LFA - Lugano Financial Advisors SA

LUGANO, V8 · CIK 1737871 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLFA - Lugano Financial Advisors SA (CH)

Kindwealth
Others nearbyLugano, Zürich
FamilyLFA - Lugano Financial Advisors SA · 2 related pages

$166.2m reported value -15.5% vs Q1 2026

274positions

53.8%in top 10

64 new 42 added 29 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	51,717	$37.5m22.60%	22.60%	Added +9.1k	+9,142 21.5%
2	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	328,425	$13.0m7.84%	7.84%	Reduced -6.1k	-6,135 -1.8%
3	SPDR GOLD TR GOLD SHS GLD	GLD	22,496	$8.1m4.90%	4.90%	Reduced -8.9k	-8,889 -28.3%
4	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	108,384	$5.7m3.44%	3.44%	Added +10.0k	+10,041 10.2%
5	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	66,137	$5.1m3.08%	3.08%	Added +8.7k	+8,712 15.2%
6	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	71,871	$4.7m2.85%	2.85%	Reduced -4.0k	-4,049 -5.3%
7	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	52,553	$4.3m2.60%	2.60%	Added +8.3k	+8,290 18.7%
8	INDEXIQ ETF TR HEDGE MLTI ETF QAI	QAI	104,915	$3.7m2.23%	2.23%	Added +6.9k	+6,903 7.0%
9	FIRST TR EXCH TRADED FD III LNG/SHT EQUITY FTLS	FTLS	51,811	$3.7m2.20%	2.20%	Reduced -267	-267 -0.5%
10	ISHARES TR 10-20 YR TRS ETF TLH	TLH	34,483	$3.4m2.05%	2.05%	Added +535	+535 1.6%
11	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	135,506	$3.4m2.02%	2.02%	Reduced -17.7k	-17,735 -11.6%
12	ISHARES TR IBONDS DEC 29 IBDU	IBDU	144,509	$3.3m2.01%	2.01%	Reduced -7.1k	-7,134 -4.7%
13	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,415	$3.3m1.96%	1.96%	Added +113	+113 2.6%
14	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	55,931	$3.2m1.95%	1.95%	Added +569	+569 1.0%
15	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	37,074	$3.2m1.94%	1.94%	Reduced -3.6k	-3,606 -8.9%
16	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	40,634	$2.8m1.68%	1.68%	Reduced -31.3k	-31,315 -43.5%
17	AMAZON COM INC COM AMZN	AMZN	11,410	$2.7m1.60%	1.60%	Reduced -157	-157 -1.4%
18	MICROSOFT CORP COM MSFT	MSFT	6,604	$2.4m1.45%	1.45%	Added +111	+111 1.7%
19	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	94,311	$2.4m1.43%	1.43%	Unchanged
20	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	96,993	$2.1m1.27%	1.27%	Added +2.5k	+2,500 2.6%
21	ISHARES TR 1 3 YR TREAS BD SHY	SHY	25,214	$2.1m1.25%	1.25%	Added +68	+68 0.3%
22	ISHARES TR MSCI EAFE ETF EFA	EFA	19,699	$2.0m1.23%	1.23%	Unchanged
23	ISHARES INC MSCI SWITZERLAND EWL	EWL	29,262	$1.8m1.10%	1.10%	Reduced -2.2k	-2,199 -7.0%
24	ISHARES TR A RATE CP BD ETF QLTA	QLTA	34,674	$1.6m0.98%	0.98%	Reduced -3.5k	-3,542 -9.3%
25	SPDR SER TR BBG CONV SEC ETF CWB	CWB	14,651	$1.6m0.95%	0.95%	Unchanged
26	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	20,112	$1.5m0.89%	0.89%	Reduced -14.1k	-14,115 -41.2%
27	CATERPILLAR INC COM CAT	CAT	1,284	$1.4m0.82%	0.82%	Added +34	+34 2.7%
28	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	13,185	$1.3m0.80%	0.80%	Reduced -3.9k	-3,938 -23.0%
29	VANGUARD WORLD FD INF TECH ETF VGT	VGT	10,800	$1.3m0.78%	0.78%	Unchanged
30	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	22,721	$1.2m0.75%	0.75%	Unchanged
31	APPLE INC COM AAPL	AAPL	4,059	$1.2m0.71%	0.71%	Added +217	+217 5.7%
32	ALPHABET INC CAP STK CL C GOOG	GOOG	2,804	$990.7k0.60%	0.60%	Added +207	+207 8.0%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,413	$862.3k0.52%	0.52%	Reduced -69	-69 -2.8%
34	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	31,104	$861.6k0.52%	0.52%	Unchanged
35	INVESCO EXCHANGE TRADED FD T GBL LISTED PVT PSP	PSP	15,304	$811.3k0.49%	0.49%	Reduced -840	-840 -5.2%
36	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,550	$762.5k0.46%	0.46%	Unchanged
37	ISHARES TR MSCI UK ETF NEW EWU	EWU	16,051	$740.6k0.45%	0.45%	Unchanged
38	NVIDIA CORPORATION COM NVDA	NVDA	3,535	$707.3k0.43%	0.43%	Added +162	+162 4.8%
39	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	8,044	$664.8k0.40%	0.40%	Added +6.6k	+6,603 458.2%
40	SELECT SECTOR SPDR TR INDL XLI	XLI	3,500	$648.3k0.39%	0.39%	Unchanged
41	JPMORGAN CHASE & CO COM JPM	JPM	1,850	$605.6k0.36%	0.36%	Added +226	+226 13.9%
42	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	28,400	$547.8k0.33%	0.33%	Unchanged
43	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	18,000	$543.2k0.33%	0.33%	New
44	ISHARES TR JPMORGAN USD EMG EMB	EMB	5,233	$487.1k0.29%	0.29%	Reduced -8.9k	-8,873 -62.9%
45	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	6,025	$453.4k0.27%	0.27%	Reduced -616	-616 -9.3%
46	ISHARES TR HDG MSCI JAPAN HEWJ	HEWJ	6,868	$443.1k0.27%	0.27%	Unchanged
47	ISHARES INC MSCI EMRG CHN EMXC	EMXC	3,990	$408.2k0.25%	0.25%	Added +443	+443 12.5%
48	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,878	$399.6k0.24%	0.24%	Unchanged
49	ISHARES TR MSCI USA QUALITY GARP	GARP	4,760	$392.9k0.24%	0.24%	New
50	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	7,300	$391.4k0.24%	0.24%	Unchanged
51	VISA INC COM CL A V	V	1,091	$374.3k0.23%	0.23%	Unchanged
52	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	1,338	$366.1k0.22%	0.22%	New
53	ISHARES TR US AER DEF ETF ITA	ITA	1,437	$348.4k0.21%	0.21%	Unchanged
54	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	16,868	$345.6k0.21%	0.21%	Added +1.2k	+1,249 8.0%
55	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	5,621	$335.5k0.20%	0.20%	Unchanged
56	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	4,000	$332.3k0.20%	0.20%	Unchanged
57	INVESCO EXCH TRADED FD TR II S&P GBL WATER CGW	CGW	4,994	$328.3k0.20%	0.20%	Unchanged
58	ABBVIE INC COM ABBV	ABBV	1,295	$325.9k0.20%	0.20%	Added +55	+55 4.4%
59	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,400	$317.9k0.19%	0.19%	Unchanged
60	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,042	$313.1k0.19%	0.19%	Added +247	+247 31.1%
61	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,626	$309.8k0.19%	0.19%	Unchanged
62	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,600	$304.9k0.18%	0.18%	Unchanged
63	ISHARES GOLD TR ISHARES NEW IAU	IAU	3,893	$294.0k0.18%	0.18%	Unchanged
64	COCA COLA CO COM KO	KO	3,617	$294.0k0.18%	0.18%	Added +125	+125 3.6%
65	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,540	$285.2k0.17%	0.17%	Added +340	+340 10.6%
66	BANK AMERICA CORP COM BAC	BAC	4,971	$283.2k0.17%	0.17%	Added +400	+400 8.8%
67	META PLATFORMS INC CL A META	META	468	$263.6k0.16%	0.16%	Unchanged
68	KKR & CO INC COM KKR	KKR	2,850	$261.6k0.16%	0.16%	Unchanged
69	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	500	$261.2k0.16%	0.16%	Unchanged
70	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,518	$250.7k0.15%	0.15%	Added +356	+356 11.3%
71	ABBOTT LABS COM ABT	ABT	2,707	$245.6k0.15%	0.15%	Unchanged
72	BOOKING HOLDINGS INC COM BKNG	BKNG	1,325	$236.2k0.14%	0.14%	Reduced -1.9k	-1,875 -58.6%
73	BLACKSTONE INC COM BX	BX	2,000	$235.3k0.14%	0.14%	Unchanged
74	ISHARES TR ISHARES BIOTECH IBB	IBB	1,200	$228.2k0.14%	0.14%	Unchanged
75	ISHARES TR MSCI GBL SUS DEV SDG	SDG	2,522	$225.5k0.14%	0.14%	Unchanged
76	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	2,680	$224.4k0.14%	0.14%	Unchanged
77	MASTERCARD INCORPORATED CL A MA	MA	430	$220.8k0.13%	0.13%	Added +12	+12 2.9%
78	ISHARES TR SHORT TREAS BD SHV	SHV	2,000	$220.7k0.13%	0.13%	Reduced -482	-482 -19.4%
79	KRANESHARES TR MSCI CHINA CLEAN KGRN	KGRN	9,313	$220.5k0.13%	0.13%	Unchanged
80	TESLA INC COM TSLA	TSLA	514	$216.2k0.13%	0.13%	Added +38	+38 8.0%
81	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	1,343	$207.2k0.12%	0.12%	Unchanged
82	BROADCOM INC COM AVGO	AVGO	536	$202.5k0.12%	0.12%	Unchanged
83	ISHARES INC MSCI WORLD ETF URTH	URTH	982	$199.0k0.12%	0.12%	Added +259	+259 35.8%
84	RESMED INC COM RMD	RMD	1,018	$198.4k0.12%	0.12%	Unchanged
85	CITIGROUP INC COM NEW C	C	1,400	$195.9k0.12%	0.12%	Unchanged
86	AMERICAN ELEC PWR CO INC COM AEP	AEP	1,412	$193.2k0.12%	0.12%	Unchanged
87	ISHARES TR CORE S&P500 ETF IVV	IVV	257	$192.5k0.12%	0.12%	Unchanged
88	ISHARES INC MSCI CDA ETF EWC	EWC	3,300	$190.2k0.11%	0.11%	New
89	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	3,910	$189.4k0.11%	0.11%	Unchanged
90	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	2,575	$189.0k0.11%	0.11%	Unchanged
91	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	7,271	$183.6k0.11%	0.11%	Unchanged
92	INTEL CORP COM INTC	INTC	1,310	$182.9k0.11%	0.11%	Unchanged
93	ELI LILLY & CO COM LLY	LLY	134	$160.7k0.10%	0.10%	Added +8	+8 6.3%
94	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,628	$157.2k0.09%	0.09%	Unchanged
95	YUM BRANDS INC COM YUM	YUM	970	$155.1k0.09%	0.09%	Unchanged
96	ISHARES INC US INTL HGH YLD GHYG	GHYG	3,373	$152.8k0.09%	0.09%	Unchanged
97	ALTRIA GROUP INC COM MO	MO	2,100	$151.1k0.09%	0.09%	Unchanged
98	QUALCOMM INC COM QCOM	QCOM	815	$150.6k0.09%	0.09%	Added +65	+65 8.7%
99	EXXON MOBIL CORP COM XOM	XOM	1,101	$150.5k0.09%	0.09%	Added +50	+50 4.8%
100	SPDR SER TR BLOOMBERG EMERGI EBND	EBND	7,185	$150.3k0.09%	0.09%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ESGD	ESGD	229,552	$21.9m229.6k shares
ISHARES TR SUSB	SUSB	457,113	$11.4m457.1k shares
ISHARES TR IEF	IEF	28,863	$2.7m28.9k shares
GLOBAL X FDS RNRG	RNRG	31,504	$1.2m31.5k shares
INVESCO EXCH TRADED FD TR II PIO	PIO	11,497	$499.2k11.5k shares
VANGUARD INDEX FDS VNQ	VNQ	1,669	$148.0k1.7k shares
ISHARES TR USIG	USIG	2,117	$107.6k2.1k shares
SCHWAB STRATEGIC TR SCHP	SCHP	2,882	$76.3k2.9k shares
AMPLIFY ETF TR YYY	YYY	6,400	$69.9k6.4k shares
SELECT SECTOR SPDR TR XLE	XLE	360	$22.1k360 shares
DANAHER CORPORATION DHR	DHR	110	$20.9k110 shares
DOLLAR TREE INC DLTR	DLTR	74	$8.1k74 shares
VERALTO CORP VLTO	VLTO	36	$3.2k36 shares