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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 | |
|---|---|---|---|---|---|---|---|
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.3B
| $254K | 0.24% |
3,180
| – | – |
2025 Q4
2 quarters
|
|
52
iShares Gold Trust
IAU
$62.2B
| $242K | 0.23% |
3,210
| – | – |
2025 Q4
2 quarters
|
|
53
Vanguard Morningstar Value ETF
VTV
$189B
| $242K | 0.23% |
1,110
| – | – |
2025 Q4
2 quarters
|
|
54
iShares Bitcoin Trust
IBIT
$65.9B
| $241K | 0.23% |
7,230
-5,000
| -41% | -$203K |
2025 Q4
2 quarters
|
|
55
NVIDIA
NVDA
$5.54T
| $240K | 0.23% |
1,200
| – | – |
2025 Q4
2 quarters
|
|
56
Sprott Uranium Miners ETF
URNM
$1.79B
| $235K | 0.22% |
4,460
| – | – |
2025 Q4
2 quarters
|
|
|
IBTQ
57
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$253M
| $223K | 0.21% |
8,870
| – | – |
2025 Q4
2 quarters
|
|
58
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.09B
| $219K | 0.21% |
11,215
| – | – |
2025 Q4
2 quarters
|
|
59
TSMC
TSM
$2.35T
| $215K | 0.2% |
450
| – | – |
2025 Q4
2 quarters
|
|
60
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
| $212K | 0.2% |
8,425
+100
| +1% | +$2.52K |
2025 Q4
2 quarters
|
|
61
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.98B
| $154K | 0.15% |
6,345
| – | – |
2025 Q4
2 quarters
|
|
62
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.06B
| $143K | 0.14% |
4,630
| – | – |
2025 Q4
2 quarters
|
|
63
Global X Internet of Things ETF
SNSR
$208M
| $119K | 0.11% |
2,380
| – | – |
2025 Q4
2 quarters
|
|
64
Vistra
VST
$54.2B
| $111K | 0.11% |
700
| – | – |
2025 Q4
2 quarters
|
|
65
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
| $107K | 0.1% |
4,140
+950
| +30% | +$24.5K |
2025 Q4
2 quarters
|
|
|
IBCA
66
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$402M
| $105K | 0.1% |
4,105
| – | – |
2025 Q4
2 quarters
|
|
|
67
VanEck Preferred Securities ex Financials ETF
PFXF
$2.36B
| $102K | 0.1% |
5,700
-47,010
| -89% | -$864K |
2025 Q4
2 quarters
|
|
68
Meta Platforms (Facebook)
META
$1.83T
| $100K | 0.1% |
180
| – | – |
2025 Q4
2 quarters
|
|
69
Boeing
BA
$150B
| $97.6K | 0.09% |
451
| – | – |
2025 Q4
2 quarters
|
|
70
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
| $95.4K | 0.09% |
515
| – | – |
2025 Q4
2 quarters
|
|
71
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.9B
| $94K | 0.09% |
975
| – | – |
2025 Q4
2 quarters
|
|
72
iShares TIPS Bond ETF
TIP
$14.2B
| $91.4K | 0.09% |
835
-360
| -30% | -$39.8K |
2025 Q4
2 quarters
|
|
73
Walt Disney
DIS
$187B
| $75.1K | 0.07% |
780
| – | – |
2025 Q4
2 quarters
|
|
74
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.13B
| $69.2K | 0.07% |
2,740
-755
| -22% | -$19.1K |
2025 Q4
2 quarters
|
|
75
Merck
MRK
$359B
| $64.9K | 0.06% |
505
| – | – |
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.