Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fischer Financial Services, Inc. (CIK 2064001) reported $297.3M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCSH ($32.9M, 11.07%), IWY ($21.2M, 7.13%), NVDA ($18.6M, 6.24%), FTEC ($18.3M, 6.17%), GOOGL ($15.2M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | $32.9M | 11.07% | 415,166 | Added |
| 2 | IWY | ISHARES TR | $21.2M | 7.13% | 85,244 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $18.6M | 6.24% | 106,383 | Added |
| 4 | FTEC | FIDELITY COVINGTON TRUST | $18.3M | 6.17% | 88,133 | Added |
| 5 | GOOGL | ALPHABET INC | $15.2M | 5.10% | 52,690 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $14.3M | 4.80% | 38,539 | Added |
| 7 | FDIS | FIDELITY COVINGTON TRUST | $13.2M | 4.43% | 141,167 | Added |
| 8 | TIP | ISHARES TR | $12.2M | 4.11% | 110,791 | Added |
| 9 | FHLC | FIDELITY COVINGTON TRUST | $12.1M | 4.06% | 171,442 | Added |
| 10 | FNCL | FIDELITY COVINGTON TRUST | $9.8M | 3.31% | 140,049 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $7.9M | 2.65% | 7,905 | Added |
| 12 | AVGO | BROADCOM INC | $7.7M | 2.60% | 24,935 | Added |
| 13 | FSTA | FIDELITY COVINGTON TRUST | $7.5M | 2.53% | 143,702 | Added |
| 14 | MA | MASTERCARD INCORPORATED | $7.3M | 2.44% | 14,544 | Trimmed |
| 15 | FCOM | FIDELITY COVINGTON TRUST | $7.2M | 2.44% | 106,332 | Added |
| 16 | STIP | ISHARES TR | $6.1M | 2.05% | 59,062 | Added |
| 17 | VGT | VANGUARD WORLD FD | $5.7M | 1.91% | 8,135 | Added |
| 18 | WMT | WALMART INC | $5.6M | 1.87% | 44,675 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.87% | 18,851 | Added |
| 20 | PH | PARKER-HANNIFIN CORP | $5.2M | 1.73% | 5,761 | Trimmed |
| 21 | VUSB | VANGUARD BD INDEX FDS | $5.2M | 1.73% | 103,520 | Added |
| 22 | FIDU | FIDELITY COVINGTON TRUST | $5.1M | 1.72% | 59,042 | Trimmed |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $4.7M | 1.59% | 203,977 | Added |
| 24 | AAPL | APPLE INC | $3.6M | 1.20% | 14,116 | Trimmed |
| 25 | IBB | ISHARES TR | $3.4M | 1.15% | 20,162 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31