FISCHER INVESTMENT STRATEGIES, LLC
All 13F Filings
- Location
- Westlake Village, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 209,560
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 49 | 209,560 | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC |
| Q1 2026 | 6/4/2026 | 45 | 171,389 | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC |
| Q4 2025 | 1/28/2026 | 51 | 171,613 | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC |
| Q3 2025 | 10/28/2025 | 33 | 166,694 | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC |
| Q2 2025 | 7/24/2025 | 37 | 148,984 | 13F-HR | FISCHER INVESTMENT STRATEGIES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.29 K | 17.3% | 0 | 1.263 K | -1.263 K |
| ETFs | 173.3 K | 82.7% | 39.43 K | 0 | 39.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
209,560
Holdings
49
QoQ value change ($000)
38,171
(22.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.