Lugano Financial Advisors SA (LFA) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$4.68M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.47M |
| 3 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$2.13M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$1.54M |
| 5 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$743K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$4.28M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.8M |
| 3 |
First Trust Long/Short Equity ETF
FTLS
|
+$512K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$267K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$223K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.54% |
| 2 | Consumer Discretionary | 1.59% |
| 3 | Financials | 1.17% |
| 4 | Communication Services | 1% |
| 5 | Industrials | 0.7% |
Similar funds
Lugano Financial Advisors SA (LFA)'s Q1 2026 Portfolio in Review
As of Q1 2026, Lugano Financial Advisors SA (LFA) held 239 positions worth $197M, up 1.5% from $194M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Lugano Financial Advisors SA (LFA) deployed $7.24M of net new capital in Q1 2026, opening 4 new positions and adding to 41 existing holdings. Its largest new stake was Amplify CEF High Income ETF: 6,400 shares worth $69.9K.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 3.2% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was First Trust SMID Cap Rising Dividend Achievers ETF, an estimated $4.28M trimmed.
- Lugano Financial Advisors SA (LFA)'s largest Q1 2026 buy was Amplify CEF High Income ETF: 6,400 shares worth $69.9K.
- Lugano Financial Advisors SA (LFA) added most to Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2026, an estimated $4.68M increase.
- Lugano Financial Advisors SA (LFA)'s biggest Q1 2026 reduction was First Trust SMID Cap Rising Dividend Achievers ETF, cutting an estimated $4.28M.
- Lugano Financial Advisors SA (LFA) fully exited Vanguard High Dividend Yield ETF in Q1 2026, selling an estimated $223K.
- Lugano Financial Advisors SA (LFA)'s ten largest holdings make up 56% of its $197M portfolio in Q1 2026.
- Lugano Financial Advisors SA (LFA) opened 4 new positions and closed 16 in Q1 2026.
- Lugano Financial Advisors SA (LFA)'s portfolio value rose 1.5% quarter-over-quarter to $197M.
Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.