1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $118 against $127 in the S&P 500.2
Fischer Financial Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $33.8M | 8.5% | +728.0% |
| VCSHVanguard Scottsdale Fds | $33.7M | 8.5% | +2.7% |
| FTECFidelity Covington Trust | $25.2M | 6.3% | |
| IWYIshares Tr | $24.9M | 6.3% | |
| QQQInvesco Qqq Tr | $23.1M | 5.8% | +460.7% |
| NVDANvidia Corporation | $21.9M | 5.5% | +3.0% |
| GOOGLAlphabet Inc | $17.5M | 4.4% | −7.0% |
| FDISFidelity Covington Trust | $14.8M | 3.7% | +2.3% |
| MSFTMicrosoft Corp | $14.5M | 3.6% | |
| FHLCFidelity Covington Trust | $13.5M | 3.4% | +1.6% |
| TIPIshares Tr | $12.4M | 3.1% | +2.6% |
| FNCLFidelity Covington Trust | $11.0M | 2.8% | +2.2% |
| AVGOBroadcom Inc | $9.4M | 2.4% | |
| AMZNAmazon Com Inc | $8.2M | 2.1% | +658.3% |
| FSTAFidelity Covington Trust | $7.7M | 1.9% | +2.4% |
| MAMastercard Incorporated | $7.5M | 1.9% | |
| COSTCostco Wholesale Corporation | $7.5M | 1.9% | |
| FCOMFidelity Covington Trust | $7.3M | 1.8% | |
| JPMJpmorgan Chase & Co | $6.4M | 1.6% | +3.6% |
| STIPIshares Tr | $6.2M | 1.6% | +3.0% |
| VGTVanguard World Fd | $6.1M | 1.5% | −21.6% |
| FIDUFidelity Covington Trust | $6.0M | 1.5% | +1.5% |
| BRK/BBerkshire Hathaway Inc Del | $5.9M | 1.5% | +1027.4% |
| PHParker-hannifin Corp | $5.7M | 1.4% | +1.0% |
| VUSBVanguard Bd Index Fds | $5.4M | 1.4% | +4.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $17.5M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $9.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $2.8M |
| FTECFidelity Covington Trust | December 31, 2024 | +54.5% | $25.2M |
| PHParker-hannifin Corp | December 31, 2024 | +53.8% | $5.7M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $6.1M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $21.9M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $23.1M |
| IBBIshares Tr | December 31, 2024 | +43.9% | $3.8M |
| FIDUFidelity Covington Trust | December 31, 2024 | +41.7% | $6.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −5.7% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −5.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fischer Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2064001&type=13F-HR&dateb=&owner=include&count=40CIK 2064001
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2064001/000206336426000295/Filed August 11, 2026 · accession 0002063364-26-000295