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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $194M AUM 235 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 39 Added 22 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VSGX VANGUARD WORLD FD 23,684.0 $1.7M 0.88% NEW $71.62 +12.0%
2 ESGE ISHARES INC 8,774.0 $388K 0.20% NEW $44.17 +19.2%
3 ICLN ISHARES TR 15,619.0 $257K 0.13% NEW $16.43 +35.0%
4 BR BROADRIDGE FINL SOLUTIONS IN Technology 594.0 $133K 0.07% NEW $223.17 -32.8%
5 CGW INVESCO EXCH TRADED FD TR II 2,063.0 $130K 0.07% NEW $63.01 -1.2%
6 KGRN KRANESHARES TRUST 4,696.0 $127K 0.07% NEW $26.99 +1.3%
7 VCIT VANGUARD SCOTTSDALE FDS 1,441.0 $121K 0.06% NEW $83.75 -1.9%
8 BKLN INVESCO EXCH TRADED FD TR II 3,570.0 $75K 0.04% NEW $20.89 -1.9%
9 SHV ISHARES TR 356.0 $39K 0.02% NEW $110.15 +0.1%
10 TIP ISHARES TR 330.0 $36K 0.02% NEW $109.91 +0.4%
11 AVK ADVENT CONV & INCOME FD Financial Services 2,759.0 $34K 0.02% NEW $12.43 +1.7%
12 BLK BLACKROCK INC Financial Services 30.0 $32K 0.02% NEW $1070.33 -0.6%
13 IBM INTERNATIONAL BUSINESS MACHS Technology 105.0 $31K 0.02% NEW $296.21 -14.6%
14 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 150.0 $7K 0.00% NEW $48.58 +73.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 73.9%
Technology 10.0%
Consumer Cyclical 6.1%
Communication Services 3.8%
Healthcare 2.2%
Industrials 1.8%
Consumer Defensive 1.3%
Utilities 0.4%
Energy 0.4%
Basic Materials 0.0%