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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $190M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 229 New
Page 2 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEF ISHARES TR 28,863.0 $2.8M 1.46% NEW $96.17 -2.5%
22 QQQ INVESCO QQQ TR Financial Services 4,619.0 $2.8M 1.46% NEW $600.37 +19.0%
23 AMZN AMAZON COM INC Consumer Cyclical 11,841.0 $2.6M 1.37% NEW $219.57 +22.3%
24 IBDT ISHARES TR 93,268.0 $2.4M 1.25% NEW $25.42 -0.8%
25 GDX VANECK ETF TRUST 29,340.0 $2.2M 1.18% NEW $76.40 +12.6%
26 SHY ISHARES TR 24,389.0 $2.0M 1.06% NEW $82.70 -0.7%
27 QLTA ISHARES TR 39,172.0 $1.9M 1.00% NEW $48.30 -2.2%
28 EFA ISHARES TR 19,219.0 $1.8M 0.95% NEW $93.37 +11.6%
29 IBDV ISHARES TR 75,223.0 $1.7M 0.88% NEW $22.07 -1.4%
30 CWB SPDR SERIES TRUST 13,981.0 $1.3M 0.67% NEW $90.42 +16.5%
31 AAPL APPLE INC Technology 4,762.0 $1.2M 0.64% NEW $254.63 +19.8%
32 EWL ISHARES INC 21,318.0 $1.2M 0.62% NEW $55.24 +13.8%
33 PSP INVESCO EXCHANGE TRADED FD T 16,422.0 $1.1M 0.60% NEW $69.02 -11.9%
34 EMB ISHARES TR 11,768.0 $1.1M 0.59% NEW $94.80 +0.2%
35 VGT VANGUARD WORLD FD 1,350.0 $1.0M 0.53% NEW $746.63 -84.7%
36 RNRG GLOBAL X FDS 31,504.0 $1.0M 0.53% NEW $31.84 +19.7%
37 GOOG ALPHABET INC Communication Services 3,447.0 $840K 0.44% NEW $243.55 +57.5%
38 SCHF SCHWAB STRATEGIC TR 31,104.0 $724K 0.38% NEW $23.28 +17.5%
39 EWU ISHARES TR 15,869.0 $666K 0.35% NEW $41.97 +12.8%
40 VHT VANGUARD WORLD FD 2,550.0 $662K 0.35% NEW $259.60 +6.5%
Page 2 of 12  ·  229 positions

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 73.2%
Technology 10.2%
Consumer Cyclical 6.2%
Communication Services 3.9%
Healthcare 2.5%
Industrials 1.8%
Consumer Defensive 1.4%
Energy 0.5%
Utilities 0.4%
Basic Materials 0.0%