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| Integrated Financial Solutions Inc
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| CRD # | 112038 |
| SEC # | 801-121153 |
| CIK # | 0002086529 |
| AUM | 303.3 M (2026-02-09) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 703-295-9200 |
| Address | 11872 Sunrise Valley Drive Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002086529 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.9 | ||
| Nvidia Corp | 34.9 | ||
| Broadcom Inc | 29.1 | ||
| Alphabet Inc | 12.3 | ||
| Advanced Micro Devices Inc | 10.6 | ||
| Astera Labs Inc | 7.4 | ||
| Amazon Com Inc | 6.5 | ||
| Applovin Corp | 6.4 | ||
| GE Vernova Inc | 4.3 | ||
| Microsoft Corp | 4.0 | ||
| CrowdStrike Holdings Inc | 3.7 | ||
| Micron Technology Inc | 3.2 | ||
| Restoration Hardware Holdings Inc | 2.9 | ||
| Facebook Inc | 2.6 | ||
| Super Micro Computer Inc | 1.8 | ||
| Netflix Inc | 1.5 | ||
| Bloom Energy Corp | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Credo Technology Group Holding Ltd | 0.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.8 | ||
| Celestica Inc | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| MercadoLibre Inc | 0.5 | ||
| Nova Measuring Instruments Ltd | 0.5 | ||
| Reddit Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 47.2 |
| (b) Individuals (high net worth individuals) | 87 | 240.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 15.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 303.3 |
| By Discretionary | ||
| Discretionary | 338 | 303.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 303.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.3 | |
| Total | 338 | 303.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002086529] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wise Wealth LLC
✚
|
MO | 304.2 M |
|
Thryve Wealth Management LLC
✚
|
CA | 304.0 M |
|
Signature Resources Capital Management LLC
✚
|
CA | 303.9 M |
|
GBC Investment Group LLC
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|
303.9 M | |
|
Guilbault Capital LLC
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|
LA | 303.8 M |
|
Ceera Investments LLC
✚
|
303.7 M | |
|
Beckerman Institutional LLC
✚
|
NJ | 303.3 M |
|
Abbot Financial Management Inc
✚
|
MA | 303.0 M |
|
Albanyadvisor Group LLC
✚
|
NY | 302.8 M |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 302.5 M |