Institutional Investor · CIK 0001977444
FISCHER INVESTMENT STRATEGIES, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
42
Total Value
$131.27M
Total Shares
1.78M
Latest Filing
Jun 4, 2026
CIK
0001977444
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 427,492 | $20.72M | 0.1577% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 357,778 | $18.88M | 0.0984% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 152,154 | $17.06M | 0.1469% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 62,239 | $6.89M | 0.0717% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 33,127 | $5.49M | 0.0703% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 80,053 | $5.27M | 1.0423% | SH | — | View | |
Defiance Quantum ETF(QTUM) | Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 48,564 | $5.21M | 0.1844% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 83,046 | $4.87M | 1.0277% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 7,259 | $4.72M | 0.0007% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 63,504 | $4.50M | 0.0249% | SH | — | View | |
T. Rowe Price Ultra…(TBUX) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-04 | 71,372 | $3.55M | 0.2913% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 100,162 | $3.38M | 0.9427% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 5,753 | $3.32M | 0.5905% | SH | — | View | |
iShares MSCI World ETF(URTH) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 18,000 | $3.24M | 0.0452% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 88,056 | $2.98M | 0.0360% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 21,065 | $2.28M | 0.0525% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 5,563 | $2.04M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 12,583 | $1.52M | 0.0205% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-06-04 | 8,419 | $1.47M | 0.0000% | SH | — | View |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 19,840 | $1.41M | 0.0104% | SH | — | View |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-04 | 2,898 | $1.39M | 0.0001% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-04 | 2,898 | $1.39M | 0.0001% | SH | — | View |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 32,162 | $1.18M | 0.0111% | SH | — | View |
Defiance 5G Next Gen…(FIVG) | Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 15,867 | $1.08M | 0.1061% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-04 | 3,812 | $967.45K | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-04 | 3,812 | $967.45K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 5,212 | $755.78K | 0.0108% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 804 | $561.11K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 1,642 | $471.54K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 1,588 | $432.46K | 0.0024% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 8,570 | $423.08K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Cryptocurrency | 2026-03-31 | 2026-06-04 | 9,605 | $353.56K | 0.0118% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-04 | 2,361 | $313.75K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-04 | 5,245 | $291.20K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-04 | 7,962 | $284.88K | 0.0164% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-04 | 3,298 | $242.87K | 0.0001% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-04 | 632 | $233.76K | 0.0000% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-04 | 632 | $233.76K | 0.0000% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-04 | 800 | $229.99K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-04 | 800 | $229.99K | 0.0000% | SH | — | View |
Alphabet Inc.(GOOGL) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-04 | 800 | $229.99K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Cryptocurrency | 2026-03-31 | 2026-06-04 | 5,272 | $202.55K | 0.0003% | SH | — | View |
Showing 1 to 42 of 42 results
1