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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 6 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCD MCDONALDS CORP Consumer Cyclical 520.0 $141K 0.09% +20.0 +4.0% $270.31 -2.0%
102 DXJ WISDOMTREE TR 805.0 $140K 0.08% +485.0 +151.6% $173.52 +3.8%
103 AMD ADVANCED MICRO DEVICES INC Technology 235.0 $137K 0.08% $580.91 -19.9%
104 VRP INVESCO EXCH TRADED FD TR II 5,585.0 $127K 0.08% +518.0 +10.2% $22.69 +6.5%
105 VTWO VANGUARD SCOTTSDALE FDS 1,000.0 $121K 0.07% $121.42 -1.5%
106 BERKSHIRE HATHAWAY INC DEL 209.0 $105K 0.06% +100.0 +91.7% $500.39
107 PGX INVESCO EXCH TRADED FD TR II 9,530.0 $103K 0.06% $10.84 -2.2%
108 GDXJ VANECK ETF TRUST 1,050.0 $103K 0.06% NEW $98.25 +31.1%
109 MRK MERCK & CO INC Healthcare 788.0 $101K 0.06% $128.50 +15.4%
110 PFF ISHARES TR 3,237.0 $99K 0.06% -723.0 -18.3% $30.49 +0.2%
111 XNTK SPDR SERIES TRUST 250.0 $98K 0.06% NEW $390.65 -8.4%
112 WMT WALMART INC Consumer Defensive 859.0 $97K 0.06% +223.0 +35.1% $113.20 -8.9%
113 ACWI ISHARES TR 610.0 $96K 0.06% NEW $156.97 +2.6%
114 FEP FIRST TR EXCH TRD ALPHDX FD 1,660.0 $95K 0.06% NEW $57.05 +5.8%
115 PEP PEPSICO INC Consumer Defensive 697.0 $94K 0.06% $135.40 +4.2%
116 HEEM ISHARES INC 2,100.0 $94K 0.06% NEW $44.73 -5.4%
117 DBMF LITMAN GREGORY FDS TR 3,033.0 $93K 0.06% $30.61 +2.6%
118 AIA ISHARES TR 650.0 $92K 0.06% NEW $141.66 -2.2%
119 EWG ISHARES INC 2,223.0 $92K 0.06% $41.37 +7.8%
120 GLW CORNING INC Technology 345.0 $88K 0.05% $255.43 -41.7%
Page 6 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%