Integrated Financial Solutions, Inc.
All 13F Filings
- Location
- Reston, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 194,787
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 35 | 194,787 | 13F-HR | Integrated Financial Solutions, Inc. |
| Q2 2026 | 7/16/2026 | 36 | 185,131 | 13F-HR | Integrated Financial Solutions, Inc. |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.3 K | 94.1% | 9.208 K | 0 | 9.208 K |
| ETFs | 11.52 K | 5.9% | 448 | 0 | 448 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
194,787
Holdings
35
QoQ value change ($000)
9,656
(5.2%)
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.