Fund HoldingsLFA - Lugano Financial Advisors SA

Total Portfolio Value
$166.16M
Total Bought
$20.66M
Total Sold
$61.10M
Net Transaction
-$40.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)42,57551,717+9,14227,68837,55022.60%+9,862
VANGUARD WORLD FD
INF TECH ETF
1,35010,800+9,4501181,2910.78%+1,173
VANGUARD WORLD FD44,26352,553+8,2903,1754,3272.60%+1,152
INVESCO QQQ TR4,3024,415+1132,4833,2511.96%+768
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
40,68037,074-3,6062,5503,2281.94%+678
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
57,42566,137+8,7124,5185,1163.08%+598
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
1,4418,044+6,6031186650.40%+547
SPROTT ASSET MANAGEMENT LP(PHYS)018,000+18,00005430.33%+543
ISHARES TR98,343108,384+10,0415,1915,7223.44%+531
CATERPILLAR INC(CAT)1,2501,284+348841,3670.82%+483
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
98,012104,915+6,9033,3443,7112.23%+367
VANGUARD WORLD FD01,338+1,33803660.22%+366
ALPHABET INC(GOOG)2,5972,804+2077459910.60%+246
AMAZON COM INC(AMZN)11,56711,410-1572,4092,6541.60%+245
SPDR SERIES TRUST
ST STR CONV ETF
14,65114,65101,3381,5800.95%+242
SCHWAB STRATEGIC TR334,560328,425-6,13512,80013,0327.84%+231
VANGUARD INDEX FDS8003,540+2,740572850.17%+228
BOOKING HOLDINGS INC(BKNG)1281,325+1,197222360.14%+215
ISHARES INC
ESG AWR MSCI EM
22,72122,72101,0331,2430.75%+209
APPLE INC(AAPL)3,8424,059+2179751,1750.71%+199
ISHARES INC03,300+3,30001900.11%+190
ALPHABET INC(GOOG)2,4822,413-697148620.52%+149
ISHARES TR19,69919,69901,9132,0461.23%+133
JPMORGAN CHASE & CO(JPM)1,6241,850+2264756060.36%+130
ISHARES INC
MSCI EMRG CHN
3,5473,990+4432794080.25%+129
INTEL CORP(INTC)1,3101,3100581830.11%+125
NVIDIA CORPORATION(NVDA)3,3733,535+1625887070.43%+119
ISHARES TR7951,042+2471973130.19%+116
VANECK ETF TRUST
JUNIOR GOLD MINE
01,050+1,05001030.06%+103
SPDR SERIES TRUST
ST STR NYSE TECH
0250+2500980.06%+98
ISHARES TR0610+6100960.06%+96
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
01,660+1,6600950.06%+95
ISHARES INC
CUR HD MSCI EM
02,100+2,1000940.06%+94
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6261,62602163100.19%+94
ISHARES TR0650+6500920.06%+92
SCHWAB STRATEGIC TR31,10431,10407708620.52%+92
WISDOMTREE TR(WT)320805+485511400.08%+89
ADVANCED MICRO DEVICES INC(AMD)2352350481370.08%+89
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
02,000+2,0000870.05%+87
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,5003,50005666480.39%+82
HONEYWELL INTL INC0358+3580800.05%+80
HONEYWELL AEROSPACE INC0358+3580790.05%+79
ISHARES INC723982+2591301990.12%+69
VANGUARD WORLD FD
HEALTH CAR ETF
2,5502,55006947620.46%+68
ISHARES TR94,49396,993+2,5002,0532,1141.27%+62
BANK OF AMER CORP4,5714,971+4002232830.17%+60
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
03,000+3,0000600.04%+60
ISHARES TR15,61916,868+1,2492863460.21%+60
ISHARES TR
CORE MSCI PAC
0723+7230590.04%+59
ABBVIE INC(ABBV)1,2401,295+552673260.20%+58
ISHARES TR
HDG MSCI JAPAN
6,8686,86803874430.27%+57
PALO ALTO NETWORKS INC(PANW)0160+1600550.03%+55
QUALCOMM INC(QCOM)750815+65971510.09%+54
BERKSHIRE HATHAWAY INC DEL109209+100521050.06%+52
SPROTT ASSET MANAGEMENT LP(PSLV)02,650+2,6500500.03%+50
VANGUARD TAX-MANAGED FDS3,1623,518+3562032510.15%+48
INVESCO CURRENCYSHARES SWISS(FXF)0435+4350470.03%+47
ELI LILLY & CO(LLY)126134+81161610.10%+45
VISA INC(V)1,0911,09103303740.23%+45
CORNING INC(GLW)345345047880.05%+41
TESLA INC(TSLA)476514+381772160.13%+39
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,8781,87803604000.24%+39
ISHARES TR0205+2050390.02%+39
CITIGROUP INC(C)1,4001,40001581960.12%+38
BROADCOM INC(AVGO)53653601662020.12%+37
ISHARES TR1,4371,43703143480.21%+34
VANECK MERK GOLD ETF(OUNZ)0857+8570330.02%+33
VANGUARD INDEX FDS089+890330.02%+33
VANGUARD INTL EQUITY INDEX F5,6215,62103043360.20%+32
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,3007,30003603910.24%+31
FORTINET INC(FTNT)426426035650.04%+31
VANGUARD INDEX FDS0100+1000300.02%+30
ISHARES TR
CORE HIGH DV ETF
01,105+1,1050300.02%+30
ISHARES TR1,3431,34301772070.12%+30
STATE STR SPDR DOW JONES IND(DIA)50050002312610.16%+30
ISHARES INC
MSCI GBL ETF NEW
0503+5030290.02%+29
COSTCO WHOLESALE CORPORATION(COST)3164+3331600.04%+29
COCA COLA CO(KO)3,4923,617+1252662940.18%+28
FIRST TR EXCHANGE-TRADED FD
SHS
0550+5500260.02%+26
ISHARES TR1,2001,20002032280.14%+26
ISHARES TR25725701681920.12%+25
JOHNSON & JOHNSON(JNJ)094+940240.01%+24
LAM RESEARCH CORP(LRCX)055+550240.01%+24
KLA CORP(KLAC)31230+19946690.04%+24
VANGUARD INTL EQUITY INDEX F2,6802,68002012240.14%+23
GENERAL MTRS CO(GM)0300+3000230.01%+23
ISHARES TR1,4001,40002963180.19%+22
TAIWAN SEMICONDUCTOR MANUFAC(TSM)155155052740.04%+22
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,6002,60002833050.18%+22
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
01,034+1,0340210.01%+21
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
1,0001,00001001210.07%+21
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
01,013+1,0130210.01%+21
ROYAL GOLD INC(RGLD)0103+1030210.01%+21
CISCO SYS INC(CSCO)500500039590.04%+20
ISHARES TR0199+1990200.01%+20
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
0300+3000180.01%+18
WALMART INC(WMT)636859+22379970.06%+18
WEST PHARMACEUTICAL SVSC INC(WST)050+500180.01%+18
CUMMINS INC(CMI)023+230160.01%+16
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
0400+4000160.01%+16
Page 1 of 3