Lfa Lugano Financial Advisors Sa Portfolio Holdings

Lfa Lugano Financial Advisors Sa

  • $168 Million
  • Q2 2025

Lfa Lugano Financial Advisors Sa has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Million distributed in 245 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 $24.6M, Ishares Trust Ishares Esg Awar with a value of $20.5M, Ishares Tr Ishares Esg Aware 1 with a value of $11.5M, Spdr Gold Trust with a value of $8.78M, and Ishares Trust Ishares 5 10 Yea with a value of $4.7M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $146M to 168M.

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

Portfolio value $168 Million
ETFs: $148 Million
Technology: $5.69 Million
Consumer Cyclical: $3.62 Million
Financial Services: $2.44 Million
Communication Services: $1.88 Million
Healthcare: $1.81 Million
Industrials: $1.01 Million
Consumer Defensive: $872,000
Other: $470,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.19B
$18,000 0.01% of portfolio
323
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $168 Million
  • Prior Value $146 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 72 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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