Kachkovsky & Fisher, Inc.
Reported holdings as of Q2 2026, from 1 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | QQQM | $14.1M | 46,461 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTI | $8.1M | 21,976 | - | new | FIRST | |
| VANGUARD INDEX FDS | VOO | $8.1M | 11,722 | - | new | FIRST | |
| VANGUARD SPECIALIZED FUNDS | VIG | $5.7M | 23,942 | - | new | FIRST | |
| VANGUARD WORLD FD | VGT | $4.8M | 40,000 | - | new | FIRST | |
| CATERPILLAR INC | CAT | $4.5M | 4,232 | - | new | FIRST | |
| APPLE INC | AAPL | $3.6M | 12,595 | - | new | FIRST | |
| NVIDIA CORPORATION | NVDA | $3.6M | 17,851 | - | new | FIRST | |
| ISHARES BITCOIN TRUST ETF | IBIT | $3.2M | 97,518 | - | new | FIRST | |
| ISHARES TR | IVV | $3.2M | 4,285 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVUV | $2.8M | 22,266 | - | new | FIRST | |
| INVESCO EXCH TRADED FD TR II | SPMO | $2.6M | 16,267 | - | new | FIRST | |
| SPDR GOLD TR | GLD | $2.4M | 6,588 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVEM | $2.3M | 24,109 | - | new | FIRST | |
| INVESCO QQQ TR | QQQ | $1.9M | 2,534 | - | new | FIRST | |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | $1.8M | 42,404 | - | new | FIRST | |
| ISHARES TR | IXUS | $1.6M | 17,006 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | QQEW | $1.5M | 9,413 | - | new | FIRST | |
| TESLA INC | TSLA | $1.5M | 3,546 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $1.4M | 5,917 | - | new | FIRST | |
| SPDR SERIES TRUST | SPYM | $1.3M | 14,980 | - | new | FIRST | |
| ALPHABET INC | GOOG | $1.3M | 3,633 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVLV | $1.3M | 13,881 | - | new | FIRST | |
| CAPITAL GRP FIXED INCM ETF T | CGMS | $1.1M | 40,920 | - | new | FIRST | |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | $1.1M | 31,683 | - | new | FIRST | |
| INVESCO EXCHANGE TRADED FD T | RSP | $1.1M | 5,107 | - | new | FIRST | |
| PIMCO ETF TR | MINT | $1.0M | 10,039 | - | new | FIRST | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $969.8K | 1,938 | - | new | FIRST | |
| VANGUARD INDEX FDS | VB | $956.3K | 3,155 | - | new | FIRST | |
| ALPHABET INC | GOOGL | $953.3K | 2,668 | - | new | FIRST | |
| LITTELFUSE INC | LFUS | $874.6K | 1,921 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VONG | $856.3K | 6,700 | - | new | FIRST | |
| ISHARES TR | SOXX | $826.5K | 1,290 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTV | $690.5K | 3,168 | - | new | FIRST | |
| ISHARES TR | IJR | $653.7K | 4,407 | - | new | FIRST | |
| AMERICAN CENTY ETF TR | AVUS | $639.5K | 4,993 | - | new | FIRST | |
| ELI LILLY & CO | LLY | $574.8K | 479 | - | new | FIRST | |
| VANGUARD TAX-MANAGED FDS | VEA | $561.8K | 7,885 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAW | $539.9K | 6,521 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $527.4K | 564 | - | new | FIRST | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $527.1K | 1,104 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $495.7K | 1,329 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHD | $472.0K | 14,885 | - | new | FIRST | |
| MADRIGAL PHARMACEUTICALS INC | MDGL | $429.6K | 800 | - | new | FIRST | |
| ISHARES TR | IWF | $424.9K | 3,422 | - | new | FIRST | |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | $371.7K | 9,044 | - | new | FIRST | |
| ISHARES U S ETF TR | NEAR | $366.3K | 7,230 | - | new | FIRST | |
| ADVANCED MICRO DEVICES INC | AMD | $350.9K | 604 | - | new | FIRST | |
| ALPS ETF TR | SDOG | $315.1K | 4,619 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $305.3K | 933 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DUHP | $304.2K | 7,291 | - | new | FIRST | |
| CAPITAL ONE FINL CORP | COF | $286.0K | 1,425 | - | new | FIRST | |
| VANGUARD INDEX FDS | VO | $260.1K | 3,229 | - | new | FIRST | |
| PROSHARES TR | TQQQ | $256.8K | 3,170 | - | new | FIRST | |
| VANGUARD INDEX FDS | VUG | $253.6K | 2,944 | - | new | FIRST | |
| DIREXION SHARES ETF TRUST | QQQE | $243.9K | 1,999 | - | new | FIRST | |
| ISHARES TR | IWM | $233.6K | 777 | - | new | FIRST | |
| EXXON MOBIL CORP | XOMXXXX | $229.8K | 1,681 | - | new | FIRST | |
| VANGUARD MUN BD FDS | VTEB | $225.5K | 4,459 | - | new | FIRST | |
| VANGUARD WORLD FD | VDE | $220.9K | 1,472 | - | new | FIRST | |
| ISHARES TR | IDEV | $220.4K | 2,476 | - | new | FIRST | |
| MICRON TECHNOLOGY INC | MU | $214.9K | 186 | - | new | FIRST | |
| VANGUARD WORLD FD | VIS | $204.8K | 568 | - | new | FIRST | |
| INNOVATOR ETFS TRUST | PAUG | $202.1K | 4,429 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $5.7M | 5.5% |
| Semiconductors & Electronics | $5.5M | 5.3% |
| Industrials | $4.5M | 4.3% |
| Computer Hardware | $3.6M | 3.5% |
| Software & IT Services | $2.7M | 2.6% |
| Retail & Consumer | $1.9M | 1.9% |
| Funds & ETFs | $1.9M | 1.8% |
| Other sectors | $4.1M | 3.9% |
| Not classified | $74.0M | 71.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $104.0M | 64 | 0 | 0 | 0 | 0 | 56.7% | 70 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.