FISCHER INVESTMENT STRATEGIES, LLC - Portfolio overview

FISCHER INVESTMENT STRATEGIES, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-01-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPMO - INVESCO EXCH TRADED FD TR II, 13.69%
2. BUFD - FIRST TR EXCHNG TRADED FD VI, 9.83%
3. DFIV - DIMENSIONAL ETF TRUST, 8.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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