LFA - Lugano Financial Advisors SA holds a focused book of 274 stocks worth $166.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Sprott Physical Gold Trust and trimmed Schwab FNDMNTL Em MRK Eq ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 23% of the equity book. Cloning the disclosed picks since 2024 would be +17% (+9.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show LFA - Lugano Financial Advisors SA's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning LFA - Lugano Financial Advisors SA's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $37.5M | 51.7K | 22.6% | ▲+21% Added · +9K sh | |
| 2 | Schwab Strategic TR FUND EM EQUI ETF | $13.0M | 328.4K | 7.8% | ▼−1.8% Reduced · −6K sh | |
| 3 | SPDR Gold TR GOLD SHS | $8.1M | 22.5K | 4.9% | ▼−28% Reduced · −9K sh | |
| 4 | Ishares TR ISHS 5-10YR INVT | $5.7M | 108.4K | 3.4% | ▲+10% Added · +10K sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.1M | 66.1K | 3.1% | ▲+15% Added · +9K sh | |
| 6 | Vanguard Whitehall FDS EM MK GOV BD ETF | $4.7M | 71.9K | 2.9% | ▼−5.3% Reduced · −4K sh | |
| 7 | Vanguard World FD ESG INTL STK ETF | $4.3M | 52.6K | 2.6% | ▲+19% Added · +8K sh | |
| 8 | New York Life Investments Et HEDGE MULTI STRA | $3.7M | 104.9K | 2.2% | ▲+7.0% Added · +7K sh | |
| 9 | First TR Exch Traded FD III LNG/SHT EQUITY | $3.7M | 51.8K | 2.2% | ▼−0.5% Reduced · −267 sh | |
| 10 | Ishares TR 10-20 YR TRS ETF | $3.4M | 34.5K | 2.0% | ▲+1.6% Added · +535 sh | |
| 11 | SPDR Series Trust ST TERM HIGH ETF | $3.4M | 135.5K | 2.0% | ▼−12% Reduced · −18K sh | |
| 12 | Ishares TR IBONDS DEC 29 | $3.3M | 144.5K | 2.0% | ▼−4.7% Reduced · −7K sh | |
| 13 | Invesco QQQ TR UNIT SER 1 | $3.3M | 4.4K | 2.0% | ▲+2.6% Added · +113 sh | |
| 14 | Vanguard Scottsdale FDS INTER TERM TREAS | $3.2M | 55.9K | 1.9% | ▲+1.0% Added · +569 sh | |
| 15 | First TR Exchange-Traded FD NASDAQ CYB ETF | $3.2M | 37.1K | 1.9% | ▼−8.9% Reduced · −4K sh | |
| 16 | SPDR Index SHS FDS ST STR EU 50 ETF | $2.8M | 40.6K | 1.7% | ▼−44% Reduced · −31K sh | |
| 17 | Amazon Com Inc COM | $2.7M | 11.4K | 1.6% | ▼−1.4% Reduced · −157 sh | |
| 18 | Microsoft Corp COM | $2.4M | 6.6K | 1.5% | ▲+1.7% Added · +111 sh | |
| 19 | Ishares TR IBDS DEC28 ETF | $2.4M | 94.3K | 1.4% | —Held | |
| 20 | Ishares TR IBONDS DEC 2030 | $2.1M | 97.0K | 1.3% | ▲+2.6% Added · +3K sh | |
| 21 | Ishares TR 1 3 YR TREAS BD | $2.1M | 25.2K | 1.2% | ▲+0.3% Added · +68 sh | |
| 22 | Ishares TR MSCI EAFE ETF | $2.0M | 19.7K | 1.2% | —Held | |
| 23 | Ishares Inc MSCI SWITZERLAND | $1.8M | 29.3K | 1.1% | ▼−7.0% Reduced · −2K sh | |
| 24 | Ishares TR A RATE CP BD ETF | $1.6M | 34.7K | 1.0% | ▼−9.3% Reduced · −4K sh | |
| 25 | SPDR Series Trust ST STR CONV ETF | $1.6M | 14.7K | 1.0% | —Held | |
| 26 | Vaneck ETF Trust GOLD MINERS ETF | $1.5M | 20.1K | 0.9% | ▼−41% Reduced · −14K sh | |
| 27 | Caterpillar Inc COM | $1.4M | 1.3K | 0.8% | ▲+2.7% Added · +34 sh | |
| 28 | Ishares TR 0-3 MTH TREASURY | $1.3M | 13.2K | 0.8% | ▼−23% Reduced · −4K sh | |
| 29 | Vanguard World FD INF TECH ETF | $1.3M | 10.8K | 0.8% | ▲+700% Added · +9K sh | |
| 30 | Ishares Inc ESG AWR MSCI EM | $1.2M | 22.7K | 0.7% | —Held | |
| 31 | Apple Inc COM | $1.2M | 4.1K | 0.7% | ▲+5.6% Added · +217 sh | |
| 32 | Alphabet Inc CAP STK CL C | $991K | 2.8K | 0.6% | ▲+8.0% Added · +207 sh | |
| 33 | Alphabet Inc CAP STK CL A | $862K | 2.4K | 0.5% | ▼−2.8% Reduced · −69 sh | |
| 34 | Schwab Strategic TR INTL EQTY ETF | $862K | 31.1K | 0.5% | —Held | |
| 35 | Invesco Exchange Traded FD T GBL LISTED PVT | $811K | 15.3K | 0.5% | ▼−5.2% Reduced · −840 sh | |
| 36 | Vanguard World FD HEALTH CAR ETF | $762K | 2.5K | 0.5% | —Held | |
| 37 | Ishares TR MSCI UK ETF NEW | $741K | 16.1K | 0.4% | —Held | |
| 38 | Nvidia Corporation COM | $707K | 3.5K | 0.4% | ▲+4.8% Added · +162 sh | |
| 39 | Vanguard Scottsdale FDS INT-TERM CORP | $665K | 8.0K | 0.4% | ▲+458% Added · +7K sh | |
| 40 | Select Sector SPDR TR ST STR INDL ETF | $648K | 3.5K | 0.4% | —Held | |
| 41 | JPMorgan Chase & Co COM | $606K | 1.9K | 0.4% | ▲+14% Added · +226 sh | |
| 42 | First TR Exch Traded FD III INSTL PFD SECS | $548K | 28.4K | 0.3% | —Held | |
| 43 | Sprott Asset Management LP PHYSICAL GOLD TR | $543K | 18.0K | 0.3% | ▲New New position | |
| 44 | Ishares TR JPMORGAN USD EMG | $487K | 5.2K | 0.3% | ▼−63% Reduced · −9K sh | |
| 45 | Vanguard Scottsdale FDS LG-TERM COR BD | $453K | 6.0K | 0.3% | ▼−9.3% Reduced · −616 sh | |
| 46 | Ishares TR HDG MSCI JAPAN | $443K | 6.9K | 0.3% | —Held | |
| 47 | Ishares Inc MSCI EMRG CHN | $408K | 4.0K | 0.2% | ▲+12% Added · +443 sh | |
| 48 | Invesco Exchange Traded FD T S&P500 EQL WGT | $400K | 1.9K | 0.2% | —Held | |
| 49 | Ishares TR MSCI US GARP ETF | $393K | 4.8K | 0.2% | ▲New New position | |
| 50 | Select Sector SPDR TR ST STR FINL ETF | $391K | 7.3K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 274 | $166.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 223 | $196.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 235 | $193.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 229 | $189.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 245 | $168.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 191 | $147.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 193 | $153.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 183 | $147.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.