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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 5 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VEU VANGUARD INTL EQUITY INDEX F 2,680.0 $197K 0.10% $73.56 +12.3%
82 IWM ISHARES TR 795.0 $196K 0.10% $246.16 +14.8%
83 BND VANGUARD BD INDEX FDS 2,575.0 $191K 0.10% -47.0 -1.8% $74.07 -1.5%
84 SUSA ISHARES TR 1,343.0 $187K 0.10% $139.34 +8.1%
85 AVGO BROADCOM INC Technology 536.0 $186K 0.10% $346.10 +19.8%
86 BWZ SPDR SERIES TRUST 6,457.0 $177K 0.09% -2K -23.1% $27.41 -1.1%
87 IVV ISHARES TR 257.0 $176K 0.09% $684.94 +8.9%
88 ASTRAZENECA PLC 1,900.0 $175K 0.09% $91.93
89 BNDX VANGUARD CHARLOTTE FDS 3,513.0 $170K 0.09% +230.0 +7.0% $48.32 -0.7%
90 C CITIGROUP INC Financial Services 1,400.0 $163K 0.08% $116.69 +7.3%
91 AEP AMERICAN ELEC PWR CO INC Utilities 1,412.0 $163K 0.08% $115.31 +12.4%
92 BSV VANGUARD BD INDEX FDS 2,056.0 $162K 0.08% $78.81 -1.2%
93 GHYG ISHARES INC 3,373.0 $156K 0.08% -474.0 -12.3% $46.13 -1.6%
94 EBND SPDR SERIES TRUST 7,185.0 $154K 0.08% $21.37 -2.7%
95 MCD MCDONALDS CORP Consumer Cyclical 500.0 $153K 0.08% $305.63 -7.0%
96 FTSL FIRST TR EXCHANGE-TRADED FD 3,270.0 $149K 0.08% $45.64 -1.6%
97 VNQ VANGUARD INDEX FDS 1,669.0 $148K 0.08% $88.49 +9.2%
98 YUM YUM BRANDS INC Consumer Cyclical 970.0 $147K 0.08% $151.28 +0.9%
99 IEFA ISHARES TR 1,628.0 $146K 0.07% $89.46 +8.8%
100 SCHP SCHWAB STRATEGIC TR 5,398.0 $143K 0.07% $26.49 +0.5%
Page 5 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%