LFA - Lugano Financial Advisors SA

CIK

1737871

Location

LUGANO, V8

Portfolio Value

Small $168,485,603

Diversification

Diversified

Filing Date

Global Rank

#7,023 / 8,793 ▼ 38 · as of Jun 2026

Top Industry

Internet Retail 13.1%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

188 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

+1.7 pts

Top 5

59.8%

+7.4 pts

Top 10

73.6%

+4.8 pts

HHI

1,046

Diversified+232

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.5%	$147,392,142	50
Technology	3.5%	$5,941,754	26
Financial Services	2.6%	$4,329,869	22
Consumer Cyclical	2.2%	$3,711,217	16
Communication Services	1.4%	$2,342,138	9
Industrials	1.2%	$2,052,605	22
Healthcare	0.7%	$1,244,956	15
Consumer Defensive	0.5%	$874,595	11
Energy	0.2%	$303,705	6
Utilities	0.1%	$247,306	5
Basic Materials	0.0%	$31,175	3
Real Estate	0.0%	$14,141	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+19,078	67,241	$6,746,621
BNDW	Vanguard Total World Bond ETF	+15,884	131,112	$9,311,873
SPY	Spdr S&P 500 ETF Trust	+9,142	51,717	$38,620,704
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+6,903	104,915	$3,839,889
VB	Vanguard Morningstar Small-Cap ETF	+2,929	3,729	$348,462
FCAL	First Trust California Municipal High income ETF	+2,733	83,211	$4,431,457
BKNG	Booking Holdings Inc.	+1,197	1,325	$236,168
BKF	iShares MSCI BIC ETF	+1,106	41,330	$2,829,470
—		+1,105	2,448	$237,512
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+485	1,827	$197,937
BAC	Bank Of America Corp /De/	+400	4,971	$283,247
VEA	Vanguard FTSE Developed Markets ETF	+356	3,518	$250,657
JPM	Jpmorgan Chase & Co	+226	1,850	$605,560
WMT	Walmart Inc.	+223	859	$97,290
AAPL	Apple Inc.	+217	4,059	$1,174,512
T	At&T Inc.	+200	1,945	$40,261
KLAC	Kla Corp	+199	230	$69,393
NVDA	Nvidia Corp	+162	3,535	$707,318
GOOGL	Alphabet Inc.	+138	5,217	$1,853,070
KO	Coca Cola Co	+125	3,617	$293,953
PLTR	Palantir Technologies Inc.	+122	322	$37,567
NFLX	Netflix Inc	+120	540	$38,556
QQQ	Invesco Qqq Trust, Series 1	+113	4,415	$3,251,206
MSFT	Microsoft Corp	+111	6,604	$2,463,424
BRK-B	Berkshire Hathaway Inc	+100	209	$104,581
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−717,607	670,363	$30,674,660
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−124,180	30,631	$2,061,864
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−44,958	2,610	$41,446
CWI	State Street SPDR MSCI ACWI ex-US ETF	−31,315	40,634	$2,790,743
AGNG	Global X Funds Global X Aging Population ETF	−31,268	2,762	$109,964
IVZ	Invesco Ltd.	−19,225	23,679	$640,051
—		−17,596	135,645	$3,398,346
AFK	VanEck Africa Index ETF	−13,065	21,472	$1,683,616
FNDA	Schwab Fundamental U.S. Small Company ETF	−9,017	359,529	$13,893,484
GLD	Spdr Gold Trust	−8,889	22,496	$8,287,076
VIGI	Vanguard International Dividend Appreciation ETF	−4,049	71,871	$4,832,606
—		−3,606	37,344	$3,367,429
AIRR	First Trust RBA American Industrial Renaissance ETF	−910	640	$27,609
ABI	VictoryShares Pioneer Asset-Based Income ETF	−840	17,182	$1,252,014
—		−616	6,025	$453,381
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−360	8,527	$1,348,829
HON	Honeywell International Inc	−323	393	$87,992
AMZN	Amazon Com Inc	−157	11,410	$2,719,459
HD	Home Depot, Inc.	−14	142	$50,080
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	18,000	$543,060
FCA	First Trust China AlphaDEX Fund	1,660	$94,703
AFGR	First Trust Active Factor Large Cap Growth ETF	2,000	$87,220
HONA	Honeywell Aerospace Inc.	358	$79,146
CAAA	First Trust AAA CMBS ETF	2,447	$58,758
PANW	Palo Alto Networks Inc	160	$54,563
PSLV	Sprott Physical Silver Trust	2,650	$50,005
FXF	Invesco CurrencyShares Swiss Franc Trust	435	$47,436
OUNZ	VanEck Merk Gold ETF	857	$33,071
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	550	$26,499
JNJ	Johnson & Johnson	94	$23,873
LRCX	Lam Research Corp	55	$23,833
GM	General Motors Co	300	$23,124
RGLD	Royal Gold Inc	103	$20,559
FAB	First Trust Multi Cap Value AlphaDEX Fund	300	$18,393
WST	West Pharmaceutical Services Inc	50	$17,950
CMI	Cummins Inc	23	$16,403
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	330	$15,955
DOV	DOVER Corp	68	$15,251
GNRC	Generac Holdings Inc.	51	$14,933
TGT	Target Corp	113	$14,758
VRT	Vertiv Holdings Co	44	$14,732
EXPD	Expeditors International Of Washington Inc	90	$14,668
NDSN	Nordson Corp	47	$14,179
GD	General Dynamics Corp	38	$13,461
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	1,669	$148,040
AIEQ	Amplify AI Powered Equity ETF	6,400	$70,592
DHR	Danaher Corp /De/	110	$20,856
DLTR	Dollar Tree, Inc.	74	$8,103
VLTO	Veralto Corp	36	$3,183
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

188 tracked positions · $168,485,603 total · filing declares 274 positions · $166,164,701 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 188 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	51,717	+9,142	$38,620,704	+39.5%	22.92%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	670,363	-717,607	$30,674,660	—	18.21%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	359,529	-9,017	$13,893,484	+1.8%	8.25%
BNDW	Vanguard Total World Bond ETF	Added	131,112	+15,884	$9,311,873	+15.4%	5.53%
GLD	Spdr Gold Trust	Reduced	22,496	-8,889	$8,287,076	−38.6%	4.92%
EDV	Vanguard World Funds Extended Duration ETF	Added	67,241	+19,078	$6,746,621	+69.2%	4.00%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	71,871	-4,049	$4,832,606	−3.1%	2.87%
FCAL	First Trust California Municipal High income ETF	Added	83,211	+2,733	$4,431,457	+5.4%	2.63%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	104,915	+6,903	$3,839,889	+14.8%	2.28%
		Reduced	135,645	-17,596	$3,398,346	−11.2%	2.02%
		Reduced	37,344	-3,606	$3,367,429	+30.6%	2.00%
QQQ	Invesco Qqq Trust, Series 1	Added	4,415	+113	$3,251,206	+30.9%	1.93%
BKF	iShares MSCI BIC ETF	Added	41,330	+1,106	$2,829,470	+13.4%	1.68%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	40,634	-31,315	$2,790,743	−37.5%	1.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,410	-157	$2,719,459	+12.9%	1.61%
MSFT	Microsoft Corp Technology	Added	6,604	+111	$2,463,424	+2.5%	1.46%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	30,631	-124,180	$2,061,864	−63.1%	1.22%
GOOGL	Alphabet Inc. Communication Services	Added	5,217	+138	$1,853,070	+27.0%	1.10%
AFK	VanEck Africa Index ETF	Reduced	21,472	-13,065	$1,683,616	−47.4%	1.00%
CAT	Caterpillar Inc Industrials	Added	1,284	+34	$1,367,331	+54.4%	0.81%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	8,527	-360	$1,348,829	+14.7%	0.80%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	17,182	-840	$1,252,014	−1.6%	0.74%
AAPL	Apple Inc. Technology	Added	4,059	+217	$1,174,512	+20.5%	0.70%
NVDA	Nvidia Corp Technology	Added	3,535	+162	$707,318	+20.2%	0.42%
IVZ	Invesco Ltd. Financial Services	Reduced	23,679	-19,225	$640,051	−50.8%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,850	+226	$605,560	+26.8%	0.36%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	8,399	+98	$569,947	+12.8%	0.34%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	18,000	NEW	$543,060	NEW	0.32%
		Reduced	6,025	-616	$453,381	−8.6%	0.27%
STT	State Street Corp Financial Services	Held	7,300	0	$391,353	+8.6%	0.23%
V	Visa Inc. Financial Services	Held	1,091	0	$374,311	+13.5%	0.22%
VB	Vanguard Morningstar Small-Cap ETF	Added	3,729	+2,929	$348,462	+506.7%	0.21%
		Held	4,000	0	$332,280	+1.3%	0.20%
ABBV	AbbVie Inc. Healthcare	Added	1,295	+55	$325,873	+20.8%	0.19%
IAU	Ishares Gold Trust	Held	3,893	0	$293,960	−14.3%	0.17%
KO	Coca Cola Co Consumer Defensive	Added	3,617	+125	$293,953	+10.7%	0.17%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,971	+400	$283,247	+27.1%	0.17%
BIV	Vanguard Intermediate-Term Bond ETF	Held	3,722	0	$273,803	−0.3%	0.16%
META	Meta Platforms, Inc. Communication Services	Held	468	0	$263,619	−1.5%	0.16%
KKR	KKR & Co. Inc. Financial Services	Held	2,850	0	$261,573	−0.8%	0.16%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	500	0	$261,195	+12.8%	0.16%
VEA	Vanguard FTSE Developed Markets ETF	Added	3,518	+356	$250,657	+23.7%	0.15%
ABT	Abbott Laboratories Healthcare	Held	2,707	0	$245,633	−11.6%	0.15%
		Added	2,448	+1,105	$237,512	+33.9%	0.14%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,325	+1,197	$236,168	+995.6%	0.14%
BX	Blackstone Inc. Financial Services	Held	2,000	0	$235,340	+2.3%	0.14%
		Held	1,200	0	$228,228	+12.6%	0.14%
MA	Mastercard Inc Financial Services	Added	430	+12	$220,848	+5.7%	0.13%
		Held	9,313	0	$220,485	−17.3%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	514	+38	$216,188	+22.2%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.