LFA - Lugano Financial Advisors SA
CIK: 0001737871Latest portfolio: $193.7M · Q4 2025
Holdings
235
Total Value
$193.7M
New Positions
234
Closed Positions
0
Top Holdings
View All 235 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 38,944 | $26.6M | 13.71% | NEW | |
| 2 | ESGDISHARES TR | 229,552 | $21.8M | 11.27% | NEW | |
| 3 | GQ9SPDR GOLD TR | 31,384 | $12.4M | 6.42% | NEW | |
| 4 | SUSBISHARES TR | 457,113 | $11.5M | 5.96% | NEW | |
| 5 | FNDESCHWAB STRATEGIC TR | 213,157 | $7.7M | 3.97% | NEW | |
| 6 | VWOBVANGUARD WHITEHALL FDS | 76,896 | $5.2M | 2.68% | NEW | |
| 7 | IGIBISHARES TR | 91,298 | $4.9M | 2.54% | NEW | |
| 8 | FTLSFIRST TR EXCH TRADED FD III | 59,301 | $4.2M | 2.17% | NEW | |
| 9 | SDVYFIRST TR EXCHANGE-TRADED FD | 106,958 | $4.1M | 2.12% | NEW | |
| 10 | IBNDSPDR SERIES TRUST | 125,422 | $4.0M | 2.08% | NEW | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 50,020 | $4.0M | 2.06% | NEW | |
| 12 | IBDUISHARES TR | 151,513 | $3.5M | 1.83% | NEW | |
| 13 | SGOVISHARES TR | 35,061 | $3.5M | 1.82% | NEW | |
| 14 | TLHISHARES TR | 33,915 | $3.4M | 1.78% | NEW | |
| 15 | QAINEW YORK LIFE INVESTMENTS ET | 99,176 | $3.3M | 1.72% | NEW | |
| 16 | VGITVANGUARD SCOTTSDALE FDS | 54,042 | $3.2M | 1.67% | NEW | |
| 17 | SJNKSPDR SERIES TRUST | 123,784 | $3.1M | 1.62% | NEW | |
| 18 | MSFTMICROSOFT CORP | 6,378 | $3.1M | 1.59% | NEW | |
| 19 | NDQINVESCO QQQ TR | 4,637 | $2.8M | 1.47% | NEW | |
| 20 | IEFISHARES TR | 28,863 | $2.8M | 1.43% | NEW | |
| 21 | GDXVANECK ETF TRUST | 32,318 | $2.8M | 1.43% | NEW | |
| 22 | AMZNAMAZON COM INC | 11,455 | $2.6M | 1.37% | NEW | |
| 23 | CIBRFIRST TR EXCHANGE TRADED FD | 36,927 | $2.6M | 1.36% | NEW | |
| 24 | FEZSPDR INDEX SHS FDS | 39,464 | $2.5M | 1.31% | NEW | |
| 25 | IBDTISHARES TR | 93,268 | $2.4M | 1.23% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.0841234629185136e+58T)
Unknown0.0% ($1.243728483153103e+26T)
Healthcare0.0% ($3.372811741351258e+22T)
Consumer Cyclical0.0% ($2.6442832271521465e+22T)
Industrials0.0% ($71413984464136.2T)
Consumer Defensive0.0% ($2441231211.0T)
Communication Services0.0% ($108175530.8T)
Energy0.0% ($126.4T)
Utilities0.0% ($162.2B)
Basic Materials0.0% ($77K)
Filing History
Fund Information
LFA - Lugano Financial Advisors SA is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $193.7M across 235 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 13.7% of the portfolio. Compared to the previous quarter, the fund opened 235 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.