Lugano Financial Advisors SA (LFA) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
+$1.67M |
| 2 |
iShares MSCI Switzerland ETF
EWL
|
+$447K |
| 3 |
iShares ESG Aware MSCI EM ETF
ESGE
|
+$387K |
| 4 |
SPDR Gold Trust
GLD
|
+$285K |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$277K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$969K |
| 2 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$925K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$517K |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$482K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$359K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.16% |
| 2 | Consumer Discretionary | 1.92% |
| 3 | Financials | 1.39% |
| 4 | Communication Services | 1.24% |
| 5 | Healthcare | 0.79% |
Similar funds
Lugano Financial Advisors SA (LFA)'s Q4 2025 Portfolio in Review
As of Q4 2025, Lugano Financial Advisors SA (LFA) held 243 positions worth $194M, up 2.1% from $190M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Lugano Financial Advisors SA (LFA)'s Q4 2025 filing shows 14 new, 36 increased, 27 reduced and 8 closed positions. Its largest new stake was Vanguard ESG International Stock ETF: 23,684 shares worth $1.7M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $969K.
By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.2% a quarter earlier, followed by Consumer Discretionary and Financials.
- Lugano Financial Advisors SA (LFA)'s largest Q4 2025 buy was Vanguard ESG International Stock ETF: 23,684 shares worth $1.7M.
- Lugano Financial Advisors SA (LFA) added most to iShares MSCI Switzerland ETF in Q4 2025, an estimated $447K increase.
- Lugano Financial Advisors SA (LFA)'s biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $969K.
- Lugano Financial Advisors SA (LFA) fully exited State Street Energy Select Sector SPDR ETF in Q4 2025, selling an estimated $359K.
- Lugano Financial Advisors SA (LFA)'s ten largest holdings make up 53% of its $194M portfolio in Q4 2025.
- Lugano Financial Advisors SA (LFA) opened 14 new positions and closed 8 in Q4 2025.
- Lugano Financial Advisors SA (LFA)'s portfolio value rose 2.1% quarter-over-quarter to $194M.
Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2025, filed 29 Jan 2026.