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HA
Hyposwiss Advisors Portfolio holdings
AUM
$106M
This Fund
S&P 500
This Quarter
Est. Return
+3.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
99.09%
Top 10 Holdings %
Top 10 Hldgs %
49.33%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$12.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$6.71M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.34M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.39M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$4.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.71% |
| 2 | Technology | 3.89% |
| 3 | Financials | 2.84% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Communication Services | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$477M
| $27.5K | 0.03% |
+1,120
| New | +$27.7K |
2025 Q4
0 quarters
|
|
|
BAI
102
iShares A.I. Innovation and Tech Active ETF
BAI
$14.8B
| $27.5K | 0.03% |
+825
| New | +$28.6K |
2025 Q4
0 quarters
|
|
103
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.13B
| $25.1K | 0.02% |
+1,035
| New | +$25.1K |
2025 Q4
0 quarters
|
|
104
UnitedHealth
UNH
$340B
| $22.4K | 0.02% |
+68
| New | +$23K |
2025 Q4
0 quarters
|
|
105
First Trust NASDAQ Cybersecurity ETF
CIBR
$18.5B
| $21.4K | 0.02% |
+300
| New | +$22.5K |
2025 Q4
0 quarters
|
|
106
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.92B
| $19.3K | 0.02% |
+136
| New | +$19.3K |
2025 Q4
0 quarters
|
|
107
ARK Genomic Revolution ETF
ARKG
$2.1B
| $18.3K | 0.02% |
+631
| New | +$18.9K |
2025 Q4
0 quarters
|
|
108
iShares Semiconductor ETF
SOXX
$47.2B
| $18.1K | 0.02% |
+60
| New | +$17.7K |
2025 Q4
0 quarters
|
|
109
TJX Companies
TJX
$153B
| $13.8K | 0.01% |
+90
| New | +$13.3K |
2025 Q4
0 quarters
|
|
110
Amplify Mobile Payments ETF
IPAY
$153M
| $12.7K | 0.01% |
+250
| New | +$13.5K |
2025 Q4
0 quarters
|
|
111
iShares Core US Aggregate Bond ETF
AGG
$136B
| $9.99K | 0.01% |
+100
| New | +$10K |
2025 Q4
0 quarters
|
|
112
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.39B
| $6.74K | 0.01% |
+300
| New | +$6.75K |
2025 Q4
0 quarters
|
|
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Hyposwiss Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Hyposwiss Advisors, which disclosed 112 positions worth $102M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 19,575 shares worth $12.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, followed by Technology and Financials.
- Hyposwiss Advisors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 19,575 shares worth $12.3M.
- Hyposwiss Advisors's ten largest holdings make up 49% of its $102M portfolio in Q4 2025.
- Hyposwiss Advisors disclosed 112 positions in Q4 2025, its first 13F filing on record.
Based on Hyposwiss Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.