Free Trial

Fischer Financial Services, Inc. Top Holdings and 13F Report (2026)

About Fischer Financial Services, Inc.

Investment Activity

  • Fischer Financial Services, Inc. has $297.32 million in total holdings as of March 31, 2026.
  • Fischer Financial Services, Inc. owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 1.21% of the portfolio was purchased this quarter.
  • About 21.18% of the portfolio was sold this quarter.
  • This quarter, Fischer Financial Services, Inc. has purchased 63 new stocks and bought additional shares in 29 stocks.
  • Fischer Financial Services, Inc. sold shares of 18 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

166764100 - Chevron
$258,815 Holding
36828A101 - GE VERNOVA INC
$224,335 Holding

Largest Purchases this Quarter

Microsoft
1,237 shares (about $457.93K)
iShares Russell Top 200 Growth ETF
1,620 shares (about $403.11K)
Vanguard Short-Term Corporate Bond ETF
4,558 shares (about $361.31K)

Largest Sales this Quarter

Apple
107,868 shares (about $27.38M)
Invesco QQQ
24,173 shares (about $13.95M)
Amazon.com
29,099 shares (about $6.06M)
Berkshire Hathaway
10,387 shares (about $4.98M)
UnitedHealth Group
1,563 shares (about $423.10K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFischer Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$32,910,409$361,315 1.1%415,16611.1%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$21,211,592$403,111 1.9%85,2447.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,553,244$14,824 0.1%106,3836.2%Computer and Technology
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$18,335,867$329,131 1.8%88,1336.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,151,622$199,855 -1.3%52,6905.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$14,266,834$457,928 3.3%38,5394.8%Computer and Technology
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$13,165,301$375,280 2.9%141,1674.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$12,226,921$176,245 1.5%110,7914.1%ETF
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$12,062,622$25,963 0.2%171,4424.1%ETF
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$9,831,358$49,912 -0.5%140,0493.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,875,767$68,745 0.9%7,9052.6%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$7,717,728$92,235 1.2%24,9352.6%Computer and Technology
Fidelity MSCI Consumer Staples Index ETF stock logo
FSTA
Fidelity MSCI Consumer Staples Index ETF
$7,519,951$88,543 1.2%143,7022.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$7,267,506$12,492 -0.2%14,5442.4%Business Services
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$7,243,362$92,507 1.3%106,3322.4%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$6,108,856$100,328 1.7%59,0622.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,676,012$80,936 1.4%8,1351.9%ETF
WALMART INC
$5,552,274$34,053 -0.6%44,6751.9%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,545,014$62,948 1.1%18,8511.9%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$5,158,160$353,667 -6.4%5,7611.7%Industrials
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$5,153,742$80,652 1.6%103,5201.7%ETF
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$5,108,351$6,143 -0.1%59,0421.7%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$4,736,346$86,146 1.9%203,9771.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,582,623$27,376,762 -88.4%14,1161.2%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$3,404,292$26,847 -0.8%20,1621.1%Finance
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$3,279,307$55,554 1.7%12,0421.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,224,146$13,952,252 -81.2%5,5861.1%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,903,972$846 0.0%3,4321.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,655,657$30,256 -1.1%8,0750.9%Retail/Wholesale
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$2,321,173$18,670 0.8%6,4650.8%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,124,440$15,384 -0.7%22,0950.7%Consumer Discretionary
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$2,117,801$15,923 0.8%6,7830.7%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$2,066,234$23,582 1.2%9,2000.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,978,619$10,118 0.5%2,1510.7%Medical
PALANTIR TECHNOLOGIES INC
$1,729,352$3,657 0.2%11,8220.6%CL A
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,634,120$16,631 1.0%61,4100.5%ETF
Stryker Corporation stock logo
SYK
Stryker
$1,574,050$59,795 -3.7%4,7910.5%Medical
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$1,474,1050.0%14,7160.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,453,653$423,102 -22.5%5,3700.5%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,299,2810.0%4,0500.4%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$1,207,858$28,994 2.5%9,9980.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,074,540$17,737 1.7%1,8780.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,000,6290.0%2,6920.3%Auto/Tires/Trucks
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$976,176$26,548 2.8%24,3420.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$949,711$6,060,447 -86.5%4,5600.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$900,919$47,039 -5.0%3,1410.3%Computer and Technology
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$868,630$9,990 1.2%17,3900.3%Manufacturing
NetEase, Inc. stock logo
NTES
NetEase
$559,7000.0%5,0000.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$497,410$4,977,454 -90.9%1,0380.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$386,6970.0%1,7780.1%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$382,7820.0%5860.1%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$318,048$50,182 -13.6%1,8380.1%ETF
Fidelity MSCI Energy Index ETF stock logo
FENY
Fidelity MSCI Energy Index ETF
$294,2750.0%8,6500.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$258,815$258,815 New Holding1,2510.1%Energy
GE VERNOVA INC
$224,335$224,335 New Holding2570.1%COM
Mid Penn Bancorp stock logo
MPB
Mid Penn Bancorp
$214,502$1,704 0.8%6,6700.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$0$2,206,711 -100.0%00.0%Computer and Technology
Aon plc stock logo
AON
AON
$0$1,751,485 -100.0%00.0%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$1,562,587 -100.0%00.0%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$0$1,469,681 -100.0%00.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$0$754,800 -100.0%00.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$696,020 -100.0%00.0%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$417,052 -100.0%00.0%Energy
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$0$223,170 -100.0%00.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$204,413 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data