BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 1,850.0 $606K 0.36% +226.0 +13.9% $327.33 +9.3%
42 FPEI FIRST TR EXCH TRADED FD III 28,400.0 $548K 0.33% +4K +18.3% $19.29 -1.4%
43 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,000.0 $543K 0.33% NEW $30.18 +12.0%
44 EMB ISHARES TR 5,233.0 $487K 0.29% -8K -59.5% $93.09 +1.9%
45 VCLT VANGUARD SCOTTSDALE FDS 6,025.0 $453K 0.27% -979.0 -14.0% $75.25 -3.9%
46 ISHARES TR 6,868.0 $443K 0.27% $64.52
47 EMXC ISHARES INC 3,990.0 $408K 0.25% +443.0 +12.5% $102.30 -4.1%
48 RSP INVESCO EXCHANGE TRADED FD T 1,878.0 $400K 0.24% $212.77 +3.7%
49 GARP ISHARES TR 4,760.0 $393K 0.24% NEW $82.55 +1.5%
50 XLF SELECT SECTOR SPDR TR 7,300.0 $391K 0.24% $53.61 +8.4%
51 V VISA INC Financial Services 1,091.0 $374K 0.23% $343.09 +11.2%
52 MGC VANGUARD WORLD FD 1,338.0 $366K 0.22% NEW $273.63 +3.1%
53 ITA ISHARES TR 1,437.0 $348K 0.21% $242.42 -4.0%
54 ICLN ISHARES TR 16,868.0 $346K 0.21% +1K +8.0% $20.49 -14.7%
55 VWO VANGUARD INTL EQUITY INDEX F 5,621.0 $336K 0.20% $59.69 +1.8%
56 XLP SELECT SECTOR SPDR TR 4,000.0 $332K 0.20% $83.07 +2.9%
57 CGW INVESCO EXCH TRADED FD TR II 4,994.0 $328K 0.20% +3K +142.1% $65.73 -0.8%
58 ABBV ABBVIE INC Healthcare 1,295.0 $326K 0.20% +55.0 +4.4% $251.64 +1.5%
59 IVE ISHARES TR 1,400.0 $318K 0.19% $227.06 +4.5%
60 IWM ISHARES TR 1,042.0 $313K 0.19% +247.0 +31.1% $300.45 -1.6%
Page 3 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%