§ 13F · FUND PROFILE
LFA - Lugano Financial Advisors SA.
AUM · $166M (13F)Positions · 274Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 52K | $38M | 22.6% | +21% |
| 2 | FNDE | SCHWAB STRATEGIC TR | 328K | $13M | 7.8% | −2% |
| 3 | GLD | SPDR GOLD TR | 22K | $8M | 4.9% | −28% |
| 4 | IGIB | ISHARES TR | 108K | $6M | 3.4% | +10% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 66K | $5M | 3.1% | +15% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | 72K | $5M | 2.9% | −5% |
| 7 | VSGX | VANGUARD WORLD FD | 53K | $4M | 2.6% | +19% |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | 105K | $4M | 2.2% | +7% |
| 9 | FTLS | FIRST TR EXCH TRADED FD III | 52K | $4M | 2.2% | −1% |
| 10 | TLH | ISHARES TR | 34K | $3M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LFA SIGNAL
AC read
LFA - Lugano Financial Advisors SA is a Other fund managing $166 million in assets. The fund runs a broad portfolio of 274 positions.
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