FISCHER INVESTMENT STRATEGIES, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, FISCHER INVESTMENT STRATEGIES, LLC held in its portfolio 50 assets valued at $171,612,585 (i.e. $171.61M).

The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($24.03M), FIRST TR EXCHNG TRADED FD VI ($17.27M), and DIMENSIONAL ETF TRUST ($15.18M).

The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in FISCHER INVESTMENT STRATEGIES, LLC Portfolio

INVESCO EXCH TRADED FD TR II

FIRST TR EXCHNG TRADED FD VI

DIMENSIONAL ETF TRUST

BERKSHIRE HATHAWAY INC DEL

ISHARES TR

VANGUARD BD INDEX FDS

SPDR SERIES TRUST

FIRST TR EXCHANGE TRADED FD

DIMENSIONAL ETF TRUST

FISCHER INVESTMENT STRATEGIES, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
INVESCO EXCH TRADED FD TR II	201388	24029607	S&P 500 MOMNTM
FIRST TR EXCHNG TRADED FD VI	611448	17267292	FT VEST LADDERED
DIMENSIONAL ETF TRUST	304220	15180585	INTERNATNAL VAL
DIMENSIONAL ETF TRUST	264218	10040291	INTL SMALL CAP V
BERKSHIRE HATHAWAY INC DEL	14753	7415788	CL B NEW
ISHARES TR	52113	7125410	MSCI USA VALUE
VANGUARD BD INDEX FDS	80609	6277820	INTERMED TERM
SPDR SERIES TRUST	49174	5648365	STATE STREET SPD
FIRST TR EXCHANGE TRADED FD	57126	5616594	RBA INDL ETF
DIMENSIONAL ETF TRUST	72252	5358916	US EQUITY MARKET
EA SERIES TRUST	45510	5238201	ALPHA ARCH 1-3
SPDR S&P 500 ETF TR	7343	5007283	TR UNIT
ETF SER SOLUTIONS	45408	4979408	DEFIANCE QUANTUM
EXCHANGE TRADED CONCEPTS TRU	76114	4833269	RANGE NUCLEAR RE
INVESCO QQQ TR	7720	4742723	UNIT SER 1
ISHARES INC	24006	4459652	MSCI WORLD ETF
ISHARES TR	23982	4301608	US BR DEL SE ETF
FIRST TR EXCHANGE TRADED FD	24146	3694821	NASDQ CLN EDGE
DIMENSIONAL ETF TRUST	50779	3537773	US SMALL CAP ETF
DIMENSIONAL ETF TRUST	104928	3383933	EMERGING MKTS HI
DIMENSIONAL ETF TRUST	94147	3066377	EMGR CRE EQT MNG
VANGUARD WORLD FD	5682	2345504	MEGA GRWTH IND
NVIDIA CORPORATION	8683	1619325	COM
ISHARES TR	12397	1570370	GLOBAL 100 ETF
DIMENSIONAL ETF TRUST	32171	1223467	US HIGH PROFITAB
BITWISE BITCOIN ETF TR	24070	1144769	SHS BEN INT
APPLE INC	3992	1085284	COM
SELECT SECTOR SPDR TR	19098	1046024	STATE STREET FIN
VANGUARD WORLD FD	3608	1038563	HEALTH CAR ETF
ETF SER SOLUTIONS	16222	1035543	DEFIANCE CONNECT
VANGUARD WORLD FD	1113	838609	INF TECH ETF
INVESCO EXCHANGE TRADED FD T	5214	721962	S&P MDCP MOMNTUM
BITWISE FUNDS TRUST	30865	615139	CRYPTO INDUSTRY
VANGUARD INDEX FDS	2049	594586	MID CAP ETF
LISTED FDS TR	8692	573320	ROUNDHILL MAGNIF
T ROWE PRICE ETF INC	11410	568789	ULTRA SHRT TRM
ISHARES TR	7425	505643	MSCI USA QUALITY
ISHARES BITCOIN TRUST ETF	9332	463334	SHS BEN INT
VANGUARD BD INDEX FDS	5876	435243	TOTAL BND MRKT
SELECT SECTOR SPDR TR	2388	343791	STATE STREET TEC
MICROSOFT CORP	697	337276	COM
J P MORGAN EXCHANGE TRADED F	5245	304839	NASDAQ EQT PREM
INVESCO EXCHANGE TRADED FD T	2348	300010	S&P MDCP400 VL
VANGUARD BD INDEX FDS	4063	282483	LONG TERM BOND
ALPHABET INC	840	262777	CAP STK CL A
ISHARES U S ETF TR	2427	246533	U.S. TECH INDEPD
VANGUARD CHARLOTTE FDS	5093	246094	TOTAL INT BD ETF
AMAZON COM INC	1026	236928	COM
INVESCO EXCH TRADED FD TR II	1854	216850	S&P 500 HB ETF
EA SERIES TRUST	1935	203814	ALPHA ARCHITECT