Integrated Financial Solutions, Inc.

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
M. Michael Tafazoli, Chfc - PRESIDENT/CCO
Location
Reston, VA
Holdings as of
30 Jun 2025
Value $
$116,913,168
Num holdings
24
Filing time
16 Jan 2026, 12:45:34 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NVDA, AAPL, AVGO, AMD, and GOOGL.
Next filing
Q3 2025 - 16 Jan 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
M. MICHAEL TAFAZOLI, CHFC PRESIDENT/CCO Reston, Virginia 16 Jan 2026