Fischer Financial Services, Inc.

Q4 2025 13F-HR Holdings

Location
Harrisburg, PA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$377,951
Net value change ($000)
+6,529 (1.8%)
New positions
1
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,242 15.5%
FHLC 1,553 13.9%
AAPL 1,316 4.1%
VUSB 981 23.9%
QQQ 903 5.2%
VCSH 685 2.1%
WMT 545 12.2%
LLY 522 29.4%
IBB 475 16.1%
PH 470 9.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,199 -6.2%
BRK-B -753 -49.9%
HD -729 -20.6%
NFLX -718 -25.6%
UNH -438 -16.1%
FDIS -404 -2.8%
CVX -366 -100.0%
COST -289 -4.1%
VGT -271 -4.3%
FSTA -226 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type