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Kachkovsky & Fisher

Latest statistics and disclosures from Kachkovsky & Fisher's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, VTI, VOO, VIG, VGT, and represent 38.11% of Kachkovsky & Fisher's stock portfolio.
Added to shares of these 10 stocks: IAUM, QQQM, SPCX, IGIB, FERG, DUHP, IJH, MSTR, XOM, META.
Started 12 new stock positions in IAUM, DUHP, MSTR, XOM, META, CVS, NAK, FERG, IGIB, XEL. IJH, SPCX.
Reduced shares in these 10 stocks: LFUS, Dimensional Etf Trust, , , VGT, GLD, MSFT, VB, IXUS, VOO.
Sold out of its positions in Dimensional Etf Trust, Exxon Mobil Corporation, LFUS, VIS.
Kachkovsky & Fisher was a net buyer of stock by $4.4M.
Kachkovsky & Fisher has $110M in assets under management (AUM), dropping by 5.34%.
Central Index Key (CIK): 0002151928

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Portfolio Holdings for Kachkovsky & Fisher

Kachkovsky & Fisher holds 72 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	13.4	$15M	+4%	48k	304.64	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	7.6	$8.3M		22k	374.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.5	$8.2M		12k	700.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.1	$5.6M		24k	233.31	View chart
Vanguard World Inf Tech Etf (VGT)	4.5	$5.0M		40k	125.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	4.4	$4.8M	+3%	101k	47.34	View chart
Apple (AAPL)	3.8	$4.2M		13k	333.03	View chart
NVIDIA Corporation (NVDA)	3.7	$4.1M		18k	228.39	View chart
Caterpillar (CAT)	3.1	$3.4M		4.2k	810.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$3.4M	+3%	4.5k	765.82	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$2.7M	+2%	23k	117.77	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.3	$2.5M		16k	151.58	View chart
Spdr Gold Tr Gold Shs (GLD)	2.2	$2.5M	-2%	6.4k	380.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.2	$2.4M	+4%	25k	94.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$1.9M		2.5k	739.82	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	1.6	$1.7M		43k	39.78	View chart
Ishares Tr Core Msci Total (IXUS)	1.4	$1.6M		17k	94.99	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	1.4	$1.5M		9.4k	162.72	View chart
Amazon (AMZN)	1.4	$1.5M	+3%	6.1k	249.15	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$1.4M		15k	89.76	View chart
Tesla Motors (TSLA)	1.2	$1.3M	+6%	3.8k	354.81	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$1.3M	+6%	15k	90.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$1.2M	+22%	12k	100.55	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.2M		3.6k	340.74	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	1.1	$1.2M	NEW	29k	41.42	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.1	$1.2M	+6%	34k	34.29	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.0	$1.1M		42k	26.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.1M		5.1k	208.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$968k		1.9k	497.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$907k		2.6k	344.12	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$883k	+38%	6.9k	128.09	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.8	$860k	-4%	3.0k	284.45	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$860k		6.7k	128.92	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$738k		1.3k	568.49	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.6	$709k	+3%	3.3k	216.07	View chart
Microsoft Corporation (MSFT)	0.6	$643k	-5%	1.3k	512.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$597k		4.4k	136.05	View chart
Eli Lilly & Co. (LLY)	0.5	$566k	+2%	489.00	1156.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$554k		7.8k	70.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$537k	+10%	17k	32.53	View chart
Costco Wholesale Corporation (COST)	0.5	$517k		567.00	911.09	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$513k	-4%	6.2k	82.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$510k		1.1k	456.04	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$469k	NEW	3.1k	150.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$422k		3.4k	125.26	View chart
Madrigal Pharmaceuticals (MDGL)	0.4	$403k		800.00	503.96	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$390k	+2%	9.2k	42.27	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.3	$382k	+6%	7.7k	49.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$373k	NEW	7.4k	50.35	View chart
Advanced Micro Devices (AMD)	0.3	$370k		604.00	611.76	View chart
Ferguson Enterprises Common Stock New (FERG)	0.3	$338k	NEW	1.5k	222.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$330k	+6%	997.00	330.78	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.3	$318k		4.7k	68.20	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.3	$316k	NEW	7.5k	41.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$292k	NEW	4.1k	71.95	View chart
Strategy Cl A New (MSTR)	0.3	$287k	NEW	1.9k	153.09	View chart
Capital One Financial (COF)	0.3	$276k		1.4k	193.04	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$265k	NEW	1.6k	162.76	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$263k		2.9k	90.10	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$257k	+3%	3.3k	78.03	View chart
Vanguard World Energy Etf (VDE)	0.2	$255k		1.5k	172.20	View chart
Meta Platforms Cl A (META)	0.2	$254k	NEW	350.00	725.90	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$241k	-4%	3.1k	78.42	View chart
Xcel Energy (XEL)	0.2	$236k	NEW	3.3k	70.48	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.2	$231k	-3%	1.9k	120.12	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$222k		2.5k	89.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$217k		779.00	278.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$213k		4.5k	47.36	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$207k		4.4k	46.65	View chart
Micron Technology (MU)	0.2	$202k		189.00	1066.28	View chart
CVS Caremark Corporation (CVS)	0.2	$201k	NEW	2.3k	85.70	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$27k	NEW	20k	1.37	View chart

Past Filings by Kachkovsky & Fisher

SEC 13F filings are viewable for Kachkovsky & Fisher going back to 2026

Kachkovsky & Fisher 2026 Q3 filed Oct. 21, 2026
Kachkovsky & Fisher 2026 Q2 filed Sept. 8, 2026

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