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Hyposwiss Advisors Portfolio holdings

AUM $106M
This Fund
S&P 500
This Quarter Est. Return
+14.35%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
+$4.39M
Cap. Flow
-$7.02M
Cap. Flow %
-6.65%
Top 10 Hldgs %
51.09%
Holding
114
New
2
Increased
19
Reduced
16
Closed
10

Top Buys

Rank Stock Value
1
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$2.86M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$972K
3
IALT
iShares Systematic Alternatives Active ETF
IALT
+$903K
4
VHT icon
Vanguard Health Care ETF
VHT
+$605K
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$550K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.59M
2
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.03M
3
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.52M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.31M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$864K

Sector Composition

Rank Sector Weight
1 Technology 3.27%
2 Financials 3.01%
3 Consumer Discretionary 2.19%
4 Communication Services 1.53%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEDJ icon
26
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$1.18M 1.12%
20,715
– –
MSFT icon
27
Microsoft
MSFT
$3.62T
$1.09M 1.03%
2,924
– –
PPLT
28
abrdn Physical Platinum Shares ETF
PPLT
$2.24B
$1.01M 0.95%
71,250
– –
JPM icon
29
JPMorgan Chase
JPM
$947B
$960K 0.91%
2,934
– –
MCHI icon
30
iShares MSCI China ETF
MCHI
$6.22B
$924K 0.88%
18,110
-9,600
-35% -$538K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.08T
$881K 0.83%
1,760
– –
IJH icon
32
iShares Core S&P Mid-Cap ETF
IJH
$125B
$854K 0.81%
11,080
+870
+9% +$63.8K
IDV icon
33
iShares International Select Dividend ETF
IDV
$8.67B
$826K 0.78%
19,935
– –
EWL icon
34
iShares MSCI Switzerland ETF
EWL
$2.44B
$658K 0.62%
10,470
+820
+8% +$50.5K
VHT icon
35
Vanguard Health Care ETF
VHT
$19.7B
$651K 0.62%
+2,175
New +$605K
DVY icon
36
iShares Select Dividend ETF
DVY
$23.9B
$637K 0.6%
4,075
– –
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$543K 0.51%
10,736
– –
IBDV icon
38
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.31B
$523K 0.5%
24,000
-1,400
-6% -$30.5K
V icon
39
Visa
V
$714B
$519K 0.49%
1,513
– –
AMAT icon
40
Applied Materials
AMAT
$384B
$510K 0.48%
705
-700
-50% -$323K
SOXX icon
41
iShares Semiconductor ETF
SOXX
$41.3B
$496K 0.47%
774
– –
BKNG icon
42
Booking.com
BKNG
$160B
$419K 0.4%
2,350
– –
FSZ icon
43
First Trust Switzerland AlphaDEX Fund
FSZ
$37.2M
$363K 0.34%
4,420
+1,000
+29% +$81.5K
ARCC icon
44
Ares Capital
ARCC
$14.4B
$358K 0.34%
19,335
+9,575
+98% +$179K
IBDU icon
45
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.11B
$346K 0.33%
14,960
+900
+6% +$20.9K
IBTM icon
46
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$561M
$345K 0.33%
15,190
– –
FEUZ icon
47
First Trust Eurozone AlphaDEX
FEUZ
$127M
$337K 0.32%
5,085
– –
IBDW icon
48
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.55B
$332K 0.31%
15,935
+1,500
+10% +$31.3K
OBDC icon
49
Blue Owl Capital
OBDC
$5.62B
$330K 0.31%
30,400
+14,970
+97% +$167K
BAB icon
50
Invesco Taxable Municipal Bond ETF
BAB
$943M
$260K 0.25%
9,675
– –
1
2
3 4 5

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Hyposwiss Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Hyposwiss Advisors held 114 positions worth $106M, up 4.3% from $101M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Hyposwiss Advisors withdrew a net $7.02M in Q2 2026, closing 10 positions and reducing 16 holdings. Its most notable exit was First Trust Cloud Computing ETF, an estimated $2.03M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 3.2% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Hyposwiss Advisors opened a new position in Vanguard Health Care ETF worth $651K.

  • Hyposwiss Advisors's largest Q2 2026 buy was Vanguard Health Care ETF: 2,175 shares worth $651K.
  • Hyposwiss Advisors added most to iShares A.I. Innovation and Tech Active ETF in Q2 2026, an estimated $2.86M increase.
  • Hyposwiss Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.59M.
  • Hyposwiss Advisors fully exited First Trust Cloud Computing ETF in Q2 2026, selling an estimated $2.03M.
  • Hyposwiss Advisors's ten largest holdings make up 51% of its $106M portfolio in Q2 2026.
  • Hyposwiss Advisors opened 2 new positions and closed 10 in Q2 2026.
  • Hyposwiss Advisors's portfolio value rose 4.3% quarter-over-quarter to $106M.

Based on Hyposwiss Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.