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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Million 14.68% of portfolio
39,806
Q2 2025 Reduced 6.36%
$0
$20.5 Million 12.22% of portfolio
229,552
Q2 2025 New
$0
$11.5 Million 6.87% of portfolio
457,113
Q2 2025 Added 91.3%
$106B
$8.78 Million 5.24% of portfolio
28,797
Q2 2025 Added 5.62%
$0
$4.7 Million 2.8% of portfolio
88,195
Q2 2025 Reduced 0.7%
$0
$4.48 Million 2.67% of portfolio
126,939
Q2 2025 Reduced 33.63%
$0
$4.26 Million 2.54% of portfolio
64,285
Q2 2025 Added 11.24%
$0
$4.25 Million 2.53% of portfolio
68,057
Q2 2025 Reduced 4.08%
$0
$4.13 Million 2.47% of portfolio
40,677
Q2 2025 Reduced 2.38%
$0
$4.06 Million 2.42% of portfolio
124,430
Q2 2025 New
$0
$3.82 Million 2.28% of portfolio
48,006
Q2 2025 Reduced 3.14%
$0
$3.65 Million 2.18% of portfolio
156,301
Q2 2025 Added 8.56%
$0
$3.33 Million 1.99% of portfolio
103,139
Q2 2025 Added 14.93%
$0
$3.23 Million 1.93% of portfolio
54,004
Q2 2025 Reduced 19.66%
$3.95T
$3.22 Million 1.92% of portfolio
6,471
Q2 2025 Added 5.03%
$0
$3.2 Million 1.91% of portfolio
53,598
Q2 2025 Added 3.45%
$0
$2.76 Million 1.65% of portfolio
28,863
Q1 2025 Reduced 2.48%
$0
$2.75 Million 1.64% of portfolio
24,893
Q2 2025 Added 10.92%
$0
$2.73 Million 1.63% of portfolio
36,186
Q2 2025 Reduced 50.03%
$2.26T
$2.64 Million 1.57% of portfolio
12,028
Q2 2025 Reduced 0.08%
$0
$2.32 Million 1.39% of portfolio
91,368
Q2 2025 Added 3.74%
$0
$1.94 Million 1.16% of portfolio
23,366
Q2 2025 Reduced 5.67%
$0
$1.89 Million 1.13% of portfolio
39,595
Q2 2025 Reduced 51.56%
$0
$1.72 Million 1.02% of portfolio
19,219
Q2 2025 Reduced 1.83%
$0
$1.48 Million 0.88% of portfolio
26,962
Q2 2025 Added 40.09%
$0
$1.4 Million 0.83% of portfolio
107,096
Q2 2025 Reduced 2.0%
$0
$1.37 Million 0.82% of portfolio
26,352
Q2 2025 Added 394.22%
$0
$1.35 Million 0.81% of portfolio
61,573
Q2 2025 Added 8.45%
$0
$1.16 Million 0.69% of portfolio
13,981
Q3 2023 Reduced 36.76%
$0
$1.09 Million 0.65% of portfolio
11,734
Q2 2025 Reduced 0.29%
$3.69T
$977,000 0.58% of portfolio
4,762
Q2 2025 Added 12.98%
$0
$925,000 0.55% of portfolio
94,512
Q2 2025 Reduced 20.99%
$0
$895,000 0.53% of portfolio
1,350
Q1 2024 New
$0
$687,000 0.41% of portfolio
31,104
Q2 2025 New
$0
$633,000 0.38% of portfolio
2,550
Q1 2024 New
$1.24T
$611,000 0.36% of portfolio
3,447
Q2 2025 Added 15.67%
$0
$546,000 0.33% of portfolio
13,769
Q1 2025 Added 7.83%
$0
$551,000 0.33% of portfolio
7,266
Q2 2025 Reduced 4.07%
$456B
$528,000 0.32% of portfolio
3,346
Q2 2025 Added 231.29%
$0
$513,000 0.31% of portfolio
11,497
Q2 2022 Reduced 25.52%
$0
$516,000 0.31% of portfolio
3,500
Q1 2024 Reduced 3.58%
$218B
$485,000 0.29% of portfolio
1,250
Q1 2024 Added 400.0%
$859B
$459,000 0.27% of portfolio
1,584
Q2 2025 Added 21.85%
$0
$455,000 0.27% of portfolio
24,000
Q4 2021 New
$0
$418,000 0.25% of portfolio
5,406
Q1 2025 Reduced 1.19%
$1.21T
$410,000 0.24% of portfolio
2,332
Q2 2025 Added 39.72%
$0
$382,000 0.23% of portfolio
7,300
Q4 2023 New
$551B
$387,000 0.23% of portfolio
1,091
Q2 2025 Added 10.2%
$127B
$379,000 0.23% of portfolio
2,850
Q1 2024 Added 96.55%

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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