LFA - Lugano Financial Advisors SA
CIK: 0001737871SEC EDGAR →
Portfolio Value
$193.7M
Holdings
235
As of
Q4 2025
New Positions
235
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 38,944 | $26.6M | 13.71% |
| 2 | ISHARES TR | 229,552 | $21.8M | 11.27% |
| 3 | SPDR GOLD TR | 31,384 | $12.4M | 6.42% |
| 4 | ISHARES TR | 457,113 | $11.5M | 5.96% |
| 5 | SCHWAB STRATEGIC TR | 213,157 | $7.7M | 3.97% |
| 6 | VANGUARD WHITEHALL FDS | 76,896 | $5.2M | 2.68% |
| 7 | ISHARES TR | 91,298 | $4.9M | 2.54% |
| 8 | FIRST TR EXCH TRADED FD III | 59,301 | $4.2M | 2.17% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 106,958 | $4.1M | 2.12% |
| 10 | SPDR SERIES TRUST | 125,422 | $4.0M | 2.08% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (235)
$26.6M · 39K shares
$21.8M · 230K shares
$12.4M · 31K shares
$11.5M · 457K shares
$7.7M · 213K shares
$5.2M · 77K shares
$4.9M · 91K shares
$4.2M · 59K shares
$4.1M · 107K shares
$4.0M · 125K shares
$4.0M · 50K shares
$3.5M · 152K shares
$3.5M · 35K shares
$3.4M · 34K shares
$3.3M · 99K shares
$3.2M · 54K shares
$3.1M · 124K shares
$3.1M · 6K shares
$2.8M · 5K shares
$2.8M · 29K shares
$2.8M · 32K shares
$2.6M · 11K shares
$2.6M · 37K shares
$2.5M · 39K shares
$2.4M · 93K shares
$2.0M · 25K shares
$1.9M · 88K shares
$1.9M · 20K shares
$1.8M · 38K shares
$1.7M · 29K shares
$1.7M · 24K shares
$1.3M · 15K shares
$1.2M · 13K shares
$1.2M · 5K shares
$1.1M · 3K shares
$1.1M · 16K shares
$1.0M · 32K shares
$1.0M · 1K shares
$755K · 2K shares
$747K · 31K shares
$734K · 3K shares
$714K · 1K shares
$697K · 16K shares
$629K · 3K shares
$603K · 46K shares
$542K · 4K shares
$531K · 7K shares
$520K · 2K shares
$507K · 11K shares
$463K · 24K shares
$399K · 7K shares
$387K · 9K shares
$382K · 1K shares
$363K · 3K shares
$361K · 7K shares
$359K · 2K shares
$337K · 3K shares
$315K · 4K shares
$310K · 3K shares
$310K · 4K shares
$308K · 2K shares
$308K · 468 shares
$308K · 1K shares
$302K · 6K shares
$296K · 1K shares
$283K · 53 shares
$281K · 1K shares
$257K · 4K shares
$256K · 16K shares
$251K · 5K shares
$245K · 1K shares
$244K · 3K shares
$240K · 500 shares
$238K · 418 shares
$234K · 2K shares
$232K · 800 shares
$227K · 506 shares
$223K · 2K shares
$212K · 3K shares
$202K · 1K shares
$197K · 3K shares
$195K · 795 shares
$190K · 3K shares
$187K · 1K shares
$185K · 536 shares
$176K · 6K shares
$176K · 257 shares
$174K · 2K shares
$169K · 4K shares
$163K · 1K shares
$162K · 1K shares
$162K · 2K shares
$155K · 3K shares
$153K · 7K shares
$152K · 500 shares
$149K · 3K shares
$147K · 2K shares
$146K · 970 shares
$145K · 2K shares
$142K · 5K shares
$139K · 716 shares
$138K · 810 shares
$135K · 126 shares
$132K · 594 shares
$129K · 2K shares
$127K · 2K shares
$126K · 5K shares
$126K · 1K shares
$125K · 2K shares
$125K · 1K shares
$123K · 2K shares
$122K · 5K shares
$122K · 4K shares
$121K · 2K shares
$120K · 1K shares
$113K · 383 shares
$111K · 599 shares
$109K · 2K shares
$107K · 2K shares
$106K · 10K shares
$100K · 697 shares
$99K · 1K shares
$99K · 835 shares
$94K · 801 shares
$94K · 2K shares
$86K · 326 shares
$86K · 2K shares
$85K · 1K shares
$85K · 3K shares
$84K · 530 shares
$82K · 788 shares
$75K · 291 shares
$74K · 4K shares
$73K · 460 shares
$73K · 497 shares
$70K · 636 shares
$69K · 308 shares
$63K · 72 shares
$62K · 110 shares
$61K · 1K shares
$59K · 635 shares
$59K · 1K shares
$58K · 310 shares
$57K · 735 shares
$56K · 182 shares
$56K · 696 shares
$54K · 109 shares
$54K · 1K shares
$53K · 378 shares
$53K · 156 shares
$51K · 348 shares
$50K · 235 shares
$50K · 75 shares
$48K · 1K shares
$47K · 155 shares
$46K · 890 shares
$46K · 320 shares
$44K · 1K shares
$44K · 660 shares
$44K · 295 shares
$43K · 953 shares
$42K · 2K shares
$41K · 90 shares
$39K · 1K shares
$39K · 420 shares
$39K · 356 shares
$38K · 500 shares
$37K · 576 shares
$37K · 31 shares
$36K · 201 shares
$36K · 135 shares
$36K · 330 shares
$35K · 200 shares
$35K · 270 shares
$35K · 2K shares
$35K · 260 shares
$34K · 3K shares
$33K · 426 shares
$33K · 499 shares
$32K · 30 shares
$31K · 309 shares
$31K · 105 shares
$31K · 369 shares
$30K · 715 shares
$30K · 345 shares
$29K · 85 shares
$27K · 180 shares
$26K · 31 shares
$25K · 110 shares
$24K · 895 shares
$23K · 235 shares
$21K · 246 shares
$21K · 109 shares
$20K · 32 shares
$20K · 453 shares
$20K · 97 shares
$19K · 239 shares
$18K · 550 shares
$17K · 450 shares
$17K · 157 shares
$16K · 313 shares
$15K · 72 shares
$14K · 365 shares
$14K · 170 shares
$14K · 165 shares
$13K · 100 shares
$12K · 197 shares
$12K · 15 shares
$12K · 550 shares
$12K · 333 shares
$11K · 120 shares
$11K · 140 shares
$11K · 146 shares
$11K · 54 shares
$11K · 106 shares
$11K · 300 shares
$11K · 59 shares
$11K · 45 shares
$10K · 23 shares
$10K · 33 shares
$9K · 74 shares
$8K · 17 shares
$8K · 85 shares
$7K · 117 shares
$7K · 9 shares
$7K · 150 shares
$7K · 28 shares
$6K · 64 shares
$6K · 75 shares
$6K · 2 shares
$6K · 27 shares
$6K · 42 shares
$4K · 48 shares
$3K · 80 shares
$1K · 15 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 125 | $160.6M | 83.0% |
| Unknown | 13 | $16.9M | 8.7% |
| Technology | 29 | $6.4M | 3.3% |
| Consumer Cyclical | 14 | $3.7M | 1.9% |
| Communication Services | 7 | $2.3M | 1.2% |
| Healthcare | 14 | $1.3M | 0.7% |
| Industrials | 12 | $1.1M | 0.6% |
| Consumer Defensive | 8 | $746K | 0.4% |
| Energy | 6 | $251K | 0.1% |
| Utilities | 5 | $217K | 0.1% |
| Basic Materials | 2 | $14K | 0.0% |