13F filer

LFA - Lugano Financial Advisors

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 1737871 SEC filings ↗
13F Value
$166.2M
Positions
273
Top Position
SPY22.6%
Top 5
41.9%

Latest filing changes

vs Mar 31, 2026
Holdings273
# Trend (4Q)
1 SPY 22.6% $37.5M +21.5% 51.7K 14.1% ETF
2 FNDE 7.8% $13.0M -1.8% 328.4K 6.5% ETF
3 GLD 4.9% $8.1M -28.3% 22.5K 6.9% Trust
4 IGIB 3.4% $5.7M +10.2% 108.4K 2.6% ETF
5 VCSH 3.1% $5.1M +15.2% 66.1K 2.3% ETF
6 VWOB 2.9% $4.7M -5.3% 71.9K 2.5% ETF
7 VSGX 2.6% $4.3M +18.7% 52.6K 1.6% ETF
8 QAI 2.2% $3.7M +7.0% 104.9K 1.7% ETF
9 FTLS 2.2% $3.7M -0.5% 51.8K 1.9% ETF
10 TLH 2.0% $3.4M +1.6% 34.5K 1.7% ETF
11 SJNK 2.0% $3.4M -11.6% 135.5K 1.9% ETF
12 IBDU 2.0% $3.3M -4.7% 144.5K 1.8% ETF
13 QQQ 2.0% $3.3M +2.6% 4.4K 1.3% ETF
14 VGIT 1.9% $3.2M +1.0% 55.9K 1.7% ETF
15 CIBR 1.9% $3.2M -8.9% 37.1K 1.3% ETF
16 FEZ 1.7% $2.8M -43.5% 40.6K 2.3% ETF
17 AMZN 1.6% $2.7M -1.4% 11.4K 1.2% Common Stock
18 MSFT 1.5% $2.4M +1.7% 6.6K 1.2% Common Stock
19 IBDT 1.4% $2.4M — 94.3K 1.2% ETF
20 IBDV 1.3% $2.1M +2.6% 97.0K 1.0% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing13
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.