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CIK: 0002064001
Total reported value
$398.1M
$398.1M
64 檔
31.6%
According to the latest 13F quarterly dataset, Fischer Financial Services, Inc. managed an equity portfolio of $398.1M at the end of Q3 2025, spanning 64 distinct U.S. exchange-listed positions.
In Q3 2025, Fischer Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.63% | -2.60% | +1.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.57% | +7.30% | -2.06% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.14% | -0.87% | -0.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | -0.73% | -0.34% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.18% | -1.16% | -0.63% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.14% | +0.17% | -9.86% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.68% | +4.71% | +0.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.90% | -0.70% | -7.93% | |
| 9 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 3.88% | -0.70% | -0.79% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.22% | -0.99% | +1.50% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 3.01% | -0.56% | -1.36% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.00% | -0.68% | -0.28% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.27% | -0.25% | -1.87% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.22% | -0.55% | -1.94% | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.00% | -0.59% | -1.57% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +1.75% | +1.52% | |
| 17 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.94% | -0.59% | -0.29% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.78% | +1.00% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.70% | -0.38% | -12.64% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.25% | +0.14% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.59% | -0.49% | +1.04% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | +1.30% | +0.47% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.33% | -0.30% | -5.39% | |
| 24 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.27% | -0.22% | -3.35% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.21% | -0.36% | +6.97% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.62% | +956.69% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.10% | -0.37% | +1.64% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.30% | -0.08% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.86% | -0.27% | -1.92% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.80% | -0.18% | -2.18% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.32% | -2.42% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | -0.12% | -2.91% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | -0.10% | — | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.72% | -0.18% | -6.97% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | -2.98% | |
| 36 | VIS | Vanguard Industrials ETF | ETF-Other | 0.54% | -0.10% | -7.13% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.53% | -0.23% | -3.19% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.51% | -0.25% | — | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.51% | -0.16% | -1.01% | |
| 40 | AON | Aon plc | Stock-Financials | 0.50% | — | -2.37% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.04% | -0.89% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.41% | -0.14% | -0.08% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | — | — | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.05% | +7.77% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.05% | -13.83% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.07% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.37% | +0.49% | NEW | |
| 48 | VFH | Vanguard Financials ETF | ETF-Other | 0.36% | -0.15% | -9.49% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.09% | — | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | +1.09% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -0.34% | Trim |
| 2 | WMT | Walmart Inc | +1.1% | +956.69% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | -1.87% | Trim |
| 4 | IWY | Ishares Russell Top 200 Grow | +0.7% | -0.05% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | -7.93% | Trim |
| 6 | MSFT | Microsoft CORP | +0.6% | -0.63% | Trim |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.27% | Add |
| 8 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | -9.86% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +0.14% | Trim |
| 10 | FCOM | Fidelity Msci Comm Serv Indx | +0.1% | -1.57% | Trim |
| 11 | TSLA | Tesla Inc | +0.1% | -13.83% | Trim |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +9.73% | Add |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | -0.79% | Trim |
| 14 | VTWO | Vanguard Russell 2000 ETF | 0% | +7.77% | Add |
| 15 | AMAT | Applied Materials Inc | 0% | -0.60% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | 0% | -10.79% | Trim |
| 17 | NTES | Netease Inc-adr | 0% | — | Unchanged |
| 18 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 19 | NFLX | Netflix Inc | 0% | -2.42% | Trim |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +6.97% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +1.52% | Add |
| 23 | VGT | Vanguard Info Tech ETF | 0% | -12.64% | Trim |
| 24 | VUSB | Vanguard Ultra Short Bond Et | 0% | +1.64% | Add |
| 25 | PH | Parker Hannifin CORP | 0% | -5.39% | Trim |
| 26 | FIDU | Fidelity Msci Indust Indx | 0% | -3.35% | Trim |
| 27 | VIS | Vanguard Industrials ETF | 0% | -7.13% | Trim |
| 28 | VCR | Vanguard Consumer Discre ETF | -0.1% | -6.97% | Trim |
| 29 | VDE | Vanguard Energy ETF | -0.1% | -21.28% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -0.08% | Trim |
| 31 | AON | Aon plc | -0.2% | -2.37% | Trim |
| 32 | SBUX | Starbucks CORP | -0.3% | -72.53% | Trim |
| 33 | ADBE | Adobe Inc | -0.3% | -2.98% | Trim |
| 34 | CVX | Chevron CORP | -0.3% | -62.92% | Trim |
| 35 | FNCL | Fidelity Msci Financial Indx | -0.4% | -1.36% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.47% | Add |
| 37 | FSTA | Fidelity Msci Cons Stap Indx | -0.5% | -0.29% | Trim |
| 38 | TIP | Ishares Tips Bond ETF | -0.5% | +1.50% | Add |
| 39 | AAPL | Apple Inc | -0.5% | -2.06% | Trim |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +1.24% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.7% | -2.91% | Trim |
| 42 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 44 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 45 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 46 | DHR | Danaher CORP | — | EXIT | Sold out |
| 47 | CNI | Canadian Natl Railway Co | — | EXIT | Sold out |
| 48 | IVE | Ishares S&p 500 Value ETF | — | EXIT | Sold out |
| 49 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 50 | VUG | Vanguard Growth ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Fischer Financial Services, Inc. reported a total U.S. public equity portfolio value of $398.1M across 64 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCSH, AAPL, IWY) accounted for 31.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
GS
市值: $2.7M
Top Position Liquidated / Trimmed
DHR
前期市值: $1.2M
During Q3 2025, Fischer Financial Services, Inc.'s top holdings by market value included VCSH (8.6%)、AAPL (8.6%)、IWY (6.1%). The largest single position, VCSH, represented 8.6% of total portfolio value.
In Q3 2025, Fischer Financial Services, Inc. made 48 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 27 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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