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CIK: 0002066265
Total reported value
$266.5M
$266.5M
94 檔
16.6%
At the close of Q1 2026, Ssa Swiss Advisors AG disclosed equity holdings valued at approximately $266.5M, spread across 94 reported holdings.
In Q1 2026, Ssa Swiss Advisors AG displayed an active expansion posture, initiating 4 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.08% | -0.67% | +43.71% | |
| 2 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 3.85% | -0.54% | +22.52% | |
| 3 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 3.64% | -0.29% | +26.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.62% | -0.14% | +13.69% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 3.38% | +2.63% | -12.72% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.83% | -0.50% | +12.95% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.81% | +0.41% | -12.18% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | -0.08% | — | |
| 9 | IDV | Ishares International Select | ETF-Other | 2.56% | -0.49% | +38.83% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.45% | -0.55% | +40.52% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | -0.03% | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.34% | -0.49% | +67.09% | |
| 13 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.27% | -0.47% | +25.62% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.08% | — | |
| 15 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 2.15% | -0.04% | +17.28% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.12% | -0.80% | — | |
| 17 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 2.01% | -0.28% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | — | — | |
| 19 | BNP 0 12-21-26 EMTbBond | BNP Paribas | Bond | 1.75% | -0.38% | +10.70% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.13% | — | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.71% | -0.34% | +52.68% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.63% | -1.63% | EXIT | |
| 23 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 1.62% | -0.27% | +29.20% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.18% | -1.96% | |
| 25 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.54% | -0.58% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.38% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | +0.47% | — | |
| 28 | BBVASM 0 08-27-26 0008Bond | Bbva Global Sec BV | Bond | 1.46% | -0.17% | +3.51% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.45% | -0.08% | +8.89% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 1.42% | -0.27% | — | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.36% | -0.25% | +1.63% | |
| 32 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.30% | -0.51% | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.24% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.36% | — | |
| 35 | SNY | Sanofi-adr | Stock-Healthcare | 1.24% | -0.33% | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | +0.26% | — | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 1.21% | +0.20% | — | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.21% | -0.45% | — | |
| 39 | FSZ | First Trust Switzerland | ETF-Other | 1.19% | -0.23% | +29.37% | |
| 40 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.15% | -0.03% | +19.38% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 1.10% | -0.43% | — | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 1.09% | -0.36% | — | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 1.08% | +0.58% | — | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.29% | — | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.99% | +0.06% | — | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.96% | -0.47% | — | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.95% | -0.16% | +4.51% | |
| 48 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.91% | -0.06% | +31.71% | |
| 49 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.85% | -0.13% | +71.89% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | -0.20% | +7.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.8% | +43.71% | Add |
| 2 | BABA | Alibaba Group Holding-sp Adr | +1.5% | NEW | New buy |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.9% | +67.09% | Add |
| 4 | IDV | Ishares International Select | +0.8% | +38.83% | Add |
| 5 | ILF | Ishares Latin America 40 ETF | +0.7% | +25.62% | Add |
| 6 | IEF | Ishares 7-10 Year Treasury B | +0.7% | +40.52% | Add |
| 7 | FEZ | State Street Spdr Euro Stoxx | +0.6% | +26.16% | Add |
| 8 | EWL | Ishares Msci Switzerland ETF | +0.6% | +22.52% | Add |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +52.68% | Add |
| 10 | AMAT | Applied Materials Inc | +0.4% | -12.72% | Trim |
| 11 | BAB | Invesco Taxable Municipal Bo | +0.4% | +71.89% | Add |
| 12 | CEMB | Ishares Jp Morgan Em Corpora | +0.4% | +29.20% | Add |
| 13 | EEMA | Ishares Msci Emerg Mrkt Asia | +0.3% | +17.28% | Add |
| 14 | TIP | Ishares Tips Bond ETF | +0.3% | +12.95% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +13.69% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.3% | — | Unchanged |
| 17 | FSZ | First Trust Switzerland | +0.3% | +29.37% | Add |
| 18 | EWP | Ishares Msci Spain ETF | +0.3% | +585.27% | Add |
| 19 | BNP 0 12-21-26 EMTbBond | BNP Paribas | +0.2% | +10.70% | Add |
| 20 | EWJ | Ishares Msci Japan ETF | +0.2% | +19.38% | Add |
| 21 | EWI | Ishares Msci Italy ETF | +0.2% | +579.34% | Add |
| 22 | EWU | Ishares Msci United Kingdom | +0.2% | +549.22% | Add |
| 23 | RIO | Rio Tinto Plc-spon Adr | +0.2% | — | Unchanged |
| 24 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +31.71% | Add |
| 25 | PFE | Pfizer Inc | +0.2% | — | Unchanged |
| 26 | IEUS | Ishares Msci Europe Small-ca | +0.2% | +387.84% | Add |
| 27 | MDY | State Street Spdr S&p Midcap | +0.1% | +8.89% | Add |
| 28 | IEV | Ishares Europe ETF | +0.1% | +217.63% | Add |
| 29 | XLV | Ss Health Care Select Sector | +0.1% | +65.96% | Add |
| 30 | EUAD | Select Stoxx Eur Aer De ETF | +0.1% | +273.48% | Add |
| 31 | BBVASM 0 08-27-26 0008Bond | Bbva Global Sec BV | +0.1% | +3.51% | Add |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +7.59% | Add |
| 33 | PZA | Invesco National Amt-free Mu | +0.1% | +7.50% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -3.21% | Trim |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +10.28% | Add |
| 36 | SDIV | Global X Superdividend ETF | 0% | NEW | New buy |
| 37 | VCLT | Vanguard Long-term CORP Bond | 0% | NEW | New buy |
| 38 | USHY | Ishares Broad Usd High Yield | 0% | NEW | New buy |
| 39 | STWD | Starwood Property Trust Inc | 0% | +91.86% | Add |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +17.49% | Add |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +4.51% | Add |
| 42 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | -4.73% | Trim |
| 44 | MSTY | Yieldmax Mstr Option Is ETF | — | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | — | -1.78% | Trim |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | — | — | Unchanged |
| 47 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | — | — | Unchanged |
| 48 | VGK | Vanguard Ftse Europe ETF | — | +1.63% | Add |
| 49 | QYLD | Global X Nasd 100 Cov Call | — | — | Unchanged |
| 50 | XLK | Ss Technology Select Sector | — | — | Unchanged |
According to official SEC Form 13F filings, Ssa Swiss Advisors AG reported a total U.S. public equity portfolio value of $266.5M across 94 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, EWL, FEZ) accounted for 16.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BABA
市值: $3.3M
Top Position Liquidated / Trimmed
GLD
前期市值: $8.5M
During Q1 2026, Ssa Swiss Advisors AG's top holdings by market value included RSP (6.1%)、EWL (3.9%)、FEZ (3.6%). The largest single position, RSP, represented 6.1% of total portfolio value.
In Q1 2026, Ssa Swiss Advisors AG made 63 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 12 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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