The Analysis of FISCHER INVESTMENT STRATEGIES, LLC's Holdings


Currently, FISCHER INVESTMENT STRATEGIES, LLC holds 33 types of securities in its portfolio with a total value $166.7M. In the most recent quarter, they have increased their positions in SPMO (+154.6K shares, valued at $18.7M), QTUM (+46.0K shares, valued at $4.8M), DISV (+133.8K shares, valued at $4.8M); decreased their positions in DFUS (-219.6K shares, valued at $15.9M), VO (-15.6K shares, valued at $4.6M), URTH (-25.0K shares, valued at $4.5M); initiated new positions in IAI (+25.3K shares, valued at $4.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPMO INVESCO EXCH TRADED FD TR II254.5K shares154.58%2025-09-302025-10-28history
BUFD FIRST TR EXCHNG TRADED FD VI622.6K shares9.37%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL25.5K shares0.70%2025-09-302025-10-28history
DFIV DIMENSIONAL ETF TRUST242.7K shares31.11%2025-09-302025-10-28history
BOXX EA SERIES TRUST82.6K shares6.75%2025-09-302025-10-28history
DISV DIMENSIONAL ETF TRUST246.2K shares119.02%2025-09-302025-10-28history
QTUM ETF SER SOLUTIONS71.3K shares181.27%2025-09-302025-10-28history
QQQ INVESCO QQQ TR12.1K shares-3.74%2025-09-302025-10-28history
Sponsored
DFAE DIMENSIONAL ETF TRUST210.8K shares59.92%2025-09-302025-10-28history
DFUS DIMENSIONAL ETF TRUST88.1K shares-71.38%2025-09-302025-10-28history
AIRR FIRST TR EXCHANGE TRADED FD55.8K shares0.50%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR7.9K shares-18.34%2025-09-302025-10-28history
URTH ISHARES INC27.9K shares-47.24%2025-09-302025-10-28history
NUKZ EXCHANGE TRADED CONCEPTS TRU77.9K shares142.99%2025-09-302025-10-28history
IAI ISHARES TR25.3K sharesnew addition2025-09-302025-10-28history
ENFR ALPS ETF TR122.4K shares37.15%2025-09-302025-10-28history
Sponsored
MGK VANGUARD WORLD FD7.0K shares-4.23%2025-09-302025-10-28history
BITB BITWISE BITCOIN ETF TR37.0K shares94.86%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION8.8K shares0.01%2025-09-302025-10-28history
SIXG ETF SER SOLUTIONS24.6K shares-64.65%2025-09-302025-10-28history
IOO ISHARES TR12.4K shares-12.95%2025-09-302025-10-28history
MAGS LISTED FDS TR21.2K shares-1.87%2025-09-302025-10-28history
DUHP DIMENSIONAL ETF TRUST32.1K shares-27.25%2025-09-302025-10-28history
XLF SELECT SECTOR SPDR TR21.5K shares-75.18%2025-09-302025-10-28history
Sponsored
VO VANGUARD INDEX FDS3.6K shares-81.40%2025-09-302025-10-28history
AAPL APPLE INC3.4K shares-6.01%2025-09-302025-10-28history
XMMO INVESCO EXCHANGE TRADED FD T5.9K shares-19.67%2025-09-302025-10-28history
IBIT ISHARES BITCOIN TRUST ETF12.1K shares-0.80%2025-09-302025-10-28history
VGT VANGUARD WORLD FD1.0K shares-55.74%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS9.3K shares7.16%2025-09-302025-10-28history
MSFT MICROSOFT CORP676 shares1.05%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR1.2K shares-34.47%2025-09-302025-10-28history
Sponsored
IETC ISHARES U S ETF TR2.5K shares-13.57%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available