LFA - Lugano Financial Advisors SA 13F Holdings · Q2 2026
LFA - Lugano Financial Advisors SA reported 273 securities worth $166.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (22.60%), FNDE (7.84%), GLD (4.90%). Among its top 25 positions this quarter: 11 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $37.5M | 22.60% | 51,717 | Added |
| 2 | FNDE | SCHWAB STRATEGIC TR | $13.0M | 7.84% | 328,425 | Trimmed |
| 3 | GLD | SPDR GOLD TR | $8.1M | 4.90% | 22,496 | Trimmed |
| 4 | IGIB | ISHARES TR | $5.7M | 3.44% | 108,384 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $5.1M | 3.08% | 66,137 | Added |
| 6 | VWOB | VANGUARD WHITEHALL FDS | $4.7M | 2.85% | 71,871 | Trimmed |
| 7 | VSGX | VANGUARD WORLD FD | $4.3M | 2.60% | 52,553 | Added |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | $3.7M | 2.23% | 104,915 | Added |
| 9 | FTLS | FIRST TR EXCH TRADED FD III | $3.7M | 2.20% | 51,811 | Trimmed |
| 10 | TLH | ISHARES TR | $3.4M | 2.05% | 34,483 | Added |
| 11 | SJNK | SPDR SERIES TRUST | $3.4M | 2.02% | 135,506 | Trimmed |
| 12 | IBDU | ISHARES TR | $3.3M | 2.01% | 144,509 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $3.3M | 1.96% | 4,415 | Added |
| 14 | VGIT | VANGUARD SCOTTSDALE FDS | $3.2M | 1.95% | 55,931 | Added |
| 15 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.94% | 37,074 | Trimmed |
| 16 | FEZ | SPDR INDEX SHS FDS | $2.8M | 1.68% | 40,634 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $2.7M | 1.60% | 11,410 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.4M | 1.45% | 6,604 | Added |
| 19 | IBDT | ISHARES TR | $2.4M | 1.43% | 94,311 | Hold |
| 20 | IBDV | ISHARES TR | $2.1M | 1.27% | 96,993 | Added |
| 21 | SHY | ISHARES TR | $2.1M | 1.25% | 25,214 | Added |
| 22 | EFA | ISHARES TR | $2.0M | 1.23% | 19,699 | Hold |
| 23 | EWL | ISHARES INC | $1.8M | 1.10% | 29,262 | Trimmed |
| 24 | QLTA | ISHARES TR | $1.6M | 0.98% | 34,674 | Trimmed |
| 25 | CWB | SPDR SERIES TRUST | $1.6M | 0.95% | 14,651 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR