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 2 · 26 positions

1 2 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ESGD	ISHARES TR	—	229,552	$21.8M	11.27%	SOLD
2	SUSB	ISHARES TR	—	457,113	$11.5M	5.96%	SOLD
3	IEF	ISHARES TR	—	28,863	$2.8M	1.43%	SOLD
4	RNRG	GLOBAL X FDS	—	31,504	$1.0M	0.54%	SOLD
5	PIO	INVESCO EXCH TRADED FD TR II	—	11,497	$508K	0.26%	SOLD
6	VYM	VANGUARD WHITEHALL FDS	—	1,555	$223K	0.12%	SOLD
7	—	ASTRAZENECA PLC	—	1,900	$175K	0.09%	SOLD
8	BSV	VANGUARD BD INDEX FDS	—	2,056	$162K	0.08%	SOLD
9	FTSL	FIRST TR EXCHANGE-TRADED FD	—	3,270	$149K	0.08%	SOLD
10	VNQ	VANGUARD INDEX FDS	—	1,669	$148K	0.08%	SOLD
11	SCHP	SCHWAB STRATEGIC TR	—	5,398	$143K	0.07%	SOLD
12	MDLZ	MONDELEZ INTL INC	Consumer Defensive	2,300	$124K	0.06%	SOLD
13	USIG	ISHARES TR	—	2,117	$110K	0.06%	SOLD
14	IEI	ISHARES TR	—	835	$100K	0.05%	SOLD
15	DHR	DANAHER CORPORATION	Healthcare	110	$25K	0.01%	SOLD
16	ASHR	DBX ETF TR	—	550	$18K	0.01%	SOLD
17	ETHA	ISHARES ETHEREUM TR	Financial Services	550	$12K	0.01%	SOLD
18	VLTO	VERALTO CORP	Industrials	120	$12K	0.01%	SOLD
19	HUM	HUMANA INC	Healthcare	45	$12K	0.01%	SOLD
20	CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Cyclical	300	$11K	0.01%	SOLD

Page 1 of 2 · 26 positions

1 2 Next →

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%