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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
Page 4 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 468.0 $309K 0.16% $660.09 -8.0%
62 ITA ISHARES TR 1,437.0 $309K 0.16% $214.69 +3.9%
63 BX BLACKSTONE INC Financial Services 2,000.0 $308K 0.16% $154.14 -23.1%
64 VWO VANGUARD INTL EQUITY INDEX F 5,621.0 $302K 0.16% $53.76 +9.2%
65 IVE ISHARES TR 1,400.0 $297K 0.15% $212.07 +6.6%
66 BKNG BOOKING HOLDINGS INC Consumer Cyclical 53.0 $284K 0.15% +3.0 +6.0% $5355.32 -97.0%
67 ABBV ABBVIE INC Healthcare 1,240.0 $281K 0.14% $226.67 -5.3%
68 EMXC ISHARES INC 3,547.0 $258K 0.13% $72.68 +31.5%
69 ICLN ISHARES TR 15,619.0 $257K 0.13% NEW $16.43 +35.0%
70 BAC BANK AMERICA CORP Financial Services 4,571.0 $251K 0.13% $55.00 -6.4%
71 RMD RESMED INC Healthcare 1,018.0 $245K 0.13% +37.0 +3.8% $240.87 -12.9%
72 KO COCA COLA CO Consumer Defensive 3,492.0 $244K 0.13% $69.91 +16.1%
73 DIA SPDR DOW JONES INDL AVERAGE Financial Services 500.0 $240K 0.12% $480.40 +4.7%
74 MA MASTERCARD INCORPORATED Financial Services 418.0 $238K 0.12% +54.0 +14.8% $570.02 -12.4%
75 XLK SELECT SECTOR SPDR TR 1,626.0 $234K 0.12% +813.0 +100.0% $143.97 +24.1%
76 VO VANGUARD INDEX FDS 800.0 $232K 0.12% $290.22 -73.3%
77 TSLA TESLA INC Consumer Cyclical 506.0 $228K 0.12% $449.72 -7.2%
78 VYM VANGUARD WHITEHALL FDS 1,555.0 $223K 0.12% $143.52 +9.6%
79 SDG ISHARES TR 2,522.0 $212K 0.11% +712.0 +39.3% $84.22 +8.3%
80 IBB ISHARES TR 1,200.0 $203K 0.10% $168.77 +0.2%
Page 4 of 12  ·  235 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 73.9%
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%