LFA - Lugano Financial Advisors SA
LUGANO, V8
$166m in 274 US stocks at the end of 30 June 2026. The top 10 are 53.8% of the money. It changed about 25.7% of the portfolio this quarter.
Value
$166m
Stocks
274
Top 10 share
53.8%
Turnover
25.7%
What changed this quarter
New
Bought for the first time this quarter.
- Sprott Asset Management LPPHYS0.3% of the fund
- Ishares TRGARP0.2% of the fund
- Vanguard World FDMGC0.2% of the fund
- IsharesEWC0.1% of the fund
- Vaneck ETF TrustGDXJ<0.1% of the fund
- Spdr Series TrustXNTK<0.1% of the fund
- Ishares TRACWI<0.1% of the fund
- First TR Exch TRD Alphdx FDFEP<0.1% of the fund
- IsharesHEEM<0.1% of the fund
- Ishares TRAIA<0.1% of the fund
- First TR Exchng Traded FD VIFIXD<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- First TR Exch Traded FD IIIFSMB<0.1% of the fund
- Ishares TRIPAC<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Sprott Asset Management LPPSLV<0.1% of the fund
- Invesco Currencyshares SwissFXF<0.1% of the fund
- Ishares TRIUSG<0.1% of the fund
- Vaneck Merk Gold ETFOUNZ<0.1% of the fund
- Vanguard Index FDSVTI<0.1% of the fund
- Vanguard Index FDSVB<0.1% of the fund
- Ishares TRHDV<0.1% of the fund
- IsharesPICK<0.1% of the fund
- First TR Exchange-Traded FDFVD<0.1% of the fund
Added
Bought more of a stock they already held.
- State STR Spdr S&P 500 ETF TSPY22.6% of the fund+21%
- Ishares TRIGIB3.4% of the fund+10%
- Vanguard Scottsdale FDSVCSH3.1% of the fund+15%
- Vanguard World FDVSGX2.6% of the fund+19%
- New York Life Investments ETQAI2.2% of the fund+7%
- Invesco QQQ TRQQQ2.0% of the fund+3%
- Ishares TRIBDV1.3% of the fund+3%
- CaterpillarCAT0.8% of the fund+3%
- AppleAAPL0.7% of the fund+6%
- AlphabetGOOG0.6% of the fund+8%
- NvidiaNVDA0.4% of the fund+5%
- Vanguard Scottsdale FDSVCIT0.4% of the fund+458%
- JPMorgan ChaseJPM0.4% of the fund+14%
- IsharesEMXC0.2% of the fund+12%
- Ishares TRICLN0.2% of the fund+8%
- AbbVieABBV0.2% of the fund+4%
- Ishares TRIWM0.2% of the fund+31%
- Coca-ColaKO0.2% of the fund+4%
- Vanguard Index FDSVO0.2% of the fund+343%
- Bank of AmericaBAC0.2% of the fund+9%
- Vanguard Tax-Managed FDSVEA0.2% of the fund+11%
- Booking HoldingsBKNG0.1% of the fund+935%
- MastercardMA0.1% of the fund+3%
- TeslaTSLA0.1% of the fund+8%
- IsharesURTH0.1% of the fund+36%
Cut
Sold some of their stake.
- Spdr Gold TRGLD4.9% of the fund-28%
- Vanguard Whitehall FDSVWOB2.9% of the fund-5%
- Spdr Series TrustSJNK2.0% of the fund-12%
- Ishares TRIBDU2.0% of the fund-5%
- First TR Exchange-Traded FDCIBR1.9% of the fund-9%
- Spdr Index SHS FDSFEZ1.7% of the fund-44%
- IsharesEWL1.1% of the fund-7%
- Ishares TRQLTA1.0% of the fund-9%
- Vaneck ETF TrustGDX0.9% of the fund-41%
- Ishares TRSGOV0.8% of the fund-23%
- AlphabetGOOGL0.5% of the fund-3%
- Invesco Exchange Traded FD TPSP0.5% of the fund-5%
- Ishares TREMB0.3% of the fund-63%
- Vanguard Scottsdale FDSVCLT0.3% of the fund-9%
- Ishares TRSHV0.1% of the fund-19%
- Invesco Exch Traded FD TR IIVRP<0.1% of the fund-40%
- Ishares TRPFF<0.1% of the fund-5%
- Invesco Exch Traded FD TR IIBKLN<0.1% of the fund-53%
- KLAKLAC<0.1% of the fund-26%
- Home DepotHD<0.1% of the fund-9%
- Invesco Actvely Mngd ETC FDPDBC<0.1% of the fund-95%
- Spdr Series TrustIBND<0.1% of the fund-99%
- First TR Exchange Traded FDSDVY<0.1% of the fund-59%
- Ishares TRHYG<0.1% of the fund-86%
- Honeywell InternationalHON<0.1% of the fund-95%
Sold out
Sold their entire stake.
- Ishares TRESGD-100%
- Ishares TRSUSB-100%
- Ishares TRIEF-100%
- Global X FDSRNRG-100%
- Invesco Exch Traded FD TR IIPIO-100%
- Vanguard Index FDSVNQ-100%
- Ishares TRUSIG-100%
- Schwab Strategic TRSCHP-100%
- Amplify ETF TRYYY-100%
- Select Sector Spdr TRXLE-100%
- DanaherDHR-100%
- Dollar TreeDLTR-100%
- VeraltoVLTO-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 22.6%
- Value
- $38m
- Shares
- 51,717
+21%
- Schwab Strategic TRFNDE
- Share
- 7.8%
- Value
- $13m
- Shares
- 328,425
Held
- Spdr Gold TRGLD
- Share
- 4.9%
- Value
- $8m
- Shares
- 22,496
-28%
- Ishares TRIGIB
- Share
- 3.4%
- Value
- $6m
- Shares
- 108,384
+10%
- Vanguard Scottsdale FDSVCSH
- Share
- 3.1%
- Value
- $5m
- Shares
- 66,137
+15%
- Vanguard Whitehall FDSVWOB
- Share
- 2.9%
- Value
- $5m
- Shares
- 71,871
-5%
- Vanguard World FDVSGX
- Share
- 2.6%
- Value
- $4m
- Shares
- 52,553
+19%
- New York Life Investments ETQAI
- Share
- 2.2%
- Value
- $4m
- Shares
- 104,915
+7%
- First TR Exch Traded FD IIIFTLS
- Share
- 2.2%
- Value
- $4m
- Shares
- 51,811
Held
- Ishares TRTLH
- Share
- 2.0%
- Value
- $3m
- Shares
- 34,483
Held
- Spdr Series TrustSJNK
- Share
- 2.0%
- Value
- $3m
- Shares
- 135,506
-12%
- Ishares TRIBDU
- Share
- 2.0%
- Value
- $3m
- Shares
- 144,509
-5%
- Invesco QQQ TRQQQ
- Share
- 2.0%
- Value
- $3m
- Shares
- 4,415
+3%
- Vanguard Scottsdale FDSVGIT
- Share
- 1.9%
- Value
- $3m
- Shares
- 55,931
Held
- First TR Exchange-Traded FDCIBR
- Share
- 1.9%
- Value
- $3m
- Shares
- 37,074
-9%
- Spdr Index SHS FDSFEZ
- Share
- 1.7%
- Value
- $3m
- Shares
- 40,634
-44%
- Ishares TRIBDT
- Share
- 1.4%
- Value
- $2m
- Shares
- 94,311
Held
- Ishares TRIBDV
- Share
- 1.3%
- Value
- $2m
- Shares
- 96,993
+3%
- Ishares TRSHY
- Share
- 1.2%
- Value
- $2m
- Shares
- 25,214
Held
- Ishares TREFA
- Share
- 1.2%
- Value
- $2m
- Shares
- 19,699
Held
- IsharesEWL
- Share
- 1.1%
- Value
- $2m
- Shares
- 29,262
-7%
- Ishares TRQLTA
- Share
- 1.0%
- Value
- $2m
- Shares
- 34,674
-9%
- Spdr Series TrustCWB
- Share
- 1.0%
- Value
- $2m
- Shares
- 14,651
Held
- Vaneck ETF TrustGDX
- Share
- 0.9%
- Value
- $1m
- Shares
- 20,112
-41%
- Ishares TRSGOV
- Share
- 0.8%
- Value
- $1m
- Shares
- 13,185
-23%
- Vanguard World FDVGT
- Share
- 0.8%
- Value
- $1m
- Shares
- 10,800
Held
- IsharesESGE
- Share
- 0.7%
- Value
- $1m
- Shares
- 22,721
Held
- Schwab Strategic TRSCHF
- Share
- 0.5%
- Value
- $861,581
- Shares
- 31,104
Held
- Invesco Exchange Traded FD TPSP
- Share
- 0.5%
- Value
- $811,271
- Shares
- 15,304
-5%
- Vanguard World FDVHT
- Share
- 0.5%
- Value
- $762,476
- Shares
- 2,550
Held
- Ishares TREWU
- Share
- 0.4%
- Value
- $740,593
- Shares
- 16,051
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.4%
- Value
- $664,837
- Shares
- 8,044
+458%
- Select Sector Spdr TRXLI
- Share
- 0.4%
- Value
- $648,305
- Shares
- 3,500
Held
- First TR Exch Traded FD IIIFPEI
- Share
- 0.3%
- Value
- $547,836
- Shares
- 28,400
Held
- Sprott Asset Management LPPHYS
- Share
- 0.3%
- Value
- $543,240
- Shares
- 18,000
New
- Ishares TREMB
- Share
- 0.3%
- Value
- $487,118
- Shares
- 5,233
-63%
- Vanguard Scottsdale FDSVCLT
- Share
- 0.3%
- Value
- $453,381
- Shares
- 6,025
-9%
- Ishares TRHEWJ
- Share
- 0.3%
- Value
- $443,123
- Shares
- 6,868
Held
- IsharesEMXC
- Share
- 0.2%
- Value
- $408,177
- Shares
- 3,990
+12%
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $399,582
- Shares
- 1,878
Held
- Ishares TRGARP
- Share
- 0.2%
- Value
- $392,938
- Shares
- 4,760
New
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $391,353
- Shares
- 7,300
Held
- Vanguard World FDMGC
- Share
- 0.2%
- Value
- $366,117
- Shares
- 1,338
New
- Ishares TRITA
- Share
- 0.2%
- Value
- $348,358
- Shares
- 1,437
Held
- Ishares TRICLN
- Share
- 0.2%
- Value
- $345,625
- Shares
- 16,868
+8%
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $335,517
- Shares
- 5,621
Held
- Select Sector Spdr TRXLP
- Share
- 0.2%
- Value
- $332,280
- Shares
- 4,000
Held
- Invesco Exch Traded FD TR IICGW
- Share
- 0.2%
- Value
- $328,256
- Shares
- 4,994
Held
- Ishares TRIVE
- Share
- 0.2%
- Value
- $317,884
- Shares
- 1,400
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $313,069
- Shares
- 1,042
+31%
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $309,786
- Shares
- 1,626
Held
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $304,928
- Shares
- 2,600
Held
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $293,960
- Shares
- 3,893
Held
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $285,218
- Shares
- 3,540
+343%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.2%
- Value
- $261,195
- Shares
- 500
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $250,658
- Shares
- 3,518
+11%
- Ishares TRIBB
- Share
- 0.1%
- Value
- $228,228
- Shares
- 1,200
Held
- Ishares TRSDG
- Share
- 0.1%
- Value
- $225,544
- Shares
- 2,522
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.1%
- Value
- $224,450
- Shares
- 2,680
Held
- Ishares TRSHV
- Share
- 0.1%
- Value
- $220,700
- Shares
- 2,000
-19%
- Kraneshares TrustKGRN
- Share
- 0.1%
- Value
- $220,485
- Shares
- 9,313
Held
- Ishares TRSUSA
- Share
- 0.1%
- Value
- $207,225
- Shares
- 1,343
Held
- IsharesURTH
- Share
- 0.1%
- Value
- $198,992
- Shares
- 982
+36%
- Ishares TRIVV
- Share
- 0.1%
- Value
- $192,465
- Shares
- 257
Held
- IsharesEWC
- Share
- 0.1%
- Value
- $190,212
- Shares
- 3,300
New
- Vanguard Charlotte FDSBNDX
- Share
- 0.1%
- Value
- $189,361
- Shares
- 3,910
Held
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $189,031
- Shares
- 2,575
Held
- Spdr Series TrustBWZ
- Share
- 0.1%
- Value
- $183,612
- Shares
- 7,271
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $157,232
- Shares
- 1,628
Held
- IsharesGHYG
- Share
- <0.1%
- Value
- $152,763
- Shares
- 3,373
Held
- Spdr Series TrustEBND
- Share
- <0.1%
- Value
- $150,310
- Shares
- 7,185
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 22.6% | $38m | 51,717 | +21% |
| Schwab Strategic TRFNDE | 7.8% | $13m | 328,425 | Held |
| Spdr Gold TRGLD | 4.9% | $8m | 22,496 | -28% |
| Ishares TRIGIB | 3.4% | $6m | 108,384 | +10% |
| Vanguard Scottsdale FDSVCSH | 3.1% | $5m | 66,137 | +15% |
| Vanguard Whitehall FDSVWOB | 2.9% | $5m | 71,871 | -5% |
| Vanguard World FDVSGX | 2.6% | $4m | 52,553 | +19% |
| New York Life Investments ETQAI | 2.2% | $4m | 104,915 | +7% |
| First TR Exch Traded FD IIIFTLS | 2.2% | $4m | 51,811 | Held |
| Ishares TRTLH | 2.0% | $3m | 34,483 | Held |
| Spdr Series TrustSJNK | 2.0% | $3m | 135,506 | -12% |
| Ishares TRIBDU | 2.0% | $3m | 144,509 | -5% |
| Invesco QQQ TRQQQ | 2.0% | $3m | 4,415 | +3% |
| Vanguard Scottsdale FDSVGIT | 1.9% | $3m | 55,931 | Held |
| First TR Exchange-Traded FDCIBR | 1.9% | $3m | 37,074 | -9% |
| Spdr Index SHS FDSFEZ | 1.7% | $3m | 40,634 | -44% |
| Amazon.comAMZN | 1.6% | $3m | 11,410 | Held |
| MicrosoftMSFT | 1.5% | $2m | 6,604 | Held |
| Ishares TRIBDT | 1.4% | $2m | 94,311 | Held |
| Ishares TRIBDV | 1.3% | $2m | 96,993 | +3% |
| Ishares TRSHY | 1.2% | $2m | 25,214 | Held |
| Ishares TREFA | 1.2% | $2m | 19,699 | Held |
| IsharesEWL | 1.1% | $2m | 29,262 | -7% |
| Ishares TRQLTA | 1.0% | $2m | 34,674 | -9% |
| Spdr Series TrustCWB | 1.0% | $2m | 14,651 | Held |
| Vaneck ETF TrustGDX | 0.9% | $1m | 20,112 | -41% |
| CaterpillarCAT | 0.8% | $1m | 1,284 | +3% |
| Ishares TRSGOV | 0.8% | $1m | 13,185 | -23% |
| Vanguard World FDVGT | 0.8% | $1m | 10,800 | Held |
| IsharesESGE | 0.7% | $1m | 22,721 | Held |
| AppleAAPL | 0.7% | $1m | 4,059 | +6% |
| AlphabetGOOG | 0.6% | $990,737 | 2,804 | +8% |
| AlphabetGOOGL | 0.5% | $862,334 | 2,413 | -3% |
| Schwab Strategic TRSCHF | 0.5% | $861,581 | 31,104 | Held |
| Invesco Exchange Traded FD TPSP | 0.5% | $811,271 | 15,304 | -5% |
| Vanguard World FDVHT | 0.5% | $762,476 | 2,550 | Held |
| Ishares TREWU | 0.4% | $740,593 | 16,051 | Held |
| NvidiaNVDA | 0.4% | $707,318 | 3,535 | +5% |
| Vanguard Scottsdale FDSVCIT | 0.4% | $664,837 | 8,044 | +458% |
| Select Sector Spdr TRXLI | 0.4% | $648,305 | 3,500 | Held |
| JPMorgan ChaseJPM | 0.4% | $605,561 | 1,850 | +14% |
| First TR Exch Traded FD IIIFPEI | 0.3% | $547,836 | 28,400 | Held |
| Sprott Asset Management LPPHYS | 0.3% | $543,240 | 18,000 | New |
| Ishares TREMB | 0.3% | $487,118 | 5,233 | -63% |
| Vanguard Scottsdale FDSVCLT | 0.3% | $453,381 | 6,025 | -9% |
| Ishares TRHEWJ | 0.3% | $443,123 | 6,868 | Held |
| IsharesEMXC | 0.2% | $408,177 | 3,990 | +12% |
| Invesco Exchange Traded FD TRSP | 0.2% | $399,582 | 1,878 | Held |
| Ishares TRGARP | 0.2% | $392,938 | 4,760 | New |
| Select Sector Spdr TRXLF | 0.2% | $391,353 | 7,300 | Held |
| VisaV | 0.2% | $374,311 | 1,091 | Held |
| Vanguard World FDMGC | 0.2% | $366,117 | 1,338 | New |
| Ishares TRITA | 0.2% | $348,358 | 1,437 | Held |
| Ishares TRICLN | 0.2% | $345,625 | 16,868 | +8% |
| Vanguard Intl Equity Index FVWO | 0.2% | $335,517 | 5,621 | Held |
| Select Sector Spdr TRXLP | 0.2% | $332,280 | 4,000 | Held |
| Invesco Exch Traded FD TR IICGW | 0.2% | $328,256 | 4,994 | Held |
| AbbVieABBV | 0.2% | $325,874 | 1,295 | +4% |
| Ishares TRIVE | 0.2% | $317,884 | 1,400 | Held |
| Ishares TRIWM | 0.2% | $313,069 | 1,042 | +31% |
| Select Sector Spdr TRXLK | 0.2% | $309,786 | 1,626 | Held |
| Select Sector Spdr TRXLY | 0.2% | $304,928 | 2,600 | Held |
| Ishares Gold TRIAU | 0.2% | $293,960 | 3,893 | Held |
| Coca-ColaKO | 0.2% | $293,954 | 3,617 | +4% |
| Vanguard Index FDSVO | 0.2% | $285,218 | 3,540 | +343% |
| Bank of AmericaBAC | 0.2% | $283,248 | 4,971 | +9% |
| Meta PlatformsMETA | 0.2% | $263,620 | 468 | Held |
| KKRKKR | 0.2% | $261,573 | 2,850 | Held |
| State STR Spdr DOW Jones INDDIA | 0.2% | $261,195 | 500 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $250,658 | 3,518 | +11% |
| Abbott LaboratoriesABT | 0.1% | $245,633 | 2,707 | Held |
| Booking HoldingsBKNG | 0.1% | $236,168 | 1,325 | +935% |
| BlackstoneBX | 0.1% | $235,340 | 2,000 | Held |
| Ishares TRIBB | 0.1% | $228,228 | 1,200 | Held |
| Ishares TRSDG | 0.1% | $225,544 | 2,522 | Held |
| Vanguard Intl Equity Index FVEU | 0.1% | $224,450 | 2,680 | Held |
| MastercardMA | 0.1% | $220,848 | 430 | +3% |
| Ishares TRSHV | 0.1% | $220,700 | 2,000 | -19% |
| Kraneshares TrustKGRN | 0.1% | $220,485 | 9,313 | Held |
| TeslaTSLA | 0.1% | $216,188 | 514 | +8% |
| Ishares TRSUSA | 0.1% | $207,225 | 1,343 | Held |
| BroadcomAVGO | 0.1% | $202,474 | 536 | Held |
| IsharesURTH | 0.1% | $198,992 | 982 | +36% |
| ResmedRMD | 0.1% | $198,388 | 1,018 | Held |
| CitigroupC | 0.1% | $195,944 | 1,400 | Held |
| American Electric PowerAEP | 0.1% | $193,176 | 1,412 | Held |
| Ishares TRIVV | 0.1% | $192,465 | 257 | Held |
| IsharesEWC | 0.1% | $190,212 | 3,300 | New |
| Vanguard Charlotte FDSBNDX | 0.1% | $189,361 | 3,910 | Held |
| Vanguard BD Index FDSBND | 0.1% | $189,031 | 2,575 | Held |
| Spdr Series TrustBWZ | 0.1% | $183,612 | 7,271 | Held |
| IntelINTC | 0.1% | $182,915 | 1,310 | Held |
| Eli LillyLLY | <0.1% | $160,724 | 134 | +6% |
| Ishares TRIEFA | <0.1% | $157,232 | 1,628 | Held |
| YUM BrandsYUM | <0.1% | $155,064 | 970 | Held |
| IsharesGHYG | <0.1% | $152,763 | 3,373 | Held |
| Altria GroupMO | <0.1% | $151,095 | 2,100 | Held |
| QualcommQCOM | <0.1% | $150,604 | 815 | +9% |
| ExxonMobil HoldingsXOM | <0.1% | $150,529 | 1,101 | +5% |
| Spdr Series TrustEBND | <0.1% | $150,310 | 7,185 | Held |
Showing the largest 100 of 274.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 1.5% since 30 June 2025.
Where the money is
Technology3.5%
Retail & consumer2.2%
Financial services1.6%
Media & telecom1.4%
Industrials1.3%
Health care0.7%
Everyday goods0.5%
Energy0.2%
Utilities0.1%
Materials0.0%
Real estate0.0%
Other88.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.