LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA is an institution, managing $189.7M across 229 long positions as of Q3 2025 with 84% ETF concentration, 53% concentrated in top 10 holdings, and minimal technology exposure.

Portfolio Value: $189.7M
Positions: 229
Top Holding: SPY at 14.18%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in LFA - Lugano Financial Advisors SA's portfolio (53.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$26.9M	14.18%	+$381.1K Bought	— 40.4K shares	Q4 2019 Held for 5y 11m
2 iShares ESG Aware MSCI EAFE ETF ESGD	ETF ETF	$21.3M	11.25%	—	— 229.6K shares	Q2 2025 Held for 5 months
3 iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB	ETF ETF	$11.5M	6.08%	—	— 457.1K shares	Q3 2023 Held for 2y 2m
4 GLD SPDR Gold Trust GLD	Unknown Unknown	$10.9M	5.74%	+$654.4K Bought	— 30.6K shares	Q4 2022 Held for 2y 11m
5 FNDE Schwab Fundamental Emerging Markets Equity FNDE	ETF ETF	$7.7M	4.08%	+$7.7M New	— 213.9K shares	Q3 2025 Held for 2 months
6 Vanguard Emerging Markets Government Bond VWOB	ETF ETF	$5.1M	2.71%	+$610.1K Bought	— 77.2K shares	Q4 2023 Held for 1y 11m
7 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	ETF ETF	$4.8M	2.53%	+$42.6K Bought	— 89.0K shares	Q4 2023 Held for 1y 11m
8 First Trust SMID Cap Rising Dividend Achievers SDVY	ETF ETF	$4.5M	2.40%	-$277.2K Sold	— 119.6K shares	Q4 2024 Held for 11 months
9 First Trust Long/Short Equity ETF FTLS	ETF ETF	$4.3M	2.28%	-$180.1K Sold	— 61.7K shares	Q4 2021 Held for 3y 11m
10 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$4.0M	2.13%	+$4.0M New	— 40.2K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LFA - Lugano Financial Advisors SA's latest filing

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Market Value

$189.7M

Prior: $168.8M

Q/Q Change

+12.39%

+$20.9M

Net Flows % of MV

+4.84%

Turnover Ratio

6.61%

New Purchases

8 stocks

$11.8M

Added To

45 stocks

+$3.8M

Sold Out Of

28 stocks

$3.1M

Reduced Holdings

30 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 FNDE Schwab Fundamental Emerging Markets Equity FNDE	New	0 → 213.9K +$7.7M
2 iShares 0-3 Month Treasury Bond SGOV	New	0 → 40.2K +$4.0M
3 ETHA iShares Ethereum Trust ETHA	New	0 → 550.0 +$17.3K
4 BIDU Baidu BIDU	New	0 → 100.0 +$13.2K
5 Global X DAX Germany DAX	New	0 → 260.0 +$11.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Short Treasury Bond SHV	Sold	24.9K → 0 −$2.7M
2 Edwards Lifesciences EW	Sold	1.3K → 0 −$101.7K
3 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	Sold	650.0 → 0 −$59.2K
4 VanEck Oil Services OIH	Sold	200.0 → 0 −$46.1K
5 FUTU Futu Holdings Limited FUTU	Sold	225.0 → 0 −$27.8K