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CIK: 0002064001
Total reported value
$398.1M
$398.1M
63 檔
32.2%
In Q4 2025, Fischer Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $398.1M, distributed across 63 disclosed stock positions.
In Q4 2025, Fischer Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.77% | +7.30% | -2.47% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.66% | -2.60% | +2.39% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.13% | -0.87% | +0.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.25% | -0.73% | -0.31% | |
| 5 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.14% | +0.17% | +0.71% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.84% | +4.71% | +2.81% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -1.16% | +0.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.42% | -0.70% | -10.29% | |
| 9 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 3.71% | -0.70% | -2.13% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.36% | -0.68% | +2.56% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.18% | -0.99% | +1.48% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.90% | -0.56% | -3.73% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | -0.25% | -3.47% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.20% | -0.55% | +0.32% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +1.75% | +0.46% | |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.04% | -0.59% | +0.18% | |
| 17 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.85% | -0.59% | -1.84% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.79% | -0.78% | +2.94% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.60% | -0.38% | -5.19% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.25% | -1.99% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.57% | -0.49% | +1.62% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | +1.30% | +0.18% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.43% | -0.30% | -5.54% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.34% | -0.37% | +24.32% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.32% | -0.62% | +3.80% | |
| 26 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.29% | -0.22% | +3.06% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.24% | -0.36% | +4.73% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.91% | -0.18% | -0.73% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.90% | -0.27% | -3.36% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | -0.10% | +0.91% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.30% | -6.50% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.67% | -0.18% | -4.81% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.04% | -8.15% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | -0.12% | -12.21% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.58% | — | -4.48% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.25% | +12.69% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.32% | +851.07% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-Other | 0.53% | -0.10% | -0.21% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.51% | -0.23% | -1.62% | |
| 40 | AON | Aon plc | Stock-Financials | 0.46% | — | -4.32% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.46% | -0.16% | -2.11% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.43% | -0.14% | +6.62% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +1.09% | NEW | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.39% | +0.49% | NEW | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.05% | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | -0.07% | -2.85% | |
| 47 | VFH | Vanguard Financials ETF | ETF-Other | 0.34% | -0.15% | -3.65% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.09% | +2.67% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.05% | -13.61% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | — | -9.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -10.29% | Trim |
| 2 | FHLC | Fidelity Msci Health Care | +0.4% | +2.56% | Add |
| 3 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | +24.32% | Add |
| 4 | AAPL | Apple Inc | +0.2% | -2.47% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.81% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | -8.15% | Trim |
| 7 | WMT | Walmart Inc | +0.1% | +3.80% | Add |
| 8 | IBB | Ishares Biotechnology ETF | +0.1% | -0.73% | Trim |
| 9 | PH | Parker Hannifin CORP | +0.1% | -5.54% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.46% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | +0.91% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | -2.97% | Trim |
| 13 | FCOM | Fidelity Msci Comm Serv Indx | 0% | +0.18% | Add |
| 14 | VHT | Vanguard Health Care ETF | 0% | -3.36% | Trim |
| 15 | PLTR | Palantir Technologies Inc-a | 0% | +12.69% | Add |
| 16 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.39% | Add |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +4.73% | Add |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -9.58% | Trim |
| 20 | FIDU | Fidelity Msci Indust Indx | 0% | +3.06% | Add |
| 21 | APH | Amphenol Corp-cl A | 0% | -0.96% | Trim |
| 22 | SCHP | Schwab U.s. Tips ETF | 0% | +6.62% | Add |
| 23 | VTIP | Vanguard Short-term Tips | 0% | +9.32% | Add |
| 24 | FTEC | Fidelity Msci Info Tech Indx | — | +0.71% | Add |
| 25 | IWY | Ishares Russell Top 200 Grow | 0% | +0.41% | Add |
| 26 | AVGO | Broadcom Inc | 0% | -3.47% | Trim |
| 27 | NTES | Netease Inc-adr | 0% | — | Unchanged |
| 28 | MA | Mastercard Inc - A | 0% | +0.32% | Add |
| 29 | VDC | Vanguard Consumer Staple ETF | 0% | -1.62% | Trim |
| 30 | VDE | Vanguard Energy ETF | 0% | -28.54% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | +2.67% | Add |
| 32 | AON | Aon plc | 0% | -4.32% | Trim |
| 33 | TSLA | Tesla Inc | -0.1% | -13.61% | Trim |
| 34 | VCR | Vanguard Consumer Discre ETF | -0.1% | -4.81% | Trim |
| 35 | SYK | Stryker CORP | -0.1% | -2.11% | Trim |
| 36 | ADBE | Adobe Inc | -0.1% | -4.48% | Trim |
| 37 | FSTA | Fidelity Msci Cons Stap Indx | -0.1% | -1.84% | Trim |
| 38 | VGT | Vanguard Info Tech ETF | -0.1% | -5.19% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | +2.94% | Add |
| 40 | FNCL | Fidelity Msci Financial Indx | -0.1% | -3.73% | Trim |
| 41 | NVDA | Nvidia CORP | -0.1% | -0.31% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.1% | -12.21% | Trim |
| 43 | FDIS | Fidelity Msci Cons Discr Ind | -0.2% | -2.13% | Trim |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -50.00% | Trim |
| 45 | HD | Home Depot Inc | -0.2% | -6.50% | Trim |
| 46 | NFLX | Netflix Inc | -0.2% | +851.07% | Add |
| 47 | MSFT | Microsoft CORP | -0.4% | +0.42% | Add |
| 48 | CVX | Chevron CORP | — | EXIT | Sold out |
| 49 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 50 | MPB | Mid Penn Bancorp Inc | — | 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 63 disclosed positions in Q4 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 AAPL, VCSH, IWY) accounted for 32.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MPB
市值: $205.3K
Top Position Liquidated / Trimmed
CVX
前期市值: $366.2K
During Q4 2025, Fischer Financial Services, Inc.'s top holdings by market value included AAPL (8.8%)、VCSH (8.7%)、IWY (6.1%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q4 2025, Fischer Financial Services, Inc. made 48 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 25 holdings, and fully liquidating 2 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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