Fund HoldingsLFA - Lugano Financial Advisors SA

Total Portfolio Value
$196.60M
Total Bought
$19.23M
Total Sold
$11.62M
Net Transaction
+$7.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SCHWAB STRATEGIC TR0334,560+334,560012,8006.51%+12,800
SPDR INDEX SHS FDS
ST STR EU 50 ETF
071,949+71,94904,4672.27%+4,467
VANGUARD WORLD FD23,68444,263+20,5791,6963,1751.61%+1,479
STATE STR SPDR S&P 500 ETF T(SPY)042,575+42,575027,68814.08%+27,688
SPDR GOLD TR(GLD)31,38431,385+112,43813,5056.87%+1,067
SPDR SERIES TRUST
ST TERM HIGH ETF
123,784153,241+29,4573,1343,7831.92%+649
ISHARES INC
ESG AWR MSCI EM
8,77422,721+13,9473881,0330.53%+646
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
057,425+57,42504,5182.30%+4,518
VANECK ETF TRUST
GOLD MINERS ETF
32,31834,227+1,9092,7723,1411.60%+369
ISHARES TR91,29898,343+7,0454,9195,1912.64%+272
ISHARES TR3562,482+2,126392720.14%+233
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
047,568+47,56808240.42%+824
INVESCO EXCH TRADED FD TR II2,0634,994+2,9311303190.16%+189
CATERPILLAR INC(CAT)1,2501,25007148840.45%+169
KRANESHARES TRUST4,6969,313+4,6171272660.14%+140
ISHARES TR
ESG AW MSCI EAFE
229,552229,552021,82821,95011.16%+122
ISHARES TR87,76294,493+6,7311,9372,0531.04%+116
GLOBAL X FDS
RENE EN PROD ETF
31,50431,50401,0471,1630.59%+116
ISHARES INC29,09531,461+2,3661,7451,8500.94%+106
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
5,0679,313+4,2461232220.11%+100
INVESCO EXCH TRADED FD TR II
SR LN ETF
3,5707,570+4,000751540.08%+79
VANGUARD TAX-MANAGED FDS2,0403,162+1,1221272030.10%+75
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
028,400+28,40005370.27%+537
ISHARES TR01,139+1,1390900.05%+90
AMPLIFY ETF TR06,400+6,4000700.04%+70
ISHARES TR12,93714,106+1,1691,2461,3130.67%+67
EXXON MOBIL CORP1,0511,05101261780.09%+52
SUNBELT RENTALS HOLDINGS INC(SUNB)0712+7120460.02%+46
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
055,362+55,36203,2761.67%+3,276
ISHARES TR
MSCI UK ETF NEW
15,86916,051+1826987310.37%+33
ISHARES TR24,54825,146+5982,0332,0641.05%+31
SPDR SERIES TRUST
ST STR CONV ETF
14,65114,65101,3071,3380.68%+31
ISHARES TR15,61915,61902572860.15%+29
ISHARES GOLD TR(IAU)3,8933,89303163430.17%+27
ISHARES TR
HDG MSCI JAPAN
6,8686,86803623870.20%+25
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,5003,50005435660.29%+23
AMERICAN ELEC PWR CO INC1,4121,41201631850.09%+22
HONEYWELL INTL INC(HON)0716+71601620.08%+162
SCHWAB STRATEGIC TR31,10431,10407487700.39%+22
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0360+3600220.01%+22
ISHARES TR19,69919,69901,8921,9130.97%+22
COCA COLA CO(KO)3,4923,49202442660.14%+21
ISHARES INC
MSCI EMRG CHN
3,5473,54702582790.14%+21
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
098,012+98,01203,3441.70%+3,344
ISHARES INC0723+72301300.07%+130
SPDR SERIES TRUST
SST SPDR BLOOMBE
07,271+7,27101950.10%+195
ALTRIA GROUP INC(MO)02,100+2,10001390.07%+139
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
3,5133,910+3971701870.10%+17
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,0004,00003113280.17%+17
CORNING INC(GLW)0345+3450470.02%+47
CHEVRON CORPORATION(CVX)0295+2950610.03%+61
BAKER HUGHES COMPANY(BKR)0953+9530580.03%+58
GLOBAL X FDS
RBTCS ARTFL INTE
01,601+1,6010530.03%+53
MERCK & CO INC(MRK)788788083950.05%+12
ISHARES TR1,1281,261+13362720.04%+10
INTEL CORP(INTC)1,3101,310048580.03%+9
DEERE & CO(DE)090+900510.03%+51
KRANESHARES TRUST0273+273090.00%+9
PEPSICO INC(PEP)0697+69701080.06%+108
WALMART INC(WMT)636636071790.04%+8
KLA CORP(KLAC)3131038460.02%+8
AT&T INC(T)01,745+1,7450500.03%+50
GE VERNOVA INC(GEV)032+320280.01%+28
GLOBAL X FDS
DAX GERMANY ETF
453645+19221270.01%+7
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
3,0333,033085910.05%+6
ANALOG DEVICES INC(ADI)0135+1350430.02%+43
ISHARES TR1,4371,43703093140.16%+6
TAIWAN SEMICONDUCTOR MANUFAC(TSM)155155047520.03%+5
KINDER MORGAN INC DEL(KMI)0895+8950300.02%+30
WISDOMTREE TR(WT)320320046510.03%+5
EOG RES INC(EOG)0106+1060150.01%+15
VANGUARD INTL EQUITY INDEX F2,6802,68001972010.10%+4
COSTCO WHOLESALE CORPORATION(COST)031+310310.02%+31
YUM BRANDS INC(YUM)0970+97001510.08%+151
ISHARES SILVER TR(SLV)1,6671,626-411071110.06%+3
CARRIER GLOBAL CORPORATION(CARR)0890+8900500.03%+50
MARRIOTT INTL INC NEW(MAR)182182056600.03%+3
MCDONALDS CORP(MCD)0500+50001550.08%+155
ISHARES INC
MSCI JAPAN ETF
696696056590.03%+3
APPLIED MATLS INC028+280100.00%+10
SOUTHERN CO(SO)0246+2460240.01%+24
PHILIP MORRIS INTL INC(PM)0460+4600760.04%+76
CORTEVA INC(CTVA)0117+1170100.00%+10
RTX CORPORATION(RTX)0201+2010390.02%+39
ISHARES TR
CORE MSCI EAFE
1,6281,62801461470.07%+2
ISHARES INC
CORE MSCI EMKT
0660+6600460.02%+46
VANGUARD INTL EQUITY INDEX F05,621+5,62103040.15%+304
CSX CORP(CSX)0333+3330140.01%+14
INTERACTIVE BROKERS GROUP IN(IBKR)0576+5760390.02%+39
ISHARES TR0795+79501970.10%+197
DIGITAL RLTY TR INC(DLR)042+42080.00%+8
SLB LIMITED(SLB)080+80040.00%+4
NETFLIX INC.(NFLX)0420+4200400.02%+40
FORTINET INC(FTNT)0426+4260350.02%+35
STARBUCKS CORP(SBUX)0170+1700150.01%+15
WEC ENERGY GROUP INC(WEC)085+850100.01%+10
ISHARES TR
CORE MSCI TOTAL
0369+3690320.02%+32
WASTE MGMT INC DEL(WM)072+720170.01%+17
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,878+1,87803600.18%+360
MCKESSON CORP(MCK)015+150130.01%+13
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