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Latest LFA - Lugano Financial Advisors SA Stock Portfolio

$166Million | No. of Holdings #270

LFA - Lugano Financial Advisors SA Performance

2026 Q2+4.87%
YTD+2.88%
2025+11.50%

About LFA - Lugano Financial Advisors SA and 13F Hedge Fund Stock Holdings

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LFA - Lugano Financial Advisors SA reported an equity portfolio of $166.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LFA - Lugano Financial Advisors SA are SPY, FNDA, GLD. The fund has invested 22.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 7.8% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ISHARES TR (AGT), ISHARES TR (IJR) and GLOBAL X FDS (BITS) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), HONEYWELL INTL INC (HON) and INVESCO ACTVELY MNGD ETC FD (PDBC). LFA - Lugano Financial Advisors SA opened new stock positions in SPROTT ASSET MANAGEMENT LP (PHYS), ISHARES TR (DMXF) and VANGUARD WORLD FD (EDV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VB).
LFA - Lugano Financial Advisors SA Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$166Million
  as of Jul 28, 2026

LFA - Lugano Financial Advisors SA Annual Return Estimates Vs S&P 500

Our best estimate is that LFA - Lugano Financial Advisors SA made a return of 4.87% in the last quarter. In trailing 12 months, it's portfolio return was 10.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sprott asset management lp543,240
ishares tr392,938
vanguard world fd366,117
ishares inc190,212
vaneck etf trust103,163
spdr series trust97,663
ishares tr95,752
first tr exch trd alphdx fd94,703
New stocks bought by LFA - Lugano Financial Advisors SA

Additions

Ticker% Inc.
vanguard world fd700
vanguard scottsdale fds458
vanguard index fds342
wisdomtree tr151
costco wholesale corporation106
berkshire hathaway inc del91.74
palantir technologies inc61.00
ishares inc35.82
Additions to existing portfolio by LFA - Lugano Financial Advisors SA

Reductions

Ticker% Reduced
spdr series trust-98.99
honeywell intl inc-95.11
invesco actvely mngd etc fd-94.51
ishares tr-86.39
ishares tr-62.9
first tr exchange traded fd-58.71
booking holdings inc-58.59
invesco exch traded fd tr ii-52.84
LFA - Lugano Financial Advisors SA reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-11,370,000
ishares tr-21,949,800
global x fds-1,162,690
ishares tr-2,736,500
invesco exch traded fd tr ii-499,201
amplify etf tr-69,857
schwab strategic tr-76,338
ishares tr-107,602
LFA - Lugano Financial Advisors SA got rid off the above stocks

Sector Distribution

LFA - Lugano Financial Advisors SA has about 87.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Utilities
  • Industrials
Sector%
Others87.6
Technology3.6
Consumer Cyclical2.2
Financial Services1.5
Communication Services1.4
Utilities1.1
Industrials1.1

Market Cap. Distribution

LFA - Lugano Financial Advisors SA has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.6
MEGA-CAP9.1
LARGE-CAP2.3

Stocks belong to which Index?

About 11.1% of the stocks held by LFA - Lugano Financial Advisors SA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.9
S&P 50011.1
Top 5 Winners (%)%
BKNG
booking holdings inc
1800.0 %
INTC
intel corp
216.4 %
AMD
advanced micro devices inc
185.6 %
AMAT
applied matls inc
111.5 %
KLAC
kla corp
91.4 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
3.6 M
CARZ
first tr exchange-traded fd
0.9 M
QQQ
invesco qqq tr
0.7 M
EDV
vanguard world fd
0.5 M
FNDA
schwab strategic tr
0.5 M
Top 5 Losers (%)%
ZTS
zoetis inc
-39.0 %
T
at&t inc
-26.8 %
LULU
lululemon athletica inc
-25.4 %
NFLX
netflix inc.
-23.6 %
BABA
alibaba group hldg ltd
-23.5 %
Top 5 Losers ($)$
GLD
spdr gold tr
-1.8 M
AFK
vaneck etf trust
-0.5 M
BNDW
vanguard scottsdale fds
-0.1 M
BNDW
vanguard scottsdale fds
-0.1 M
CSD
invesco exchange traded fd t
-0.1 M

LFA - Lugano Financial Advisors SA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA has 270 stocks in it's portfolio. About 53.8% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for LFA - Lugano Financial Advisors SA last quarter.

$166.16MTotal Value
287Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LFA - Lugano Financial Advisors SA, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
3.44%108,384
$5.72M
3.44%
increased 10.21 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
2.05%34,483
$3.40M
2.05%
increased 1.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.29%5,233
$487.1K
0.29%
decreased 62.9 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.21%1,437
$348.4K
0.21%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.21%16,868
$345.6K
0.21%
increased 8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.13%2,000
$220.7K
0.13%
decreased 19.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.12%1,343
$207.2K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.06%3,237
$98.7K
0.06%
decreased 5.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.06%610
$95.8K
0.06%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.06%650
$92.1K
0.06%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.02%499
$38.0K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.01%155
$12.4K
0.01%
decreased 86.39 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
LFA - Lugano Financial Advisors SA's holding in Etf Ser Solutions over time
0.01%74.00
$12.2K
0.01%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.27%6,868
$443.1K
0.27%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.04%723
$59.2K
0.04%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
LFA - Lugano Financial Advisors SA's holding in Ishares Tr over time
0.03%1,040
$44.1K
0.03%
unchanged 0 percentunchanged