account_balance

Investment manager · 13F filer · SEC CIK 2064001

Fischer Financial Services, Inc.

Reported value$406Mas of Sep 30, 2026
Positions61 0 new, 4 sold out
Top 10 weight58.2%AAPL alone is 9%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 9.5% Held
VCSH Vanguard Scottsdale FDS 8.3% Held
FTEC Fidelity Covington Trust 6.5% Held
IWY iShares Tr 6.2% Held
NVDA NVIDIA Corp 6.1% Held
QQQ Invesco QQQ Tr 5.7% Held
MSFT Microsoft Corp 4.8% HeldGOOGL Alphabet Inc. 4.1% Held
FHLC Fidelity Covington Trust 3.5% Held
FDIS Fidelity Covington Trust 3.5% Added +3%
TIP iShares Tr 3.0% Added +3%
FNCL Fidelity Covington Trust 2.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 11, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • VTWO +26%
  • META +5%
  • FIDU +5%
  • FDIS +3%
arrow_downwardTrimmed
remove_circleSold out
  • SPYV $320K
  • ARM $266K
  • VGK $224K
  • VUG $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist