LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA as of Dec. 31, 2025

Portfolio Holdings for LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA holds 235 positions in its portfolio as reported in the December 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) 13.7 $27M 39k 681.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 11.3 $22M 230k 95.09
Spdr Gold Tr Gold Shs (GLD) 6.4 $12M 31k 396.31
Ishares Tr Esg Awre 1 5 Yr (SUSB) 6.0 $12M 457k 25.24
Schwab Strategic Tr Fundamental Emer (FNDE) 4.0 $7.7M 213k 36.06
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.7 $5.2M 77k 67.43
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.5 $4.9M 91k 53.88
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 2.2 $4.2M 59k 70.99
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.1 $4.1M 107k 38.32
Spdr Series Trust Bloomberg Intl (IBND) 2.1 $4.0M 125k 32.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $4.0M 50k 79.73
Ishares Tr Ibonds Dec 29 (IBDU) 1.8 $3.5M 152k 23.41
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $3.5M 35k 100.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.8 $3.4M 34k 101.67
New York Life Investments Et Nyli Hedge Multi (QAI) 1.7 $3.3M 99k 33.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.7 $3.2M 54k 59.93
Spdr Series Trust State Street Spd (SJNK) 1.6 $3.1M 124k 25.32
Microsoft Corporation (MSFT) 1.6 $3.1M 6.4k 483.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.8M 4.6k 614.31
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $2.8M 29k 96.16
Vaneck Etf Trust Gold Miners Etf (GDX) 1.4 $2.8M 32k 85.77
Amazon (AMZN) 1.4 $2.6M 12k 230.82
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.4 $2.6M 37k 71.45
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.3 $2.5M 40k 64.39
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $2.4M 93k 25.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $2.0M 25k 82.82
Ishares Tr Ibonds Dec 2030 (IBDV) 1.0 $1.9M 88k 22.07
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.9M 20k 96.03
Ishares Tr A Rate Cp Bd Etf (QLTA) 1.0 $1.8M 38k 48.09
Ishares Msci Switzerland (EWL) 0.9 $1.7M 29k 59.96
Vanguard World Esg Intl Stk Etf (VSGX) 0.9 $1.7M 24k 71.62
Spdr Series Trust State Street Spd (CWB) 0.7 $1.3M 15k 89.20
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.2M 13k 96.28
Apple (AAPL) 0.6 $1.2M 4.5k 271.86
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.4k 313.80
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.6 $1.1M 16k 67.07
Global X Fds Renewable Energy (RNRG) 0.5 $1.0M 32k 33.23
Vanguard World Inf Tech Etf (VGT) 0.5 $1.0M 1.4k 753.78
Alphabet Cap Stk Cl A (GOOGL) 0.4 $755k 2.4k 313.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $748k 31k 24.04
Vanguard World Health Car Etf (VHT) 0.4 $734k 2.6k 287.85
Caterpillar (CAT) 0.4 $714k 1.3k 571.53
Ishares Tr Msci Uk Etf New (EWU) 0.4 $698k 16k 43.98
NVIDIA Corporation (NVDA) 0.3 $629k 3.4k 186.50
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $604k 46k 13.25
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $543k 3.5k 155.12
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $531k 7.0k 75.85
JPMorgan Chase & Co. (JPM) 0.3 $521k 1.6k 320.77
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.3 $508k 12k 44.15
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.2 $463k 24k 19.30
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $400k 7.3k 54.77
Ishares Esg Awr Msci Em (ESGE) 0.2 $388k 8.8k 44.17
Visa Com Cl A (V) 0.2 $383k 1.1k 350.71
Kkr & Co (KKR) 0.2 $363k 2.9k 127.48
Ishares Tr Hdg Msci Japan (HEWJ) 0.2 $362k 6.9k 52.70
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $360k 1.9k 191.56
Abbott Laboratories (ABT) 0.2 $338k 2.7k 124.66
Ishares Gold Tr Ishares New (IAU) 0.2 $316k 3.9k 81.17
Select Sector Spdr Tr State Street Con (XLP) 0.2 $311k 4.0k 77.68
Select Sector Spdr Tr State Street Con (XLY) 0.2 $311k 2.6k 119.41
Meta Platforms Cl A (META) 0.2 $309k 468.00 660.09
Ishares Tr Us Aer Def Etf (ITA) 0.2 $309k 1.4k 214.69
Blackstone Group Inc Com Cl A (BX) 0.2 $308k 2.0k 154.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $302k 5.6k 53.76
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $297k 1.4k 212.07
Booking Holdings (BKNG) 0.1 $284k 53.00 5355.32
Abbvie (ABBV) 0.1 $281k 1.2k 226.67
Ishares Msci Emrg Chn (EMXC) 0.1 $258k 3.5k 72.68
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $257k 16k 16.43
Bank of America Corporation (BAC) 0.1 $251k 4.6k 55.00
ResMed (RMD) 0.1 $245k 1.0k 240.87
Coca-Cola Company (KO) 0.1 $244k 3.5k 69.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $240k 500.00 480.40
Mastercard Incorporated Cl A (MA) 0.1 $238k 418.00 570.02
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $234k 1.6k 143.97
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $232k 800.00 290.22
Tesla Motors (TSLA) 0.1 $228k 506.00 449.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $223k 1.6k 143.52
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $212k 2.5k 84.22
Ishares Tr Ishares Biotech (IBB) 0.1 $203k 1.2k 168.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $197k 2.7k 73.56
Ishares Tr Russell 2000 Etf (IWM) 0.1 $196k 795.00 246.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $191k 2.6k 74.07
Ishares Tr Esg Optimized (SUSA) 0.1 $187k 1.3k 139.34
Broadcom (AVGO) 0.1 $186k 536.00 346.10
Spdr Series Trust Bloomberg Short (BWZ) 0.1 $177k 6.5k 27.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $176k 257.00 684.94
Astrazeneca Sponsored Adr 0.1 $175k 1.9k 91.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $170k 3.5k 48.32
Citigroup Com New (C) 0.1 $163k 1.4k 116.69
American Electric Power Company (AEP) 0.1 $163k 1.4k 115.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $162k 2.1k 78.81
Ishares Us Intl Hgh Yld (GHYG) 0.1 $156k 3.4k 46.13
Spdr Series Trust Bloomberg Emergi (EBND) 0.1 $154k 7.2k 21.37
McDonald's Corporation (MCD) 0.1 $153k 500.00 305.63
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $149k 3.3k 45.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $148k 1.7k 88.49
Yum! Brands (YUM) 0.1 $147k 970.00 151.28
Ishares Tr Core Msci Eafe (IEFA) 0.1 $146k 1.6k 89.46
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $143k 5.4k 26.49
Honeywell International (HON) 0.1 $140k 716.00 195.09
Qualcomm (QCOM) 0.1 $139k 810.00 171.05
Eli Lilly & Co. (LLY) 0.1 $135k 126.00 1074.68
Broadridge Financial Solutions (BR) 0.1 $133k 594.00 223.17
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $130k 2.1k 63.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $127k 2.0k 62.47
Kraneshares Trust Msci China Clean (KGRN) 0.1 $127k 4.7k 26.99
Exxon Mobil Corporation (XOM) 0.1 $127k 1.1k 120.34
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $125k 1.8k 68.36
Zoetis Cl A (ZTS) 0.1 $125k 1.0k 125.28
Mondelez Intl Cl A (MDLZ) 0.1 $124k 2.3k 53.83
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $123k 5.1k 24.23
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $123k 4.0k 30.96
Altria (MO) 0.1 $121k 2.1k 57.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $121k 1.4k 83.75
Autodesk (ADSK) 0.1 $113k 383.00 296.01
Ishares Msci World Etf (URTH) 0.1 $111k 599.00 185.77
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $110k 2.1k 51.77
Ishares Silver Tr Ishares (SLV) 0.1 $107k 1.7k 64.42
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $107k 9.5k 11.18
Pepsi (PEP) 0.1 $100k 697.00 143.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $100k 835.00 119.35
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $100k 1.0k 99.52
Ishares Msci Germany Etf (EWG) 0.0 $95k 2.2k 42.50
Select Sector Spdr Tr State Street Com (XLC) 0.0 $94k 801.00 117.72
Verizon Communications (VZ) 0.0 $87k 2.2k 40.04
salesforce (CRM) 0.0 $86k 326.00 264.91
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $86k 1.2k 69.52
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $85k 3.0k 28.06
3M Company (MMM) 0.0 $85k 530.00 160.10
Merck & Co (MRK) 0.0 $83k 788.00 105.26
Arthur J. Gallagher & Co. (AJG) 0.0 $75k 291.00 258.79
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $75k 3.6k 20.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $74k 497.00 148.69
Philip Morris International (PM) 0.0 $74k 460.00 160.40
Wal-Mart Stores (WMT) 0.0 $71k 636.00 111.41
Coinbase Global Com Cl A (COIN) 0.0 $70k 308.00 226.14
Goldman Sachs (GS) 0.0 $63k 72.00 879.00
Intuitive Surgical Com New (ISRG) 0.0 $62k 110.00 566.36
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $62k 1.1k 54.71
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $59k 1.2k 49.65
Wells Fargo & Company (WFC) 0.0 $59k 635.00 93.20
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $59k 310.00 189.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $57k 735.00 77.88
Marriott Intl Cl A (MAR) 0.0 $57k 182.00 310.24
Ishares Msci Japan Etf (EWJ) 0.0 $56k 696.00 80.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $55k 109.00 502.65
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $54k 1.0k 53.06
Procter & Gamble Company (PG) 0.0 $54k 378.00 142.30
Home Depot (HD) 0.0 $54k 156.00 344.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $51k 348.00 146.58
Applovin Corp Com Cl A (APP) 0.0 $51k 75.00 673.83
Advanced Micro Devices (AMD) 0.0 $50k 235.00 214.16
Intel Corporation (INTC) 0.0 $48k 1.3k 36.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $47k 155.00 303.89
Carrier Global Corporation (CARR) 0.0 $47k 890.00 52.61
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $46k 320.00 144.16
Chevron Corporation (CVX) 0.0 $45k 295.00 152.41
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $45k 1.0k 42.87
Ishares Core Msci Emkt (IEMG) 0.0 $44k 660.00 67.22
Baker Hughes Company Cl A (BKR) 0.0 $43k 953.00 45.54
At&t (T) 0.0 $43k 1.7k 24.55
Deere & Company (DE) 0.0 $42k 90.00 465.57
Netflix (NFLX) 0.0 $39k 420.00 93.76
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $39k 1.1k 36.23
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $39k 356.00 110.15
Cisco Systems (CSCO) 0.0 $38k 500.00 76.62
Kla Corp Com New (KLAC) 0.0 $38k 31.00 1215.06
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $37k 576.00 64.31
Raytheon Technologies Corp (RTX) 0.0 $37k 201.00 183.40
Analog Devices (ADI) 0.0 $37k 135.00 271.20
Ishares Tr Tips Bd Etf (TIP) 0.0 $36k 330.00 109.91
Huntington Bancshares Incorporated (HBAN) 0.0 $36k 2.1k 17.35
Palantir Technologies Cl A (PLTR) 0.0 $36k 200.00 177.75
Amphenol Corp Cl A (APH) 0.0 $35k 260.00 135.14
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $35k 270.00 130.08
Advent Claymore Convertible Sec & Inc (AVK) 0.0 $34k 2.8k 12.43
Fortinet (FTNT) 0.0 $34k 426.00 79.41
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $34k 499.00 67.13
Blackrock (BLK) 0.0 $32k 30.00 1070.33
Lennar Corp Cl A (LEN) 0.0 $32k 309.00 102.80
Ishares Tr Core Msci Total (IXUS) 0.0 $31k 369.00 84.64
International Business Machines (IBM) 0.0 $31k 105.00 296.21
Global X Fds Global X Uranium (URA) 0.0 $31k 715.00 42.73
Corning Incorporated (GLW) 0.0 $30k 345.00 87.56
Adobe Systems Incorporated (ADBE) 0.0 $30k 85.00 349.99
Servicenow (NOW) 0.0 $28k 180.00 153.19
Costco Wholesale Corporation (COST) 0.0 $27k 31.00 862.35
Danaher Corporation (DHR) 0.0 $25k 110.00 228.92
Kinder Morgan (KMI) 0.0 $25k 895.00 27.49
Charles Schwab Corporation (SCHW) 0.0 $24k 235.00 99.91
Southern Company (SO) 0.0 $22k 246.00 87.20
Oracle Corporation (ORCL) 0.0 $21k 109.00 194.39
Ge Vernova (GEV) 0.0 $21k 32.00 653.09
Global X Fds Dax Germany Etf (DAX) 0.0 $21k 453.00 45.62
Lululemon Athletica (LULU) 0.0 $20k 97.00 207.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $19k 239.00 80.63
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $18k 550.00 32.85
Walt Disney Company (DIS) 0.0 $18k 157.00 113.77
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $17k 450.00 38.59
Ishares Euro High Yield (EUHY) 0.0 $17k 313.00 53.29
Waste Management (WM) 0.0 $16k 72.00 219.71
eBay (EBAY) 0.0 $14k 165.00 87.10
Starbucks Corporation (SBUX) 0.0 $14k 170.00 84.21
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $14k 365.00 38.73
Baidu Spon Adr Rep A (BIDU) 0.0 $13k 100.00 130.66
Ishares Msci Eurzone Etf (EZU) 0.0 $13k 197.00 64.10
Ishares Ethereum Tr SHS (ETHA) 0.0 $12k 550.00 22.43
McKesson Corporation (MCK) 0.0 $12k 15.00 820.27
CSX Corporation (CSX) 0.0 $12k 333.00 36.25
Metropcs Communications (TMUS) 0.0 $12k 59.00 203.03
Veralto Corp Com Shs (VLTO) 0.0 $12k 120.00 99.78
Uber Technologies (UBER) 0.0 $12k 146.00 81.71
Progressive Corporation (PGR) 0.0 $12k 54.00 214.13
Humana (HUM) 0.0 $12k 45.00 256.13
Chipotle Mexican Grill (CMG) 0.0 $11k 300.00 37.00
EOG Resources (EOG) 0.0 $11k 106.00 104.02
CVS Caremark Corporation (CVS) 0.0 $11k 140.00 78.71
UnitedHealth (UNH) 0.0 $11k 33.00 330.12
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $10k 23.00 453.35
Dollar Tree (DLTR) 0.0 $9.1k 74.00 123.01
Wec Energy Group (WEC) 0.0 $9.0k 85.00 105.46
S&p Global (SPGI) 0.0 $8.9k 17.00 522.59
Corteva (CTVA) 0.0 $7.8k 117.00 67.03
Solstice Advanced Matls Com Shs (SOLS) 0.0 $7.3k 150.00 48.58
United Rentals (URI) 0.0 $7.3k 9.00 809.33
Applied Materials (AMAT) 0.0 $7.2k 28.00 257.00
AutoZone (AZO) 0.0 $6.8k 2.00 3391.50
Labcorp Holdings Com Shs (LH) 0.0 $6.8k 27.00 250.89
Otis Worldwide Corp (OTIS) 0.0 $6.6k 75.00 87.35
Digital Realty Trust (DLR) 0.0 $6.5k 42.00 154.71
Ameren Corporation (AEE) 0.0 $6.4k 64.00 99.86
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $4.0k 48.00 84.35
SLB Com Stk (SLB) 0.0 $3.1k 80.00 38.38
O'reilly Automotive (ORLY) 0.0 $1.4k 15.00 91.20