LFA - Lugano Financial Advisors SA
Sector Allocation
- Other76.3%$126.7M
- Financials10.9%$18.1M
- Technology7.6%$12.6M
- Consumer Discretionary2.2%$3.7M
- Industrials1.2%$2.0M
- Healthcare0.8%$1.3M
- Consumer Staples0.5%$895,797
- Energy0.2%$303,708
- Utilities0.2%$263,357
- Communication Services0.1%$175,380
AUM History
13fpro.ai/research/fund/lfa-lugano-financial-advisors-sa-1737871
Conviction and streaks
Diversifying · top 10 = 53.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$37.5M- SCHWAB$13.0M
GLD
$8.1M- ISHARES$5.7M
- VANGUARD$5.1M
SNPS
$4.7M- VANGUARD$4.3M
- NEW$3.7M
- FIRST$3.7M
- ISHARES$3.4M
- SPDR$3.4M
- ISHARES$3.3M
QQQ
$3.3M- VANGUARD$3.2M
- FIRST$3.2M
STT
$2.8MAMZN
$2.7MMSFT
$2.4M- ISHARES$2.4M
- ISHARES$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lfa-lugano-financial-advisors-sa-1737871
LFA - Lugano Financial Advisors SA 13F holdings — Q2 2026
$166.2M portfolio (-15.5% QoQ) · 274 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
$37.5M
22.6% of stocks
+21%This quarter+3.3%Since filed10+ qtrsHeld- 2
SCHWAB STRATEGIC TR - FUND EM EQUI ETF
$13.0M
7.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
4.9% of stocks
-28%This quarter-0.4%Since filed10+ qtrsHeld- 4
ISHARES TR - ISHS 5-10YR INVT
$5.7M
3.4% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$5.1M
3.1% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— $4.7M
2.9% of stocks
-5%This quarter+18.4%Since filed10+ qtrsHeldAIQuality67.7#348Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 7
VANGUARD WORLD FD - ESG INTL STK ETF
$4.3M
2.6% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA
$3.7M
2.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY
$3.7M
2.2% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - 10-20 YR TRS ETF
$3.4M
2.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $37.5M | 22.6% | +21% | +3.3% | 10+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $13.0M | 7.8% | -2% | — | — | — | — | |
| 3 | $8.1M | 4.9% | -28% | -0.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - ISHS 5-10YR INVT | $5.7M | 3.4% | +10% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $5.1M | 3.1% | +15% | — | — | — | — | |
| 6 | $4.7M | 2.9% | -5% | +18.4% | 10+ qtrsTrimmed 2 qtrs in a row | 67.7#348 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD WORLD FD - ESG INTL STK ETF | $4.3M | 2.6% | +19% | — | — | — | — | |
| 8 | NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA | $3.7M | 2.2% | +7% | — | — | — | — | |
| 9 | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $3.7M | 2.2% | -0.5% | — | — | — | — | |
| 10 | ISHARES TR - 10-20 YR TRS ETF | $3.4M | 2.0% | +2% | — | — | — | — |
All holdings — LFA - Lugano Financial Advisors SA (Q2 2026)
274 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund | — | $3.4M | 2.0% | 136K | -12% | — | — | 13F |
| 12 | — | ISHARES TR - IBONDS DEC 29etf/fund | — | $3.3M | 2.0% | 145K | -5% | — | — | 13F |
| 13 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $3.3M | 2.0% | 4,415 | +3% | 4 qtrs | — | 13F | |
| 14 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund | — | $3.2M | 1.9% | 56K | +1% | — | — | 13F |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $3.2M | 1.9% | 37K | -9% | — | — | 13F |
| 16 | STATE STREET CORPetf/fund | Financials | $2.8M | 1.7% | 41K | -44% | 10+ qtrs | 71.5 | 13F | |
| 17 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.6% | 11K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $2.4M | 1.4% | 6,604 | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - IBDS DEC28 ETFetf/fund | — | $2.4M | 1.4% | 94K | — | — | — | 13F |
| 20 | — | ISHARES TR - IBONDS DEC 2030etf/fund | — | $2.1M | 1.3% | 97K | +3% | — | — | 13F |
| 21 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $2.1M | 1.3% | 25K | +0.3% | — | — | 13F |
| 22 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $2.0M | 1.2% | 20K | — | — | — | 13F |
| 23 | — | ISHARES INC - MSCI SWITZERLANDetf/fund | — | $1.8M | 1.1% | 29K | -7% | — | — | 13F |
| 24 | — | ISHARES TR - A RATE CP BD ETFetf/fund | — | $1.6M | 1.0% | 35K | -9% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR CONV ETFetf/fund | — | $1.6M | 0.9% | 15K | — | — | — | 13F |
| 26 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.5M | 0.9% | 20K | -41% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $1.4M | 0.8% | 1,284 | +3% | |||
| 28 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.3M | 0.8% | 13K | -23% | |||
| 29 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.3M | 0.8% | 11K | +700% | |||
| 30 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.2M | 0.8% | 23K | — | |||
| 31 | $AAPL | Apple Inc. | Technology | $1.2M | 0.7% | 4,059 | +6% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $991K | 0.6% | 2,804 | +8% | |||
| 33 | $GOOGL | Alphabet Inc. | Technology | $862K | 0.5% | 2,413 | -3% | |||
| 34 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $862K | 0.5% | 31K | — | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $811K | 0.5% | 15K | -5% | |||
| 36 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $762K | 0.5% | 2,550 | — | |||
| 37 | — | ISHARES TR - MSCI UK ETF NEW | — | $741K | 0.5% | 16K | — | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $707K | 0.4% | 3,535 | +5% | |||
| 39 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $665K | 0.4% | 8,044 | +458% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $648K | 0.4% | 3,500 | — | |||
| 41 | $JPM | JPMORGAN CHASE & CO | Financials | $606K | 0.4% | 1,850 | +14% | |||
| 42 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $548K | 0.3% | 28K | — | |||
| 43 | $PHYS | Sprott Physical Gold Trust | Financials | $543K | 0.3% | 18K | New | |||
| 44 | — | ISHARES TR - JPMORGAN USD EMG | — | $487K | 0.3% | 5,233 | -63% | |||
| 45 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $453K | 0.3% | 6,025 | -9% | |||
| 46 | — | ISHARES TR - HDG MSCI JAPAN | — | $443K | 0.3% | 6,868 | — | |||
| 47 | — | ISHARES INC - MSCI EMRG CHN | — | $408K | 0.3% | 3,990 | +12% | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $400K | 0.2% | 1,878 | — | |||
| 49 | — | ISHARES TR - MSCI US GARP ETF | — | $393K | 0.2% | 4,760 | New | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $391K | 0.2% | 7,300 | — | |||
| 51 | $V | VISA INC. | Financials | $374K | 0.2% | 1,091 | — | |||
| 52 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $366K | 0.2% | 1,338 | New | |||
| 53 | — | ISHARES TR - US AER DEF ETF | — | $348K | 0.2% | 1,437 | — | |||
| 54 | — | ISHARES TR - GL CLEAN ENE ETF | — | $346K | 0.2% | 17K | +8% | |||
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $336K | 0.2% | 5,621 | — | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $332K | 0.2% | 4,000 | — | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $328K | 0.2% | 4,994 | — | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $326K | 0.2% | 1,295 | +4% | |||
| 59 | — | ISHARES TR - S&P 500 VAL ETF | — | $318K | 0.2% | 1,400 | — | |||
| 60 | — | ISHARES TR - RUSSELL 2000 ETF | — | $313K | 0.2% | 1,042 | +31% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $310K | 0.2% | 1,626 | — | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $305K | 0.2% | 2,600 | — | |||
| 63 | $IAU | ISHARES GOLD TRUST | Financials | $294K | 0.2% | 3,893 | — | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $294K | 0.2% | 3,617 | +4% | |||
| 65 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $285K | 0.2% | 3,540 | +343% | |||
| 66 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $283K | 0.2% | 4,971 | +9% | |||
| 67 | $META | Meta Platforms, Inc. | Technology | $264K | 0.2% | 468 | — | |||
| 68 | $KKR | KKR & Co. Inc. | Financials | $262K | 0.2% | 2,850 | — | |||
| 69 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $261K | 0.2% | 500 | — | |||
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $251K | 0.1% | 3,518 | +11% | |||
| 71 | $ABT | ABBOTT LABORATORIES | Healthcare | $246K | 0.1% | 2,707 | — | |||
| 72 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $236K | 0.1% | 1,325 | +935% | |||
| 73 | $BX | Blackstone Inc. | Financials | $235K | 0.1% | 2,000 | — | |||
| 74 | — | ISHARES TR - ISHARES BIOTECH | — | $228K | 0.1% | 1,200 | — | |||
| 75 | — | ISHARES TR - MSCI GBL SUS DEV | — | $226K | 0.1% | 2,522 | — | |||
| 76 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $224K | 0.1% | 2,680 | — | |||
| 77 | $MA | Mastercard Inc | Financials | $221K | 0.1% | 430 | +3% | |||
| 78 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $221K | 0.1% | 2,000 | -19% | |||
| 79 | — | KRANESHARES TRUST - MSCI CHINA CLEAN | — | $220K | 0.1% | 9,313 | — | |||
| 80 | $TSLA | Tesla, Inc. | Consumer Discretionary | $216K | 0.1% | 514 | +8% | |||
| 81 | — | ISHARES TR - ESG OPTIMIZED | — | $207K | 0.1% | 1,343 | — | |||
| 82 | $AVGO | Broadcom Inc. | Technology | $202K | 0.1% | 536 | — | |||
| 83 | — | ISHARES INC - MSCI WORLD ETF | — | $199K | 0.1% | 982 | +36% | |||
| 84 | $RMD | RESMED INC | Healthcare | $198K | 0.1% | 1,018 | — | |||
| 85 | $C | CITIGROUP INC | Financials | $196K | 0.1% | 1,400 | — | |||
| 86 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $193K | 0.1% | 1,412 | — | |||
| 87 | — | ISHARES TR - CORE S&P500 ETF | — | $192K | 0.1% | 257 | — | |||
| 88 | — | ISHARES INC - MSCI CDA ETF | — | $190K | 0.1% | 3,300 | New | |||
| 89 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $189K | 0.1% | 3,910 | — | |||
| 90 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $189K | 0.1% | 2,575 | — | |||
| 91 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $184K | 0.1% | 7,271 | — | |||
| 92 | $INTC | INTEL CORP | Technology | $183K | 0.1% | 1,310 | — | |||
| 93 | $LLY | ELI LILLY & Co | Healthcare | $161K | 0.1% | 134 | +6% | |||
| 94 | — | ISHARES TR - CORE MSCI EAFE | — | $157K | 0.1% | 1,628 | — | |||
| 95 | $YUM | YUM BRANDS INC | Consumer Discretionary | $155K | 0.1% | 970 | — | |||
| 96 | — | ISHARES INC - US INTL HGH YLD | — | $153K | 0.1% | 3,373 | — | |||
| 97 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $151K | 0.1% | 2,100 | — | |||
| 98 | $QCOM | QUALCOMM INC/DE | Technology | $151K | 0.1% | 815 | +9% | |||
| 99 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $151K | 0.1% | 1,101 | +5% | |||
| 100 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $150K | 0.1% | 7,185 | — | |||
| 101 | $MCD | MCDONALDS CORP | Consumer Discretionary | $141K | 0.1% | 520 | +4% | |||
| 102 | $WT | WisdomTree, Inc. | Financials | $140K | 0.1% | 805 | +152% | |||
| 103 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $137K | 0.1% | 235 | — | |||
| 104 | $IVZ | Invesco Ltd. | Financials | $127K | 0.1% | 5,585 | -40% | |||
| 105 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $121K | 0.1% | 1,000 | — | |||
| 106 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $105K | 0.1% | 209 | +92% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $103K | 0.1% | 9,530 | — | |||
| 108 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $103K | 0.1% | 1,050 | New | |||
| 109 | $MRK | Merck & Co., Inc. | Healthcare | $101K | 0.1% | 788 | — | |||
| 110 | — | ISHARES TR - PFD AND INCM SEC | — | $99K | 0.1% | 3,237 | -5% | |||
| 111 | — | SPDR SERIES TRUST - ST STR NYSE TECH | — | $98K | 0.1% | 250 | New | |||
| 112 | $WMT | Walmart Inc. | Consumer Staples | $97K | 0.1% | 859 | +35% | |||
| 113 | — | ISHARES TR - MSCI ACWI ETF | — | $96K | 0.1% | 610 | New | |||
| 114 | — | FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX | — | $95K | 0.1% | 1,660 | New | |||
| 115 | $PEP | PEPSICO INC | Consumer Staples | $94K | 0.1% | 697 | — | |||
| 116 | — | ISHARES INC - CUR HD MSCI EM | — | $94K | 0.1% | 2,100 | New | |||
| 117 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $93K | 0.1% | 3,033 | — | |||
| 118 | — | ISHARES TR - ASIA 50 ETF | — | $92K | 0.1% | 650 | New | |||
| 119 | — | ISHARES INC - MSCI GERMANY ETF | — | $92K | 0.1% | 2,223 | — | |||
| 120 | $GLW | CORNING INC /NY | Materials | $88K | 0.1% | 345 | — | |||
| 121 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | — | $87K | 0.1% | 2,000 | New | |||
| 122 | $SLV | iShares Silver Trust | Financials | $87K | 0.1% | 1,626 | — | |||
| 123 | — | ISHARES TR - MSCI EMG MKT ETF | — | $86K | 0.1% | 1,261 | — | |||
| 124 | $MMM | 3M CO | Healthcare | $86K | 0.1% | 530 | — | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $86K | 0.1% | 801 | — | |||
| 126 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $84K | 0.1% | 1,835 | — | |||
| 127 | $PM | Philip Morris International Inc. | Consumer Staples | $83K | 0.1% | 460 | — | |||
| 128 | — | ISHARES TR - CORE S&P TTL STK | — | $82K | 0.1% | 497 | — | |||
| 129 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $81K | 0.1% | 594 | — | |||
| 130 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $80K | 0.1% | 358 | New | |||
| 131 | $HONA | Honeywell Aerospace Inc. | Industrials | $79K | 0.1% | 358 | New | |||
| 132 | $ADSK | Autodesk, Inc. | Technology | $74K | 0.0% | 383 | — | |||
| 133 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $74K | 0.0% | 155 | — | |||
| 134 | $GS | GOLDMAN SACHS GROUP INC | Financials | $73K | 0.0% | 72 | — | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $73K | 0.0% | 3,570 | -53% | |||
| 136 | $ZTS | Zoetis Inc. | Healthcare | $72K | 0.0% | 1,000 | — | |||
| 137 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $72K | 0.0% | 1,690 | — | |||
| 138 | $KLAC | KLA CORP | Technology | $69K | 0.0% | 230 | +642% | |||
| 139 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $67K | 0.0% | 182 | — | |||
| 140 | $AJG | Arthur J. Gallagher & Co. | Financials | $67K | 0.0% | 291 | — | |||
| 141 | $FTNT | Fortinet, Inc. | Technology | $65K | 0.0% | 426 | — | |||
| 142 | $CARR | CARRIER GLOBAL Corp | Industrials | $65K | 0.0% | 890 | — | |||
| 143 | — | ISHARES INC - MSCI JAPAN ETF | — | $65K | 0.0% | 696 | — | |||
| 144 | — | VANECK ETF TRUST - BIOTECH ETF | — | $63K | 0.0% | 310 | — | |||
| 145 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $61K | 0.0% | 1,601 | — | |||
| 146 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $60K | 0.0% | 3,000 | New | |||
| 147 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $60K | 0.0% | 64 | +106% | |||
| 148 | — | ISHARES TR - CORE MSCI PAC | — | $59K | 0.0% | 723 | New | |||
| 149 | $CSCO | CISCO SYSTEMS, INC. | Technology | $59K | 0.0% | 500 | — | |||
| 150 | $WT | WisdomTree, Inc. | Financials | $58K | 0.0% | 1,022 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 63 new, 45 added to, 27 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (63)
$PHYSSprott Physical Gold Trust$543K
first bought this quarter
- ISHARES TR - MSCI US GARP ETF$393K
first bought this quarter
- VANGUARD WORLD FD - MEGA CAP INDEX$366K
first bought this quarter
- ISHARES INC - MSCI CDA ETF$190K
first bought this quarter
- VANECK ETF TRUST - JUNIOR GOLD MINE$103K
first bought this quarter
- SPDR SERIES TRUST - ST STR NYSE TECH$98K
first bought this quarter
+57 more in the Excel export
Added to (45)
now $37.5M · held 10+ qtrs, 2 adds in a row
- VANGUARD WORLD FD - INF TECH ETF+700%
now $1.3M
- VANGUARD WORLD FD - ESG INTL STK ETF+19%
now $4.3M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+15%
now $5.1M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+458%
now $665K
- ISHARES TR - ISHS 5-10YR INVT+10%
now $5.7M
+39 more in the Excel export
Trimmed (27)
now $8.1M · held 10+ qtrs
now $2.8M · held 10+ qtrs
- VANECK ETF TRUST - GOLD MINERS ETF-41%
now $1.5M
- ISHARES TR - JPMORGAN USD EMG-63%
now $487K
- SPDR SERIES TRUST - ST TERM HIGH ETF-12%
now $3.4M
- ISHARES TR - 0-3 MTH TREASURY-23%
now $1.3M
+21 more in the Excel export
Sold out (12)
- ISHARES TRwas $21.9M
- ISHARES TRwas $11.4M
- ISHARES TRwas $2.7M
- GLOBAL X FDSwas $1.2M
- VANGUARD INDEX FDSwas $148K
- ISHARES TRwas $108K
+6 more in the Excel export
Holdings by quarter
Every 13F LFA - Lugano Financial Advisors SA has filed, 31 earlier quarters. Pick one to see what it held then.
Is it too late to follow LFA - Lugano Financial Advisors SA?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LFA - Lugano Financial Advisors SA's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
+4.2%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 21% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LFA - Lugano Financial Advisors SA disclosed 274 positions worth $166.2M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 22.6% of the equity portfolio. During the quarter the fund opened 63 new positions and exited 12 — including a new stake in $PHYS. The portfolio is most concentrated in Other (76.3% of disclosed assets). All figures are sourced directly from LFA - Lugano Financial Advisors SA’s Form 13F-HR filing with the SEC under CIK 1737871.
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AI-Powered Hedge Fund Analysis: LFA - Lugano Financial Advisors SA
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