LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA as of March 31, 2026

Portfolio Holdings for LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.1 $28M 43k 650.34
Ishares Tr Esg Aw Msci Eafe (ESGD) 11.2 $22M 230k 95.62
Spdr Gold Tr Gold Shs (GLD) 6.9 $14M 31k 430.29
Schwab Strategic Tr Fundamental Emer (FNDE) 6.5 $13M 335k 38.26
Ishares Tr Esg Awre 1 5 Yr (SUSB) 5.8 $11M 457k 24.87
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.6 $5.2M 98k 52.78
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.5 $4.9M 76k 65.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $4.5M 57k 78.68
Spdr Index Shs Fds State Street Spd (FEZ) 2.3 $4.5M 72k 62.08
Spdr Series Trust Bloomberg Intl (IBND) 2.0 $3.9M 126k 30.94
Spdr Series Trust State Street Spd (SJNK) 1.9 $3.8M 153k 24.69
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 1.9 $3.7M 52k 70.36
Ishares Tr Ibonds Dec 29 (IBDU) 1.8 $3.5M 152k 23.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.7 $3.4M 34k 99.97
New York Life Investments Et Nyli Hedge Multi (QAI) 1.7 $3.3M 98k 34.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.7 $3.3M 55k 59.17
Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $3.2M 44k 71.73
Vaneck Etf Trust Gold Miners Etf (GDX) 1.6 $3.1M 34k 91.77
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $2.7M 29k 94.81
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 1.3 $2.5M 41k 62.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.5M 4.3k 577.18
Amazon (AMZN) 1.2 $2.4M 12k 208.27
Microsoft Corporation (MSFT) 1.2 $2.4M 6.5k 370.17
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $2.4M 94k 25.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $2.1M 25k 82.08
Ishares Tr Ibonds Dec 2030 (IBDV) 1.0 $2.1M 95k 21.73
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.9M 20k 97.13
Ishares Msci Switzerland (EWL) 0.9 $1.9M 32k 58.81
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.9 $1.8M 38k 47.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $1.7M 17k 100.07
Spdr Series Trust State Street Spd (CWB) 0.7 $1.3M 15k 91.31
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.3M 14k 93.07
Global X Fds Renewable Energy (RNRG) 0.6 $1.2M 32k 36.91
Ishares Esg Awr Msci Em (ESGE) 0.5 $1.0M 23k 45.47
Apple (AAPL) 0.5 $975k 3.8k 253.79
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.5 $912k 16k 56.52
Caterpillar (CAT) 0.4 $884k 1.3k 707.11
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $824k 48k 17.32
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $770k 31k 24.75
Alphabet Cap Stk Cl C (GOOG) 0.4 $745k 2.6k 286.86
Ishares Tr Msci Uk Etf New (EWU) 0.4 $731k 16k 45.56
Alphabet Cap Stk Cl A (GOOGL) 0.4 $714k 2.5k 287.56
Vanguard World Health Car Etf (VHT) 0.4 $694k 2.6k 272.33
NVIDIA Corporation (NVDA) 0.3 $588k 3.4k 174.40
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $566k 3.5k 161.73
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $537k 28k 18.91
Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.3 $499k 12k 43.42
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $492k 6.6k 74.04
JPMorgan Chase & Co. (JPM) 0.2 $475k 1.6k 292.66
Ishares Tr Hdg Msci Japan (HEWJ) 0.2 $387k 6.9k 56.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $360k 1.9k 191.92
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $360k 7.3k 49.37
Ishares Gold Tr Ishares New (IAU) 0.2 $343k 3.9k 88.16
Visa Com Cl A (V) 0.2 $330k 1.1k 302.24
Select Sector Spdr Tr State Street Con (XLP) 0.2 $328k 4.0k 81.98
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.2 $319k 5.0k 63.94
Ishares Tr Us Aer Def Etf (ITA) 0.2 $314k 1.4k 218.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $304k 5.6k 54.05
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $296k 1.4k 211.15
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $286k 16k 18.29
Select Sector Spdr Tr State Street Con (XLY) 0.1 $283k 2.6k 108.98
Ishares Msci Emrg Chn (EMXC) 0.1 $279k 3.5k 78.66
Abbott Laboratories (ABT) 0.1 $276k 2.7k 102.03
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $272k 2.5k 109.74
Meta Platforms Cl A (META) 0.1 $268k 468.00 572.13
Abbvie (ABBV) 0.1 $268k 1.2k 215.70
Kraneshares Trust Msci China Clean (KGRN) 0.1 $267k 9.3k 28.61
Coca-Cola Company (KO) 0.1 $266k 3.5k 76.05
Kkr & Co (KKR) 0.1 $264k 2.9k 92.50
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $232k 500.00 462.99
ResMed (RMD) 0.1 $229k 1.0k 224.48
Blackstone Group Inc Com Cl A (BX) 0.1 $228k 2.0k 113.93
Bank of America Corporation (BAC) 0.1 $223k 4.6k 48.75
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $223k 9.3k 23.89
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $216k 1.6k 132.90
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $212k 2.5k 83.95
Mastercard Incorporated Cl A (MA) 0.1 $209k 418.00 498.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $203k 3.2k 64.08
Ishares Tr Ishares Biotech (IBB) 0.1 $203k 1.2k 168.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $201k 2.7k 75.10
Ishares Tr Russell 2000 Etf (IWM) 0.1 $197k 795.00 248.00
Spdr Series Trust Bloomberg Short (BWZ) 0.1 $195k 7.3k 26.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $188k 2.6k 73.15
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $187k 3.9k 47.83
American Electric Power Company (AEP) 0.1 $185k 1.4k 131.08
Exxon Mobil Corporation (XOM) 0.1 $178k 1.1k 169.66
Ishares Tr Esg Optimized (SUSA) 0.1 $177k 1.3k 132.10
Tesla Motors (TSLA) 0.1 $177k 476.00 371.75
Ishares Tr Core S&p500 Etf (IVV) 0.1 $168k 257.00 653.21
Broadcom (AVGO) 0.1 $166k 536.00 309.51
Honeywell International (HON) 0.1 $162k 716.00 226.03
Citigroup Com New (C) 0.1 $158k 1.4k 112.88
McDonald's Corporation (MCD) 0.1 $155k 500.00 310.79
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $154k 7.6k 20.31
Yum! Brands (YUM) 0.1 $151k 970.00 155.48
Ishares Us Intl Hgh Yld (GHYG) 0.1 $151k 3.4k 44.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $148k 1.7k 88.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $147k 1.6k 90.53
Spdr Series Trust Bloomberg Emergi (EBND) 0.1 $147k 7.2k 20.44
Altria (MO) 0.1 $139k 2.1k 65.99
Ishares Msci World Etf (URTH) 0.1 $130k 723.00 180.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $118k 1.4k 82.08
Vanguard World Inf Tech Etf (VGT) 0.1 $118k 1.4k 87.21
Zoetis Cl A (ZTS) 0.1 $118k 1.0k 117.70
Eli Lilly & Co. (LLY) 0.1 $116k 126.00 919.77
Ishares Silver Tr Ishares (SLV) 0.1 $111k 1.6k 68.14
Pepsi (PEP) 0.1 $108k 697.00 155.29
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $108k 2.1k 50.83
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $103k 9.5k 10.82
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $103k 3.4k 30.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $100k 1.0k 100.17
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $97k 1.8k 52.76
Qualcomm (QCOM) 0.0 $97k 750.00 128.78
Broadridge Financial Solutions (BR) 0.0 $97k 594.00 162.48
Merck & Co (MRK) 0.0 $95k 788.00 120.29
Autodesk (ADSK) 0.0 $92k 383.00 239.40
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $91k 3.0k 30.15
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $90k 1.1k 78.76
Select Sector Spdr Tr State Street Com (XLC) 0.0 $89k 801.00 110.86
Ishares Msci Germany Etf (EWG) 0.0 $88k 2.2k 39.67
Verizon Communications (VZ) 0.0 $84k 1.7k 49.46
Wal-Mart Stores (WMT) 0.0 $79k 636.00 124.28
3M Company (MMM) 0.0 $77k 530.00 145.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $76k 2.9k 26.49
Philip Morris International (PM) 0.0 $76k 460.00 165.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $72k 1.3k 56.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $71k 497.00 142.43
Amplify Etf Tr Cef High Income (YYY) 0.0 $70k 6.4k 10.92
Arthur J. Gallagher & Co. (AJG) 0.0 $63k 291.00 216.58
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.0 $61k 1.6k 39.43
Chevron Corporation (CVX) 0.0 $61k 295.00 206.90
Goldman Sachs (GS) 0.0 $61k 72.00 845.99
Marriott Intl Cl A (MAR) 0.0 $60k 182.00 327.07
Ishares Msci Japan Etf (EWJ) 0.0 $59k 696.00 84.44
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $58k 310.00 188.02
Baker Hughes Company Cl A (BKR) 0.0 $58k 953.00 61.05
Intel Corporation (INTC) 0.0 $58k 1.3k 44.13
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $57k 800.00 71.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $56k 735.00 76.63
Coinbase Global Com Cl A (COIN) 0.0 $54k 308.00 174.61
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $54k 1.0k 52.30
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $53k 1.6k 33.22
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $52k 155.00 337.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $52k 109.00 479.20
Home Depot (HD) 0.0 $51k 156.00 328.89
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $51k 320.00 158.58
Intuitive Surgical Com New (ISRG) 0.0 $51k 110.00 460.99
Deere & Company (DE) 0.0 $51k 90.00 563.30
salesforce (CRM) 0.0 $51k 272.00 186.21
Wells Fargo & Company (WFC) 0.0 $51k 635.00 79.61
At&t (T) 0.0 $50k 1.7k 28.69
Carrier Global Corporation (CARR) 0.0 $50k 890.00 56.11
Advanced Micro Devices (AMD) 0.0 $48k 235.00 203.43
Procter & Gamble Company (PG) 0.0 $47k 329.00 143.36
Corning Incorporated (GLW) 0.0 $47k 345.00 135.97
Sunbelt Rentals Holdings SHS (SUNB) 0.0 $46k 712.00 65.09
Ishares Core Msci Emkt (IEMG) 0.0 $46k 660.00 69.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $46k 1.2k 38.42
Kla Corp Com New (KLAC) 0.0 $46k 31.00 1472.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $44k 348.00 125.46
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $44k 1.0k 41.82
Analog Devices (ADI) 0.0 $43k 135.00 318.14
Netflix (NFLX) 0.0 $40k 420.00 96.15
Raytheon Technologies Corp (RTX) 0.0 $39k 201.00 192.90
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $39k 576.00 67.07
Cisco Systems (CSCO) 0.0 $39k 500.00 77.17
Ishares Tr Tips Bd Etf (TIP) 0.0 $36k 330.00 109.81
Fortinet (FTNT) 0.0 $35k 426.00 81.72
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $34k 499.00 68.47
Amphenol Corp Cl A (APH) 0.0 $33k 260.00 126.35
Huntington Bancshares Incorporated (HBAN) 0.0 $32k 2.1k 15.65
Ishares Tr Core Msci Total (IXUS) 0.0 $32k 369.00 86.64
Costco Wholesale Corporation (COST) 0.0 $31k 31.00 995.00
Advent Claymore Convertible Sec & Inc (AVK) 0.0 $31k 2.8k 11.05
Applovin Corp Com Cl A (APP) 0.0 $30k 75.00 398.00
Kinder Morgan (KMI) 0.0 $30k 895.00 33.22
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $30k 270.00 109.36
Palantir Technologies Cl A (PLTR) 0.0 $29k 200.00 146.28
Blackrock (BLK) 0.0 $29k 30.00 961.70
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $28k 412.00 68.22
Ge Vernova (GEV) 0.0 $28k 32.00 872.91
Global X Fds Dax Germany Etf (DAX) 0.0 $27k 645.00 42.16
International Business Machines (IBM) 0.0 $26k 105.00 242.39
Southern Company (SO) 0.0 $24k 246.00 96.52
Charles Schwab Corporation (SCHW) 0.0 $22k 235.00 93.98
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $22k 360.00 61.26
Booking Holdings (BKNG) 0.0 $22k 128.00 168.41
Danaher Corporation (DHR) 0.0 $21k 110.00 189.60
Adobe Systems Incorporated (ADBE) 0.0 $21k 85.00 243.08
Waste Management (WM) 0.0 $17k 72.00 229.79
Ishares Euro High Yield (EUHY) 0.0 $16k 313.00 52.06
Oracle Corporation (ORCL) 0.0 $16k 109.00 146.60
Servicenow (NOW) 0.0 $16k 150.00 104.55
Starbucks Corporation (SBUX) 0.0 $15k 170.00 89.59
EOG Resources (EOG) 0.0 $15k 106.00 143.45
Walt Disney Company (DIS) 0.0 $15k 157.00 96.38
eBay (EBAY) 0.0 $15k 165.00 91.02
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $15k 450.00 33.22
Lululemon Athletica (LULU) 0.0 $15k 97.00 153.10
CSX Corporation (CSX) 0.0 $14k 333.00 41.05
Global X Fds Global X Uranium (URA) 0.0 $14k 280.00 48.43
McKesson Corporation (MCK) 0.0 $13k 15.00 865.33
Metropcs Communications (TMUS) 0.0 $12k 59.00 210.03
Ishares Msci Eurzone Etf (EZU) 0.0 $12k 197.00 62.64
Baidu Spon Adr Rep A (BIDU) 0.0 $11k 100.00 111.42
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $11k 365.00 29.99
Progressive Corporation (PGR) 0.0 $11k 54.00 198.13
Uber Technologies (UBER) 0.0 $11k 146.00 71.93
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $10k 23.00 446.52
CVS Caremark Corporation (CVS) 0.0 $10k 140.00 71.19
Wec Energy Group (WEC) 0.0 $9.8k 85.00 115.76
Corteva (CTVA) 0.0 $9.8k 117.00 83.71
Applied Materials (AMAT) 0.0 $9.6k 28.00 341.79
Kraneshares Trust Global Humanoid (KOID) 0.0 $8.5k 273.00 31.20
Dollar Tree (DLTR) 0.0 $8.1k 74.00 109.51
Digital Realty Trust (DLR) 0.0 $7.6k 42.00 180.21
Labcorp Holdings Com Shs (LH) 0.0 $7.2k 27.00 266.81
Ameren Corporation (AEE) 0.0 $7.0k 64.00 109.92
AutoZone (AZO) 0.0 $6.8k 2.00 3378.00
Lennar Corp Cl A (LEN) 0.0 $5.1k 59.00 86.39
SLB Com Stk (SLB) 0.0 $4.1k 80.00 51.39
Veralto Corp Com Shs (VLTO) 0.0 $3.2k 36.00 88.42
O'reilly Automotive (ORLY) 0.0 $1.4k 15.00 92.33