§ 13F · FUND PROFILE
LFA - Lugano Financial Advisors SA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $190M (13F)Positions · 229Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$147K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 43K | $28M | 14.1% | +9% |
| 2 | ESGD | ISHARES TR | 230K | $22M | 11.2% | ±0% |
| 3 | GLD | SPDR GOLD TR | 31K | $14M | 6.9% | ±0% |
| 4 | FNDE | SCHWAB STRATEGIC TR | 335K | $13M | 6.5% | +57% |
| 5 | SUSB | ISHARES TR | 457K | $11M | 5.8% | ±0% |
| 6 | IGIB | ISHARES TR | 98K | $5M | 2.6% | +8% |
| 7 | VWOB | VANGUARD WHITEHALL FDS | 76K | $5M | 2.5% | −1% |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 57K | $5M | 2.3% | +15% |
| 9 | FEZ | SPDR INDEX SHS FDS | 72K | $4M | 2.3% | +82% |
| 10 | IBND | SPDR SERIES TRUST | 126K | $4M | 2.0% | ±0% |
§ 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 $190 million in assets. The fund runs a broad portfolio of 229 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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