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Ted Fischer

Fischer Investment Strategies, Llc

Assets Managed
$209.56M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
22.28%(2Q avg: 11.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fischer Investment Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Fischer Investment Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 209.56M in assets, with a quarterly growth rate of 22.28% and a 2-quarter average growth rate of 11.08%. The portfolio is managed by Ted Fischer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 20.21%
13.49%
$28.269M
513,880 shares@ $55.01 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -8.22%
10.77%
$22.558M
139,640 shares@ $161.55 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 11.58%
10.3%
$21.565M
399,195 shares@ $54.03 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Decreased -1.62%
10.05%
$21.042M
708,015 shares@ $29.73 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 9.66%
5.46%
$11.422M
97,552 shares@ $117.1 avg price
ACYN
Ft Lad Autocall Bar Inc Etf
Recent Activity
New Position
4.61%
$9.656M
464,467 shares@ $20.8 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -6.21%
4.36%
$9.129M
227,493 shares@ $40.14 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 6.12%
4.2%
$8.801M
66,045 shares@ $133.26 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Increased 7.13%
4.11%
$8.604M
52,023 shares@ $165.38 avg price
NUKZ
Range Nuclear Renaissance
Recent Activity
Increased 7.9%
2.81%
$5.887M
86,371 shares@ $68.17 avg price

1-10 of 49