LFA - Lugano Financial Advisors SA
•CIK: 1737871•Filing: Q4 2025
LFA - Lugano Financial Advisors SA manages $194M across a diversified portfolio of 235 positions. The fund exhibits notable concentration in broad market exposure, with SPY representing the largest holding at $26.6M. Significant allocations are also directed toward thematic and sector-specific plays, including ESGD ($21.8M) and GQ9 ($12.4M). This structure suggests a tactical approach balancing core market beta with targeted, high-conviction growth opportunities.
Total AUM
$193.7M
QoQ Performance
+2.1%
Positions
155
Top 10 Concentration
53.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
ESGD
GQ9
SUSB
SPY13.7%
ESGD11.3%
GQ96.4%
SUSB6.0%
FNDE4.0%
VWOB2.7%
IGIB2.5%
FTLS2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.1%
ETF13.8%
Technology4.0%
Consumer1.8%
Financial0.9%
Industrial0.5%
Healthcare0.4%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+37 more exited positions
Changes from Q3 2025
NEW13 new positions
↑39 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023