Institutional Fund
Lfa - Lugano Financial Advisors SA
Lugano, SwitzerlandCIK 17378715 filings on record
Portfolio Value
$196.60M
Q1 2026
Holdings
223
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.5%
from $193.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr14.1%
- Ishares Tr11.2%
- Spdr Gold Tr6.9%
- Schwab Strategic Tr6.5%
- Ishares Tr5.8%
- Ishares Tr2.6%
- Other52.9%
Portfolio Holdings
223 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 42.6K | $27.69M | 14.1% | +3.6K | Added |
| 2 | Ishares Tr | 229.6K | $21.95M | 11.2% | 0 | Held |
| 3 | Spdr Gold Tr | 31.4K | $13.50M | 6.9% | +1 | Added |
| 4 | Schwab Strategic Tr | 334.6K | $12.80M | 6.5% | +121.4K | Added |
| 5 | Ishares Tr | 457.1K | $11.37M | 5.8% | 0 | Held |
| 6 | Ishares Tr | 98.3K | $5.19M | 2.6% | +7.0K | Added |
| 7 | Vanguard Whitehall Fds | 75.9K | $4.94M | 2.5% | −976 | Reduced |
| 8 | Vanguard Scottsdale Fds | 57.4K | $4.52M | 2.3% | +7.4K | Added |
| 9 | Spdr Index Shs Fds | 71.9K | $4.47M | 2.3% | +32.5K | Added |
| 10 | Spdr Series Trust | 125.7K | $3.89M | 2.0% | +282 | Added |
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