Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LFA - Lugano Financial Advisors SA (CIK 1737871) reported $196.6M across 222 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($27.7M, 14.08%), ESGD ($21.9M, 11.16%), GLD ($13.5M, 6.87%), FNDE ($12.8M, 6.51%), SUSB ($11.4M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.7M | 14.08% | 42,575 | Added |
| 2 | ESGD | ISHARES TR | $21.9M | 11.16% | 229,552 | Hold |
| 3 | GLD | SPDR GOLD TR | $13.5M | 6.87% | 31,385 | Added |
| 4 | FNDE | SCHWAB STRATEGIC TR | $12.8M | 6.51% | 334,560 | Added |
| 5 | SUSB | ISHARES TR | $11.4M | 5.78% | 457,113 | Hold |
| 6 | IGIB | ISHARES TR | $5.2M | 2.64% | 98,343 | Added |
| 7 | VWOB | VANGUARD WHITEHALL FDS | $4.9M | 2.51% | 75,920 | Trimmed |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $4.5M | 2.30% | 57,425 | Added |
| 9 | FEZ | SPDR INDEX SHS FDS | $4.5M | 2.27% | 71,949 | Added |
| 10 | IBND | SPDR SERIES TRUST | $3.9M | 1.98% | 125,704 | Added |
| 11 | SJNK | SPDR SERIES TRUST | $3.8M | 1.92% | 153,241 | Added |
| 12 | FTLS | FIRST TR EXCH TRADED FD III | $3.7M | 1.86% | 52,078 | Trimmed |
| 13 | IBDU | ISHARES TR | $3.5M | 1.78% | 151,643 | Added |
| 14 | TLH | ISHARES TR | $3.4M | 1.73% | 33,948 | Added |
| 15 | QAI | NEW YORK LIFE INVESTMENTS ET | $3.3M | 1.70% | 98,012 | Trimmed |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | $3.3M | 1.67% | 55,362 | Added |
| 17 | VSGX | VANGUARD WORLD FD | $3.2M | 1.61% | 44,263 | Added |
| 18 | GDX | VANECK ETF TRUST | $3.1M | 1.60% | 34,227 | Added |
| 19 | IEF | ISHARES TR | $2.7M | 1.39% | 28,863 | Hold |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.30% | 40,680 | Added |
| 21 | QQQ | INVESCO QQQ TR | $2.5M | 1.26% | 4,302 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $2.4M | 1.23% | 11,567 | Added |
| 23 | MSFT | MICROSOFT CORP | $2.4M | 1.22% | 6,493 | Added |
| 24 | IBDT | ISHARES TR | $2.4M | 1.21% | 94,311 | Added |
| 25 | SHY | ISHARES TR | $2.1M | 1.05% | 25,146 | Added |
Source: SEC Form 13F filings · as of 2026-03-31