LFA - Lugano Financial Advisors SA
All 13F Filings
- Location
- Lugano, V8
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 196,602
- 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 |
|---|---|---|---|---|---|
| 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 | 24.41 K | 12.4% | 0 | 129.4 K | -129.4 K |
| ETFs | 166.6 K | 84.7% | 133.8 K | 0 | 133.8 K |
| Debt | 5.581 K | 2.8% | 0 | 299 | -299 |
| Other | 0 | 0.0% | 0 | 1.246 K | -1.246 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
196,602
Holdings
223
QoQ value change ($000)
2,913
(1.5%)
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.