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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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