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Home > Institutional Investor > Lfa - Lugano Financial Advisors Sa > Profile

Instuitional Investor - Lfa - Lugano Financial Advisors Sa

Fund Profile
Filing Period:
Fund Name: Lfa - Lugano Financial Advisors Sa
Portfolio Value $196,601,517
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 42,575 $27,688,226 14.08%
2.
Ishares Tr - ESG AW MSCI EAFE
 229,552 $21,949,762 11.16%
3.
Spdr Gold Trust
 GLD 31,385 $13,504,652 6.87%
4.
Schwab Strategic Trust
 SCHD 334,560 $12,800,266 6.51%
5.
Ishares Tr
 457,113 $11,370,000 5.78%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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