account_balance

Investment manager · 13F filer · SEC CIK 1737871

LFA - Lugano Financial Advisors SA

Reported value$171Mas of Sep 30, 2026
Positions242 23 new, 54 sold out
Top 10 weight56.5%SPY alone is 22%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 22.2% Trimmed −3%
FNDE Schwab Strategic Tr 9.1% Added +14%
GLD SPDR Gold Trust 4.9% Held
SPIB SPDR Series Trust 4.0% New
VCSH Vanguard Scottsdale FDS 3.4% Added +15%
IGIB iShares Tr 3.1% Held
VWOB Vanguard Whitehall FDS 2.7% Held
VSGX Vanguard World Fd 2.5% Held
FTLS First Tr Exch Traded Fd III 2.3% Held
QAI Nylim ETF Tr 2.2% Held
CIBR First Tr Exchange-Traded Fd 2.1% Trimmed −4%
QQQ Invesco QQQ Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • SPIB $6.8M
  • COPX $473K
  • SEIV $437K
  • IBDW $272K
arrow_upwardAdded
arrow_downwardTrimmed
  • TLH −70%
  • SJNK −61%
  • VGIT −58%
  • EWL −19%
remove_circleSold out
  • SDG $226K
  • AMD $137K
  • PGX $103K
  • EWG $92K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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