SSA SWISS ADVISORS AG

ZURICH, V8 · CIK 2066265 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2012 · corporation

Assets managed$817.5m
Staff10 · 7 in investment roles
Main clients (by assets)Companies 57%, High net worth individuals 34%, Individuals 8%
Websitessa-wa.com
Form ADV · 2026-03-24SEC adviser record

Legal entitySSA Swiss Advisors AG (CH)

Kindinstitutions, FCA fund manager, wealth, bank or insurer
Others nearbyMadrid, Boston, MA, Miami, FL, Zürich, Mexico City, Hazlet, NJ
FamilyBanco Santander, S.A. · 10 related pages · largest: Banco Santander, S.A.

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Zurich (main office)Switzerland	Switzerland	about 3
GenevaSwitzerland	Switzerland	4

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$266.5m reported value +23.6% vs Q1 2026

107positions

35.6%in top 10

19 new 25 added 22 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	21,734	$16.0m6.01%	6.01%	Unchanged
2	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	67,745	$14.4m5.41%	5.41%	Reduced -569	-569 -0.8%
3	SPDR GOLD TR GOLD SHS GLD	GLD	25,372	$9.3m3.51%	3.51%	New
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,425	$9.3m3.48%	3.48%	Added +426	+426 3.5%
5	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	129,795	$8.9m3.35%	3.35%	Added +3.6k	+3,567 2.8%
6	ISHARES INC MSCI SWITZERLAND EWL	EWL	140,241	$8.8m3.31%	3.31%	Reduced -898	-898 -0.6%
7	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	18,004	$8.6m3.22%	3.22%	Unchanged
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,770	$7.1m2.66%	2.66%	Reduced -835	-835 -4.0%
9	NVIDIA CORPORATION COM NVDA	NVDA	31,747	$6.3m2.38%	2.38%	Added +1.8k	+1,778 5.9%
10	ISHARES TR TIPS BD ETF TIP	TIP	56,668	$6.2m2.33%	2.33%	Added +1.4k	+1,426 2.6%
11	APPLE INC COM AAPL	AAPL	19,642	$5.7m2.14%	2.14%	Added +829	+829 4.4%
12	ISHARES INC MSCI EM ASIA ETF EEMA	EEMA	48,043	$5.6m2.11%	2.11%	Reduced -423	-423 -0.9%
13	ISHARES TR INTL SEL DIV ETF IDV	IDV	133,117	$5.5m2.07%	2.07%	Added +3.5k	+3,522 2.7%
14	VISA INC COM CL A V	V	14,990	$5.2m1.94%	1.94%	Added +4.4k	+4,449 42.2%
15	ISHARES TR 7-10 YR TRSY BD IEF	IEF	53,434	$5.1m1.90%	1.90%	Reduced -1.9k	-1,937 -3.5%
16	AMAZON COM INC COM AMZN	AMZN	21,101	$5.0m1.89%	1.89%	Added +1.5k	+1,512 7.7%
17	MICROSOFT CORP COM MSFT	MSFT	13,461	$5.0m1.88%	1.88%	Added +4.7k	+4,733 54.2%
18	ELI LILLY & CO COM LLY	LLY	4,100	$5.0m1.87%	1.87%	Unchanged
19	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	62,528	$4.9m1.85%	1.85%	Reduced -1.2k	-1,205 -1.9%
20	ISHARES TR LATN AMER 40 ETF ILF	ILF	141,897	$4.8m1.80%	1.80%	Added +4.3k	+4,286 3.1%
21	RIO TINTO PLC SPONSORED ADR RIO	RIO	48,382	$4.6m1.73%	1.73%	Unchanged
22	BARRICK MNG CORP COM SHS B	B	111,422	$4.4m1.66%	1.66%	New
23	FORTINET INC COM FTNT	FTNT	28,710	$4.4m1.66%	1.66%	Unchanged
24	META PLATFORMS INC CL A META	META	7,525	$4.3m1.60%	1.60%	Added +2.8k	+2,830 60.3%
25	MASTERCARD INCORPORATED CL A MA	MA	7,702	$3.9m1.48%	1.48%	Added +2.4k	+2,442 46.4%
26	QUALCOMM INC COM QCOM	QCOM	20,277	$3.7m1.41%	1.41%	Unchanged
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,421	$3.7m1.40%	1.40%	Reduced -290	-290 -5.1%
28	BNP PARIBAS SA STR BNP 0 12.21.26 EMTb	BNP 0 12.21.26 EMTb	3,752,000	$3.7m1.37%	1.37%	Reduced -15.0k	-15,000 -0.4%
29	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	5,198	$3.7m1.37%	1.37%	Added +116	+116 2.3%
30	ISHARES TR IBOXX INV CP ETF LQD	LQD	33,356	$3.6m1.37%	1.37%	Reduced -439	-439 -1.3%
31	ISHARES INC JP MRG EM CRP BD CEMB	CEMB	78,775	$3.6m1.35%	1.35%	Added +1.7k	+1,719 2.2%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,883	$3.6m1.35%	1.35%	Added +3.6k	+3,570 271.9%
33	MERCK & CO INC COM MRK	MRK	27,275	$3.5m1.32%	1.32%	Reduced -10.8k	-10,750 -28.3%
34	BBVA GLOBAL SECURITIES B.V. STR BBVASM 0 08.27.26 0008	BBVASM 0 08.27.26 0008	2,938,000	$3.4m1.29%	1.29%	Reduced -11.0k	-11,000 -0.4%
35	BLACKROCK INC COM BLK	BLK	3,150	$3.1m1.15%	1.15%	Unchanged
36	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	31,866	$3.0m1.12%	1.12%	Added +2.4k	+2,440 8.3%
37	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	33,391	$3.0m1.11%	1.11%	Reduced -2.1k	-2,110 -5.9%
38	NOVO-NORDISK A S ADR NVO	NVO	58,536	$2.8m1.05%	1.05%	Unchanged
39	ORACLE CORP COM ORCL	ORCL	18,865	$2.8m1.04%	1.04%	Unchanged
40	FIRST TR EXCH TRD ALPHDX FD SWITZLND ALPHA FSZ	FSZ	31,325	$2.6m0.96%	0.96%	Reduced -920	-920 -2.9%
41	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	26,448	$2.5m0.96%	0.96%	Unchanged
42	BLACKROCK, INC. ETF ISVIF	ISVIF	15,839	$2.5m0.92%	0.92%	New
43	SANOFI SPONSORED ADR SNY	SNY	56,555	$2.4m0.91%	0.91%	Unchanged
44	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	75,732	$2.3m0.85%	0.85%	Added +10.6k	+10,556 16.2%
45	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	27,445	$2.1m0.79%	0.79%	Unchanged
46	ISHARES TR JPMORGAN USD EMG EMB	EMB	21,697	$2.1m0.79%	0.79%	Unchanged
47	ABBOTT LABS COM ABT	ABT	22,541	$2.1m0.77%	0.77%	Unchanged
48	BLACKROCK, INC. ETF IHSFF	IHSFF	7,932	$2.1m0.77%	0.77%	New
49	NIKE INC CL B NKE	NKE	49,306	$2.0m0.76%	0.76%	Unchanged
50	ADOBE INC COM ADBE	ADBE	9,706	$2.0m0.73%	0.73%	Unchanged
51	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	71,146	$1.9m0.72%	0.72%	Added +3.0k	+3,022 4.4%
52	NETFLIX INC COM NFLX	NFLX	24,870	$1.8m0.67%	0.67%	Unchanged
53	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	33,592	$1.7m0.64%	0.64%	Reduced -2.9k	-2,880 -7.9%
54	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	65,281	$1.5m0.58%	0.58%	Reduced -6.5k	-6,500 -9.1%
55	ISHARES INC MSCI EURZONE ETF EZU	EZU	19,689	$1.4m0.51%	0.51%	Reduced -1.2k	-1,180 -5.7%
56	ZOETIS INC CL A ZTS	ZTS	17,932	$1.3m0.49%	0.49%	Unchanged
57	FRANKLIN TEMPLETON ETF TR FRANKLN SWZLND FLSW	FLSW	27,620	$1.2m0.45%	0.45%	Reduced -1.1k	-1,140 -4.0%
58	ISHARES TR 1 3 YR TREAS BD SHY	SHY	13,897	$1.1m0.43%	0.43%	Added +1.7k	+1,676 13.7%
59	iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) ETF ISJPF	ISJPF	156,780	$1.0m0.39%	0.39%	New
60	ISHARES TR INTRM GOV CR ETF GVI	GVI	8,911	$945.4k0.35%	0.35%	Unchanged
61	FISERV INC COM FISV	FISV	18,295	$897.1k0.34%	0.34%	Unchanged
62	DEUTSCHE BANK AKTIENGESELLSCHAFT STOCK STOCK		7,409	$877.6k0.33%	0.33%	New
63	JOHNSON & JOHNSON COM JNJ	JNJ	3,135	$796.2k0.30%	0.30%	Reduced -30	-30 -0.9%
64	ISHARES INC MSCI SPAIN ETF EWP	EWP	11,646	$691.7k0.26%	0.26%	Added +154	+154 1.3%
65	PROCTER AND GAMBLE CO COM PG	PG	4,424	$648.7k0.24%	0.24%	Unchanged
66	ISHARES INC MSCI ITALY ETF EWI	EWI	10,643	$630.5k0.24%	0.24%	Added +154	+154 1.5%
67	ISHARES TR MSCI UK ETF NEW EWU	EWU	12,134	$559.9k0.21%	0.21%	Unchanged
68	ALPHABET INC CAP STK CL C GOOG	GOOG	1,317	$465.3k0.17%	0.17%	Added +1.0k	+1,007 324.8%
69	ISHARES TR DEVSMCP EXNA ETF IEUS	IEUS	6,498	$449.7k0.17%	0.17%	Unchanged
70	ISHARES TR EUROPE ETF IEV	IEV	5,946	$433.2k0.16%	0.16%	Unchanged
71	CATERPILLAR INC COM CAT	CAT	385	$410.0k0.15%	0.15%	New
72	ISHARES TR CORE US AGGBD ET AGG	AGG	3,890	$385.0k0.14%	0.14%	Unchanged
73	iShares Core S&P 500 UCITS ETF (Acc) ETF CSTNL	CSTNL	476	$383.4k0.14%	0.14%	New
74	GOLDMAN SACHS GROUP INC COM GS	GS	332	$335.8k0.13%	0.13%	New
75	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,900	$326.6k0.12%	0.12%	Reduced -635	-635 -14.0%
76	ISHARES TR CORE S&P500 ETF IVV	IVV	415	$310.8k0.12%	0.12%	Reduced -30	-30 -6.7%
77	SPINNAKER ETF SERIES SELECT STOXX EUR EUAD	EUAD	6,521	$275.1k0.10%	0.10%	Unchanged
78	ISHARES GOLD TR ISHARES NEW IAU	IAU	3,414	$257.8k0.10%	0.10%	New
79	ISHARES TR 3 7 YR TREAS BD IEI	IEI	2,154	$253.0k0.09%	0.09%	Unchanged
80	ISHARES TR MSCI ACWI ETF ACWI	ACWI	1,439	$225.9k0.08%	0.08%	Unchanged
81	ISHARES CORE MSCI JAPAN EXCHANGE TRADED FUND IHREF	IHREF	2,777	$222.7k0.08%	0.08%	New
82	BROADCOM INC COM AVGO	AVGO	577	$218.0k0.08%	0.08%	New
83	iShares S&P 500 Health Care Sector UCITS ETF (Acc) ETF ISVFF	ISVFF	16,451	$211.1k0.08%	0.08%	New
84	ISHARES TR MODERT ALLOC ETF AOM	AOM	4,003	$199.7k0.07%	0.07%	Unchanged
85	TESLA INC COM TSLA	TSLA	437	$183.8k0.07%	0.07%	New
86	SPDR SER TR BBG CONV SEC ETF CWB	CWB	1,697	$183.0k0.07%	0.07%	Unchanged
87	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	2,799	$172.0k0.06%	0.06%	Unchanged
88	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	2,659	$150.2k0.06%	0.06%	Unchanged
89	AMGEN INC COM AMGN	AMGN	346	$125.3k0.05%	0.05%	New
90	STARWOOD PPTY TR INC COM STWD	STWD	7,214	$118.2k0.04%	0.04%	Unchanged
91	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	6,031	$111.2k0.04%	0.04%	Unchanged
92	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	300	$111.0k0.04%	0.04%	Reduced -311	-311 -50.9%
93	DIREXION SHS ETF TR DLY FTS BUL 3X EURL	EURL	2,400	$110.8k0.04%	0.04%	New
94	SHERWIN WILLIAMS CO COM SHW	SHW	310	$106.7k0.04%	0.04%	New
95	DIREXION SHS ETF TR DLY FIN BULL NEW FAS	FAS	534	$78.6k0.03%	0.03%	New
96	JANUS HENDERSON FLEXIBLE BOND I FUNDS JFLEX	JFLEX	7,043	$65.5k0.02%	0.02%	Added +80	+80 1.1%
97	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	818	$61.6k0.02%	0.02%	Unchanged
98	ISHARES TR BROAD USD HIGH USHY	USHY	1,645	$60.9k0.02%	0.02%	Unchanged
99	GLOBAL X FDS SUPERDIVIDEND SDIV	SDIV	2,441	$59.7k0.02%	0.02%	Unchanged
100	DODGE & COX INCOME I COM DODIX	DODIX	4,491	$57.2k0.02%	0.02%	Added +48	+48 1.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PFIZER INC PFE	PFE	126,369	$3.5m126.4k shares
DIREXION SHS ETF TR TMF	TMF	2,930	$105.7k2.9k shares
DIREXION SHS ETF TR DRN	DRN	7,280	$62.5k7.3k shares
ISHARES TR EFA	EFA	510	$49.5k510 shares
SPDR INDEX SHS FDS SPDW	SPDW	1,080	$49.3k1.1k shares
SPDR INDEX SHS FDS SPEU	SPEU	900	$46.1k900 shares