13F Filings History of Integrated Financial Solutions, Inc.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$140,623,281
Signature - Title
M. Michael Tafazoli, Chfc - PRESIDENT/CCO
Location
Reston, VA
Summary
This page shows a list of all the recent 13F filings made by Integrated Financial Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrated Financial Solutions, Inc. reported 32 stock holdings with total value $140,623,281 as of Q4 2025. Top holdings included NVDA, AVGO, AAPL, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $140,623,281 +$14,261,943 -$13,584,739 +$677,204 NVDA, AVGO, AAPL, GOOGL, AMZN 13F-HR 23 Jan 2026, 06:10
Q3 2025 26 $145,142,936 +$10,656,776 -$6,213,481 +$4,443,295 NVDA, AAPL, AVGO, GOOGL, AMD Restatement 16 Jan 2026, 12:46
Q2 2025 24 $116,913,168 $0 $0 $0 NVDA, AAPL, AVGO, AMD, GOOGL 13F-HR 16 Jan 2026, 12:45