LFA - Lugano Financial Advisors SA

Q3 2026 13F-HR Holdings

Location
Lugano, V8
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
242
Total value ($000)
$171,480
Net value change ($000)
+5,315 (3.2%)
New positions
24
Sold out positions
56
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPIB 6,795 NEW
FNDE 2,627 20.2%
VCLT 1,112 245.5%
MSFT 771 32.0%
VCSH 762 14.9%
SPY 559 1.5%
PHYS 504 92.8%
COPX 473 NEW
CIBR 440 13.6%
SEIV 437 NEW
Top Reduces (Value $000, Stocks/ETFs)
TLH -2,435 -71.6%
SJNK -2,066 -61.5%
VGIT -1,917 -59.2%
FEZ -526 -18.9%
IBDU -480 -14.3%
EWL -430 -23.6%
IGIB -330 -5.8%
CAT -326 -23.8%
SDG -226 -100.0%
HEWJ -172 -38.8%
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