Fischer Investment Strategies, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 37 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 $20.6B, First Tr Exc Trd Fd Viii Ft Cb with a value of $15.1B, Berkshire Hathaway Inc Class B with a value of $12.3B, Invesco ETF Tr Ii S&P 500 Mome with a value of $11.2B, and Ishares Msci World ETF with a value of $8.97B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $136B to 149B.

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 $149 Billion
ETFs: $118 Billion
Financial Services: $12.3 Billion
Technology: $2.47 Billion
Communication Services: $202 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $149 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Fischer Investment Strategies, LLC Portfolio

Follow Fischer Investment Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fischer Investment Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fischer Investment Strategies, LLC with notifications on news.