Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $187 Million
  • Q3 2025

Lfa Lugano Financial Advisors Sa has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $187 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $26.9M, Ishares Trust Ishares Esg Awar with a value of $21.3M, Ishares Tr Ishares Esg Aware 1 with a value of $11.6M, Spdr Gold Trust with a value of $10.9M, and Schwab Fundamental Emerging Mk with a value of $7.73M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $168M to 187M.

Below you can find more details about Lfa Lugano Financial Advisors Sa portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $167 Million
Technology: $6.22 Million
Consumer Cyclical: $3.69 Million
Financial Services: $2.54 Million
Communication Services: $2.32 Million
Healthcare: $1.65 Million
Industrials: $1.04 Million
Consumer Defensive: $840,000
Other: $485,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.9 Million 14.37% of portfolio
40,378
Q3 2025 Added 1.44%
$0
$21.3 Million 11.4% of portfolio
229,552
Q2 2025 New
$0
$11.6 Million 6.18% of portfolio
457,113
Q2 2025 Added 91.3%
$130B
$10.9 Million 5.82% of portfolio
30,638
Q3 2025 Added 6.39%
$0
$7.73 Million 4.13% of portfolio
213,903
Q3 2025 New
$0
$4.82 Million 2.57% of portfolio
77,220
Q3 2025 Added 13.46%
$0
$4.81 Million 2.57% of portfolio
88,985
Q3 2025 Added 0.9%
$0
$4.55 Million 2.43% of portfolio
119,647
Q3 2025 Reduced 5.74%
$0
$4.32 Million 2.31% of portfolio
61,711
Q3 2025 Reduced 4.0%
$0
$4.05 Million 2.16% of portfolio
40,204
Q3 2025 New
$0
$4.03 Million 2.15% of portfolio
124,787
Q3 2025 Added 0.29%
$0
$4.01 Million 2.14% of portfolio
50,172
Q3 2025 Added 4.51%
$0
$3.69 Million 1.97% of portfolio
157,043
Q3 2025 Added 0.47%
$0
$3.6 Million 1.93% of portfolio
107,168
Q3 2025 Added 3.91%
$0
$3.45 Million 1.84% of portfolio
33,525
Q3 2025 Reduced 17.58%
$0
$3.39 Million 1.81% of portfolio
56,528
Q3 2025 Added 4.67%
$3.78T
$3.31 Million 1.77% of portfolio
6,381
Q3 2025 Reduced 1.39%
$0
$3.06 Million 1.64% of portfolio
119,615
Q3 2025 Added 4.97%
$0
$2.93 Million 1.57% of portfolio
38,609
Q3 2025 Added 6.7%
$0
$2.78 Million 1.49% of portfolio
28,863
Q1 2025 Reduced 2.48%
$0
$2.77 Million 1.48% of portfolio
4,619
Q3 2025 New
$2.39T
$2.6 Million 1.39% of portfolio
11,841
Q3 2025 Reduced 1.55%
$0
$2.38 Million 1.27% of portfolio
93,268
Q3 2025 Added 2.08%
$0
$2.24 Million 1.2% of portfolio
29,340
Q3 2025 Added 11.34%
$0
$2.02 Million 1.08% of portfolio
24,389
Q3 2025 Added 4.38%
$0
$1.9 Million 1.01% of portfolio
39,172
Q3 2025 Reduced 1.07%
$0
$1.79 Million 0.96% of portfolio
19,219
Q2 2025 Reduced 1.83%
$0
$1.67 Million 0.89% of portfolio
75,223
Q3 2025 Added 22.17%
$0
$1.27 Million 0.68% of portfolio
13,981
Q3 2023 Reduced 36.76%
$4.3T
$1.21 Million 0.65% of portfolio
4,762
Q2 2025 Added 12.98%
$0
$1.18 Million 0.63% of portfolio
21,318
Q3 2025 Reduced 20.93%
$0
$1.12 Million 0.6% of portfolio
11,768
Q3 2025 Added 0.29%
$0
$1.01 Million 0.54% of portfolio
1,350
Q1 2024 New
$1.74T
$839,000 0.45% of portfolio
3,447
Q2 2025 Added 15.67%
$0
$724,000 0.39% of portfolio
31,104
Q2 2025 New
$0
$666,000 0.36% of portfolio
15,869
Q3 2025 Added 15.25%
$0
$661,000 0.35% of portfolio
2,550
Q1 2024 New
$0
$611,000 0.33% of portfolio
45,565
Q3 2025 Reduced 57.45%
$465B
$619,000 0.33% of portfolio
3,321
Q3 2025 Reduced 0.75%
$291B
$596,000 0.32% of portfolio
1,250
Q1 2024 Added 400.0%
$0
$566,000 0.3% of portfolio
7,297
Q3 2025 Added 0.43%
$1.65T
$566,000 0.3% of portfolio
2,332
Q2 2025 Added 39.72%
$0
$539,000 0.29% of portfolio
3,500
Q1 2024 Reduced 3.58%
$0
$516,000 0.28% of portfolio
11,497
Q2 2022 Reduced 25.52%
$881B
$502,000 0.27% of portfolio
1,593
Q3 2025 Added 0.57%
$0
$464,000 0.25% of portfolio
24,000
Q4 2021 New
$0
$393,000 0.21% of portfolio
7,300
Q4 2023 New
$533B
$372,000 0.2% of portfolio
1,091
Q2 2025 Added 10.2%
$103B
$370,000 0.2% of portfolio
2,850
Q1 2024 Added 96.55%

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $187 Million
  • Prior Value $168 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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