13F Insight
DOSSIER · 13F-HR · Q1 2026

LFA - Lugano Financial Advisors SA

$197M in tracked AUM across 223 positions as of Q1 2026.

L-
CIK 0001737871 · last filed Mar 31, 2026
Total AUM
$197M
as of Q1 2026
Holdings
223
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LFA - Lugano Financial Advisors SA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$28M43K14.1%02
ESGD
ISHARES TR
$22M230K11.2%03
GLD
SPDR GOLD TR
$14M31K6.9%04
FNDE
SCHWAB STRATEGIC TR
$13M335K6.5%05
SUSB
ISHARES TR
$11M457K5.8%06
IGIB
ISHARES TR
$5M98K2.6%07
VWOB
VANGUARD WHITEHALL FDS
$5M76K2.5%08
VCSH
VANGUARD SCOTTSDALE FDS
$5M57K2.3%09
FEZ
SPDR INDEX SHS FDS
$4M72K2.3%10
IBND
SPDR SERIES TRUST
$4M126K2.0%

Filing history

2026Q1Mar 31
$197M▲ 1.5%
223 positionsView →2025Q4Dec 31
$194M▲ 2.1%
235 positionsView →2025Q3Sep 30
$190M▲ 12.4%
229 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$150M▲ 13.7%
169 positionsLocked
Showing 12 of 30