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HA
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
(+4.3%)
Cap. Flow
-$7.02M
Cap. Flow
% of AUM
-6.65%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
114
New
2
Increased
19
Reduced
16
Closed
10
Avg Time Held
1.9
quarters
Top 10 Avg Time Held
1.6
quarters
Top 20 Avg Time Held
1.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$2.86M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$972K |
| 3 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$903K |
| 4 |
Vanguard Health Care ETF
VHT
|
+$605K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$550K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.59M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
+$2.03M |
| 3 |
Amplify Cybersecurity ETF
HACK
|
+$1.52M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.31M |
| 5 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
+$864K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.45% |
| 2 | Technology | 3.27% |
| 3 | Financials | 3.01% |
| 4 | Consumer Discretionary | 2.19% |
| 5 | Communication Services | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.73B
| $1.18M | 1.12% |
20,715
| – | – |
2025 Q4
2 quarters
|
|
27
Microsoft
MSFT
$3.98T
| $1.09M | 1.03% |
2,924
| – | – |
2025 Q4
2 quarters
|
|
|
PPLT
28
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
| $1.01M | 0.95% |
71,250
| – | – |
2025 Q4
2 quarters
|
|
29
JPMorgan Chase
JPM
$885B
| $960K | 0.91% |
2,934
| – | – |
2025 Q4
2 quarters
|
|
30
iShares MSCI China ETF
MCHI
$6.01B
| $924K | 0.88% |
18,110
-9,600
| -35% | -$538K |
2025 Q4
2 quarters
|
|
31
Berkshire Hathaway Class B
BRK.B
$1.1T
| $881K | 0.83% |
1,760
| – | – |
2025 Q4
2 quarters
|
|
32
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $854K | 0.81% |
11,080
+870
| +9% | +$63.8K |
2025 Q4
2 quarters
|
|
33
iShares International Select Dividend ETF
IDV
$8.12B
| $826K | 0.78% |
19,935
| – | – |
2025 Q4
2 quarters
|
|
34
iShares MSCI Switzerland ETF
EWL
$2.7B
| $658K | 0.62% |
10,470
+820
| +8% | +$50.5K |
2025 Q4
2 quarters
|
|
|
35
Vanguard Health Care ETF
VHT
$19.2B
| $651K | 0.62% |
+2,175
| New | +$605K |
2026 Q2
0 quarters
|
|
36
iShares Select Dividend ETF
DVY
$22.5B
| $637K | 0.6% |
4,075
| – | – |
2025 Q4
2 quarters
|
|
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $543K | 0.51% |
10,736
| – | – |
2025 Q4
2 quarters
|
|
38
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
| $523K | 0.5% |
24,000
-1,400
| -6% | -$30.5K |
2025 Q4
2 quarters
|
|
39
Visa
V
$726B
| $519K | 0.49% |
1,513
| – | – |
2025 Q4
2 quarters
|
|
40
Applied Materials
AMAT
$401B
| $510K | 0.48% |
705
-700
| -50% | -$323K |
2025 Q4
2 quarters
|
|
41
iShares Semiconductor ETF
SOXX
$47.2B
| $496K | 0.47% |
774
| – | – |
2025 Q4
2 quarters
|
|
42
Booking.com
BKNG
$121B
| $419K | 0.4% |
2,350
| – | – |
2025 Q4
2 quarters
|
|
43
First Trust Switzerland AlphaDEX Fund
FSZ
$35.1M
| $363K | 0.34% |
4,420
+1,000
| +29% | +$81.5K |
2025 Q4
2 quarters
|
|
44
Ares Capital
ARCC
$13.3B
| $358K | 0.34% |
19,335
+9,575
| +98% | +$179K |
2025 Q4
2 quarters
|
|
45
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.96B
| $346K | 0.33% |
14,960
+900
| +6% | +$20.9K |
2025 Q4
2 quarters
|
|
46
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$583M
| $345K | 0.33% |
15,190
| – | – |
2025 Q4
2 quarters
|
|
47
First Trust Eurozone AlphaDEX
FEUZ
$113M
| $337K | 0.32% |
5,085
| – | – |
2025 Q4
2 quarters
|
|
48
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.61B
| $332K | 0.31% |
15,935
+1,500
| +10% | +$31.3K |
2025 Q4
2 quarters
|
|
49
Blue Owl Capital
OBDC
$4.98B
| $330K | 0.31% |
30,400
+14,970
| +97% | +$167K |
2025 Q4
2 quarters
|
|
50
Invesco Taxable Municipal Bond ETF
BAB
$838M
| $260K | 0.25% |
9,675
| – | – |
2025 Q4
2 quarters
|
|
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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 Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Financials.
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.