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Portfolio (Quarterly) Guide ↗

Integrated Financial Solutions, Inc.

· CIK 0002086529
13F Portfolio $145M AUM 26 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 3 New 15 Added 6 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,725.0 $767K 0.53% NEW $444.72 -6.2%
22 UPST UPSTART HLDGS INC Financial Services 14,085.0 $716K 0.49% -550.0 -3.8% $50.80 -43.2%
23 VUG VANGUARD INDEX FDS 1,377.0 $660K 0.46% +122.0 +9.7% $479.56 -81.8%
24 META META PLATFORMS INC Communication Services 800.0 $588K 0.41% NEW $734.38 -17.3%
25 POWL POWELL INDS INC Industrials 850.0 $259K 0.18% -11K -92.9% $304.81 -11.1%
26 CRWD CROWDSTRIKE HLDGS INC Technology 450.0 $221K 0.15% +100.0 +28.6% $490.38 +32.2%
Page 2 of 2  ·  26 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 83.1%
Communication Services 7.1%
Consumer Cyclical 6.0%
Financial Services 2.8%
Healthcare 0.9%
Industrials 0.2%