Fischer Financial Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Fischer Financial Services, Inc. reported 63 stock positions worth $310.4 million. Its top holding was Vanguard S/T Corp. Bond ETF (VCSH) at 9.2% of the portfolio, followed by Apple (AAPL, 9.1%) and iShares Russell Top 200 Grow (IWY, 5.4%). Compared with Q4 2024, it sold out of 1, added to 30 and reduced 24. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +21%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISBURG, PA
- CIK
- 0002064001
- Portfolio Value
- $310.4M (Q1 2025)
- SEC Filing
- 0002063364-25-000077 ↗ filed May 7, 2025
Holdings Value
Holdings 63 stocks · $310.4M
| VCSH Vanguard S/T Corp. Bond ETF | 9.20% | 361,775 | $28.6M | Add +20.8% |
| AAPL Apple Inc. | 9.11% | 127,334 | $28.3M | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 5.44% | 80,004 | $16.9M | Add +4.4% |
| FTEC Fidelity MSCI Info Tech Indx | 4.94% | 95,160 | $15.3M | Add +0.7% |
| MSFT Microsoft Corp. | 4.54% | 37,505 | $14.1M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 4.35% | 28,782 | $13.5M | Add +2.4% |
| FDIS Fidelity MSCI Cons Discr Ind | 3.83% | 140,531 | $11.9M | Add +0.3% |
| NVDA Nvidia Corp. | 3.73% | 106,793 | $11.6M | Reduce -3.0% |
| TIP iShares Tips Bond ETF | 3.69% | 103,213 | $11.5M | Add +17.5% |
| FHLC Fidelity MSCI Health Care | 3.65% | 166,035 | $11.3M | Add +0.5% |
| FNCL Fidelity MSCI Financial Indx | 3.39% | 151,369 | $10.5M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 3.22% | 64,540 | $10.0M | Add +0.7% |
| MA Mastercard Inc. Class A | 2.63% | 14,918 | $8.2M | Reduce -1.4% |
| FSTA Fidelity MSCI Cons Stap Indx | 2.39% | 145,086 | $7.4M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 2.30% | 7,550 | $7.1M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.99% | 32,523 | $6.2M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.94% | 11,305 | $6.0M | Add +2.5% |
| FCOM Fidelity MSCI Comm Serv Indx | 1.93% | 106,282 | $6.0M | Add +0.2% |
| STIP iShares 0-5 Year Tips Bond E | 1.88% | 56,425 | $5.8M | Add +6.5% |
| VGT Vanguard Info Tech ETF | 1.71% | 9,801 | $5.3M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.53% | 19,350 | $4.7M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 1.44% | 8,504 | $4.5M | Reduce -3.5% |
| AVGO Broadcom Inc. | 1.41% | 26,158 | $4.4M | Add +1.0% |
| PH Parker Hannifin Corp. | 1.35% | 6,905 | $4.2M | Reduce -0.2% |
| FIDU Fidelity MSCI Indust Indx | 1.30% | 59,113 | $4.0M | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.20% | 161,215 | $3.7M | Add +76.9% |
| VUSB Vanguard Ultra Short Bond Et | 1.11% | 69,395 | $3.5M | Add +237.9% |
| VHT Vanguard Health Care ETF | 1.06% | 12,449 | $3.3M | Reduce -0.7% |
| HD Home Depot Inc. | 1.06% | 8,984 | $3.3M | Add +0.5% |
| ADBE Adobe Inc. | 0.90% | 7,260 | $2.8M | Add +0.1% |
| IBB iShares Biotechnology ETF | 0.89% | 21,608 | $2.8M | Add +0.6% |
| VCR Vanguard Consumer Discre ETF | 0.77% | 7,320 | $2.4M | Reduce -2.1% |
| NFLX Netflix Inc. | 0.74% | 2,456 | $2.3M | Add +1.4% |
| AON Aon PLC Class A | 0.70% | 5,410 | $2.2M | Reduce -2.7% |
| VDC Vanguard Consumer Staple ETF | 0.69% | 9,745 | $2.1M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.63% | 2,359 | $1.9M | Reduce -3.8% |
| SYK Stryker Corp. | 0.63% | 5,224 | $1.9M | Reduce -2.3% |
| VIS Vanguard Industrials ETF | 0.58% | 7,249 | $1.8M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 2 | $1.6M | No change |
| SCHP Schwab U.S. Tips ETF | 0.47% | 53,730 | $1.4M | Add +78.6% |
| VFH Vanguard Financials ETF | 0.45% | 11,665 | $1.4M | Reduce -0.4% |
| CVX Chevron Corp. | 0.40% | 7,336 | $1.2M | Reduce -20.7% |
| DHR Danaher Corp. | 0.38% | 5,778 | $1.2M | Reduce -2.9% |
| CNI Canadian Natl Railway Co. | 0.36% | 11,595 | $1.1M | Reduce -13.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 4,100 | $1.1M | Add +2.5% |
| VTWO Vanguard Russell 2000 ETF | 0.35% | 13,655 | $1.1M | No change |
| SBUX Starbucks Corp. | 0.33% | 10,348 | $1.0M | Reduce -14.4% |
| AMAT Applied Materials Inc. | 0.31% | 6,576 | $954K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.30% | 3,616 | $937K | Add +5.8% |
| VTIP Vanguard Short-Term Tips | 0.24% | 14,785 | $738K | Add +20.4% |
| GOOG Alphabet Inc. Class C | 0.21% | 4,122 | $644K | Add +4.2% |
| VDE Vanguard Energy ETF | 0.18% | 4,420 | $573K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.18% | 4,637 | $551K | Reduce -4.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.17% | 16,982 | $524K | No change |
| NTES Netease Inc.-ADR | 0.17% | 5,000 | $515K | No change |
| WMT Walmart Inc. | 0.12% | 4,098 | $360K | Reduce -6.8% |
| ABBV Abbvie Inc. | 0.11% | 1,700 | $356K | No change |
| AMD Advanced Micro Devices | 0.11% | 3,250 | $334K | No change |
| FENY Fidelity MSCI Energy Index | 0.11% | 12,984 | $332K | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.11% | 586 | $329K | Reduce -4.1% |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,375 | $262K | No change |
| BR Broadridge Financial Solutio | 0.08% | 1,000 | $242K | No change |
| IVW iShares S&P 500 Growth ETF | 0.08% | 2,600 | $241K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -3.0% | 3.73% | −0.93 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 1.71% | −0.21 |
| VCR Vanguard Consumer Discre ETF | Reduce -2.1% | 0.77% | −0.12 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.08 |
| CNI Canadian Natl Railway Co. | Reduce -13.0% | 0.36% | −0.06 |
| DHR Danaher Corp. | Reduce -2.9% | 0.38% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -0.2% | 1.35% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -0.2% | 0.31% | −0.03 |
| CVX Chevron Corp. | Reduce -20.7% | 0.40% | −0.03 |
| SBUX Starbucks Corp. | Reduce -14.4% | 0.33% | −0.02 |
| WMT Walmart Inc. | Reduce -6.8% | 0.12% | −0.01 |
| FIDU Fidelity MSCI Indust Indx | Reduce -0.3% | 1.30% | −0.01 |
| VIS Vanguard Industrials ETF | Reduce -0.8% | 0.58% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.11% | −0.01 |
| VFH Vanguard Financials ETF | Reduce -0.4% | 0.45% | +0.01 |
| VDE Vanguard Energy ETF | Reduce -1.4% | 0.18% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -4.1% | 0.18% | +0.01 |
| SYK Stryker Corp. | Reduce -2.3% | 0.63% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 1.44% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -3.8% | 0.63% | +0.03 |
| VHT Vanguard Health Care ETF | Reduce -0.7% | 1.06% | +0.06 |
| AON Aon PLC Class A | Reduce -2.7% | 0.70% | +0.07 |
| FNCL Fidelity MSCI Financial Indx | Reduce -1.3% | 3.39% | +0.07 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 2.63% | +0.12 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -0.3% | 2.39% | +0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +20.8% | 9.20% | +1.84 |
| VUSB Vanguard Ultra Short Bond Et | Add +237.9% | 1.11% | +0.79 |
| TIP iShares Tips Bond ETF | Add +17.5% | 3.69% | +0.74 |
| SCHZ Schwab US Aggregate Bond ETF | Add +76.9% | 1.20% | +0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 1.94% | +0.37 |
| FHLC Fidelity MSCI Health Care | Add +0.5% | 3.65% | +0.25 |
| SCHP Schwab U.S. Tips ETF | Add +78.6% | 0.47% | +0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.5% | 1.88% | +0.20 |
| COST Costco Wholesale Corp. | Add +0.2% | 2.30% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.53% | +0.08 |
| NFLX Netflix Inc. | Add +1.4% | 0.74% | +0.06 |
| VTIP Vanguard Short-Term Tips | Add +20.4% | 0.24% | +0.05 |
| VDC Vanguard Consumer Staple ETF | Add +0.1% | 0.69% | +0.04 |
| FENY Fidelity MSCI Energy Index | Add +0.0% | 0.11% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 0.36% | −0.00 |
| IBB iShares Biotechnology ETF | Add +0.6% | 0.89% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 0.21% | −0.03 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +0.2% | 1.93% | −0.03 |
| HD Home Depot Inc. | Add +0.5% | 1.06% | −0.04 |
| ADBE Adobe Inc. | Add +0.1% | 0.90% | −0.12 |
| TSLA Tesla Inc. | Add +5.8% | 0.30% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 4.35% | −0.18 |
| AMZN Amazon.com Inc. | Add +0.8% | 1.99% | −0.24 |
| IWY iShares Russell Top 200 Grow | Add +4.4% | 5.44% | −0.24 |
| MSFT Microsoft Corp. | Add +1.9% | 4.54% | −0.35 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +0.3% | 3.83% | −0.48 |
| AVGO Broadcom Inc. | Add +1.0% | 1.41% | −0.48 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.7% | 4.94% | −0.56 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 3.22% | −0.61 |
| AAPL Apple Inc. | Add +0.3% | 9.11% | −0.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $398.1M | AAPL, VCSH, FTEC, IWY, QQQ |
| Q1 2026 | 56 | $297.3M | VCSH, IWY, NVDA, FTEC, GOOGL |
| Q4 2025 | 63 | $378.0M | AAPL, VCSH, IWY, NVDA, FTEC |
| Q3 2025 | 64 | $371.4M | VCSH, AAPL, IWY, NVDA, MSFT |
| Q2 2025 | 61 | $340.0M | VCSH, AAPL, IWY, FTEC, MSFT |
| Q1 2025 | 63 | $310.4M | VCSH, AAPL, IWY, FTEC, MSFT |
| Q4 2024 | 64 | $317.4M | AAPL, VCSH, IWY, FTEC, MSFT |