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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 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,060.0 $37K 0.02% $17.73 -4.6%
182 SKYY FIRST TR EXCHANGE-TRADED FD 270.0 $36K 0.02% $134.56 +22.7%
183 AVK ADVENT CONV & INCOME FD Financial Services 2,759.0 $36K 0.02% $13.10 -3.5%
184 TIP ISHARES TR 330.0 $36K 0.02% $109.43 -2.3%
185 IXUS ISHARES TR 369.0 $35K 0.02% $95.44 +2.4%
186 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 348.0 $33K 0.02% $95.98 +23.9%
187 OUNZ VANECK MERK GOLD ETF Financial Services 857.0 $33K 0.02% NEW $38.59 +11.1%
188 VTI VANGUARD INDEX FDS 89.0 $33K 0.02% NEW $370.04 +2.5%
189 VB VANGUARD INDEX FDS 100.0 $30K 0.02% NEW $303.12 -0.8%
190 HDV ISHARES TR 1,105.0 $30K 0.02% NEW $27.41 +7.4%
191 IBM INTERNATIONAL BUSINESS MACHS Technology 105.0 $30K 0.02% $281.21 -16.2%
192 PICK ISHARES INC 503.0 $29K 0.02% NEW $58.15 +13.1%
193 BLK BLACKROCK INC Financial Services 30.0 $29K 0.02% $961.57 +21.1%
194 KMI KINDER MORGAN INC DEL Energy 895.0 $29K 0.02% $31.97 -1.3%
195 DAX GLOBAL X FDS 645.0 $28K 0.02% +192.0 +42.4% $44.17 +8.0%
196 BLV VANGUARD BD INDEX FDS 412.0 $28K 0.02% -818.0 -66.5% $68.93 -3.7%
197 SDVY FIRST TR EXCHANGE TRADED FD 640.0 $28K 0.02% -106K -99.4% $43.14 +1.2%
198 FVD FIRST TR EXCHANGE-TRADED FD 550.0 $26K 0.02% NEW $48.18 +4.8%
199 JNJ JOHNSON & JOHNSON Healthcare 94.0 $24K 0.01% NEW $253.97 +5.5%
200 LRCX LAM RESEARCH CORP Technology 55.0 $24K 0.01% NEW $433.33 -30.3%
Page 10 of 14  ·  274 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%