account_balance
Investment manager · 13F filer · SEC CIK 1977444
Fischer Investment Strategies, LLC
Reported value$210Mas of Jun 30, 2026
Positions49 7 new, 3 sold out
Top 10 weight70.1%DFUV alone is 13%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
13.5%Added +20%
SPMOInvesco Exch Traded Fd Tr II
10.8%Trimmed −8%
DFIVDimensional ETF Trust
10.3%Added +12%
BUFDFirst Tr Exchng Traded Fd Vi
10.0%
BOXXEa Series Trust
5.5%Added +10%
ACYNFirst Tr Exchange-Traded Fd
4.6%New
DISVDimensional ETF Trust
4.4%Trimmed −6%
AIRRFirst Tr Exchange Traded Fd
4.2%Added +6%
QTUMETF Ser Solutions
4.1%Added +7%
NUKZExchange Traded Concepts Tru
2.8%+8%
UMIUscf ETF Tr
2.6%
PPA2.4%
DFUVDimensional ETF Trust
13.5%Added +20%
SPMOInvesco Exch Traded Fd Tr II
10.8%Trimmed −8%
DFIVDimensional ETF Trust
10.3%+12%
BUFDFirst Tr Exchng Traded Fd Vi
10.0%
BOXXEa Series Trust
5.5%
ACYNFirst Tr Exchange-Traded Fd
4.6%
DISVDimensional ETF Trust
4.4%
AIRRFirst Tr Exchange Traded Fd
4.2%
QTUM
NUKZ2.8%
UMI2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUV Dimensional ETF Trust 13.5% Added +20%
SPMO Invesco Exch Traded Fd Tr II 10.8% Trimmed −8%
DFIV Dimensional ETF Trust 10.3% Added +12%
BUFD First Tr Exchng Traded Fd Vi 10.0% Held
BOXX Ea Series Trust 5.5% Added +10%
ACYN First Tr Exchange-Traded Fd 4.6% New
DISV Dimensional ETF Trust 4.4% Trimmed −6%
AIRR First Tr Exchange Traded Fd 4.2% Added +6%
QTUM ETF Ser Solutions 4.1% Added +7%
NUKZ Exchange Traded Concepts Tru 2.8% Added +8%
UMI Uscf ETF Tr 2.6% Added +11%
PPA Invesco Exchange Traded Fd T 2.4% Trimmed −14%
What changed
Biggest moves since Mar 31, 2026
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