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Integrated Financial Solutions, Inc.
RIA/Wealth
Integrated Financial Solutions, Inc. is a RIA/Wealth based in Reston, VA led by Mehrdad Michael Tafazoli, reporting $226.6M in AUM as of Q3 2025 with 77% Technology concentration, 87% concentrated in top 10 holdings, 23% allocation to NVDA, and 77% technology allocation.
PresidentMehrdad Michael Tafazoli
- Portfolio Value
- $117.6M
- Positions
- 24
- Top Holding
- NVDA at 22.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Integrated Financial Solutions, Inc.'s portfolio (86.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $26.8M | 22.77% | +$26.8M New | 0.00% 169.4K shares | |
Consumer Electronics Technology | $24.5M | 20.86% | +$24.5M New | 0.00% 119.5K shares | |
Semiconductors Technology | $20.5M | 17.46% | +$20.5M New | 0.00% 74.5K shares | |
Semiconductors Technology | $6.4M | 5.45% | +$6.4M New | 0.00% 45.1K shares | |
Internet Content & Information Communication Services | $5.3M | 4.49% | +$5.3M New | 0.00% 30.0K shares | |
Unknown Unknown | $5.2M | 4.42% | +$5.2M New | — 6.5K shares | |
Software - Infrastructure Technology | $3.7M | 3.17% | +$3.7M New | 0.00% 7.5K shares | |
Specialty Retail Consumer Cyclical | $3.4M | 2.93% | +$3.4M New | 0.00% 15.7K shares | |
Computer Hardware Technology | $3.3M | 2.81% | +$3.3M New | 0.01% 67.5K shares | |
ETF ETF | $3.0M | 2.57% | +$3.0M New | — 53.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Integrated Financial Solutions, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
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Increased Positions
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Decreased Positions
| Position | Shares Δ |
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| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Integrated Financial Solutions, Inc.
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