LFA - Lugano Financial Advisors SA

Est. AUM

$194.2M

13F long equity, this entity only

Positions

219

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$27.7M	42575	14.25%	SOLE
2	ISHARES TR	ESG AW MSCI EAFE	$21.9M	229552	11.30%	SOLE
3	SPDR GOLD TR	GOLD SHS	$13.5M	31385	6.95%	SOLE
4	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$12.8M	334560	6.59%	SOLE
5	ISHARES TR	ESG AWRE 1 5 YR	$11.4M	457113	5.85%	SOLE
6	ISHARES TR	ISHS 5-10YR INVT	$5.2M	98343	2.67%	SOLE
7	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$4.9M	75920	2.54%	SOLE
8	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.5M	57425	2.33%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$4.5M	71949	2.30%	SOLE
10	SPDR SERIES TRUST	BLOOMBERG INTL	$3.9M	125704	2.00%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	153241	1.95%	SOLE
12	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$3.7M	52078	1.89%	SOLE
13	ISHARES TR	IBONDS DEC 29	$3.5M	151643	1.80%	SOLE
14	ISHARES TR	10-20 YR TRS ETF	$3.4M	33948	1.75%	SOLE
15	NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$3.3M	98012	1.72%	SOLE
16	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.3M	55362	1.69%	SOLE
17	VANGUARD WORLD FD	ESG INTL STK ETF	$3.2M	44263	1.63%	SOLE
18	VANECK ETF TRUST	GOLD MINERS ETF	$3.1M	34227	1.62%	SOLE
19	ISHARES TR	7-10 YR TRSY BD	$2.7M	28863	1.41%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.5M	40680	1.31%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$2.5M	4302	1.28%	SOLE
22	AMAZON COM INC	COM	$2.4M	11567	1.24%	SOLE
23	MICROSOFT CORP	COM	$2.4M	6493	1.24%	SOLE
24	ISHARES TR	IBDS DEC28 ETF	$2.4M	94311	1.22%	SOLE
25	ISHARES TR	1 3 YR TREAS BD	$2.1M	25146	1.06%	SOLE
26	ISHARES TR	IBONDS DEC 2030	$2.1M	94493	1.06%	SOLE
27	ISHARES TR	MSCI EAFE ETF	$1.9M	19699	0.98%	SOLE
28	ISHARES INC	MSCI SWITZERLAND	$1.9M	31461	0.95%	SOLE
29	ISHARES TR	A RATE CP BD ETF	$1.8M	38216	0.93%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	14651	0.69%	SOLE
31	ISHARES TR	JPMORGAN USD EMG	$1.3M	14106	0.68%	SOLE
32	GLOBAL X FDS	RENEWABLE ENERGY	$1.2M	31504	0.60%	SOLE
33	ISHARES INC	ESG AWR MSCI EM	$1.0M	22721	0.53%	SOLE
34	APPLE INC	COM	$975K	3842	0.50%	SOLE
35	INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$912K	16144	0.47%	SOLE
36	CATERPILLAR INC	COM	$883K	1250	0.45%	SOLE
37	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$823K	47568	0.42%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$769K	31104	0.40%	SOLE
39	ALPHABET INC	CAP STK CL C	$744K	2597	0.38%	SOLE
40	ISHARES TR	MSCI UK ETF NEW	$731K	16051	0.38%	SOLE
41	ALPHABET INC	CAP STK CL A	$713K	2482	0.37%	SOLE
42	VANGUARD WORLD FD	HEALTH CAR ETF	$694K	2550	0.36%	SOLE
43	NVIDIA CORPORATION	COM	$588K	3373	0.30%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET IND	$566K	3500	0.29%	SOLE
45	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$537K	28400	0.28%	SOLE
46	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$491K	6641	0.25%	SOLE
47	JPMORGAN CHASE & CO	COM	$475K	1624	0.24%	SOLE
48	ISHARES TR	HDG MSCI JAPAN	$386K	6868	0.20%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$360K	1878	0.19%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET FIN	$360K	7300	0.19%	SOLE

1–50 of 219

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.