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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
HYG icon
51
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$254K 0.24%
3,180
– –
IAU icon
52
iShares Gold Trust
IAU
$69B
$242K 0.23%
3,210
– –
VTV icon
53
Vanguard Morningstar Value ETF
VTV
$194B
$242K 0.23%
1,110
– –
IBIT icon
54
iShares Bitcoin Trust
IBIT
$59.5B
$241K 0.23%
7,230
-5,000
-41% -$203K
NVDA icon
55
NVIDIA
NVDA
$5.05T
$240K 0.23%
1,200
– –
URNM icon
56
Sprott Uranium Miners ETF
URNM
$2.18B
$235K 0.22%
4,460
– –
IBTQ
57
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$240M
$223K 0.21%
8,870
– –
IBTK icon
58
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.02B
$219K 0.21%
11,215
– –
TSM icon
59
TSMC
TSM
$2.13T
$215K 0.2%
450
– –
IBDX icon
60
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.75B
$212K 0.2%
8,425
+100
+1% +$2.52K
IBDS icon
61
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$154K 0.15%
6,345
– –
FLRN icon
62
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.91B
$143K 0.14%
4,630
– –
SNSR icon
63
Global X Internet of Things ETF
SNSR
$210M
$119K 0.11%
2,380
– –
VST icon
64
Vistra
VST
$45.5B
$111K 0.11%
700
– –
IBDY icon
65
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$107K 0.1%
4,140
+950
+30% +$24.5K
IBCA
66
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$391M
$105K 0.1%
4,105
– –
PFXF icon
67
VanEck Preferred Securities ex Financials ETF
PFXF
$2.39B
$102K 0.1%
5,700
-47,010
-89% -$864K
META icon
68
Meta Platforms (Facebook)
META
$1.42T
$100K 0.1%
180
– –
BA icon
69
Boeing
BA
$166B
$97.6K 0.09%
451
– –
XLI icon
70
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$95.4K 0.09%
515
– –
EMB icon
71
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$94K 0.09%
975
– –
TIP icon
72
iShares TIPS Bond ETF
TIP
$15B
$91.4K 0.09%
835
-360
-30% -$39.8K
DIS icon
73
Walt Disney
DIS
$191B
$75.1K 0.07%
780
– –
IBDT icon
74
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$69.2K 0.07%
2,740
-755
-22% -$19.1K
MRK icon
75
Merck
MRK
$372B
$64.9K 0.06%
505
– –
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.