Fischer Investment Strategies, LLC Portfolio Holdings

Fischer Investment Strategies, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $27.5B, Berkshire Hathaway Inc Class B with a value of $13.1B, First Tr Exc Trd Fd Viii Ft Cb with a value of $12.1B, Wisdomtree Floating Rate Treas with a value of $9.35B, and Ishares Msci World ETF with a value of $7.16B.

Examining the 13F form we can see an increase of $9.97B in the current position value, from $126B to 136B.

Fischer Investment Strategies, LLC is based out at Westlake Village, CA

Below you can find more details about Fischer Investment Strategies, LLC portfolio as well as his latest detailed transactions.