Fischer Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Harrisburg, PA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$297,317
Net value change ($000)
-80,634 (-21.3%)
New positions
2
Sold out positions
9
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 1,120 16.6%
WMT 544 10.9%
FSTA 535 7.7%
CVX 259 NEW
FIDU 232 4.8%
TIP 225 1.9%
GEV 224 NEW
VCSH 172 0.5%
STIP 161 2.7%
VDC 145 7.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -29,579 -89.2%
QQQ -15,057 -82.4%
AMZN -6,819 -87.8%
BRK-B -5,246 -91.3%
MSFT -3,774 -20.9%
ADBE -2,207 -100.0%
IWY -1,946 -8.4%
AON -1,751 -100.0%
AMAT -1,563 -100.0%
GOOGL -1,557 -9.3%
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