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LFA - Lugano Financial Advisors SA

Portfolio Manager
LFA - Lugano Financial Advisors SA
Performance
-0.65% (2026 Q1)
AUM (13F)
$196.60M
# of Holdings
223
Performance Rank
Allocation (Top 20)
72.66%

LFA - Lugano Financial Advisors SA Holdings Map

Top 50 LFA - Lugano Financial Advisors SA Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
14.08%42.6K$27.7M
+9.32%(+3.63K)
2025-Q1: 42.5K shares2025-Q2: 39.8K shares2025-Q3: 40.4K shares2025-Q4: 38.9K shares2026-Q1: 42.6K shares
$408.44(+81.74%)
2026-03-31
ESGD
ISHARES TR
11.16%229.6K$21.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 229.6K shares2025-Q3: 229.6K shares2025-Q4: 229.6K shares2026-Q1: 229.6K shares
$85.82(+19.26%)
2026-03-31
GLD
SPDR GOLD TR
6.87%31.4K$13.5M
+0.00%(+1)
2025-Q1: 27.3K shares2025-Q2: 28.8K shares2025-Q3: 30.6K shares2025-Q4: 31.4K shares2026-Q1: 31.4K shares
$191.74(+124.53%)
2026-03-31
FNDE
SCHWAB STRATEGIC TR
6.51%334.6K$12.8M
+56.95%(+121.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 213.9K shares2025-Q4: 213.2K shares2026-Q1: 334.6K shares
$35.52(+16.42%)
2026-03-31
SUSB
ISHARES TR
5.78%457.1K$11.4M
+0.00%(+0)
2025-Q1: 239.0K shares2025-Q2: 457.1K shares2025-Q3: 457.1K shares2025-Q4: 457.1K shares2026-Q1: 457.1K shares
$24.52(+1.89%)
2026-03-31
IGIB
ISHARES TR
2.64%98.3K$5.2M
+7.72%(+7.04K)
2025-Q1: 88.8K shares2025-Q2: 88.2K shares2025-Q3: 89.0K shares2025-Q4: 91.3K shares2026-Q1: 98.3K shares
$50.91(+4.26%)
2026-03-31
VWOB
VANGUARD WHITEHALL FDS
2.51%75.9K$4.9M
-1.27%(-976)
2025-Q1: 71.0K shares2025-Q2: 68.1K shares2025-Q3: 77.2K shares2025-Q4: 76.9K shares2026-Q1: 75.9K shares
$62.25(+6.99%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
2.3%57.4K$4.5M
+14.80%(+7.41K)
2025-Q1: 49.6K shares2025-Q2: 48.0K shares2025-Q3: 50.2K shares2025-Q4: 50.0K shares2026-Q1: 57.4K shares
$77.47(+2.00%)
2026-03-31
FEZ
SPDR INDEX SHS FDS
2.27%71.9K$4.5M
+82.32%(+32.48K)
2025-Q1: 51.8K shares2025-Q2: 53.6K shares2025-Q3: 54.1K shares2025-Q4: 39.5K shares2026-Q1: 71.9K shares
$47.89(+38.52%)
2026-03-31
IBND
SPDR SERIES TRUST
1.98%125.7K$3.9M
+0.22%(+282)
2025-Q1: 0 shares2025-Q2: 124.4K shares2025-Q3: 124.8K shares2025-Q4: 125.4K shares2026-Q1: 125.7K shares
$31.09(+1.30%)
2026-03-31

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