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13F-HR filed by LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 223 holding rows worth $196,601,517.

Accession
0001737871-26-000002
Filed
2026-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 223 entries on the cover page, a total value of $196,601,517 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,601,517 with VALUE read as dollars as filed, 13F file number 028-18897. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS42,575$27,688,226dollars as filed
ISHARES TR46435G516COM229,552$21,949,762dollars as filed
SPDR GOLD TR78463V107GOLD SHS31,385$13,504,652dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS334,560$12,800,266dollars as filed
ISHARES TR46435G243COM457,113$11,370,000dollars as filed
ISHARES TR464288638ISHS 5-10YR INVT98,343$5,190,996dollars as filed
VANGUARD WHITEHALL FDS921946885COM75,920$4,938,649dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM57,425$4,518,400dollars as filed
SPDR INDEX SHS FDS78463X202EURO STOXX 5071,949$4,466,594dollars as filed
SPDR SERIES TRUST78464A151SST SPDR BLOOMBE125,704$3,888,930dollars as filed
SPDR SERIES TRUST78468R408ST TERM HIGH ETF153,241$3,783,153dollars as filed
FIRST TR EXCH TRADED FD III33739P103LNG/SHT EQUITY52,078$3,664,208dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF151,643$3,500,315dollars as filed
ISHARES TR46428865310-20 YR TRS ETF33,948$3,393,717dollars as filed
NEW YORK LIFE INVESTMENTS ET45409B107NYLI HEDGE MULTI98,012$3,344,169dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS55,362$3,275,587dollars as filed
Vanguard ESG International Stock ETF921910725SHS44,263$3,174,985dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF34,227$3,141,012dollars as filed
ISHARES TR4642874407-10 YR TRSY BD28,863$2,736,498dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF40,680$2,549,822dollars as filed
INVESCO QQQ TR46090E103COM4,302$2,483,028dollars as filed
Amazon.com, Inc023135106COM11,567$2,409,059dollars as filed
Microsoft Corp594918104COM6,493$2,403,514dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF94,311$2,371,280dollars as filed
ISHARES TR464287457COM25,146$2,064,004dollars as filed
ISHARES TR46436E726IBONDS DEC 203094,493$2,052,860dollars as filed
ISHARES TR464287465MSCI EAFE ETF19,699$1,913,364dollars as filed
ISHARES INC464286749MSCI SWITZERLAND31,461$1,850,221dollars as filed
ISHARES TR46429B291A RATE CP BD ETF38,216$1,804,659dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS17,123$1,713,504dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF14,651$1,337,712dollars as filed
ISHARES TR464288281JPMORGAN USD EMG14,106$1,312,909dollars as filed
GLOBAL X FDS37960A180RENE EN PROD ETF31,504$1,162,687dollars as filed
ISHARES INC46434G863COM22,721$1,033,124dollars as filed
Apple Inc037833100COM3,842$975,061dollars as filed
INVESCO EXCHANGE TRADED FD T46137V118GBL LISTED PVT16,144$912,436dollars as filed
Caterpillar Inc.149123101COM1,250$883,892dollars as filed
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD47,568$823,878dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF31,104$769,824dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,597$744,975dollars as filed
ISHARES TR MSCI UK ETF NEW46435G334MSCI UK ETF NEW16,051$731,284dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,482$713,724dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF2,550$694,442dollars as filed
NVIDIA Corp67066G104COM3,373$588,251dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL3,500$566,055dollars as filed
FIRST TR EXCH TRADED FD III33739P855INSTL PFD SECS28,400$537,098dollars as filed
POWERSHARES GLOBAL EXCH TRD FD TR GLOBAL WATER PORT46138E651ETF11,497$499,201dollars as filed
Vanguard Long-Term Corporate Bond ETF92206C813SHS6,641$491,684dollars as filed
JPMorgan Chase & Co46625H100COM1,624$475,283dollars as filed
ISHARES TR46434V886CMN6,868$386,531dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,878$360,426dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS7,300$360,401dollars as filed
iShares Gold Trust464285204COM3,893$343,207dollars as filed
Visa Inc92826C839COM1,091$329,744dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON4,000$327,920dollars as filed
INVESCO EXCH TRADED FD TR II46138E263S&P GBL WATER4,994$319,316dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS1,437$314,344dollars as filed
VWO922042858SHS5,621$303,815dollars as filed
iShares S&P 500 Value ETF464287408SHS1,400$295,610dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM15,619$285,672dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,600$283,348dollars as filed
ISHARES INC46434G764MSCI EMRG CHN3,547$279,007dollars as filed
Abbott Laboratories002824100COM2,707$276,195dollars as filed
iShares Short Treasury Bond ETF464288679SHS2,482$272,373dollars as filed
META PLATFORMS INC CL A30303M102COM468$267,757dollars as filed
AbbVie,Inc.00287Y109COM1,240$267,469dollars as filed
KRANESHARES TRUST500767850MSCI CHINA CLEAN9,313$266,491dollars as filed
Coca-Cola Company191216100COM3,492$265,567dollars as filed
KKR & CO INC48251W104COM2,850$263,625dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1500$231,497dollars as filed
RESMED INC COM761152107Stock1,018$228,521dollars as filed
BLACKSTONE INC09260D107COM2,000$227,869dollars as filed
Bank of America Corp060505104COM4,571$222,836dollars as filed
INVESCO EXCH TRADED FD TR II46138G870VAR RATE PFD9,313$222,490dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,626$216,095dollars as filed
ISHARES TR46435G532MSCI GBL SUS DEV2,522$211,728dollars as filed
MasterCard, Inc57636Q104COM418$208,500dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,162$202,621dollars as filed
ISHARES TR464287556ISHARES BIOTECH1,200$202,620dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS2,680$201,268dollars as filed
iShares Russell 2000 ETF464287655SHS795$197,160dollars as filed
SPDR SERIES TRUST78464A334BLOMBERG BRC INT7,271$195,058dollars as filed
Vanguard Total Bond Market ETF921937835SHS2,575$188,358dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS3,910$187,000dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock1,412$185,085dollars as filed
EXXON MOBIL CORP30231G102COM1,051$178,313dollars as filed
ISHARES TR464288802ESG OPTIMIZED1,343$177,410dollars as filed
Tesla Motors, Inc88160R101COM476$176,953dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS257$167,875dollars as filed
Broadcom Inc.11135F101COM536$165,897dollars as filed
Honeywell Technologies438516106COM716$161,837dollars as filed
Citigroup Inc.172967424COM1,400$158,027dollars as filed
McDonalds Corporation580135101COM500$155,395dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF7,570$153,719dollars as filed
YUM BRANDS INC COM988498101Stock970$150,816dollars as filed
ISHARES GLOBAL HIGH YIELD CO464286178US INTL HGH YLD3,373$150,599dollars as filed
Vanguard Real Estate922908553SHS1,669$148,040dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS1,628$147,383dollars as filed
SPDR Bloomberg Emerging Markets Local Bond ETF78464A391SHS7,185$146,843dollars as filed
Altria Group Inc02209S103COM2,100$138,579dollars as filed
ISHARES INC464286392MSCI WORLD ETF723$130,154dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS1,441$118,280dollars as filed
VGT92204A702SHS1,350$117,740dollars as filed
ZOETIS INC CL A98978V103Stock1,000$117,698dollars as filed
Eli Lilly and Company532457108COM126$115,891dollars as filed
iShares Silver Trust46428Q109COM1,626$110,796dollars as filed
PepsiCo,Inc.713448108COM697$108,237dollars as filed
ISHARES TR464288620SHS2,117$107,602dollars as filed
INVESCO EXCH TRADED FD TR II46138E511PFD ETF9,530$103,137dollars as filed
ISHARES TR464288687COM3,413$102,538dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK1,000$100,170dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT1,835$96,815dollars as filed
Qualcomm Incorporated747525103COM750$96,585dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock594$96,513dollars as filed
Merck & Co.,Inc.58933Y105COM788$94,789dollars as filed
AUTODESK INC COM052769106Stock383$91,690dollars as filed
LITMAN GREGORY FDS TR53700T827IMGP DBI MAN ETF3,033$91,445dollars as filed
ISHARES TR464288513IBOXX HI YD ETF1,139$89,712dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS801$88,799dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF2,223$88,186dollars as filed
Verizon Communications Inc92343V104COM1,690$83,582dollars as filed
Walmart Inc.931142103COM636$79,042dollars as filed
3M CO COM88579Y101Stock530$76,972dollars as filed
Schwab US TIPS ETF808524870SHS2,882$76,338dollars as filed
Philip Morris International Inc.718172109COM460$76,056dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF1,261$71,612dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS497$70,788dollars as filed
AMPLIFY ETF TR032108847HIGH INCOME6,400$69,857dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock291$63,025dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF1,550$61,117dollars as filed
Chevron Corporation166764100COM295$61,036dollars as filed
Goldman Sachs Group,Inc.38141G104COM72$60,911dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock182$59,527dollars as filed
iShares MSCI Japan ETF46434G822SHS696$58,770dollars as filed
VANECK ETF TRUST92189F726BIOTECH ETF310$58,287dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock953$58,181dollars as filed
Intel Corp458140100COM1,310$57,810dollars as filed
Vanguard Mid-Cap ETF922908629SHS800$57,436dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS735$56,320dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock308$53,780dollars as filed
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF1,022$53,451dollars as filed
GLOBAL X FDS37954Y715RBTCS ARTFL INTE1,601$53,185dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS155$52,382dollars as filed
Berkshire Hathaway Inc084670702COM109$52,233dollars as filed
Home Depot, Inc437076102COM156$51,307dollars as filed
WISDOMTREE TR97717W851JAPN HEDGE EQT320$50,746dollars as filed
Intuitive Surgical,Inc.46120E602COM110$50,709dollars as filed
Deere & Company244199105COM90$50,697dollars as filed
Salesforce.com, Inc79466L302COM272$50,648dollars as filed
Wells Fargo & Company949746101COM635$50,552dollars as filed
AT&T Inc00206R102COM1,745$50,065dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock890$49,938dollars as filed
Advanced Micro Devices,Inc.007903107COM235$47,806dollars as filed
Procter & Gamble Co742718109COM329$47,166dollars as filed
CORNING INC219350105COM345$46,910dollars as filed
SUNBELT RENTALS HOLDINGS INC SHS866966104Stock712$46,344dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS660$46,035dollars as filed
IShares Bitcoin Trust Registered46438F101SHS1,193$45,835dollars as filed
KLA CORP482480100COM31$45,645dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS348$43,660dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM1,040$43,489dollars as filed
Analog Devices,Inc.032654105COM135$42,949dollars as filed
Netflix, Inc64110L106COM420$40,383dollars as filed
Raytheon Technologies Corporation75513E101COM201$38,773dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock576$38,632dollars as filed
Cisco Systems,Inc.17275R102COM500$38,586dollars as filed
iShares TIPS Bond ETF464287176SHS330$36,236dollars as filed
FORTINET INC COM34959E109Stock426$34,813dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS499$34,167dollars as filed
AMPHENOL CORP NEW032095101COM260$32,851dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock2,060$32,239dollars as filed
ISHARES TR46432F834COM369$31,970dollars as filed
Costco Wholesale Corporation22160K105COM31$30,845dollars as filed
ADVENT CONVERTIBLE AND INCOME00764C109COM2,759$30,500dollars as filed
APPLOVIN CORP COM CL A03831W108Stock75$29,850dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock895$29,735dollars as filed
FIRST TR EXCHANGE TRADED FD33734X192CLOUD COMPUTING270$29,527dollars as filed
Palantir Technologies Inc. Class A69608A108COM200$29,256dollars as filed
BlackRock,Inc.09290D101COM30$28,851dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND412$28,107dollars as filed
GE Vernova Inc.36828A101COM32$27,933dollars as filed
GLOBAL X FDS37954Y491DAX GERMANY ETF645$27,193dollars as filed
International Business Machines Corporation459200101COM105$25,451dollars as filed
Southern Company842587107COM246$23,744dollars as filed
Charles Schwab Corp808513105COM235$22,085dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS360$22,054dollars as filed
Booking Holdings Inc.09857L108COM128$21,557dollars as filed
Danaher Corporation235851102COM110$20,856dollars as filed
Adobe Inc00724F101COM85$20,662dollars as filed
Waste Management, Inc.94106L109COM72$16,545dollars as filed
ISHARES INC464286210EURO HIGH YIELD313$16,294dollars as filed
Oracle Corporation68389X105COM109$15,979dollars as filed
ServiceNow,Inc.81762P102COM150$15,683dollars as filed
Starbucks Corporation855244109COM170$15,230dollars as filed
EOG RES INC COM26875P101Stock106$15,206dollars as filed
Walt Disney Co254687106COM157$15,132dollars as filed
EBAY INC. COM278642103Stock165$15,018dollars as filed
FRANKLIN TEMPLETON ETF TR35473P769FRANKLIN INDIA450$14,949dollars as filed
LULULEMON ATHLETICA INC550021109COM97$14,851dollars as filed
CSX Corporation126408103COM333$13,670dollars as filed
GLOBAL X FDS37954Y871GLOBAL X URANIUM280$13,560dollars as filed
MCKESSON CORP COM58155Q103Stock15$12,980dollars as filed
T-Mobile US,Inc.872590104COM59$12,392dollars as filed
ISHARES INC MSCI EURZONE ETF464286608MSCI EURZONE ETF197$12,340dollars as filed
BAIDU INC SPON ADR REP A056752108ADR100$11,142dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW365$10,946dollars as filed
Progressive Corporation743315103COM54$10,699dollars as filed
Uber Technologies90353T100COM146$10,502dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM23$10,270dollars as filed
CVS Health Corporation126650100COM140$9,967dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock85$9,840dollars as filed
CORTEVA INC COM22052L104Stock117$9,794dollars as filed
Applied Materials,Inc.038222105COM28$9,570dollars as filed
KRANESHARES TRUST500767751GBL HUMANOID ROB273$8,518dollars as filed
DOLLAR TREE INC COM256746108Stock74$8,104dollars as filed
DIGITAL RLTY TR INC COM253868103REIT42$7,569dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock27$7,204dollars as filed
AMEREN CORP COM023608102Stock64$7,035dollars as filed
AUTOZONE INC COM053332102Stock2$6,756dollars as filed
LENNAR CORP CL A526057104Stock59$5,097dollars as filed
Schlumberger Limited806857108COM80$4,111dollars as filed
VERALTO CORP COM SHS92338C103Stock36$3,183dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock15$1,385dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001737871-26-000002this filing2026-05-05acceptance time not in the bulk data set