Fischer Financial Services
Latest statistics and disclosures from Fischer Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VCSH, IWY, NVDA, FTEC, and represent 33.95% of Fischer Financial Services's stock portfolio.
- Added to shares of these 10 stocks: NFLX, VUSB, VCSH, QQQ, FHLC, PLTR, SCHZ, MPB, COST, WMT.
- Started 1 new stock position in MPB.
- Reduced shares in these 10 stocks: GOOGL, AAPL, BRK.A, FNCL, CVX, VGT, UNH, PH, AVGO, FDIS.
- Sold out of its positions in CVX, SBUX.
- Fischer Financial Services was a net seller of stock by $-1.5M.
- Fischer Financial Services has $378M in assets under management (AUM), dropping by 1.76%.
- Central Index Key (CIK): 0002064001
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Portfolio Holdings for Fischer Financial Services
Fischer Financial Services holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.8 | $33M | -2% | 122k | 271.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 8.7 | $33M | +2% | 411k | 79.73 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 6.1 | $23M | 84k | 276.93 |
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| NVIDIA Corporation (NVDA) | 5.2 | $20M | 106k | 186.50 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 5.1 | $19M | 87k | 224.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.8 | $18M | +2% | 30k | 614.31 |
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| Microsoft Corporation (MSFT) | 4.8 | $18M | 37k | 483.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $17M | -10% | 53k | 313.00 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 3.7 | $14M | -2% | 137k | 102.16 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 3.4 | $13M | +2% | 171k | 74.28 |
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| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $12M | 109k | 109.91 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 2.9 | $11M | -3% | 141k | 77.74 |
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| Broadcom (AVGO) | 2.3 | $8.5M | -3% | 25k | 346.09 |
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| Mastercard Incorporated Cl A (MA) | 2.2 | $8.3M | 15k | 570.91 |
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| Amazon (AMZN) | 2.1 | $7.8M | 34k | 230.82 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 2.0 | $7.7M | 105k | 73.28 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 1.8 | $7.0M | 142k | 49.19 |
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| Costco Wholesale Corporation (COST) | 1.8 | $6.8M | +2% | 7.8k | 862.21 |
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| Vanguard World Inf Tech Etf (VGT) | 1.6 | $6.0M | -5% | 8.0k | 753.74 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $6.0M | 19k | 322.20 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.6 | $5.9M | 58k | 102.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $5.7M | 11k | 502.65 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $5.4M | -5% | 6.2k | 879.00 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.3 | $5.1M | +24% | 102k | 49.84 |
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| Wal-Mart Stores (WMT) | 1.3 | $5.0M | +3% | 45k | 111.41 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.3 | $4.9M | +3% | 59k | 82.48 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $4.7M | +4% | 200k | 23.37 |
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| Ishares Tr Ishares Biotech (IBB) | 0.9 | $3.4M | 20k | 168.77 |
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| Vanguard World Health Car Etf (VHT) | 0.9 | $3.4M | -3% | 12k | 287.84 |
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| Goldman Sachs (GS) | 0.8 | $3.0M | 3.4k | 879.09 |
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| Home Depot (HD) | 0.7 | $2.8M | -6% | 8.2k | 344.08 |
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| Vanguard World Consum Dis Etf (VCR) | 0.7 | $2.5M | -4% | 6.4k | 393.93 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.3M | -8% | 2.1k | 1074.75 |
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| UnitedHealth (UNH) | 0.6 | $2.3M | -12% | 6.9k | 330.20 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $2.2M | -4% | 6.3k | 349.99 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $2.1M | +12% | 12k | 177.75 |
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| Netflix (NFLX) | 0.6 | $2.1M | +851% | 22k | 93.76 |
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| Vanguard World Industrial Etf (VIS) | 0.5 | $2.0M | 6.7k | 298.38 |
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| Vanguard World Consum Stp Etf (VDC) | 0.5 | $1.9M | 9.1k | 211.24 |
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| Aon Shs Cl A (AON) | 0.5 | $1.8M | -4% | 5.0k | 352.91 |
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| Stryker Corporation (SYK) | 0.5 | $1.7M | -2% | 5.0k | 351.48 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.6M | +6% | 61k | 26.49 |
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| Applied Materials (AMAT) | 0.4 | $1.6M | -2% | 6.1k | 257.00 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.5M | 11k | 135.14 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.4 | $1.5M | 15k | 99.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.4M | -2% | 4.1k | 335.27 |
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| Vanguard World Financials Etf (VFH) | 0.3 | $1.3M | -3% | 9.8k | 133.49 |
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| Meta Platforms Cl A (META) | 0.3 | $1.2M | +2% | 1.8k | 660.11 |
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| Tesla Motors (TSLA) | 0.3 | $1.2M | -13% | 2.7k | 449.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.0M | -9% | 3.3k | 313.85 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $924k | 24k | 39.02 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $850k | +9% | 17k | 49.46 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | -50% | 1.00 | 754800.00 |
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| Advanced Micro Devices (AMD) | 0.2 | $696k | 3.3k | 214.16 |
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| Netease Sponsored Ads (NTES) | 0.2 | $688k | 5.0k | 137.62 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $417k | -9% | 3.5k | 120.33 |
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| Abbvie (ABBV) | 0.1 | $406k | +4% | 1.8k | 228.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $401k | 586.00 | 684.94 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $268k | -28% | 2.1k | 125.92 |
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| Broadridge Financial Solutions (BR) | 0.1 | $223k | 1.0k | 223.17 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $214k | -19% | 8.7k | 24.77 |
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| Mid Penn Ban (MPB) | 0.1 | $205k | NEW | 6.6k | 31.02 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $204k | -7% | 419.00 | 487.86 |
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Past Filings by Fischer Financial Services
SEC 13F filings are viewable for Fischer Financial Services going back to 2024
- Fischer Financial Services 2025 Q4 filed Feb. 6, 2026
- Fischer Financial Services 2025 Q3 filed Oct. 21, 2025
- Fischer Financial Services 2025 Q2 filed July 16, 2025
- Fischer Financial Services 2025 Q1 filed May 7, 2025
- Fischer Financial Services 2024 Q4 filed April 11, 2025