Fischer Financial Services, Inc.

Q2 2026 13F-HR Holdings

Location
Harrisburg, PA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$398,051
Net value change ($000)
+100,734 (33.9%)
New positions
9
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 30,236 843.9%
QQQ 19,841 615.4%
AMZN 7,292 767.6%
FTEC 6,911 37.7%
BRK-B 5,359 1078.3%
AMAT 4,327 NEW
IWY 3,721 17.5%
NVDA 3,373 18.2%
GOOGL 2,357 15.6%
APH 1,946 NEW
Top Reduces (Value $000, Stocks/ETFs)
WMT -595 -10.7%
NFLX -570 -26.8%
COST -416 -5.3%
PLTR -404 -23.4%
HD -321 -12.1%
VDC -180 -8.7%
VFH -173 -14.3%
SYK -119 -7.6%
FENY -80 -27.2%
VDE -67 -21.1%
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