LFA - Lugano Financial Advisors SA
All 13F Filings
- Location
- Lugano, V8
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 171,480
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 242 | 171,480 | 13F-HR | LFA - Lugano Financial Advisors SA |
| Q2 2026 | 7/28/2026 | 274 | 166,165 | 13F-HR | LFA - Lugano Financial Advisors SA |
| Q1 2026 | 5/5/2026 | 223 | 196,602 | 13F-HR | LFA - Lugano Financial Advisors SA |
| Q4 2025 | 1/29/2026 | 235 | 193,689 | 13F-HR | LFA - Lugano Financial Advisors SA |
| Q3 2025 | 11/5/2025 | 229 | 189,673 | 13F-HR | LFA - Lugano Financial Advisors SA |
| Q2 2025 | 8/7/2025 | 245 | 168,761 | 13F-HR | LFA - Lugano Financial Advisors SA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.28 K | 14.7% | 0 | 3.355 K | -3.355 K |
| ETFs | 141 K | 82.2% | 8.942 K | 0 | 8.942 K |
| Debt | 5.215 K | 3.0% | 0 | 274 | -274 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
171,480
Holdings
242
QoQ value change ($000)
5,315
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.