Fischer Financial Services, Inc.
RIA/Wealth
Fischer Financial Services, Inc. is a RIA/Wealth based in Harrisburg, PA led by Frederick Dale Fischer, reporting $564.6M in AUM as of Q3 2025 with 54% ETF concentration and 55% concentrated in top 10 holdings.
PresidentFrederick Dale Fischer
- Portfolio Value
- $371.4M
- Positions
- 64
- Top Holding
- VCSH at 8.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fischer Financial Services, Inc.'s portfolio (54.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.1M | 8.63% | +$391.2K Bought | — 401.0K shares | |
Consumer Electronics Technology | $31.8M | 8.57% | -$671.4K Sold | 0.00% 125.1K shares | |
ETF ETF | $22.8M | 6.14% | -$11.8K Sold | — 83.3K shares | |
Semiconductors Technology | $19.9M | 5.36% | -$67.4K Sold | 0.00% 106.6K shares | |
Software - Infrastructure Technology | $19.2M | 5.18% | -$121.2K Sold | 0.00% 37.1K shares | |
ETF ETF | $19.1M | 5.14% | -$2.1M Sold | — 85.9K shares | |
ETF ETF | $17.4M | 4.68% | +$46.8K Bought | — 28.9K shares | |
Internet Content & Information Communication Services | $14.5M | 3.90% | -$1.2M Sold | 0.00% 59.5K shares | |
ETF ETF | $14.4M | 3.88% | -$115.1K Sold | — 140.1K shares | |
ETF ETF | $12.0M | 3.22% | +$176.8K Bought | — 107.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fischer Financial Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-72.53% | |
-62.92% | |
-21.28% |
Analytics
Portfolio insights and performance metrics for Fischer Financial Services, Inc.
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