13F Filings History of FISCHER INVESTMENT STRATEGIES, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$171,612,585
Signature - Title
Ted Fischer - President and Chief Compliance Officer
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by FISCHER INVESTMENT STRATEGIES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FISCHER INVESTMENT STRATEGIES, LLC reported 51 stock holdings with total value $171,612,585 as of Q4 2025. Top holdings included SPMO, BUFD, DFIV, DISV, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $171,612,585 +$38,727,082 -$35,891,591 +$2,835,491 SPMO, BUFD, DFIV, DISV, BRKB 13F-HR 28 Jan 2026, 16:58
Q3 2025 33 $166,694,114 +$45,344,633 -$38,396,373 +$6,948,260 SPMO, BUFD, BRKB, DFIV, BOXX 13F-HR 28 Oct 2025, 12:52
Q2 2025 37 $148,984,049 +$37,803,258 -$34,787,908 +$3,015,350 DFUS, BUFD, BRKB, SPMO, URTH 13F-HR 24 Jul 2025, 16:42
Q1 2025 33 $135,817,025 +$74,097,055 -$59,166,188 +$14,930,867 DFUS, BRKB, BUFD, USFR, URTH 13F-HR 15 May 2025, 10:45
Q4 2024 26 $125,851,465 +$62,588,319 -$54,119,022 +$8,469,297 DFUS, DUHP, SPMO, QQQ, VO 13F-HR 14 Feb 2025, 17:15
Q3 2024 29 $116,171,121 +$46,785,616 -$37,539,524 +$9,246,092 DUHP, SPMO, QQQ, FVAL, XLU 13F-HR 24 Oct 2024, 12:49
Q2 2024 23 $102,554,797 +$11,909,042 -$26,053,434 -$14,144,392 DUHP, QQQ, VO, BUFQ, DIHP 13F-HR 13 Aug 2024, 17:01
Q1 2024 22 $114,340,591 +$45,550,357 -$68,276,241 -$22,725,884 DUHP, BUFQ, VO, DIHP, BIV 13F-HR 14 May 2024, 14:15
Q4 2023 23 $132,257,481 +$62,980,605 -$36,644,865 +$26,335,740 RFV, BLV, DUHP, QQQ, BIV 13F-HR 12 Feb 2024, 16:26
Q3 2023 30 $98,506,602 +$240,004 -$6,636,084 -$6,396,080 BNDX, BIV, RFV, BLV, VTV 13F-HR 09 Nov 2023, 15:49
Q2 2023 31 $109,070,252 $0 $0 $0 BNDX, BIV, RFV, BLV, VTV 13F-HR 07 Aug 2023, 12:49