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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPDR SERIES TRUST 1,274.0 $40K 0.02% -124K -99.0% $31.18
22 BLV VANGUARD BD INDEX FDS 412.0 $28K 0.02% -818.0 -66.5% $68.93 -3.7%
23 SDVY FIRST TR EXCHANGE TRADED FD 640.0 $28K 0.02% -106K -99.4% $43.14 +1.2%
24 NOW SERVICENOW INC Technology 150.0 $15K 0.01% -30.0 -16.7% $99.28 +45.8%
25 HYG ISHARES TR 155.0 $12K 0.01% -84.0 -35.1% $79.97 -0.3%
26 URA GLOBAL X FDS 280.0 $12K 0.01% -435.0 -60.8% $43.70 +4.3%
27 HON HONEYWELL INTL INC Industrials 35.0 $8K 0.01% -681.0 -95.1% $223.91 -2.9%
28 LEN LENNAR CORP Consumer Cyclical 59.0 $5K 0.00% -250.0 -80.9% $90.49 -4.6%
29 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8.0 $709.0 -142.0 -94.7% $88.62 -28.3%
Page 2 of 2  ·  29 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%