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Portfolio (Quarterly) Guide ↗

Integrated Financial Solutions, Inc.

· CIK 0002086529
13F Portfolio $118M AUM 24 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 24 New
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 1,255.0 $550K 0.47% NEW $438.27 -80.0%
22 PANW PALO ALTO NETWORKS INC Technology 1,950.0 $399K 0.34% NEW $204.64 +23.6%
23 UPST UPSTART HLDGS INC Financial Services 14,635.0 $347K 0.29% NEW $23.68 +21.8%
24 CRWD CROWDSTRIKE HLDGS INC Technology 350.0 $306K 0.26% NEW $873.10 -25.8%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 84.4%
Communication Services 5.6%
Consumer Cyclical 4.0%
Financial Services 2.9%
Industrials 2.2%
Healthcare 1.0%