13F Insight
DOSSIER · 13F-HR · Q2 2026

LFA - Lugano Financial Advisors SA

$166M in tracked AUM across 274 positions as of Q2 2026.

L-
CIK 0001737871 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
274
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LFA - Lugano Financial Advisors SA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$38M52K22.6%02
FNDE
SCHWAB STRATEGIC TR
$13M328K7.8%03
GLD
SPDR GOLD TR
$8M22K4.9%04
IGIB
ISHARES TR
$6M108K3.4%05
VCSH
VANGUARD SCOTTSDALE FDS
$5M66K3.1%06
VWOB
VANGUARD WHITEHALL FDS
$5M72K2.9%07
VSGX
VANGUARD WORLD FD
$4M53K2.6%08
QAI
NEW YORK LIFE INVESTMENTS ET
$4M105K2.2%09
FTLS
FIRST TR EXCH TRADED FD III
$4M52K2.2%10
TLH
ISHARES TR
$3M34K2.0%

Filing history

2026Q2Jun 30
$166M▼ 15.5%
274 positionsView →2026Q1Mar 31
$197M▲ 1.5%
223 positionsView →2025Q4Dec 31
$194M▲ 2.1%
235 positionsView →2025Q3Sep 30
$190M▲ 12.4%
229 positionsLocked2025Q2Jun 30
$169M▲ 14.7%
245 positionsLocked2025Q1Mar 31
$147M▼ 3.8%
191 positionsLocked2024Q4Dec 31
$153M▲ 4.0%
193 positionsLocked2024Q3Sep 30
$147M▲ 12.0%
183 positionsLocked2024Q2Jun 30
$131M▼ 4.4%
172 positionsLocked2024Q1Mar 31
$137M▲ 7.9%
160 positionsLocked2023Q4Dec 31
$127M▲ 9.0%
170 positionsLocked2023Q3Sep 30
$117M▼ 22.3%
179 positionsLocked
Showing 12 of 31