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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 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHY ISHARES TR 25,214.0 $2.1M 1.25% +666.0 +2.7% $82.11 -0.3%
22 EFA ISHARES TR 19,699.0 $2.0M 1.23% $103.88 +3.7%
23 EWL ISHARES INC 29,262.0 $1.8M 1.10% +167.0 +0.6% $62.37 +1.5%
24 QLTA ISHARES TR 34,674.0 $1.6M 0.98% -4K -9.5% $46.77 -0.5%
25 CWB SPDR SERIES TRUST 14,651.0 $1.6M 0.95% $107.82 -5.0%
26 GDX VANECK ETF TRUST 20,112.0 $1.5M 0.89% -12K -37.8% $73.80 +35.0%
27 CAT CATERPILLAR INC Industrials 1,284.0 $1.4M 0.82% +34.0 +2.7% $1064.90 -24.9%
28 SGOV ISHARES TR 13,185.0 $1.3M 0.80% -22K -62.4% $100.46 +0.2%
29 VGT VANGUARD WORLD FD 10,800.0 $1.3M 0.78% +9K +700.0% $119.52 +0.5%
30 ESGE ISHARES INC 22,721.0 $1.2M 0.75% +14K +159.0% $54.69 -1.2%
31 AAPL APPLE INC Technology 4,059.0 $1.2M 0.71% -483.0 -10.6% $289.36 +10.5%
32 GOOG ALPHABET INC 2,804.0 $991K 0.60% -643.0 -18.6% $353.33
33 GOOGL ALPHABET INC Communication Services 2,413.0 $862K 0.52% $357.37 -3.0%
34 SCHF SCHWAB STRATEGIC TR 31,104.0 $862K 0.52% $27.70 +2.2%
35 PSP INVESCO EXCHANGE TRADED FD T 15,304.0 $811K 0.49% -602.0 -3.8% $53.01 +20.2%
36 VHT VANGUARD WORLD FD 2,550.0 $762K 0.46% $299.01 +7.3%
37 EWU ISHARES TR 16,051.0 $741K 0.45% +182.0 +1.1% $46.14 +5.2%
38 NVDA NVIDIA CORPORATION Technology 3,535.0 $707K 0.43% +162.0 +4.8% $200.09 +8.7%
39 VCIT VANGUARD SCOTTSDALE FDS 8,044.0 $665K 0.40% +7K +458.2% $82.65 -1.8%
40 XLI SELECT SECTOR SPDR TR 3,500.0 $648K 0.39% $185.23 -4.4%
Page 2 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%