Titelia

Holdings of LFA - Lugano Financial Advisors SA

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Net assets
-
Positions
211 in 2 countries
Top ten
57.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101iShares Preferred and Income S 3,413102.5K $
102Vanguard Scottsdale Funds 1,000100.2K $
103Grayscale Bitcoin Trust ETF 1,83596.8K $
104QUALCOMM Inc 75096.6K $
105Broadridge Financial Solutions Inc 59496.5K $
106Merck & Co Inc 78894.8K $
107Autodesk Inc 38391.7K $
108iMGP DBi Managed Futures Strat 3,03391.4K $
109iShares Trust 1,13989.7K $
110SELECT SECTOR SPDR TRUST (THE) 80188.8K $
111Ishares Inc 2,22388.2K $
112Verizon Communications Inc 1,69083.6K $
113Walmart Inc 63679K $
1143M Co 53077K $
115Schwab US TIPS ETF 2,88276.3K $
116Philip Morris International Inc. 46076.1K $
117iShares MSCI Emerging Markets ETF 1,26171.6K $
118iShares Core S&P Total U.S. Stock Market ETF 49770.8K $
119Arthur J Gallagher & Co 29163K $
120First Trust SMID Cap Rising Dividend Achievers ETF 1,55061.1K $
121Chevron Corp 29561K $
122Goldman Sachs Group Inc/The 7260.9K $
123Marriott International Inc/MD 18259.5K $
124iShares MSCI Japan ETF 69658.8K $
125VanEck Biotech ETF 31058.3K $
126Baker Hughes Co 95358.2K $
127Intel Corp 1,31057.8K $
128Vanguard Mid-Cap ETF 80057.4K $
129Vanguard Bond Index Funds 73556.3K $
130Coinbase Global Inc 30853.8K $
131WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND 1,02253.5K $
132Global X Funds 1,60153.2K $
133Taiwan Semiconductor Manufacturing Co Ltd 15552.4K $
134Berkshire Hathaway Inc 10952.2K $
135Home Depot Inc/The 15651.3K $
136WisdomTree Trust 32050.7K $
137Intuitive Surgical Inc 11050.7K $
138Deere & Co 9050.7K $
139Salesforce Inc 27250.6K $
140Wells Fargo & Co 63550.6K $
141AT&T Inc 1,74550.1K $
142Carrier Global Corp 89049.9K $
143Advanced Micro Devices Inc 23547.8K $
144Procter & Gamble Co/The 32947.2K $
145Corning Inc 34546.9K $
146Sunbelt Rentals Holdings Inc 71246.3K $
147iShares Core MSCI Emerging Markets ETF 66046K $
148iShares Bitcoin Trust ETF 1,19345.8K $
149KLA Corp 3145.6K $
150Alibaba Group Holding Ltd 34843.7K $
151iShares 0-5 Year High Yield Corporate Bond ETF 1,04043.5K $
152Analog Devices Inc 13542.9K $
153Netflix Inc 42040.4K $
154RTX Corp 20138.8K $
155Interactive Brokers Group Inc 57638.6K $
156Cisco Systems, Inc. 50038.6K $
157iShares TIPS Bond ETF 33036.2K $
158Fortinet Inc 42634.8K $
159iShares Trust 49934.2K $
160Amphenol Corp 26032.9K $
161Huntington Bancshares Inc/OH 2,06032.2K $
162iShares Core MSCI Total International Stock ETF 36932K $
163Costco Wholesale Corp 3130.8K $
164Advent Convertible and Income 2,75930.5K $
165AppLovin Corp 7529.9K $
166Kinder Morgan, Inc. 89529.7K $
167First Trust Cloud Computing ETF 27029.5K $
168Palantir Technologies Inc 20029.3K $
169Blackrock Inc 3028.9K $
170Vanguard Bond Index Funds 41228.1K $
171GE Vernova Inc 3227.9K $
172Global X Funds 64527.2K $
173International Business Machines Corp. 10525.5K $
174Southern Co/The 24623.7K $
175Charles Schwab Corp/The 23522.1K $
176Select Sector Spdr Trust 36022.1K $
177Booking Holdings Inc 12821.6K $
178Danaher Corp 11020.9K $
179Adobe Inc 8520.7K $
180Waste Management Inc 7216.5K $
181iShares Euro High Yield Corpor 31316.3K $
182Oracle Corp 10916K $
183ServiceNow Inc 15015.7K $
184Starbucks Corp 17015.2K $
185EOG Resources Inc 10615.2K $
186Walt Disney Co/The 15715.1K $
187eBay Inc 16515K $
188Franklin Templeton ETF Trust 45014.9K $
189Lululemon Athletica Inc 9714.9K $
190CSX Corp 33313.7K $
191Global X Uranium ETF 28013.6K $
192McKesson Corp 1513K $
193T-Mobile US Inc 5912.4K $
194iShares MSCI Eurozone ETF 19712.3K $
195Baidu Inc 10011.1K $
196Grayscale Bitcoin Mini Trust E 36510.9K $
197Progressive Corp/The 5410.7K $
198Uber Technologies Inc 14610.5K $
199Vertex Pharmaceuticals Inc 2310.3K $
200CVS Health Corp 14010K $

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Sector breakdown

  • Funds 5.5 %
  • Technology 2.8 %
  • Consumer discretionary 1.7 %
  • Financials 1.3 %
  • Communication 1.1 %
  • Industrials 0.8 %
  • Health care 0.7 %
  • Consumer staples 0.4 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 85.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %
  • Taiwan 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States210178.4M $99.97 %
2Taiwan152.4K $0.03 %
Cite this page

Titelia. "Holdings of LFA - Lugano Financial Advisors SA". https://titelia.com/en/funds/US13F1737871