 6 of 6 | |
| 8 |  ALAB Astera Labs Inc | $5.4M | 2.8% | 15K | −200 (−1%) | 6 of 6 | |
| 9 |  JEPI J P Morgan Exchange Traded F | $5M | 2.6% | 89K | +3,050 (+4%) | 6 of 6 | |
| 10 |  CRWD Crowdstrike Hldgs Inc | $4.5M | 2.3% | 17K | +12K (+256%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Integrated Financial Solutions 13F FAQ
What does Integrated Financial Solutions own?
Integrated Financial Solutions reported 35 stocks worth $195M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are NVDA (20.6%), AAPL (20.5%) and AVGO (14.2%). The table above lists every position in the filing (the top 10 without an account).
What did Integrated Financial Solutions buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 19 added to, 11 trimmed and 3 sold out. New positions include SNDK and DELL. It sold all of PFE, GS and SGOV.
When will Integrated Financial Solutions file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Integrated Financial Solutions's portfolio worth?
The Q3 2026 filing reports $195M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.