Institutions / LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA

CIK 1737871 · Institution · as of Dec 31, 2025

Portfolio value

$193.69M

Positions

235

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 235 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Tr	—	$26.56M	38,944	13.7%
iShares Tr	—	$21.83M	229,552	11.3%
SPDR Gold Tr	—	$12.44M	31,384	6.4%
iShares Tr	—	$11.54M	457,113	6.0%
Schwab Strategic Tr	—	$7.69M	213,157	4.0%
Vanguard Whitehall Fds	—	$5.19M	76,896	2.7%
iShares Tr	—	$4.92M	91,298	2.5%
First Tr Exch Traded Fd III	—	$4.21M	59,301	2.2%
First Tr Exchange-Traded Fd	—	$4.10M	106,958	2.1%
SPDR Series Trust	—	$4.03M	125,422	2.1%
Vanguard Scottsdale Fds	—	$3.99M	50,020	2.1%
iShares Tr	—	$3.55M	151,513	1.8%
iShares Tr	—	$3.52M	35,061	1.8%
iShares Tr	—	$3.45M	33,915	1.8%
New York Life Investments Et	—	$3.32M	99,176	1.7%
Vanguard Scottsdale Fds	—	$3.24M	54,042	1.7%
SPDR Series Trust	—	$3.13M	123,784	1.6%
Microsoft Corp	—	$3.08M	6,378	1.6%
Invesco Qqq Tr	—	$2.85M	4,637	1.5%
iShares Tr	—	$2.78M	28,863	1.4%
VanEck ETF Trust	—	$2.77M	32,318	1.4%
Amazon.com Inc	—	$2.64M	11,455	1.4%
First Tr Exchange Traded Fd	—	$2.64M	36,927	1.4%
SPDR Index Shs Fds	—	$2.54M	39,464	1.3%
iShares Tr	—	$2.37M	93,268	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.