Integrated Financial Solutions, Inc. holds a concentrated book of 36 stocks worth $185.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Bloom Energy Corp- A and trimmed Advanced Micro Devices. Their largest long position is Apple Inc at 19% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2086529/holdings"
Use Arkolith to show Integrated Financial Solutions, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $34.9M | 120.7K | 18.9% | ▲+0.6% Added · +665 sh | |
| 2 | Nvidia Corporation COM | $34.9M | 174.4K | 18.8% | ▲+0.1% Added · +272 sh | |
| 3 | Broadcom Inc COM | $29.1M | 77.1K | 15.7% | ▲+0.8% Added · +602 sh | |
| 4 | Alphabet Inc CAP STK CL A | $12.3M | 34.4K | 6.6% | ▲+1.8% Added · +595 sh | |
| 5 | Advanced Micro Devices Inc COM | $10.6M | 18.3K | 5.7% | ▼−13% Reduced · −3K sh | |
| 6 | Astera Labs Inc COM | $7.4M | 15.3K | 4.0% | ▼−29% Reduced · −6K sh | |
| 7 | Amazon Com Inc COM | $6.5M | 27.4K | 3.5% | ▲+1.7% Added · +460 sh | |
| 8 | Applovin Corp COM CL A | $6.4M | 12.3K | 3.4% | ▲+9.5% Added · +1K sh | |
| 9 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.9M | 86.2K | 2.6% | ▲+8.7% Added · +7K sh | |
| 10 | Ge Vernova Inc COM | $4.3M | 3.6K | 2.3% | ▲10× Added · +3K sh | |
| 11 | Microsoft Corp COM | $4.0M | 10.7K | 2.2% | ▲+3.5% Added · +368 sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $3.7M | 5.0K | 2.0% | ▼−3.8% Reduced · −198 sh | |
| 13 | Crowdstrike Hldgs Inc CL A | $3.7M | 4.8K | 2.0% | ▲+17% Added · +705 sh | |
| 14 | Micron Technology Inc COM | $3.2M | 2.8K | 1.7% | ▲+339% Added · +2K sh | |
| 15 | RH COM | $2.9M | 17.6K | 1.6% | ▲+7.3% Added · +1K sh | |
| 16 | Meta Platforms Inc CL A | $2.6M | 4.7K | 1.4% | ▲+8.4% Added · +360 sh | |
| 17 | Super Micro Computer Inc COM NEW | $1.8M | 61.6K | 1.0% | ▼−4.9% Reduced · −3K sh | |
| 18 | Netflix Inc. COM | $1.5M | 20.8K | 0.8% | ▲+33% Added · +5K sh | |
| 19 | Select Sector SPDR TR ST STR TECHN ETF | $1.1M | 5.7K | 0.6% | ▲~0% Added · +2 sh | |
| 20 | Bloom Energy Corp COM CL A | $1.0M | 3.5K | 0.6% | ▲New New position | |
| 21 | Tesla Inc COM | $972K | 2.3K | 0.5% | —Held | |
| 22 | Credo Technology Group Holdi ORDINARY SHARES | $874K | 3.2K | 0.5% | ▲New New position | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $770K | 1.6K | 0.4% | ▲+27% Added · +340 sh | |
| 24 | Celestica Inc COM | $724K | 2.0K | 0.4% | ▲+47% Added · +635 sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $606K | 7.0K | 0.3% | ▲+411% Added · +6K sh | |
| 26 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $562K | 9.2K | 0.3% | ▲New New position | |
| 27 | Eli Lilly & Co COM | $530K | 442 | 0.3% | ▲New New position | |
| 28 | Mercadolibre Inc COM | $518K | 305 | 0.3% | ▼−87% Reduced · −2K sh | |
| 29 | Nova Ltd COM | $491K | 905 | 0.3% | ▼−16% Reduced · −170 sh | |
| 30 | Reddit Inc CL A | $448K | 2.6K | 0.2% | ▼−53% Reduced · −3K sh | |
| 31 | JPMorgan Chase & Co COM | $367K | 1.1K | 0.2% | ▲+20% Added · +185 sh | |
| 32 | Pfizer Inc COM | $327K | 13.6K | 0.2% | ▼−72% Reduced · −35K sh | |
| 33 | Space Exploration Techn Corp CLASS A COM STK | $299K | 1.8K | 0.2% | ▲New New position | |
| 34 | Goldman Sachs Group Inc COM | $285K | 282 | 0.2% | ▲New New position | |
| 35 | Alphabet Inc CAP STK CL C | $240K | 679 | 0.1% | ▲New New position | |
| 36 | Ishares TR 0-3 MTH TREASURY | $201K | 2.0K | 0.1% | ▼−17% Reduced · −400 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 36 | $185.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 32 | $144.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 34 | $166.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 16, 2026 | 26 | $145.1M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jan 16, 2026 | 24 | $117.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.