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Fischer Financial Services

Latest statistics and disclosures from Fischer Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCSH, IWY, NVDA, FTEC, GOOGL, and represent 35.71% of Fischer Financial Services's stock portfolio.
Added to shares of these 10 stocks: MSFT, IWY, FDIS, VCSH, FTEC, CVX, GEV, TIP, STIP, FCOM.
Started 2 new stock positions in CVX, GEV.
Reduced shares in these 10 stocks: AAPL (-$27M), QQQ (-$14M), AMZN (-$6.1M), BRK.B, , AON, AMAT, APH, BRK.A, AMD.
Sold out of its positions in ADBE, AMD, APH, AMAT, BRK.A, BR, XOM, VUG, AON.
Fischer Financial Services was a net seller of stock by $-59M.
Fischer Financial Services has $297M in assets under management (AUM), dropping by -21.33%.
Central Index Key (CIK): 0002064001

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Portfolio Holdings for Fischer Financial Services

Fischer Financial Services holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	11.1	$33M		415k	79.27	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	7.1	$21M		85k	248.83	View chart
NVIDIA Corporation (NVDA)	6.2	$19M		106k	174.40	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	6.2	$18M		88k	208.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.1	$15M		53k	287.56	View chart
Microsoft Corporation (MSFT)	4.8	$14M	+3%	39k	370.19	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	4.4	$13M	+2%	141k	93.26	View chart
Ishares Tr Tips Bd Etf (TIP)	4.1	$12M		111k	110.36	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	4.1	$12M		171k	70.36	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.3	$9.8M		140k	70.20	View chart
Costco Wholesale Corporation (COST)	2.6	$7.9M		7.9k	996.30	View chart
Broadcom (AVGO)	2.6	$7.7M		25k	309.51	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	2.5	$7.5M		144k	52.33	View chart
Mastercard Incorporated Cl A (MA)	2.4	$7.3M		15k	499.69	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	2.4	$7.2M		106k	68.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.1	$6.1M		59k	103.43	View chart
Vanguard World Inf Tech Etf (VGT)	1.9	$5.7M		8.1k	697.73	View chart
Wal-Mart Stores (WMT)	1.9	$5.6M		45k	124.28	View chart
JPMorgan Chase & Co. (JPM)	1.9	$5.5M		19k	294.15	View chart
Parker-Hannifin Corporation (PH)	1.7	$5.2M	-6%	5.8k	895.36	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.7	$5.2M		104k	49.78	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.7	$5.1M		59k	86.52	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.6	$4.7M		204k	23.22	View chart
Apple (AAPL)	1.2	$3.6M	-88%	14k	253.80	View chart
Ishares Tr Ishares Biotech (IBB)	1.1	$3.4M		20k	168.85	View chart
Vanguard World Health Car Etf (VHT)	1.1	$3.3M		12k	272.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.2M	-81%	5.6k	577.18	View chart
Goldman Sachs (GS)	1.0	$2.9M		3.4k	846.15	View chart
Home Depot (HD)	0.9	$2.7M		8.1k	328.87	View chart
Vanguard World Consum Dis Etf (VCR)	0.8	$2.3M		6.5k	359.04	View chart
Netflix (NFLX)	0.7	$2.1M		22k	96.15	View chart
Vanguard World Industrial Etf (VIS)	0.7	$2.1M		6.8k	312.22	View chart
Vanguard World Consum Stp Etf (VDC)	0.7	$2.1M		9.2k	224.59	View chart
Eli Lilly & Co. (LLY)	0.7	$2.0M		2.2k	919.86	View chart
Palantir Technologies Cl A (PLTR)	0.6	$1.7M		12k	146.28	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$1.6M		61k	26.61	View chart
Stryker Corporation (SYK)	0.5	$1.6M	-3%	4.8k	328.54	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$1.5M		15k	100.17	View chart
UnitedHealth (UNH)	0.5	$1.5M	-22%	5.4k	270.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.3M		4.1k	320.81	View chart
Vanguard World Financials Etf (VFH)	0.4	$1.2M	+2%	10k	120.81	View chart
Meta Platforms Cl A (META)	0.4	$1.1M		1.9k	572.17	View chart
Tesla Motors (TSLA)	0.3	$1.0M		2.7k	371.70	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$976k	+2%	24k	40.10	View chart
Amazon (AMZN)	0.3	$950k	-86%	4.6k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$901k	-4%	3.1k	286.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$869k		17k	49.95	View chart
Netease Sponsored Ads (NTES)	0.2	$560k		5.0k	111.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$497k	-90%	1.0k	479.20	View chart
Abbvie (ABBV)	0.1	$387k		1.8k	217.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$383k		586.00	653.21	View chart
Vanguard World Energy Etf (VDE)	0.1	$318k	-13%	1.8k	173.04	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$294k		8.7k	34.02	View chart
Chevron Corporation (CVX)	0.1	$259k	NEW	1.3k	206.89	View chart
Ge Vernova (GEV)	0.1	$224k	NEW	257.00	872.90	View chart
Mid Penn Ban (MPB)	0.1	$215k		6.7k	32.16	View chart

Past Filings by Fischer Financial Services

SEC 13F filings are viewable for Fischer Financial Services going back to 2024

Fischer Financial Services 2026 Q1 filed April 28, 2026
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

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