LFA - Lugano Financial Advisors SA

CIK 0001737871 · LUGANO, V8 · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

LFA - Lugano Financial Advisors SA reported 274 positions worth $166.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPY (22.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$166.2M
2026 Q2
Positions
274
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.8%
Est. Net Flow (Q)
2026 Q2
10 / 274 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$37.5M22.60%51,717
2FNDESCHWAB STRATEGIC TRSH$13.0M7.84%328,425
3GLDSPDR GOLD TRSH$8.1M4.90%22,496
4IGIBISHARES TRSH$5.7M3.44%108,384
5VCSHVANGUARD SCOTTSDALE FDSSH$5.1M3.08%66,137
6VWOBVANGUARD WHITEHALL FDSSH$4.7M2.85%71,871
7VSGXVANGUARD WORLD FDSH$4.3M2.60%52,553
8QAINEW YORK LIFE INVESTMENTS ETSH$3.7M2.23%104,915
9FTLSFIRST TR EXCH TRADED FD IIISH$3.7M2.20%51,811
10TLHISHARES TRSH$3.4M2.05%34,483

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LFA - Lugano Financial Advisors SA hold as of Q2 2026?

LFA - Lugano Financial Advisors SA reported 274 positions worth $166.2M in its Q2 2026 13F filing. Largest positions: SPY (22.6%), FNDE (7.8%), GLD (4.9%), IGIB (3.4%) and VCSH (3.1%).

What did LFA - Lugano Financial Advisors SA buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LFA - Lugano Financial Advisors SA sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.