§ 13F · FUND PROFILE
FISCHER INVESTMENT STRATEGIES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167M (13F)Positions · 33Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 201K | $24M | 14.0% | −21% |
| 2 | BUFD | FIRST TR EXCHNG TRADED FD VI | 611K | $17M | 10.1% | −2% |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 304K | $15M | 8.8% | +25% |
| 4 | DISV | DIMENSIONAL ETF TRUST | 264K | $10M | 5.9% | +7% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 4.3% | −42% |
| 6 | VLUE | ISHARES TR | 52K | $7M | 4.2% | NEW |
| 7 | BIV | VANGUARD BD INDEX FDS | 81K | $6M | 3.7% | NEW |
| 8 | AIRR | FIRST TR EXCHANGE TRADED FD | 57K | $6M | 3.3% | +2% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 72K | $5M | 3.1% | −18% |
| 10 | BOXX | EA SERIES TRUST | 46K | $5M | 3.1% | −45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FISCHER SIGNAL
AC read
FISCHER INVESTMENT STRATEGIES, LLC is a Other fund managing $167 million in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed