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M. MICHAEL TAFAZOLI, CHFC

Integrated Financial Solutions, Inc.

Assets Managed
$185.131M
Holdings
36
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
28.52%(2Q avg: 7.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrated Financial Solutions, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Integrated Financial Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 185.131M in assets, with a quarterly growth rate of 28.52% and a 2-quarter average growth rate of 7.42%. The portfolio is managed by M. MICHAEL TAFAZOLI, CHFC, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.56%
18.87%
$34.918M
120,673 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.16%
18.85%
$34.896M
174,404 shares@ $200.09 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.79%
15.74%
$29.131M
77,110 shares@ $377.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.76%
6.65%
$12.31M
34,447 shares@ $357.38 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -13.05%
5.75%
$10.642M
18,320 shares@ $580.91 avg price
ALAB
Astera Labs Inc
Recent Activity
Decreased -29%
4.01%
$7.407M
15,335 shares@ $483.03 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.59%
3.53%
$6.524M
27,373 shares@ $238.35 avg price
APP
Applovin Corp-class A
Recent Activity
Increased 9.52%
3.44%
$6.36M
12,344 shares@ $515.23 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 8.7%
2.64%
$4.871M
86,245 shares@ $56.48 avg price
GEV
Ge Vernova Inc
Recent Activity
Increased 934.29%
2.3%
$4.253M
3,620 shares@ $1174.86 avg price

1-10 of 36