LFA - Lugano Financial Advisors SA

Q2 2026 13F-HR Holdings

Location
Lugano, V8
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
274
Total value ($000)
$166,165
Net value change ($000)
-30,437 (-15.5%)
New positions
64
Sold out positions
13
Turnover %
25.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 9,862 35.6%
VGT 1,173 994.1%
VSGX 1,152 36.3%
QQQ 768 30.9%
CIBR 678 26.6%
VCSH 598 13.2%
VCIT 547 463.6%
PHYS 543 NEW
IGIB 531 10.2%
CAT 483 54.6%
Top Reduces (Value $000, Stocks/ETFs)
ESGD -21,950 -100.0%
SUSB -11,370 -100.0%
GLD -5,355 -39.7%
IBND -3,849 -99.0%
IEF -2,736 -100.0%
FEZ -1,677 -37.5%
GDX -1,657 -52.8%
RNRG -1,163 -100.0%
EMB -826 -62.9%
PDBC -783 -95.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type