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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $194M AUM 235 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 22 Reduced 8 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 1,626.0 $234K 0.12% +813.0 +100.0% $143.97 +24.1%
22 SDG ISHARES TR 2,522.0 $212K 0.11% +712.0 +39.3% $84.22 +8.3%
23 BNDX VANGUARD CHARLOTTE FDS 3,513.0 $170K 0.09% +230.0 +7.0% $48.32 -0.7%
24 VEA VANGUARD TAX-MANAGED FDS 2,040.0 $127K 0.07% +2K +1297.3% $62.47 +13.2%
25 XOM EXXON MOBIL CORP Energy 1,051.0 $126K 0.07% +180.0 +20.7% $120.34 +29.9%
26 VRP INVESCO EXCH TRADED FD TR II 5,067.0 $123K 0.06% +3K +136.8% $24.23 +0.0%
27 PFF ISHARES TR 3,960.0 $123K 0.06% +3K +517.8% $30.96 +0.5%
28 SLV ISHARES SILVER TR Financial Services 1,667.0 $107K 0.06% +192.0 +13.0% $64.42 +7.8%
29 DBMF LITMAN GREGORY FDS TR 3,033.0 $85K 0.04% +1K +50.1% $28.06 +10.9%
30 EEM ISHARES TR 1,128.0 $62K 0.03% +378.0 +50.4% $54.71 +20.7%
31 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,193.0 $59K 0.03% +388.0 +48.2% $49.65 -11.4%
32 EWJ ISHARES INC 696.0 $56K 0.03% +172.0 +32.8% $80.74 +13.2%
33 HD HOME DEPOT INC Consumer Cyclical 156.0 $54K 0.03% +69.0 +79.3% $344.10 -8.8%
34 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 155.0 $47K 0.02% +100.0 +181.8% $303.89 +32.2%
35 NFLX NETFLIX INC Communication Services 420.0 $39K 0.02% +378.0 +900.0% $93.76 -4.8%
36 NOW SERVICENOW INC Technology 180.0 $28K 0.01% +144.0 +400.0% $153.19 -34.9%
37 DAX GLOBAL X FDS 453.0 $21K 0.01% +193.0 +74.2% $45.62 -0.1%
38 FLIN FRANKLIN TEMPLETON ETF TR 450.0 $17K 0.01% +225.0 +100.0% $38.59 -10.8%
39 EUHY ISHARES INC 313.0 $17K 0.01% +158.0 +101.9% $53.29 +0.1%
Page 2 of 2  ·  39 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 73.9%
Technology 10.0%
Consumer Cyclical 6.1%
Communication Services 3.8%
Healthcare 2.2%
Industrials 1.8%
Consumer Defensive 1.3%
Utilities 0.4%
Energy 0.4%
Basic Materials 0.0%