LFA - Lugano Financial Advisors SA

Q1 2026 13F-HR Holdings

Location
Lugano, V8
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$196,602
Net value change ($000)
+2,913 (1.5%)
New positions
4
Sold out positions
15
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FNDE 5,114 66.5%
FEZ 1,926 75.8%
VSGX 1,479 87.2%
SPY 1,131 4.3%
GLD 1,067 8.6%
SJNK 649 20.7%
ESGE 645 166.2%
VCSH 530 13.3%
GDX 369 13.3%
IGIB 272 5.5%
Top Reduces (Value $000, Stocks/ETFs)
SDVY -4,038 -98.5%
SGOV -1,805 -51.3%
VGT -900 -88.4%
MSFT -681 -22.1%
FTLS -546 -13.0%
QQQ -366 -12.8%
GOOGL -337 -31.1%
BKNG -262 -92.3%
AAPL -260 -21.1%
VWOB -246 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type