Integrated Financial Solutions, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 144,058
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 32 | 144,058 | 13F-HR | Integrated Financial Solutions, Inc. |
| Q4 2025 | 1/23/2026 | 34 | 166,907 | 13F-HR | Integrated Financial Solutions, Inc. |
| Q3 2025 | 1/16/2026 | 26 | 145,143 | 13F-HR/A - RESTATEMENT | Integrated Financial Solutions, Inc. |
| Q3 2025 | 11/12/2025 | 24 | 117,565 | 13F-HR | Integrated Financial Solutions, Inc. |
| Q2 2025 | 1/16/2026 | 24 | 117,565 | 13F-HR | Integrated Financial Solutions, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
62
(0.0% of total reported value)
· QoQ Δ:
-271
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.5 K | 93.4% | 0 | 31.39 K | -31.39 K |
| ETFs | 9.489 K | 6.6% | 8.817 K | 0 | 8.817 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
144,058
Holdings
32
QoQ value change ($000)
-22,849
(-13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.