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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCIT VANGUARD SCOTTSDALE FDS 8,044.0 $665K 0.40% +7K +458.2% $82.65 -1.8%
22 JPM JPMORGAN CHASE & CO Financial Services 1,850.0 $606K 0.36% +226.0 +13.9% $327.33 +9.3%
23 FPEI FIRST TR EXCH TRADED FD III 28,400.0 $548K 0.33% +4K +18.3% $19.29 -1.4%
24 EMXC ISHARES INC 3,990.0 $408K 0.25% +443.0 +12.5% $102.30 -4.1%
25 ICLN ISHARES TR 16,868.0 $346K 0.21% +1K +8.0% $20.49 -14.7%
26 CGW INVESCO EXCH TRADED FD TR II 4,994.0 $328K 0.20% +3K +142.1% $65.73 -0.8%
27 ABBV ABBVIE INC Healthcare 1,295.0 $326K 0.20% +55.0 +4.4% $251.64 +1.5%
28 IWM ISHARES TR 1,042.0 $313K 0.19% +247.0 +31.1% $300.45 -1.6%
29 KO COCA COLA CO Consumer Defensive 3,617.0 $294K 0.18% +125.0 +3.6% $81.27 +10.3%
30 VO VANGUARD INDEX FDS 3,540.0 $285K 0.17% +3K +342.5% $80.57 +2.4%
31 BAC BANK OF AMER CORP Financial Services 4,971.0 $283K 0.17% +400.0 +8.8% $56.98 +9.4%
32 VEA VANGUARD TAX-MANAGED FDS 3,518.0 $251K 0.15% +1K +72.5% $71.25 +2.5%
33 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,325.0 $236K 0.14% +1K +2400.0% $178.24 +15.4%
34 MA MASTERCARD INCORPORATED Financial Services 430.0 $221K 0.13% +12.0 +2.9% $513.60 +15.9%
35 SHV ISHARES TR 2,000.0 $221K 0.13% +2K +461.8% $110.35 +0.0%
36 KGRN KRANESHARES TRUST 9,313.0 $220K 0.13% +5K +98.3% $23.68 -1.1%
37 TSLA TESLA INC Consumer Cyclical 514.0 $216K 0.13% +8.0 +1.6% $420.60 -17.1%
38 URTH ISHARES INC 982.0 $199K 0.12% +383.0 +63.9% $202.64 +3.4%
39 BNDX VANGUARD CHARLOTTE FDS 3,910.0 $189K 0.11% +397.0 +11.3% $48.43 -1.7%
40 BWZ SPDR SERIES TRUST 7,271.0 $184K 0.11% +814.0 +12.6% $25.25 +7.9%
Page 2 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%