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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $166M AUM 274 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 65 New 59 Added 29 Reduced 26 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 51,717.0 $37.5M 22.60% +13K +32.8% $726.06 +6.0%
2 FNDE SCHWAB STRATEGIC TR 328,425.0 $13.0M 7.84% +115K +54.1% $39.68 +5.8%
3 IGIB ISHARES TR 108,384.0 $5.7M 3.44% +17K +18.7% $52.79 -1.1%
4 VCSH VANGUARD SCOTTSDALE FDS 66,137.0 $5.1M 3.08% +16K +32.2% $77.36 +1.5%
5 VSGX VANGUARD WORLD FD 52,553.0 $4.3M 2.60% +29K +121.9% $82.34 +1.3%
6 QAI NEW YORK LIFE INVESTMENTS ET 104,915.0 $3.7M 2.23% +6K +5.8% $35.37 +3.2%
7 TLH ISHARES TR 34,483.0 $3.4M 2.05% +568.0 +1.7% $98.58 -1.3%
8 SJNK SPDR SERIES TRUST 135,506.0 $3.4M 2.02% +12K +9.5% $24.81 +0.3%
9 VGIT VANGUARD SCOTTSDALE FDS 55,931.0 $3.2M 1.95% +2K +3.5% $57.91 +0.6%
10 FEZ SPDR INDEX SHS FDS 40,634.0 $2.8M 1.68% +1K +3.0% $68.65 +3.9%
11 MSFT MICROSOFT CORP Technology 6,604.0 $2.4M 1.45% +226.0 +3.5% $365.39 +40.5%
12 IBDT ISHARES TR 94,311.0 $2.4M 1.43% +1K +1.1% $25.25 -0.3%
13 IBDV ISHARES TR 96,993.0 $2.1M 1.27% +9K +10.5% $21.80 -1.0%
14 SHY ISHARES TR 25,214.0 $2.1M 1.25% +666.0 +2.7% $82.11 -0.3%
15 EWL ISHARES INC 29,262.0 $1.8M 1.10% +167.0 +0.6% $62.37 +1.5%
16 CAT CATERPILLAR INC Industrials 1,284.0 $1.4M 0.82% +34.0 +2.7% $1064.90 -24.9%
17 VGT VANGUARD WORLD FD 10,800.0 $1.3M 0.78% +9K +700.0% $119.52 +0.5%
18 ESGE ISHARES INC 22,721.0 $1.2M 0.75% +14K +159.0% $54.69 -1.2%
19 EWU ISHARES TR 16,051.0 $741K 0.45% +182.0 +1.1% $46.14 +5.2%
20 NVDA NVIDIA CORPORATION Technology 3,535.0 $707K 0.43% +162.0 +4.8% $200.09 +8.7%
Page 1 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.5%
Technology 8.5%
Consumer Cyclical 5.4%
Industrials 2.6%
Communication Services 1.9%
Healthcare 1.8%
Consumer Defensive 1.3%
Utilities 0.4%
Energy 0.4%
Real Estate 0.0%