LFA - Lugano Financial Advisors SA
13F Reported Value
ⓘ$166.2M
Holdings
274
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$SPY
$GLD
$BKNGSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$37.5M51,717 sh SCHWAB STRATEGIC TR - FUND EM EQUI ETF
—Quality
$13.0M328,425 sh- —
Quality
$8.1M22,496 sh ISHARES TR - ISHS 5-10YR INVT
—Quality
$5.7M108,384 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$5.1M66,137 sh- 67.9
Quality
$4.7M71,871 sh VANGUARD WORLD FD - ESG INTL STK ETF
—Quality
$4.3M52,553 shNEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA
—Quality
$3.7M104,915 shFIRST TR EXCH TRADED FD III - LNG/SHT EQUITY
—Quality
$3.7M51,811 shISHARES TR - 10-20 YR TRS ETF
—Quality
$3.4M34,483 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $37.5M | 51,717 |
| SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $13.0M | 328,425 |
| SPDR GOLD TRUST$GLD | — | $8.1M | 22,496 |
| ISHARES TR - ISHS 5-10YR INVT | — | $5.7M | 108,384 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $5.1M | 66,137 |
 SYNOPSYS INC$SNPS | 67.9 | $4.7M | 71,871 |
| VANGUARD WORLD FD - ESG INTL STK ETF | — | $4.3M | 52,553 |
| NEW YORK LIFE INVESTMENTS ET - HEDGE MULTI STRA | — | $3.7M | 104,915 |
| FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $3.7M | 51,811 |
| ISHARES TR - 10-20 YR TRS ETF | — | $3.4M | 34,483 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LFA - Lugano Financial Advisors SA's 274 positions.
Showing top 10 of 274 holdings.
Sector Allocation
Other
$126.7M
Financials
$18.1M
Technology
$12.6M
Consumer Discretionary
$3.5M
Industrials
$2.3M
Healthcare
$1.3M
Consumer Staples
$723,925
Energy
$303,708
Top Holdings — LFA - Lugano Financial Advisors SA (Q2 2026)
Top 150 of 274 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $37.5M | 22.6% | +21% | — |
| 2 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $13.0M | 7.8% | -2% | — |
| 3 | $GLD | SPDR GOLD TRUST | $8.1M | 4.9% | -28% | — |
| 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 | $SNPS | SYNOPSYS INC | $4.7M | 2.9% | -5% | 67.9 |
| 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% | -1% | — |
| 10 | — | ISHARES TR - 10-20 YR TRS ETF | $3.4M | 2.0% | +2% | — |
| 11 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $3.4M | 2.0% | -12% | — |
| 12 | — | ISHARES TR - IBONDS DEC 29 | $3.3M | 2.0% | -5% | — |
| 13 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 2.0% | +3% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $3.2M | 1.9% | +1% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $3.2M | 1.9% | -9% | — |
| 16 |  $STT | STATE STREET CORP | $2.8M | 1.7% | -44% | 71.5 |
| 17 |  $AMZN | AMAZON COM INC | $2.7M | 1.6% | -1% | 68.7 |
| 18 |  $MSFT | MICROSOFT CORP | $2.4M | 1.4% | +2% | 79.8 |
| 19 | — | ISHARES TR - IBDS DEC28 ETF | $2.4M | 1.4% | +0% | — |
| 20 | — | ISHARES TR - IBONDS DEC 2030 | $2.1M | 1.3% | +3% | — |
| 21 | — | ISHARES TR - 1 3 YR TREAS BD | $2.1M | 1.3% | +0% | — |
| 22 | — | ISHARES TR - MSCI EAFE ETF | $2.0M | 1.2% | +0% | — |
| 23 | — | ISHARES INC - MSCI SWITZERLAND | $1.8M | 1.1% | -7% | — |
| 24 | — | ISHARES TR - A RATE CP BD ETF | $1.6M | 1.0% | -9% | — |
| 25 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.6M | 0.9% | +0% | — |
| 26 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.5M | 0.9% | -41% | — |
| 27 |  $CAT | CATERPILLAR INC | $1.4M | 0.8% | +3% | 66.5 |
| 28 | — | ISHARES TR - 0-3 MTH TREASURY | $1.3M | 0.8% | -23% | — |
| 29 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.8% | +700% | — |
| 30 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.2M | 0.8% | +0% | — |
| 31 |  $AAPL | Apple Inc. | $1.2M | 0.7% | +6% | 76.4 |
| 32 |  $GOOGL | Alphabet Inc. | $990,737 | 0.6% | +8% | 78.2 |
| 33 |  $GOOG | Alphabet Inc. | $862,334 | 0.5% | -3% | 78.2 |
| 34 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $861,581 | 0.5% | +0% | — |
| 35 |  $IVZ | Invesco Ltd. | $811,271 | 0.5% | -5% | — |
| 36 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $762,476 | 0.5% | +0% | — |
| 37 | — | ISHARES TR - MSCI UK ETF NEW | $740,593 | 0.5% | +0% | — |
| 38 |  $NVDA | NVIDIA CORP | $707,318 | 0.4% | +5% | 85.9 |
| 39 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $664,837 | 0.4% | +458% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $648,305 | 0.4% | +0% | — |
| 41 |  $JPM | JPMORGAN CHASE & CO | $605,561 | 0.4% | +14% | 70.7 |
| 42 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $547,836 | 0.3% | +0% | — |
| 43 |  $PHYS | Sprott Physical Gold Trust | $543,240 | 0.3% | NEW | — |
| 44 | — | ISHARES TR - JPMORGAN USD EMG | $487,118 | 0.3% | -63% | — |
| 45 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $453,381 | 0.3% | -9% | — |
| 46 | — | ISHARES TR - HDG MSCI JAPAN | $443,123 | 0.3% | +0% | — |
| 47 | — | ISHARES INC - MSCI EMRG CHN | $408,177 | 0.3% | +12% | — |
| 48 | $IVZ | Invesco Ltd. | $399,582 | 0.2% | +0% | — |
| 49 | — | ISHARES TR - MSCI US GARP ETF | $392,938 | 0.2% | NEW | — |
| 50 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $391,353 | 0.2% | +0% | — |
| 51 |  $V | VISA INC. | $374,311 | 0.2% | +0% | 82.9 |
| 52 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $366,117 | 0.2% | NEW | — |
| 53 | — | ISHARES TR - US AER DEF ETF | $348,358 | 0.2% | +0% | — |
| 54 | — | ISHARES TR - GL CLEAN ENE ETF | $345,625 | 0.2% | +8% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $335,517 | 0.2% | +0% | — |
| 56 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $332,280 | 0.2% | +0% | — |
| 57 | $IVZ | Invesco Ltd. | $328,256 | 0.2% | +0% | — |
| 58 |  $ABBV | AbbVie Inc. | $325,874 | 0.2% | +4% | 72.6 |
| 59 | — | ISHARES TR - S&P 500 VAL ETF | $317,884 | 0.2% | +0% | — |
| 60 | — | ISHARES TR - RUSSELL 2000 ETF | $313,069 | 0.2% | +31% | — |
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $309,786 | 0.2% | +0% | — |
| 62 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $304,928 | 0.2% | +0% | — |
| 63 |  $IAU | ISHARES GOLD TRUST | $293,960 | 0.2% | +0% | — |
| 64 |  $KO | COCA COLA CO | $293,954 | 0.2% | +4% | 69.5 |
| 65 | — | VANGUARD INDEX FDS - MID CAP ETF | $285,218 | 0.2% | +343% | — |
| 66 |  $BAC | BANK OF AMERICA CORP /DE/ | $283,248 | 0.2% | +9% | 67.6 |
| 67 |  $META | Meta Platforms, Inc. | $263,620 | 0.2% | +0% | 79.6 |
| 68 |  $KKR | KKR & Co. Inc. | $261,573 | 0.2% | +0% | 54.3 |
| 69 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $261,195 | 0.2% | +0% | — |
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $250,658 | 0.1% | +11% | — |
| 71 |  $ABT | ABBOTT LABORATORIES | $245,633 | 0.1% | +0% | 65.5 |
| 72 | $BKNG | Booking Holdings Inc. | $236,168 | 0.1% | +935% | 58.5 |
| 73 |  $BX | Blackstone Inc. | $235,340 | 0.1% | +0% | 74.4 |
| 74 | — | ISHARES TR - ISHARES BIOTECH | $228,228 | 0.1% | +0% | — |
| 75 | — | ISHARES TR - MSCI GBL SUS DEV | $225,544 | 0.1% | +0% | — |
| 76 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $224,450 | 0.1% | +0% | — |
| 77 |  $MA | Mastercard Inc | $220,848 | 0.1% | +3% | 85.1 |
| 78 | — | ISHARES TR - TRUST ISHARE 0-1 | $220,700 | 0.1% | -19% | — |
| 79 | — | KRANESHARES TRUST - MSCI CHINA CLEAN | $220,485 | 0.1% | +0% | — |
| 80 |  $TSLA | Tesla, Inc. | $216,188 | 0.1% | +8% | 53.9 |
| 81 | — | ISHARES TR - ESG OPTIMIZED | $207,225 | 0.1% | +0% | — |
| 82 |  $AVGO | Broadcom Inc. | $202,474 | 0.1% | +0% | 84.5 |
| 83 | — | ISHARES INC - MSCI WORLD ETF | $198,992 | 0.1% | +36% | — |
| 84 |  $RMD | RESMED INC | $198,388 | 0.1% | +0% | 74.3 |
| 85 |  $C | CITIGROUP INC | $195,944 | 0.1% | +0% | 65 |
| 86 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $193,176 | 0.1% | +0% | 66.8 |
| 87 | — | ISHARES TR - CORE S&P500 ETF | $192,465 | 0.1% | +0% | — |
| 88 | — | ISHARES INC - MSCI CDA ETF | $190,212 | 0.1% | NEW | — |
| 89 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $189,361 | 0.1% | +0% | — |
| 90 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $189,031 | 0.1% | +0% | — |
| 91 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $183,612 | 0.1% | +0% | — |
| 92 |  $INTC | INTEL CORP | $182,915 | 0.1% | +0% | 45.6 |
| 93 |  $LLY | ELI LILLY & Co | $160,724 | 0.1% | +6% | 87.5 |
| 94 | — | ISHARES TR - CORE MSCI EAFE | $157,232 | 0.1% | +0% | — |
| 95 |  $YUM | YUM BRANDS INC | $155,064 | 0.1% | +0% | 73.7 |
| 96 | — | ISHARES INC - US INTL HGH YLD | $152,763 | 0.1% | +0% | — |
| 97 |  $MO | ALTRIA GROUP, INC. | $151,095 | 0.1% | +0% | 67.4 |
| 98 |  $QCOM | QUALCOMM INC/DE | $150,604 | 0.1% | +9% | 70.5 |
| 99 |  $XOM.R34088 | EXXON MOBIL CORP | $150,529 | 0.1% | +5% | 57.9 |
| 100 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $150,310 | 0.1% | +0% | — |
| 101 |  $MCD | MCDONALDS CORP | $140,561 | 0.1% | +4% | 69 |
| 102 |  $WT | WisdomTree, Inc. | $139,684 | 0.1% | +152% | 59.9 |
| 103 |  $AMD | ADVANCED MICRO DEVICES INC | $136,514 | 0.1% | +0% | 79.8 |
| 104 | $IVZ | Invesco Ltd. | $126,704 | 0.1% | -40% | — |
| 105 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $121,420 | 0.1% | +0% | — |
| 106 |  $BRK.B | BERKSHIRE HATHAWAY INC | $104,582 | 0.1% | +92% | 73.8 |
| 107 | $IVZ | Invesco Ltd. | $103,305 | 0.1% | +0% | — |
| 108 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $103,163 | 0.1% | NEW | — |
| 109 |  $MRK | Merck & Co., Inc. | $101,258 | 0.1% | +0% | 59.9 |
| 110 | — | ISHARES TR - PFD AND INCM SEC | $98,696 | 0.1% | -5% | — |
| 111 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $97,663 | 0.1% | NEW | — |
| 112 |  $WMT | Walmart Inc. | $97,243 | 0.1% | +35% | 60.2 |
| 113 | — | ISHARES TR - MSCI ACWI ETF | $95,752 | 0.1% | NEW | — |
| 114 | — | FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX | $94,703 | 0.1% | NEW | — |
| 115 |  $PEP | PEPSICO INC | $94,374 | 0.1% | +0% | 63.4 |
| 116 | — | ISHARES INC - CUR HD MSCI EM | $93,933 | 0.1% | NEW | — |
| 117 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $92,840 | 0.1% | +0% | — |
| 118 | — | ISHARES TR - ASIA 50 ETF | $92,079 | 0.1% | NEW | — |
| 119 | — | ISHARES INC - MSCI GERMANY ETF | $91,966 | 0.1% | +0% | — |
| 120 |  $GLW | CORNING INC /NY | $88,123 | 0.1% | +0% | 73.7 |
| 121 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $87,220 | 0.1% | NEW | — |
| 122 |  $SLV | iShares Silver Trust | $86,942 | 0.1% | +0% | — |
| 123 | — | ISHARES TR - MSCI EMG MKT ETF | $86,265 | 0.1% | +0% | — |
| 124 |  $MMM | 3M CO | $85,812 | 0.1% | +0% | 64.9 |
| 125 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $85,811 | 0.1% | +0% | — |
| 126 |  $GBTC | Grayscale Bitcoin Trust ETF | $83,529 | 0.1% | +0% | — |
| 127 |  $PM | Philip Morris International Inc. | $83,219 | 0.1% | +0% | 75.9 |
| 128 | — | ISHARES TR - CORE S&P TTL STK | $81,642 | 0.1% | +0% | — |
| 129 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $81,348 | 0.1% | +0% | 66.5 |
| 130 |  $HON | HONEYWELL INTERNATIONAL INC | $80,156 | 0.1% | NEW | 65 |
| 131 |  $HONA | Honeywell Aerospace Inc. | $79,147 | 0.1% | NEW | — |
| 132 |  $ADSK | Autodesk, Inc. | $74,463 | 0.0% | +0% | 78.6 |
| 133 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $74,023 | 0.0% | +0% | — |
| 134 |  $GS | GOLDMAN SACHS GROUP INC | $72,819 | 0.0% | +0% | 73.5 |
| 135 | $IVZ | Invesco Ltd. | $72,721 | 0.0% | -53% | — |
| 136 |  $ZTS | Zoetis Inc. | $71,860 | 0.0% | +0% | 68.6 |
| 137 |  $VZ | VERIZON COMMUNICATIONS INC | $71,555 | 0.0% | +0% | 65.8 |
| 138 |  $KLAC | KLA CORP | $69,393 | 0.0% | +642% | 78.6 |
| 139 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $67,447 | 0.0% | +0% | 61.7 |
| 140 |  $AJG | Arthur J. Gallagher & Co. | $66,805 | 0.0% | +0% | 71.2 |
| 141 |  $FTNT | Fortinet, Inc. | $65,442 | 0.0% | +0% | 80.1 |
| 142 |  $CARR | CARRIER GLOBAL Corp | $65,282 | 0.0% | +0% | 56.6 |
| 143 | — | ISHARES INC - MSCI JAPAN ETF | $64,916 | 0.0% | +0% | — |
| 144 | — | VANECK ETF TRUST - BIOTECH ETF | $63,004 | 0.0% | +0% | — |
| 145 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $60,742 | 0.0% | +0% | — |
| 146 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | $59,970 | 0.0% | NEW | — |
| 147 |  $COST | COSTCO WHOLESALE CORP /NEW | $59,870 | 0.0% | +106% | 66.2 |
| 148 | — | ISHARES TR - CORE MSCI PAC | $59,235 | 0.0% | NEW | — |
| 149 |  $CSCO | CISCO SYSTEMS, INC. | $58,730 | 0.0% | +0% | 70.3 |
| 150 | $WT | WisdomTree, Inc. | $58,254 | 0.0% | +0% | 59.9 |
New Positions (63)
$PHYS Sprott Physical Gold Trust$543,240$HONA Honeywell Aerospace Inc.$79,147
$PANW Palo Alto Networks Inc$54,563
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