LFA - Lugano Financial Advisors SA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, LFA - Lugano Financial Advisors SA held in its portfolio 233 assets valued at $193,688,625 (i.e. $193.69M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($26.56M), ISHARES TR ($21.83M), and SPDR GOLD TR ($12.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 233 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LFA - Lugano Financial Advisors SA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 38944 | 26556692 | TR UNIT |
| ISHARES TR | 229552 | 21828100 | ESG AW MSCI EAFE |
| SPDR GOLD TR | 31384 | 12437793 | GOLD SHS |
| ISHARES TR | 457113 | 11537532 | ESG AWRE 1 5 YR |
| SCHWAB STRATEGIC TR | 213157 | 7686441 | FUNDAMENTAL EMER |
| VANGUARD WHITEHALL FDS | 76896 | 5185097 | EM MK GOV BD ETF |
| ISHARES TR | 91298 | 4919136 | ISHS 5-10YR INVT |
| SPDR SERIES TRUST | 138435 | 4441080 | STATE STREET SPD |
| FIRST TR EXCH TRADED FD III | 59301 | 4209778 | LNG/SHT EQUITY |
| FIRST TR EXCHANGE-TRADED FD | 106958 | 4098631 | SMID RISNG ETF |
| SPDR SERIES TRUST | 125422 | 4027300 | BLOOMBERG INTL |
| VANGUARD SCOTTSDALE FDS | 50020 | 3988095 | SHRT TRM CORP BD |
| ISHARES TR | 151513 | 3546162 | IBONDS DEC 29 |
| ISHARES TR | 35061 | 3519423 | 0-3 MNTH TREASRY |
| ISHARES TR | 33915 | 3448138 | 10-20 YR TRS ETF |
| NEW YORK LIFE INVESTMENTS ET | 99176 | 3323388 | NYLI HEDGE MULTI |
| VANGUARD SCOTTSDALE FDS | 54042 | 3238737 | INTER TERM TREAS |
| MICROSOFT CORP | 6378 | 3084528 | COM |
| INVESCO QQQ TR | 4637 | 2848555 | UNIT SER 1 |
| ISHARES TR | 28863 | 2775466 | 7-10 YR TRSY BD |
| VANECK ETF TRUST | 32318 | 2771915 | GOLD MINERS ETF |
| AMAZON COM INC | 11455 | 2644043 | COM |
| FIRST TR EXCHANGE TRADED FD | 36927 | 2638434 | NASDAQ CYB ETF |
| SPDR INDEX SHS FDS | 39464 | 2541087 | EURO STOXX 50 |
| ISHARES TR | 93268 | 2374137 | IBDS DEC28 ETF |
| ISHARES TR | 24548 | 2033065 | 1 3 YR TREAS BD |
| ISHARES TR | 87762 | 1936907 | IBONDS DEC 2030 |
| ISHARES TR | 19699 | 1891695 | MSCI EAFE ETF |
| ISHARES TR | 38309 | 1842280 | A RATE CP BD ETF |
| ISHARES INC | 29095 | 1744536 | MSCI SWITZERLAND |
| VANGUARD WORLD FD | 23684 | 1696248 | ESG INTL STK ETF |
| ISHARES TR | 12937 | 1245574 | JPMORGAN USD EMG |
| APPLE INC | 4542 | 1234788 | COM |
| ALPHABET INC | 3447 | 1081669 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 15906 | 1066879 | GBL LISTED PVT |
| GLOBAL X FDS | 31504 | 1046887 | RENEWABLE ENERGY |
| VANGUARD WORLD FD | 1350 | 1017603 | INF TECH ETF |
| ALPHABET INC | 2413 | 755269 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 31104 | 747740 | INTL EQTY ETF |
| VANGUARD WORLD FD | 2550 | 734018 | HEALTH CAR ETF |
| CATERPILLAR INC | 1250 | 714416 | COM |
| ISHARES TR | 15869 | 697919 | MSCI UK ETF NEW |
| NVIDIA CORPORATION | 3373 | 629065 | COM |
| SELECT SECTOR SPDR TR | 6600 | 621186 | STATE STREET CON |
| INVESCO ACTVELY MNGD ETC FD | 45565 | 603736 | OPTIMUM YIELD |
| SELECT SECTOR SPDR TR | 3500 | 542920 | STATE STREET IND |
| VANGUARD SCOTTSDALE FDS | 7004 | 531253 | LG-TERM COR BD |
| JPMORGAN CHASE & CO. | 1624 | 520936 | COM |
| INVESCO EXCH TRADED FD TR II | 11497 | 507619 | GLOBAL WATER |
| FIRST TR EXCH TRADED FD III | 24000 | 463174 | INSTL PFD SECS |
| SELECT SECTOR SPDR TR | 7300 | 399821 | STATE STREET FIN |
| ISHARES INC | 8774 | 387548 | ESG AWR MSCI EM |
| VISA INC | 1091 | 382625 | COM CL A |
| KKR & CO INC | 2850 | 363318 | COM |
| ISHARES TR | 6868 | 361933 | HDG MSCI JAPAN |
| INVESCO EXCHANGE TRADED FD T | 1878 | 359750 | S&P500 EQL WGT |
| ABBOTT LABS | 2707 | 337451 | COM |
| ISHARES GOLD TR | 3893 | 315995 | ISHARES NEW |
| META PLATFORMS INC | 468 | 308922 | CL A |
| ISHARES TR | 1437 | 308510 | US AER DEF ETF |
| BLACKSTONE INC | 2000 | 308280 | COM |
| VANGUARD INTL EQUITY INDEX F | 5621 | 302185 | FTSE EMR MKT ETF |
| ISHARES TR | 1400 | 296898 | S&P 500 VAL ETF |
| BOOKING HOLDINGS INC | 53 | 283832 | COM |
| ABBVIE INC | 1240 | 281066 | COM |
| ISHARES INC | 3547 | 257796 | MSCI EMRG CHN |
| ISHARES TR | 15619 | 256620 | GL CLEAN ENE ETF |
| BANK AMERICA CORP | 4571 | 251405 | COM |
| RESMED INC | 1018 | 245206 | COM |
| COCA COLA CO | 3492 | 244126 | COM |
| SPDR DOW JONES INDL AVERAGE | 500 | 240198 | UT SER 1 |
| MASTERCARD INCORPORATED | 418 | 238270 | CL A |
| SELECT SECTOR SPDR TR | 1626 | 234095 | STATE STREET TEC |
| VANGUARD INDEX FDS | 800 | 232176 | MID CAP ETF |
| TESLA INC | 506 | 227558 | COM |
| VANGUARD WHITEHALL FDS | 1555 | 223174 | HIGH DIV YLD |
| ISHARES TR | 2522 | 212414 | MSCI GBL SUS DEV |
| ISHARES TR | 1200 | 202524 | ISHARES BIOTECH |
| VANGUARD INTL EQUITY INDEX F | 2680 | 197141 | ALLWRLD EX US |
| ISHARES TR | 795 | 195697 | RUSSELL 2000 ETF |
| VANGUARD BD INDEX FDS | 2575 | 190730 | TOTAL BND MRKT |
| ISHARES TR | 1343 | 187140 | ESG OPTIMIZED |
| BROADCOM INC | 536 | 185510 | COM |
| SPDR SERIES TRUST | 6457 | 176986 | BLOOMBERG SHORT |
| ISHARES TR | 257 | 176030 | CORE S&P500 ETF |
| ASTRAZENECA PLC | 1900 | 174667 | SPONSORED ADR |
| VANGUARD CHARLOTTE FDS | 3513 | 169748 | TOTAL INT BD ETF |
| CITIGROUP INC | 1400 | 163366 | COM NEW |
| AMERICAN ELEC PWR CO INC | 1412 | 162818 | COM |
| VANGUARD BD INDEX FDS | 2056 | 162033 | SHORT TRM BOND |
| ISHARES INC | 3373 | 155596 | US INTL HGH YLD |
| SPDR SERIES TRUST | 7185 | 153543 | BLOOMBERG EMERGI |
| MCDONALDS CORP | 500 | 152815 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3270 | 149245 | SENIOR LN FD |
| VANGUARD INDEX FDS | 1669 | 147690 | REAL ESTATE ETF |
| YUM BRANDS INC | 970 | 146742 | COM |
| ISHARES TR | 1628 | 145641 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 5398 | 142993 | US TIPS ETF |
| HONEYWELL INTL INC | 716 | 139684 | COM |
| QUALCOMM INC | 810 | 138551 | COM |
| ELI LILLY & CO | 126 | 135410 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 594 | 132563 | COM |
| INVESCO EXCH TRADED FD TR II | 2063 | 129992 | S&P GBL WATER |
| VANGUARD TAX-MANAGED FDS | 2040 | 127439 | VAN FTSE DEV MKT |
| KRANESHARES TRUST | 4696 | 126745 | MSCI CHINA CLEAN |
| EXXON MOBIL CORP | 1051 | 126477 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 1835 | 125441 | SHS REP COM UT |
| ZOETIS INC | 1000 | 125285 | CL A |
| MONDELEZ INTL INC | 2300 | 123809 | CL A |
| INVESCO EXCH TRADED FD TR II | 5067 | 122766 | VAR RATE PFD |
| ISHARES TR | 3960 | 122602 | PFD AND INCM SEC |
| ALTRIA GROUP INC | 2100 | 121086 | COM |
| VANGUARD SCOTTSDALE FDS | 1441 | 120684 | INT-TERM CORP |
| AUTODESK INC | 383 | 113372 | COM |
| ISHARES INC | 599 | 111276 | MSCI WORLD ETF |
| ISHARES TR | 2117 | 109597 | USD INV GRDE ETF |
| ISHARES SILVER TR | 1667 | 107388 | ISHARES |
| INVESCO EXCH TRADED FD TR II | 9530 | 106519 | PFD ETF |
| PEPSICO INC | 697 | 100033 | COM |
| ISHARES TR | 835 | 99657 | 3 7 YR TREAS BD |
| VANGUARD SCOTTSDALE FDS | 1000 | 99520 | VNG RUS2000IDX |
| ISHARES INC | 2223 | 94478 | MSCI GERMANY ETF |
| SELECT SECTOR SPDR TR | 801 | 94294 | STATE STREET COM |
| VERIZON COMMUNICATIONS INC | 2169 | 86837 | COM |
| SALESFORCE INC | 326 | 86361 | COM |
| VANGUARD BD INDEX FDS | 1230 | 85510 | LONG TERM BOND |
| LITMAN GREGORY FDS TR | 3033 | 85106 | IMGP DBI MANAGED |
| 3M CO | 530 | 84853 | COM |
| MERCK & CO INC | 788 | 82945 | COM |
| GALLAGHER ARTHUR J & CO | 291 | 75308 | COM |
| INVESCO EXCH TRADED FD TR II | 3570 | 74586 | SR LN ETF |
| ISHARES TR | 497 | 73899 | CORE S&P TTL STK |
| PHILIP MORRIS INTL INC | 460 | 73784 | COM |
| WALMART INC | 636 | 70857 | COM |
| COINBASE GLOBAL INC | 308 | 69651 | COM CL A |
| GOLDMAN SACHS GROUP INC | 72 | 63288 | COM |
| INTUITIVE SURGICAL INC | 110 | 62300 | COM NEW |
| ISHARES TR | 1128 | 61713 | MSCI EMG MKT ETF |
| ISHARES BITCOIN TRUST ETF | 1193 | 59232 | SHS BEN INT |
| WELLS FARGO CO NEW | 635 | 59182 | COM |
| VANECK ETF TRUST | 310 | 58672 | BIOTECH ETF |
| VANGUARD BD INDEX FDS | 735 | 57242 | INTERMED TERM |
| MARRIOTT INTL INC NEW | 182 | 56464 | CL A |
| ISHARES INC | 696 | 56195 | MSCI JAPAN ETF |
| BERKSHIRE HATHAWAY INC DEL | 109 | 54789 | CL B NEW |
| WISDOMTREE TR | 1022 | 54227 | EUROPE HEDGED EQ |
| PROCTER AND GAMBLE CO | 378 | 53789 | COM |
| HOME DEPOT INC | 156 | 53680 | COM |
| ALIBABA GROUP HLDG LTD | 348 | 51010 | SPONSORED ADS |
| APPLOVIN CORP | 75 | 50537 | COM CL A |
| ADVANCED MICRO DEVICES INC | 235 | 50328 | COM |
| INTEL CORP | 1310 | 48339 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 155 | 47103 | SPONSORED ADS |
| CARRIER GLOBAL CORPORATION | 890 | 46827 | COM |
| WISDOMTREE TR | 320 | 46131 | JAPN HEDGE EQT |
| CHEVRON CORP NEW | 295 | 44961 | COM |
| ISHARES TR | 1040 | 44585 | 0-5YR HI YL CP |
| ISHARES INC | 660 | 44365 | CORE MSCI EMKT |
| BAKER HUGHES COMPANY | 953 | 43400 | CL A |
| AT&T INC | 1745 | 42844 | COM |
| DEERE & CO | 90 | 41901 | COM |
| NETFLIX INC | 420 | 39379 | COM |
| GLOBAL X FDS | 1085 | 39310 | RBTCS ARTFL INTE |
| ISHARES TR | 356 | 39213 | TRUST ISHARE 0-1 |
| CISCO SYS INC | 500 | 38310 | COM |
| KLA CORP | 31 | 37667 | COM NEW |
| INTERACTIVE BROKERS GROUP IN | 576 | 37043 | COM CL A |
| RTX CORPORATION | 201 | 36863 | COM |
| ANALOG DEVICES INC | 135 | 36612 | COM |
| ISHARES TR | 330 | 36270 | TIPS BD ETF |
| HUNTINGTON BANCSHARES INC | 2060 | 35741 | COM |
| PALANTIR TECHNOLOGIES INC | 200 | 35550 | CL A |
| AMPHENOL CORP NEW | 260 | 35136 | CL A |
| FIRST TR EXCHANGE TRADED FD | 270 | 35122 | CLOUD COMPUTING |
| ADVENT CONV & INCOME FD | 2759 | 34283 | COM |
| FORTINET INC | 426 | 33829 | COM |
| ISHARES TR | 499 | 33498 | MSCI ACWI EX US |
| BLACKROCK INC | 30 | 32110 | COM |
| LENNAR CORP | 309 | 31765 | CL A |
| ISHARES TR | 369 | 31232 | CORE MSCI TOTAL |
| INTERNATIONAL BUSINESS MACHS | 105 | 31102 | COM |
| GLOBAL X FDS | 715 | 30552 | GLOBAL X URANIUM |
| CORNING INC | 345 | 30208 | COM |
| ADOBE INC | 85 | 29749 | COM |
| SERVICENOW INC | 180 | 27574 | COM |
| COSTCO WHSL CORP NEW | 31 | 26733 | COM |
| DANAHER CORPORATION | 110 | 25181 | COM |
| KINDER MORGAN INC DEL | 895 | 24604 | COM |
| SCHWAB CHARLES CORP | 235 | 23479 | COM |
| SOUTHERN CO | 246 | 21451 | COM |
| ORACLE CORP | 109 | 21189 | COM |
| GE VERNOVA INC | 32 | 20899 | COM |
| GLOBAL X FDS | 453 | 20666 | DAX GERMANY ETF |
| LULULEMON ATHLETICA INC | 97 | 20158 | COM |
| ISHARES TR | 239 | 19271 | IBOXX HI YD ETF |
| DBX ETF TR | 550 | 18068 | XTRACK HRVST CSI |
| DISNEY WALT CO | 157 | 17862 | COM |
| FRANKLIN TEMPLETON ETF TR | 450 | 17366 | FRANKLIN INDIA |
| ISHARES INC | 313 | 16681 | EURO HIGH YIELD |
| WASTE MGMT INC DEL | 72 | 15819 | COM |
| EBAY INC. | 165 | 14372 | COM |
| STARBUCKS CORP | 170 | 14316 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 365 | 14136 | SHS NEW |
| BAIDU INC | 100 | 13066 | SPON ADR REP A |
| ISHARES INC | 197 | 12628 | MSCI EURZONE ETF |
| ISHARES ETHEREUM TR | 550 | 12337 | SHS |
| MCKESSON CORP | 15 | 12304 | COM |
| CSX CORP | 333 | 12071 | COM |
| T-MOBILE US INC | 59 | 11979 | COM |
| VERALTO CORP | 120 | 11974 | COM SHS |
| UBER TECHNOLOGIES INC | 146 | 11930 | COM |
| PROGRESSIVE CORP | 54 | 11563 | COM |
| HUMANA INC | 45 | 11526 | COM |
| CHIPOTLE MEXICAN GRILL INC | 300 | 11100 | COM |
| EOG RES INC | 106 | 11026 | COM |
| CVS HEALTH CORP | 140 | 11020 | COM |
| UNITEDHEALTH GROUP INC | 33 | 10894 | COM |
| VERTEX PHARMACEUTICALS INC | 23 | 10427 | COM |
| DOLLAR TREE INC | 74 | 9103 | COM |
| WEC ENERGY GROUP INC | 85 | 8964 | COM |
| S&P GLOBAL INC | 17 | 8884 | COM |
| CORTEVA INC | 117 | 7843 | COM |
| SOLSTICE ADVANCED MATLS INC | 150 | 7287 | COM SHS |
| UNITED RENTALS INC | 9 | 7284 | COM |
| APPLIED MATLS INC | 28 | 7196 | COM |
| AUTOZONE INC | 2 | 6783 | COM |
| LABCORP HOLDINGS INC | 27 | 6774 | COM SHS |
| OTIS WORLDWIDE CORP | 75 | 6551 | COM |
| DIGITAL RLTY TR INC | 42 | 6498 | COM |
| AMEREN CORP | 64 | 6391 | COM |
| BOOZ ALLEN HAMILTON HLDG COR | 48 | 4049 | CL A |
| SLB LIMITED | 80 | 3070 | COM STK |
| OREILLY AUTOMOTIVE INC | 15 | 1368 | COM |
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