LFA - Lugano Financial Advisors SA - Portfolio overview

LFA - Lugano Financial Advisors SA has 245 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 13.98%
2. ESGD - ISHARES TR, 11.08%
3. GLD - SPDR GOLD TR, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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