Fischer Investment Strategies, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $30.8B, First Tr Exc Trd Fd Viii Ft Cb with a value of $17.2B, Berkshire Hathaway Inc Class B with a value of $12.8B, Dimensional ETF Tr with a value of $11.2B, and Ea Series Trust with a value of $9.41B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $149B to 167B.

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.

Portfolio value $167 Billion
ETFs: $125 Billion
Financial Services: $12.8 Billion
Technology: $2.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $167 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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