StockDriftsStockDriftsTop 50 LFA - Lugano Financial Advisors SA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 22.6% | 51.7K | $37.5M | +21.47%(+9.14K) | $458.10(+69.25%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 7.84% | 328.4K | $13.0M | -1.83%(-6.13K) | $35.52(+16.42%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.9% | 22.5K | $8.1M | -28.32%(-8.89K) | $191.74(+110.80%) | 2026-06-30 | |
| IGIB | ISHARES TR | 3.44% | 108.4K | $5.7M | +10.21%(+10.04K) | $51.11(+1.92%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.08% | 66.1K | $5.1M | +15.17%(+8.71K) | $77.68(+1.23%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 2.85% | 71.9K | $4.7M | -5.33%(-4.05K) | $62.25(+5.96%) | 2026-06-30 | |
| VSGX | VANGUARD WORLD FD | 2.6% | 52.6K | $4.3M | +18.73%(+8.29K) | $71.89(+16.48%) | 2026-06-30 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 2.23% | 104.9K | $3.7M | +7.04%(+6.90K) | $31.34(+17.25%) | 2026-06-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 2.2% | 51.8K | $3.7M | -0.51%(-267) | $54.42(+40.38%) | 2026-06-30 | |
| TLH | ISHARES TR | 2.05% | 34.5K | $3.4M | +1.58%(+535) | $104.54(-7.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.71% | +32.04% | +2.11% | +11.01% |
| Top 20 Holdings Unweighted | +6.98% | +22.44% | +0.50% | +2.52% |
LFA - Lugano Financial Advisors SA reports $166.16M in US-listed equity holdings across 274 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.6%), FNDE (7.8%) and GLD (4.9%). The top 20 holdings account for 71.1% of reported assets. Its disclosed equity book has returned +32.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LFA - Lugano Financial Advisors SA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1737871). View LFA - Lugano Financial Advisors SA’s 13F filings on SEC