Universe · entity
LFA - Lugano Financial Advisors SA
Institutional manager (13F) · CIK 1737871
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $180M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $28M | 42,575 |
| 2 | ISHARES TR | $22M | 229,552 |
| 3 | SPDR GOLD TR | $14M | 31,385 |
| 4 | SCHWAB STRATEGIC TR | $13M | 334,560 |
| 5 | ISHARES TR | $11M | 457,113 |
| 6 | ISHARES TR | $5M | 98,343 |
| 7 | VANGUARD WHITEHALL FDS | $5M | 75,920 |
| 8 | VANGUARD SCOTTSDALE FDS | $5M | 57,425 |
| 9 | SPDR INDEX SHS FDS | $4M | 71,949 |
| 10 | SPDR SERIES TRUST | $4M | 125,704 |
| 11 | SPDR SERIES TRUST | $4M | 153,241 |
| 12 | FIRST TR EXCH TRADED FD III | $4M | 52,078 |
| 13 | ISHARES TR | $4M | 151,643 |
| 14 | ISHARES TR | $3M | 33,948 |
| 15 | NEW YORK LIFE INVESTMENTS ET | $3M | 98,012 |
| 16 | VANGUARD SCOTTSDALE FDS | $3M | 55,362 |
| 17 | VANGUARD WORLD FD | $3M | 44,263 |
| 18 | VANECK ETF TRUST | $3M | 34,227 |
| 19 | ISHARES TR | $3M | 28,863 |
| 20 | FIRST TR EXCHANGE-TRADED FD | $3M | 40,680 |
| 21 | INVESCO QQQ TR | $2M | 4,302 |
| 22 | AMAZON COM INC | $2M | 11,567 |
| 23 | MICROSOFT CORP | $2M | 6,493 |
| 24 | ISHARES TR | $2M | 94,311 |
| 25 | ISHARES TR | $2M | 25,146 |
| 26 | ISHARES TR | $2M | 94,493 |
| 27 | ISHARES TR | $2M | 19,699 |
| 28 | ISHARES INC | $2M | 31,461 |
| 29 | ISHARES TR | $2M | 38,216 |
| 30 | ISHARES TR | $2M | 17,123 |
| 31 | SPDR SERIES TRUST | $1M | 14,651 |
| 32 | ISHARES TR | $1M | 14,106 |
| 33 | GLOBAL X FDS | $1M | 31,504 |
| 34 | ISHARES INC | $1M | 22,721 |
| 35 | APPLE INC | $975k | 3,842 |
| 36 | INVESCO EXCHANGE TRADED FD T | $912k | 16,144 |
| 37 | CATERPILLAR INC | $884k | 1,250 |
| 38 | INVESCO ACTVELY MNGD ETC FD | $824k | 47,568 |
| 39 | SCHWAB STRATEGIC TR | $770k | 31,104 |
| 40 | ALPHABET INC | $745k | 2,597 |
| 41 | ISHARES TR | $731k | 16,051 |
| 42 | ALPHABET INC | $714k | 2,482 |
| 43 | VANGUARD WORLD FD | $694k | 2,550 |
| 44 | NVIDIA CORPORATION | $588k | 3,373 |
| 45 | SELECT SECTOR SPDR TR | $566k | 3,500 |
| 46 | FIRST TR EXCH TRADED FD III | $537k | 28,400 |
| 47 | INVESCO EXCH TRADED FD TR II | $499k | 11,497 |
| 48 | VANGUARD SCOTTSDALE FDS | $492k | 6,641 |
| 49 | JPMORGAN CHASE & CO | $475k | 1,624 |
| 50 | ISHARES TR | $387k | 6,868 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.