LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA as of Sept. 30, 2025

Portfolio Holdings for LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA holds 229 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.2 $27M 40k 666.18
Ishares Tr Esg Aw Msci Eafe (ESGD) 11.3 $21M 230k 92.98
Ishares Tr Esg Awre 1 5 Yr (SUSB) 6.1 $12M 457k 25.22
Spdr Gold Tr Gold Shs (GLD) 5.7 $11M 31k 355.47
Schwab Strategic Tr Fundamental Emer (FNDE) 4.1 $7.7M 214k 36.16
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.7 $5.1M 77k 66.59
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.5 $4.8M 89k 53.88
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.4 $4.5M 120k 38.02
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 2.3 $4.3M 62k 69.95
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.1 $4.0M 40k 100.35
Spdr Series Trust Bloomberg Intl (IBND) 2.1 $4.0M 125k 32.22
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $4.0M 50k 79.64
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $3.7M 157k 23.38
New York Life Investments Et Nyli Hedge Multi (QAI) 1.9 $3.6M 107k 33.63
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.8 $3.4M 34k 102.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.8 $3.4M 57k 59.85
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.8 $3.4M 54k 62.12
Microsoft Corporation (MSFT) 1.7 $3.3M 6.4k 517.95
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.6 $3.0M 120k 25.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.5 $2.9M 39k 76.01
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $2.8M 29k 96.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.8M 4.6k 600.37
Amazon (AMZN) 1.4 $2.6M 12k 219.57
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $2.4M 93k 25.42
Vaneck Etf Trust Gold Miners Etf (GDX) 1.2 $2.2M 29k 76.40
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.0M 24k 82.70
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $1.9M 39k 48.30
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.8M 19k 93.37
Ishares Tr Ibonds Dec 2030 (IBDV) 0.9 $1.7M 75k 22.07
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.7 $1.3M 14k 90.42
Apple (AAPL) 0.6 $1.2M 4.8k 254.63
Ishares Msci Switzerland (EWL) 0.6 $1.2M 21k 55.24
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.6 $1.1M 16k 69.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.1M 12k 94.80
Vanguard World Inf Tech Etf (VGT) 0.5 $1.0M 1.4k 746.63
Global X Fds Renewable Energy 0.5 $1.0M 32k 31.84
Alphabet Cap Stk Cl C (GOOG) 0.4 $840k 3.4k 243.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $724k 31k 23.28
Ishares Tr Msci Uk Etf New (EWU) 0.4 $666k 16k 41.97
Vanguard World Health Car Etf (VHT) 0.3 $662k 2.6k 259.60
NVIDIA Corporation (NVDA) 0.3 $620k 3.3k 186.58
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $612k 46k 13.43
Caterpillar (CAT) 0.3 $595k 1.3k 475.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $567k 2.3k 243.10
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $564k 7.3k 77.32
Select Sector Spdr Tr Indl (XLI) 0.3 $540k 3.5k 154.23
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.3 $516k 12k 44.89
JPMorgan Chase & Co. (JPM) 0.3 $500k 1.6k 313.90
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $464k 24k 19.34
Select Sector Spdr Tr Financial (XLF) 0.2 $393k 7.3k 53.87
Visa Com Cl A (V) 0.2 $372k 1.1k 341.38
Kkr & Co (KKR) 0.2 $370k 2.9k 129.95
Abbott Laboratories (ABT) 0.2 $361k 2.7k 133.35
Select Sector Spdr Tr Energy (XLE) 0.2 $359k 4.0k 89.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $356k 1.9k 189.70
Meta Platforms Cl A (META) 0.2 $344k 468.00 734.38
Blackstone Group Inc Com Cl A (BX) 0.2 $342k 2.0k 170.85
Ishares Tr Hdg Msci Japan (HEWJ) 0.2 $338k 6.9k 49.27
Electronic Arts (EA) 0.2 $314k 1.6k 201.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $314k 4.0k 78.37
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $312k 1.3k 239.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $305k 5.6k 54.18
Ishares Tr Us Aer Def Etf (ITA) 0.2 $301k 1.4k 209.26
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $289k 1.4k 206.51
Abbvie (ABBV) 0.2 $285k 1.2k 229.88
Booking Holdings (BKNG) 0.1 $270k 50.00 5399.28
ResMed (RMD) 0.1 $269k 981.00 273.73
Ishares Gold Tr Ishares New (IAU) 0.1 $268k 3.7k 72.77
Ishares Msci Emrg Chn (EMXC) 0.1 $240k 3.5k 67.51
Bank of America Corporation (BAC) 0.1 $236k 4.6k 51.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $235k 800.00 293.74
Spdr Series Trust Bloomberg Short (BWZ) 0.1 $233k 8.4k 27.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $232k 500.00 463.58
Coca-Cola Company (KO) 0.1 $232k 3.5k 66.32
Select Sector Spdr Tr Technology (XLK) 0.1 $229k 813.00 281.86
Tesla Motors (TSLA) 0.1 $225k 506.00 444.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $219k 1.6k 140.95
Mastercard Incorporated Cl A (MA) 0.1 $207k 364.00 568.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $194k 2.6k 74.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $192k 795.00 241.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $191k 2.7k 71.37
Ishares Tr Esg Optimized (SUSA) 0.1 $182k 1.3k 135.65
Ishares Us Intl Hgh Yld (GHYG) 0.1 $178k 3.8k 46.32
Broadcom (AVGO) 0.1 $177k 536.00 329.91
Ishares Tr Ishares Biotech (IBB) 0.1 $173k 1.2k 144.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $172k 257.00 669.30
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $165k 1.8k 89.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $162k 3.3k 49.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $162k 2.1k 78.66
American Electric Power Company (AEP) 0.1 $159k 1.4k 112.50
Spdr Series Trust Bloomberg Emergi (EBND) 0.1 $153k 7.2k 21.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $153k 1.7k 91.42
McDonald's Corporation (MCD) 0.1 $152k 500.00 303.89
Honeywell International (HON) 0.1 $151k 716.00 210.50
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $151k 1.8k 83.20
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $149k 3.3k 45.60
Yum! Brands (YUM) 0.1 $147k 970.00 152.00
Zoetis Cl A (ZTS) 0.1 $146k 1.0k 146.32
Astrazeneca Sponsored Adr (AZN) 0.1 $146k 1.9k 76.72
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $145k 5.4k 26.87
Mondelez Intl Cl A (MDLZ) 0.1 $144k 2.3k 62.47
Ishares Tr Core Msci Eafe (IEFA) 0.1 $142k 1.6k 87.31
Citigroup Com New (C) 0.1 $142k 1.4k 101.50
Altria (MO) 0.1 $139k 2.1k 66.06
Qualcomm (QCOM) 0.1 $135k 810.00 166.36
3M Company (MMM) 0.1 $124k 800.00 155.18
Autodesk (ADSK) 0.1 $122k 383.00 317.67
Verizon Communications (VZ) 0.1 $115k 2.7k 43.21
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $110k 2.1k 52.02
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $110k 9.5k 11.53
Ishares Msci World Etf (URTH) 0.1 $109k 599.00 181.56
Coinbase Global Com Cl A (COIN) 0.1 $104k 308.00 337.49
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $100k 835.00 119.16
Exxon Mobil Corporation (XOM) 0.1 $98k 871.00 112.75
Pepsi (PEP) 0.1 $98k 697.00 140.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $98k 1.0k 97.82
Eli Lilly & Co. (LLY) 0.1 $96k 126.00 763.00
Select Sector Spdr Tr Communication (XLC) 0.0 $95k 801.00 118.37
Ishares Msci Germany Etf (EWG) 0.0 $93k 2.2k 41.61
Arthur J. Gallagher & Co. (AJG) 0.0 $90k 291.00 309.74
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $87k 1.2k 70.58
salesforce (CRM) 0.0 $77k 326.00 237.00
CVS Caremark Corporation (CVS) 0.0 $75k 1.0k 74.78
Philip Morris International (PM) 0.0 $74k 460.00 160.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $72k 497.00 145.65
Merck & Co (MRK) 0.0 $66k 788.00 83.93
Wal-Mart Stores (WMT) 0.0 $66k 636.00 103.06
Ishares Silver Tr Ishares (SLV) 0.0 $63k 1.5k 42.37
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $62k 348.00 178.73
Cigna Corp (CI) 0.0 $61k 210.00 288.25
Procter & Gamble Company (PG) 0.0 $58k 378.00 152.58
Goldman Sachs (GS) 0.0 $57k 72.00 796.35
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $57k 735.00 77.83
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $55k 2.0k 27.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $55k 109.00 502.74
Ishares Msci Eurzone Etf (EZU) 0.0 $55k 880.00 61.94
Applovin Corp Com Cl A (APP) 0.0 $54k 75.00 718.55
Wells Fargo & Company (WFC) 0.0 $53k 635.00 83.82
Carrier Global Corporation (CARR) 0.0 $53k 890.00 59.47
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $52k 2.1k 24.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $52k 805.00 65.00
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $52k 1.0k 50.40
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $51k 310.00 165.68
Netflix (NFLX) 0.0 $50k 42.00 1198.93
Intuitive Surgical Com New (ISRG) 0.0 $49k 110.00 447.23
At&t (T) 0.0 $49k 1.7k 27.94
Marriott Intl Cl A (MAR) 0.0 $47k 182.00 260.44
Baker Hughes Company Cl A (BKR) 0.0 $46k 953.00 48.72
Chevron Corporation (CVX) 0.0 $46k 295.00 155.29
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $45k 1.0k 43.05
Intel Corporation (INTC) 0.0 $44k 1.3k 33.55
Ishares Core Msci Emkt (IEMG) 0.0 $44k 660.00 65.92
Ishares Msci Jpn Etf New (EWJ) 0.0 $42k 524.00 80.21
Totalenergies Se Sponsored Ads (TTE) 0.0 $42k 700.00 59.69
Deere & Company (DE) 0.0 $41k 90.00 457.26
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $41k 320.00 128.03
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $40k 750.00 53.40
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $40k 576.00 68.81
Lennar Corp Cl A (LEN) 0.0 $39k 309.00 125.50
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $38k 1.1k 35.43
Advanced Micro Devices (AMD) 0.0 $38k 235.00 161.79
Palantir Technologies Cl A (PLTR) 0.0 $37k 200.00 182.42
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $36k 270.00 134.42
Fortinet (FTNT) 0.0 $36k 426.00 84.08
Huntington Bancshares Incorporated (HBAN) 0.0 $36k 2.1k 17.27
Home Depot (HD) 0.0 $35k 87.00 405.20
Global X Fds Global X Uranium (URA) 0.0 $34k 715.00 47.67
Cisco Systems (CSCO) 0.0 $34k 500.00 68.01
Raytheon Technologies Corp (RTX) 0.0 $34k 201.00 167.33
Kla Corp Com New (KLAC) 0.0 $33k 31.00 1078.61
Analog Devices (ADI) 0.0 $33k 135.00 245.70
Servicenow (NOW) 0.0 $33k 36.00 920.28
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $32k 499.00 65.01
Amphenol Corp Cl A (APH) 0.0 $32k 260.00 123.75
Oracle Corporation (ORCL) 0.0 $31k 109.00 280.75
Ishares Tr Core Msci Total (IXUS) 0.0 $31k 369.00 82.58
Adobe Systems Incorporated (ADBE) 0.0 $30k 85.00 352.75
Costco Wholesale Corporation (COST) 0.0 $29k 31.00 925.65
Corning Incorporated (GLW) 0.0 $28k 345.00 82.03
Nike CL B (NKE) 0.0 $28k 400.00 69.73
Pfizer (PFE) 0.0 $26k 1.0k 25.48
Kinder Morgan (KMI) 0.0 $25k 895.00 28.31
Quantumscape Corp Com Cl A (QS) 0.0 $25k 2.0k 12.32
Uber Technologies (UBER) 0.0 $25k 251.00 97.97
Southern Company (SO) 0.0 $23k 246.00 94.77
Charles Schwab Corporation (SCHW) 0.0 $22k 235.00 95.47
Danaher Corporation (DHR) 0.0 $22k 110.00 198.26
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $20k 641.00 31.45
Ge Vernova (GEV) 0.0 $20k 32.00 614.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $19k 239.00 80.81
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $19k 365.00 50.63
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $18k 550.00 32.98
Walt Disney Company (DIS) 0.0 $18k 157.00 114.50
Ishares Ethereum Tr SHS (ETHA) 0.0 $17k 550.00 31.51
Lululemon Athletica (LULU) 0.0 $17k 97.00 177.93
Waste Management (WM) 0.0 $16k 72.00 220.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $15k 55.00 279.29
eBay (EBAY) 0.0 $15k 165.00 90.95
Starbucks Corporation (SBUX) 0.0 $14k 170.00 84.60
Metropcs Communications (TMUS) 0.0 $14k 59.00 239.37
Progressive Corporation (PGR) 0.0 $13k 54.00 246.85
Baidu Spon Adr Rep A (BIDU) 0.0 $13k 100.00 131.77
Veralto Corp Com Shs (VLTO) 0.0 $13k 120.00 106.61
Veeva Sys Cl A Com (VEEV) 0.0 $12k 40.00 297.90
CSX Corporation (CSX) 0.0 $12k 333.00 35.51
EOG Resources (EOG) 0.0 $12k 106.00 111.06
Chipotle Mexican Grill (CMG) 0.0 $12k 300.00 39.19
Humana (HUM) 0.0 $12k 45.00 260.18
Global X Fds Dax Germany Etf (DAX) 0.0 $12k 260.00 44.75
McKesson Corporation (MCK) 0.0 $12k 15.00 772.53
UnitedHealth (UNH) 0.0 $11k 33.00 345.30
Wec Energy Group (WEC) 0.0 $9.7k 85.00 114.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $9.0k 23.00 391.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $8.7k 146.00 59.92
Ishares Intl High Yield (HYXU) 0.0 $8.6k 155.00 55.61
United Rentals (URI) 0.0 $8.6k 9.00 954.67
AutoZone (AZO) 0.0 $8.6k 2.00 4290.00
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $8.4k 225.00 37.29
S&p Global (SPGI) 0.0 $8.3k 17.00 486.71
Corteva (CTVA) 0.0 $7.9k 117.00 67.63
Labcorp Holdings Com Shs (LH) 0.0 $7.8k 27.00 287.07
Digital Realty Trust (DLR) 0.0 $7.3k 42.00 172.88
Dollar Tree (DLTR) 0.0 $7.0k 74.00 94.36
Otis Worldwide Corp (OTIS) 0.0 $6.9k 75.00 91.43
Ameren Corporation (AEE) 0.0 $6.7k 64.00 104.38
Applied Materials (AMAT) 0.0 $5.7k 28.00 204.75
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $4.8k 48.00 99.96
Schlumberger Com Stk (SLB) 0.0 $2.8k 80.00 34.38
O'reilly Automotive (ORLY) 0.0 $1.6k 15.00 107.80