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LFA - Lugano Financial Advisors SA

Q1 2026 · 13F-HR

LFA - Lugano Financial Advisors SAholdings as filed

Filed 2026-05-05 · accession 0001737871-26-000002

$196.6M
Reported value
223
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$27.7M14.1%42,575CommonSOLE
46435G516ESGDISHARES TR$21.9M11.2%229,552CommonSOLE
78463V107GLDSPDR GOLD TR$13.5M6.87%31,385CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$12.8M6.51%334,560CommonSOLE
46435G243SUSBISHARES TR$11.4M5.78%457,113CommonSOLE
464288638IGIBISHARES TR$5.2M2.64%98,343CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$4.9M2.51%75,920CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.5M2.30%57,425CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$4.5M2.27%71,949CommonSOLE
78464A151IBNDSPDR SERIES TRUST$3.9M1.98%125,704CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.8M1.92%153,241CommonSOLE
33739P103FTLSFIRST TR EXCH TRADED FD III$3.7M1.86%52,078CommonSOLE
46436E205IBDUISHARES TR$3.5M1.78%151,643CommonSOLE
464288653TLHISHARES TR$3.4M1.73%33,948CommonSOLE
45409B107QAINEW YORK LIFE INVESTMENTS ET$3.3M1.70%98,012CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.3M1.67%55,362CommonSOLE
921910725VSGXVANGUARD WORLD FD$3.2M1.61%44,263CommonSOLE
92189F106GDXVANECK ETF TRUST$3.1M1.60%34,227CommonSOLE
464287440IEFISHARES TR$2.7M1.39%28,863CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$2.5M1.30%40,680CommonSOLE
46090E103QQQINVESCO QQQ TR$2.5M1.26%4,302CommonSOLE
023135106AMZNAMAZON COM INC$2.4M1.23%11,567CommonSOLE
594918104MSFTMICROSOFT CORP$2.4M1.22%6,493CommonSOLE
46435U515IBDTISHARES TR$2.4M1.21%94,311CommonSOLE
464287457SHYISHARES TR$2.1M1.05%25,146CommonSOLE
46436E726IBDVISHARES TR$2.1M1.04%94,493CommonSOLE
464287465EFAISHARES TR$1.9M0.97%19,699CommonSOLE
464286749EWLISHARES INC$1.9M0.94%31,461CommonSOLE
46429B291QLTAISHARES TR$1.8M0.92%38,216CommonSOLE
46436E718SGOVISHARES TR$1.7M0.87%17,123CommonSOLE
78464A359CWBSPDR SERIES TRUST$1.3M0.68%14,651CommonSOLE
464288281EMBISHARES TR$1.3M0.67%14,106CommonSOLE
37960A180RNRGGLOBAL X FDS$1.2M0.59%31,504CommonSOLE
46434G863ESGEISHARES INC$1.0M0.53%22,721CommonSOLE
037833100AAPLAPPLE INC$975,0610.50%3,842CommonSOLE
46137V118PSPINVESCO EXCHANGE TRADED FD T$912,4360.46%16,144CommonSOLE
149123101CATCATERPILLAR INC$883,8920.45%1,250CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$823,8780.42%47,568CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$769,8240.39%31,104CommonSOLE
02079K107GOOGALPHABET INC$744,9750.38%2,597CommonSOLE
46435G334EWUISHARES TR$731,2840.37%16,051CommonSOLE
02079K305GOOGLALPHABET INC$713,7240.36%2,482CommonSOLE
92204A504VHTVANGUARD WORLD FD$694,4420.35%2,550CommonSOLE
67066G104NVDANVIDIA CORPORATION$588,2510.30%3,373CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$566,0550.29%3,500CommonSOLE
33739P855FPEIFIRST TR EXCH TRADED FD III$537,0980.27%28,400CommonSOLE
46138E651PIOINVESCO EXCH TRADED FD TR II$499,2010.25%11,497CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$491,6840.25%6,641CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$475,2830.24%1,624CommonSOLE
46434V886HEWJISHARES TR$386,5310.20%6,868CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$360,4260.18%1,878CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$360,4010.18%7,300CommonSOLE
464285204IAUISHARES GOLD TR$343,2070.17%3,893CommonSOLE
92826C839VVISA INC$329,7440.17%1,091CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$327,9200.17%4,000CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$319,3160.16%4,994CommonSOLE
464288760ITAISHARES TR$314,3440.16%1,437CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$303,8150.15%5,621CommonSOLE
464287408IVEISHARES TR$295,6100.15%1,400CommonSOLE
464288224ICLNISHARES TR$285,6720.15%15,619CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$283,3480.14%2,600CommonSOLE
46434G764EMXCISHARES INC$279,0070.14%3,547CommonSOLE
002824100ABTABBOTT LABORATORIES$276,1950.14%2,707CommonSOLE
464288679SHVISHARES TR$272,3730.14%2,482CommonSOLE
30303M102METAMETA PLATFORMS INC$267,7570.14%468CommonSOLE
00287Y109ABBVABBVIE INC$267,4690.14%1,240CommonSOLE
500767850KGRNKRANESHARES TRUST$266,4910.14%9,313CommonSOLE
191216100KOCOCA COLA CO$265,5670.14%3,492CommonSOLE
48251W104KKRKKR & CO INC$263,6250.13%2,850CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$231,4970.12%500CommonSOLE
761152107RMDRESMED INC$228,5210.12%1,018CommonSOLE
09260D107BXBLACKSTONE INC$227,8690.12%2,000CommonSOLE
060505104BACBANK AMERICA CORP$222,8360.11%4,571CommonSOLE
46138G870VRPINVESCO EXCH TRADED FD TR II$222,4900.11%9,313CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$216,0950.11%1,626CommonSOLE
46435G532SDGISHARES TR$211,7280.11%2,522CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$208,5000.11%418CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$202,6210.10%3,162CommonSOLE
464287556IBBISHARES TR$202,6200.10%1,200CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$201,2680.10%2,680CommonSOLE
464287655IWMISHARES TR$197,1600.10%795CommonSOLE
78464A334BWZSPDR SERIES TRUST$195,0580.10%7,271CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$188,3580.10%2,575CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$187,0000.10%3,910CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$185,0850.09%1,412CommonSOLE
30231G102XOMEXXON MOBIL CORP$178,3130.09%1,051CommonSOLE
464288802SUSAISHARES TR$177,4100.09%1,343CommonSOLE
88160R101TSLATESLA INC$176,9530.09%476CommonSOLE
464287200IVVISHARES TR$167,8750.09%257CommonSOLE
11135F101AVGOBROADCOM INC$165,8970.08%536CommonSOLE
438516106HONHONEYWELL INTL INC$161,8370.08%716CommonSOLE
172967424CCITIGROUP INC$158,0270.08%1,400CommonSOLE
580135101MCDMCDONALDS CORP$155,3950.08%500CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$153,7190.08%7,570CommonSOLE
988498101YUMYUM BRANDS INC$150,8160.08%970CommonSOLE
464286178GHYGISHARES INC$150,5990.08%3,373CommonSOLE
922908553VNQVANGUARD INDEX FDS$148,0400.08%1,669CommonSOLE
46432F842IEFAISHARES TR$147,3830.07%1,628CommonSOLE
78464A391EBNDSPDR SERIES TRUST$146,8430.07%7,185CommonSOLE
02209S103MOALTRIA GROUP INC$138,5790.07%2,100CommonSOLE
464286392URTHISHARES INC$130,1540.07%723CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$118,2800.06%1,441CommonSOLE
92204A702VGTVANGUARD WORLD FD$117,7400.06%1,350CommonSOLE
98978V103ZTSZOETIS INC$117,6980.06%1,000CommonSOLE
532457108LLYELI LILLY & CO$115,8910.06%126CommonSOLE
46428Q109SLVISHARES SILVER TR$110,7960.06%1,626CommonSOLE
713448108PEPPEPSICO INC$108,2370.06%697CommonSOLE
464288620USIGISHARES TR$107,6020.05%2,117CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$103,1370.05%9,530CommonSOLE
464288687PFFISHARES TR$102,5380.05%3,413CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$100,1700.05%1,000CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$96,8150.05%1,835CommonSOLE
747525103QCOMQUALCOMM INC$96,5850.05%750CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$96,5130.05%594CommonSOLE
58933Y105MRKMERCK & CO INC$94,7890.05%788CommonSOLE
052769106ADSKAUTODESK INC$91,6900.05%383CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$91,4450.05%3,033CommonSOLE
464288513HYGISHARES TR$89,7120.05%1,139CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$88,7990.05%801CommonSOLE
464286806EWGISHARES INC$88,1860.04%2,223CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$83,5820.04%1,690CommonSOLE
931142103WMTWALMART INC$79,0420.04%636CommonSOLE
88579Y101MMM3M CO$76,9720.04%530CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$76,3380.04%2,882CommonSOLE
718172109PMPHILIP MORRIS INTL INC$76,0560.04%460CommonSOLE
464287234EEMISHARES TR$71,6120.04%1,261CommonSOLE
464287150ITOTISHARES TR$70,7880.04%497CommonSOLE
032108847YYYAMPLIFY ETF TR$69,8570.04%6,400CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$63,0250.03%291CommonSOLE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$61,1170.03%1,550CommonSOLE
166764100CVXCHEVRON CORPORATION$61,0360.03%295CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$60,9110.03%72CommonSOLE
571903202MARMARRIOTT INTL INC NEW$59,5270.03%182CommonSOLE
46434G822EWJISHARES INC$58,7700.03%696CommonSOLE
92189F726BBHVANECK ETF TRUST$58,2870.03%310CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$58,1810.03%953CommonSOLE
458140100INTCINTEL CORP$57,8100.03%1,310CommonSOLE
922908629VOVANGUARD INDEX FDS$57,4360.03%800CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$56,3200.03%735CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$53,7800.03%308CommonSOLE
97717X701HEDJWISDOMTREE TR$53,4510.03%1,022CommonSOLE
37954Y715BOTZGLOBAL X FDS$53,1850.03%1,601CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$52,3820.03%155CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$52,2330.03%109CommonSOLE
437076102HDHOME DEPOT INC$51,3070.03%156CommonSOLE
97717W851DXJWISDOMTREE TR$50,7460.03%320CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$50,7090.03%110CommonSOLE
244199105DEDEERE & CO$50,6970.03%90CommonSOLE
79466L302CRMSALESFORCE INC$50,6480.03%272CommonSOLE
949746101WMT2WELLS FARGO & CO$50,5520.03%635CommonSOLE
00206R102TAT&T INC$50,0650.03%1,745CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$49,9380.03%890CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$47,8060.02%235CommonSOLE
742718109PGPROCTER & GAMBLE CO$47,1660.02%329CommonSOLE
219350105GLWCORNING INC$46,9100.02%345CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$46,3440.02%712CommonSOLE
46434G103IEMGISHARES INC$46,0350.02%660CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$45,8350.02%1,193CommonSOLE
482480100KLACKLA CORP$45,6450.02%31CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$43,6600.02%348CommonSOLE
46434V407SHYGISHARES TR$43,4890.02%1,040CommonSOLE
032654105ADIANALOG DEVICES INC$42,9490.02%135CommonSOLE
64110L106NFLXNETFLIX INC.$40,3830.02%420CommonSOLE
75513E101RTXRTX CORPORATION$38,7730.02%201CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$38,6320.02%576CommonSOLE
17275R102CSCOCISCO SYS INC$38,5860.02%500CommonSOLE
464287176TIPISHARES TR$36,2360.02%330CommonSOLE
34959E109FTNTFORTINET INC$34,8130.02%426CommonSOLE
464288240ACWXISHARES TR$34,1670.02%499CommonSOLE
032095101APHAMPHENOL CORP$32,8510.02%260CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$32,2390.02%2,060CommonSOLE
46432F834IXUSISHARES TR$31,9700.02%369CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$30,8450.02%31CommonSOLE
00764C109AVKADVENT CONV & INCOME FD$30,5000.02%2,759CommonSOLE
03831W108APPAPPLOVIN CORP$29,8500.02%75CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$29,7350.02%895CommonSOLE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$29,5270.02%270CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$29,2560.01%200CommonSOLE
09290D101BLKBLACKROCK INC$28,8510.01%30CommonSOLE
921937793BLVVANGUARD BD INDEX FDS$28,1070.01%412CommonSOLE
36828A101GEVGE VERNOVA INC$27,9330.01%32CommonSOLE
37954Y491DAXGLOBAL X FDS$27,1930.01%645CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$25,4510.01%105CommonSOLE
842587107SOSOUTHERN CO$23,7440.01%246CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22,0850.01%235CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$22,0540.01%360CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$21,5570.01%128CommonSOLE
235851102DHRDANAHER CORP DEL$20,8560.01%110CommonSOLE
00724F101ADBEADOBE INC$20,6620.01%85CommonSOLE
94106L109WMWASTE MGMT INC DEL$16,5450.01%72CommonSOLE
464286210EUHYISHARES INC$16,2940.01%313CommonSOLE
68389X105ORCLORACLE CORP$15,9790.01%109CommonSOLE
81762P102NOWSERVICENOW INC$15,6830.01%150CommonSOLE
855244109SBUXSTARBUCKS CORP$15,2300.01%170CommonSOLE
26875P101EOGEOG RES INC$15,2060.01%106CommonSOLE
254687106DISDISNEY WALT CO$15,1320.01%157CommonSOLE
278642103EBAYEBAY INC.$15,0180.01%165CommonSOLE
35473P769FLINFRANKLIN TEMPLETON ETF TR$14,9490.01%450CommonSOLE
550021109LULULULULEMON ATHLETICA INC$14,8510.01%97CommonSOLE
126408103CSXCSX CORP$13,6700.01%333CommonSOLE
37954Y871URAGLOBAL X FDS$13,5600.01%280CommonSOLE
58155Q103MCKMCKESSON CORP$12,9800.01%15CommonSOLE
872590104TMUST-MOBILE US INC$12,3920.01%59CommonSOLE
464286608EZUISHARES INC$12,3400.01%197CommonSOLE
056752108BIDUBAIDU INC$11,1420.01%100CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$10,9460.01%365CommonSOLE
743315103PGRPROGRESSIVE CORP$10,6990.01%54CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$10,5020.01%146CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$10,2700.01%23CommonSOLE
126650100CVSCVS HEALTH CORP$9,9670.01%140CommonSOLE
92939U106WECWEC ENERGY GROUP INC$9,8400.01%85CommonSOLE
22052L104CTVACORTEVA INC$9,7940.00%117CommonSOLE
038222105AMATAPPLIED MATLS INC$9,5700.00%28CommonSOLE
500767751KOIDKRANESHARES TRUST$8,5180.00%273CommonSOLE
256746108DLTRDOLLAR TREE INC$8,1040.00%74CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7,5690.00%42CommonSOLE
504922105LHLABCORP HOLDINGS INC$7,2040.00%27CommonSOLE
023608102AEEAMEREN CORP$7,0350.00%64CommonSOLE
053332102AZOAUTOZONE INC$6,7560.00%2CommonSOLE
526057104LENLENNAR CORP$5,0970.00%59CommonSOLE
806857108SLBSLB LIMITED$4,1110.00%80CommonSOLE
92338C103VLTOVERALTO CORP$3,1830.00%36CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3850.00%15CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.