Fischer Financial Services, Inc.

Est. AUM

$297.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$32.9M	415166	11.07%	SOLE
2	ISHARES TR	RUS TP200 GR ETF	$21.2M	85244	7.13%	SOLE
3	NVIDIA CORPORATION	COM	$18.6M	106383	6.24%	SOLE
4	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$18.3M	88133	6.17%	SOLE
5	ALPHABET INC	CAP STK CL A	$15.2M	52690	5.10%	SOLE
6	MICROSOFT CORP	COM	$14.3M	38539	4.80%	SOLE
7	FIDELITY COVINGTON TRUST	MSCI CONSM DIS	$13.2M	141167	4.43%	SOLE
8	ISHARES TR	TIPS BD ETF	$12.2M	110791	4.11%	SOLE
9	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$12.1M	171442	4.06%	SOLE
10	FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$9.8M	140049	3.31%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$7.9M	7905	2.65%	SOLE
12	BROADCOM INC	COM	$7.7M	24935	2.60%	SOLE
13	FIDELITY COVINGTON TRUST	CONSMR STAPLES	$7.5M	143702	2.53%	SOLE
14	MASTERCARD INCORPORATED	CL A	$7.3M	14544	2.44%	SOLE
15	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$7.2M	106332	2.44%	SOLE
16	ISHARES TR	0-5 YR TIPS ETF	$6.1M	59062	2.05%	SOLE
17	VANGUARD WORLD FD	INF TECH ETF	$5.7M	8135	1.91%	SOLE
18	WALMART INC	COM	$5.6M	44675	1.87%	SOLE
19	JPMORGAN CHASE & CO	COM	$5.5M	18851	1.87%	SOLE
20	PARKER-HANNIFIN CORP	COM	$5.2M	5761	1.73%	SOLE
21	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$5.2M	103520	1.73%	SOLE
22	FIDELITY COVINGTON TRUST	MSCI INDL INDX	$5.1M	59042	1.72%	SOLE
23	SCHWAB STRATEGIC TR	US AGGREGATE B	$4.7M	203977	1.59%	SOLE
24	APPLE INC	COM	$3.6M	14116	1.21%	SOLE
25	ISHARES TR	ISHARES BIOTECH	$3.4M	20162	1.14%	SOLE
26	VANGUARD WORLD FD	HEALTH CAR ETF	$3.3M	12042	1.10%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$3.2M	5586	1.08%	SOLE
28	GOLDMAN SACHS GROUP INC	COM	$2.9M	3432	0.98%	SOLE
29	HOME DEPOT INC	COM	$2.7M	8075	0.89%	SOLE
30	VANGUARD WORLD FD	CONSUM DIS ETF	$2.3M	6465	0.78%	SOLE
31	NETFLIX INC.	COM	$2.1M	22095	0.71%	SOLE
32	VANGUARD WORLD FD	INDUSTRIAL ETF	$2.1M	6783	0.71%	SOLE
33	VANGUARD WORLD FD	CONSUM STP ETF	$2.1M	9200	0.69%	SOLE
34	ELI LILLY & CO	COM	$2.0M	2151	0.67%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$1.7M	11822	0.58%	SOLE
36	SCHWAB STRATEGIC TR	US TIPS ETF	$1.6M	61410	0.55%	SOLE
37	STRYKER CORPORATION	COM	$1.6M	4791	0.53%	SOLE
38	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.5M	14716	0.50%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$1.5M	5370	0.49%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4050	0.44%	SOLE
41	VANGUARD WORLD FD	FINANCIALS ETF	$1.2M	9998	0.41%	SOLE
42	META PLATFORMS INC	CL A	$1.1M	1878	0.36%	SOLE
43	TESLA INC	COM	$1.0M	2692	0.34%	SOLE
44	WISDOMTREE TR	EM EX ST-OWNED	$976K	24342	0.33%	SOLE
45	AMAZON COM INC	COM	$950K	4560	0.32%	SOLE
46	ALPHABET INC	CAP STK CL C	$901K	3141	0.30%	SOLE
47	VANGUARD MALVERN FDS	STRM INFPROIDX	$869K	17390	0.29%	SOLE
48	NETEASE COM INC	SPONSORED ADS	$560K	5000	0.19%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$497K	1038	0.17%	SOLE
50	ABBVIE INC	COM	$387K	1778	0.13%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.