We are live on ! Find out more
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
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
NEE icon
76
NextEra Energy
NEE
$175B
$64.1K 0.06%
730
– –
IGSB icon
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$62.8K 0.06%
1,198
– –
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$57.9K 0.05%
600
– –
WFC icon
79
Wells Fargo
WFC
$256B
$55K 0.05%
666
– –
XLF icon
80
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$53.6K 0.05%
1,000
– –
BG icon
81
Bunge Global
BG
$21.2B
$53.4K 0.05%
500
– –
COP icon
82
ConocoPhillips
COP
$160B
$53K 0.05%
510
– –
JNJ icon
83
Johnson & Johnson
JNJ
$658B
$52.1K 0.05%
205
– –
IBTJ icon
84
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.38B
$49.4K 0.05%
2,280
– –
IXC icon
85
iShares Global Energy ETF
IXC
$2.83B
$46.4K 0.04%
944
-7,150
-88% -$387K
ICE icon
86
Intercontinental Exchange
ICE
$91.5B
$44.9K 0.04%
365
– –
XOM icon
87
ExxonMobil
XOM
$675B
$41.7K 0.04%
305
– –
FEZ icon
88
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.53B
$40.5K 0.04%
590
– –
IBTP
89
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$293M
$34.6K 0.03%
1,365
– –
FDN icon
90
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.29B
$31.8K 0.03%
120
– –
UNH icon
91
UnitedHealth
UNH
$358B
$28.3K 0.03%
68
– –
IHI icon
92
iShares US Medical Devices ETF
IHI
$3.45B
$27.2K 0.03%
550
-6,812
-93% -$346K
IBTO icon
93
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
$27K 0.03%
1,120
– –
EMN icon
94
Eastman Chemical
EMN
$8.31B
$26.8K 0.03%
400
– –
ARKG icon
95
ARK Genomic Revolution ETF
ARKG
$1.89B
$26.5K 0.03%
631
– –
MA icon
96
Mastercard
MA
$525B
$25.7K 0.02%
50
– –
IBDR icon
97
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
$25.1K 0.02%
1,035
– –
IBTL icon
98
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$689M
$23.4K 0.02%
+1,160
New +$23.5K
URA icon
99
Global X Uranium ETF
URA
$6.41B
$21.9K 0.02%
500
– –
QQEW icon
100
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.85B
$21.7K 0.02%
136
– –
1 2 3
4
5

Similar funds

OIS
OneAscent Investment Solutions Birmingham, Alabama $106M AUM 27.3% 1-Year Est. Return
BOTPPF
Board of the Pension Protection Fund Croydon, United Kingdom $105M AUM 7.99% 1-Year Est. Return
EPW
Elevated Private Wealth Brookfield, Wisconsin $106M AUM
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
GWL
Generations Wealth LLC Mason, Ohio $105M AUM
EW
Expressive Wealth Chicago, Illinois $106M AUM
SF
Succession Financial Mckinney, Texas $105M AUM

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.