LFA - Lugano Financial Advisors SA
LFA - Lugano Financial Advisors SA reported 274 stocks worth $166M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SPY (22.6%), FNDE (7.8%) and GLD (4.9%). Compared with Q1 2026, the fund opened new positions in PHYS, GARP and MGC, added to SPY, IGIB and VCSH, trimmed FNDE, GLD and VWOB and sold out of ESGD, SUSB and IEF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $37.5M | 22.6% | 52K | +9,142 (+21%) | 8 of 8 | |
| 2 |  FNDE Schwab Strategic TR | $13M | 7.8% | 328K | −6,135 (−2%) | 4 of 8 | |
| 3 |  GLD Spdr Gold TR | $8.1M | 4.9% | 22K | −8,889 (−28%) | 8 of 8 | |
| 4 |  IGIB Ishares TR | $5.7M | 3.4% | 108K | +10K (+10%) | 8 of 8 | |
| 5 |  VCSH Vanguard Scottsdale Fds | $5.1M | 3.1% | 66K | +8,712 (+15%) | 8 of 8 | |
| 6 |  VWOB Vanguard Whitehall Fds | $4.7M | 2.9% | 72K | −4,049 (−5%) | 8 of 8 | |
| 7 |  VSGX Vanguard World FD | $4.3M | 2.6% | 53K | +8,290 (+19%) | 3 of 8 | |
| 8 |  QAI New York Life Investments ET | $3.7M | 2.2% | 105K | +6,903 (+7%) | 8 of 8 | |
| 9 |  FTLS First TR Exch Traded FD III | $3.7M | 2.2% | 52K | −267 (−1%) | 8 of 8 | |
| 10 |  TLH Ishares TR | $3.4M | 2.0% | 34K | +535 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ESGD Ishares TR | $21.9M | 230K |
 SUSB Ishares TR | $11.4M | 457K |
 IEF Ishares TR | $2.7M | 29K |
 RNRG Global X Fds | $1.2M | 32K |
 PIO Invesco Exch Traded FD TR II Global | $499K | 11K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LFA - Lugano Financial Advisors SA 13F FAQ
What does LFA - Lugano Financial Advisors SA own?
LFA - Lugano Financial Advisors SA reported 274 stocks worth $166M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are SPY (22.6%), FNDE (7.8%) and GLD (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did LFA - Lugano Financial Advisors SA buy and sell in Q2 2026?
Compared with Q1 2026: 64 new positions, 45 added to, 27 trimmed and 13 sold out. New positions include PHYS, GARP and MGC. It sold all of ESGD, SUSB and IEF.
When will LFA - Lugano Financial Advisors SA file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is LFA - Lugano Financial Advisors SA's portfolio worth?
The Q2 2026 filing reports $166M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.