BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 7 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 697.0 $100K 0.05% $143.52 +3.7%
122 IEI ISHARES TR 835.0 $100K 0.05% $119.35 -1.8%
123 VTWO VANGUARD SCOTTSDALE FDS 1,000.0 $100K 0.05% $99.52 +14.7%
124 EWG ISHARES INC 2,223.0 $94K 0.05% $42.50 +1.3%
125 XLC SELECT SECTOR SPDR TR 801.0 $94K 0.05% $117.72 -1.4%
126 VZ VERIZON COMMUNICATIONS INC Communication Services 2,169.0 $87K 0.04% -500.0 -18.7% $40.04 +19.4%
127 CRM SALESFORCE INC Technology 326.0 $86K 0.04% $264.91 -33.4%
128 BLV VANGUARD BD INDEX FDS 1,230.0 $86K 0.04% $69.52 -2.7%
129 DBMF LITMAN GREGORY FDS TR 3,033.0 $85K 0.04% +1K +50.1% $28.06 +10.9%
130 MMM 3M CO Industrials 530.0 $85K 0.04% -270.0 -33.8% $160.10 -5.3%
131 MRK MERCK & CO INC Healthcare 788.0 $83K 0.04% $105.26 +10.1%
132 AJG GALLAGHER ARTHUR J & CO Financial Services 291.0 $75K 0.04% $258.79 -19.9%
133 BKLN INVESCO EXCH TRADED FD TR II 3,570.0 $75K 0.04% NEW $20.89 -1.9%
134 ITOT ISHARES TR 497.0 $74K 0.04% $148.69 +9.1%
135 PM PHILIP MORRIS INTL INC Consumer Defensive 460.0 $74K 0.04% $160.40 +17.6%
136 WMT WALMART INC Consumer Defensive 636.0 $71K 0.04% $111.41 +17.4%
137 COIN COINBASE GLOBAL INC Financial Services 308.0 $70K 0.04% $226.14 -14.4%
138 GS GOLDMAN SACHS GROUP INC Financial Services 72.0 $63K 0.03% $879.00 +12.4%
139 ISRG INTUITIVE SURGICAL INC Healthcare 110.0 $62K 0.03% $566.36 -22.3%
140 EEM ISHARES TR 1,128.0 $62K 0.03% +378.0 +50.4% $54.71 +20.7%
Page 7 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%