DOSSIER · 13F-HR · Q3 2026
Integrated Financial Solutions, Inc.
$195M in tracked AUM across 35 positions as of Q3 2026.
IF
CIK 0002086529 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Integrated Financial Solutions, Inc. manages a concentrated portfolio totaling approximately $166.91 million across 34 holdings as of December 31, 2025. The firm executed a growth strategy during the quarter, increasing the portfolio's total value by 15.0% (up from $145.14 million in the prior quarter). This growth was driven by a combination of asset appreciation and active capital deployment, evidenced by the creation of 8 new positions and the significan...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.