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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 4 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLY SELECT SECTOR SPDR TR 1,300.0 $312K 0.16% NEW $239.64 -50.5%
62 VWO VANGUARD INTL EQUITY INDEX F 5,621.0 $305K 0.16% NEW $54.18 +8.3%
63 ITA ISHARES TR 1,437.0 $301K 0.16% NEW $209.26 +6.6%
64 IVE ISHARES TR 1,400.0 $289K 0.15% NEW $206.51 +9.5%
65 ABBV ABBVIE INC Healthcare 1,240.0 $285K 0.15% NEW $229.88 -6.7%
66 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $270K 0.14% NEW $5399.28 -97.0%
67 RMD RESMED INC Healthcare 981.0 $269K 0.14% NEW $273.73 -23.3%
68 IAU ISHARES GOLD TR Financial Services 3,684.0 $268K 0.14% NEW $72.77 +17.4%
69 EMXC ISHARES INC 3,547.0 $239K 0.13% NEW $67.51 +41.6%
70 BAC BANK AMERICA CORP Financial Services 4,571.0 $236K 0.12% NEW $51.59 -0.2%
71 VO VANGUARD INDEX FDS 800.0 $235K 0.12% NEW $293.74 -73.6%
72 BWZ SPDR SERIES TRUST 8,394.0 $233K 0.12% NEW $27.77 -2.4%
73 DIA SPDR DOW JONES INDL AVERAGE Financial Services 500.0 $232K 0.12% NEW $463.58 +8.5%
74 KO COCA COLA CO Consumer Defensive 3,492.0 $232K 0.12% NEW $66.32 +22.4%
75 XLK SELECT SECTOR SPDR TR 813.0 $229K 0.12% NEW $281.86 -36.6%
76 TSLA TESLA INC Consumer Cyclical 506.0 $225K 0.12% NEW $444.72 -6.2%
77 VYM VANGUARD WHITEHALL FDS 1,555.0 $219K 0.12% NEW $140.95 +11.6%
78 MA MASTERCARD INCORPORATED Financial Services 364.0 $207K 0.11% NEW $568.06 -12.0%
79 BND VANGUARD BD INDEX FDS 2,622.0 $194K 0.10% NEW $74.13 -1.6%
80 IWM ISHARES TR 795.0 $192K 0.10% NEW $241.96 +16.8%
Page 4 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%