§ 13F · FUND PROFILE
LFA - Lugano Financial Advisors SA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $168.8T (13F)Positions · 245Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 39K | $26.6T | 13.7% | −4% |
| 2 | ESGD | ISHARES TR | 230K | $21.8T | 11.3% | ±0% |
| 3 | GLD | SPDR GOLD TR | 31K | $12.4T | 6.4% | +2% |
| 4 | SUSB | ISHARES TR | 457K | $11.5T | 6.0% | ±0% |
| 5 | FNDE | SCHWAB STRATEGIC TR | 213K | $7.7T | 4.0% | ±0% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | 77K | $5.2T | 2.7% | ±0% |
| 7 | IGIB | ISHARES TR | 91K | $4.9T | 2.5% | +3% |
| 8 | FTLS | FIRST TR EXCH TRADED FD III | 59K | $4.2T | 2.2% | −4% |
| 9 | SDVY | FIRST TR EXCHANGE-TRADED FD | 107K | $4.1T | 2.1% | −11% |
| 10 | IBND | SPDR SERIES TRUST | 125K | $4.0T | 2.1% | +1% |
§ 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 $168761.4 trillion in assets. The fund runs a broad portfolio of 245 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed