LFA - Lugano Financial Advisors SA

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CIK 1737871

13F portfolio (2026-Q1)

$197M

Positions

223

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

223

Top 5

44.4%

Top 10

56.1%

Effective N

19.3

HHI

0.052

This quarter

4 new · 0 exit →

By sector

Unclassified91.7%

Information Technology2.5%

Consumer Discretionary1.6%

Financials1.2%

Communication Services1.0%

Industrials0.8%

Health Care0.6%

Consumer Staples0.3%

Other0.3%

By market cap

Unknown91.8%

Mega (>$200B)6.4%

Large ($10–200B)1.9%

By region

Other91.7%

North America8.2%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.73%	116
Software	1.34%	7
Specialty Retail	1.32%	7
Software & IT Services	0.90%	5
Technology Hardware & Equipment	0.58%	7
Machinery	0.53%	4
Semiconductors & Semiconductor Equipment	0.51%	8
Banks	0.50%	6
Pharmaceuticals & Biotechnology	0.45%	6
Commercial Services & Supplies	0.39%	8
Capital Markets	0.33%	6
Hotels, Restaurants & Leisure	0.19%	4
Beverages	0.19%	2
Health Care Equipment & Supplies	0.18%	3
Oil, Gas & Consumable Fuels	0.13%	4
Utilities	0.13%	5
Tobacco	0.11%	2
Aerospace & Defense	0.10%	2
Automobiles & Components	0.09%	1
Diversified Telecommunication Services	0.07%	3
Communications Equipment	0.05%	1
Insurance	0.04%	2
Chemicals	0.02%	1
Metals & Mining	0.02%	1
Media & Entertainment	0.02%	1
Electrical Equipment & Components	0.01%	1
Transportation Infrastructure	0.01%	1
Entertainment	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	1
Road & Rail	0.01%	1
Distributors	0.01%	1
Food & Staples Retailing	0.01%	1
Agricultural Products	0.00%	1
Equity Real Estate Investment Trusts (REITs)	0.00%	1
Health Care Providers & Services	0.00%	1
Construction & Engineering	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	14.08%
2	ESGD	ISHARES TR	Unclassified	11.16%
3	GLD	SPDR GOLD TR	Unclassified	6.87%
4	FNDE	SCHWAB STRATEGIC TR	Unclassified	6.51%
5	SUSB	ISHARES TR	Unclassified	5.78%
6	IGIB	ISHARES TR	Unclassified	2.64%
7	VWOB	VANGUARD WHITEHALL FDS	Unclassified	2.51%
8	VCSH	VANGUARD SCOTTSDALE FDS	Unclassified	2.30%
9	FEZ	SPDR INDEX SHS FDS	Unclassified	2.27%
10	IBND	SPDR SER TR	Unclassified	1.98%

108/223 names classified · sector 8.3% of weight · industry 8.3% · mkt cap 8.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 31 quarters

Information TechnologyMSFT, AAPL, TSM, AVGO, ADBE · other

Consumer DiscretionaryAMZN, HD, BBY, WSM, TGT · other

FinancialsJPM, MA, BRK.B, HUM, WFC · other

Communication ServicesGOOGL, GOOG, DIS, META, CHTR · other

Health CareBMY, ZTS, JNJ, BSX, PFE · other

IndustrialsCAT, LRCX, SPGI, BABA, JCI · other

Consumer StaplesCVS, GIS, ADM, CPB, MDLZ · other

MaterialsCL, NKE, GLW, APD, FCX · other

EnergySLB, COP, CVX, VLO, OXY · other

UtilitiesNEE, D, AEP, ED, DTE · other

Real EstateO, WELL, BN, AMT, SPG · other

UnclassifiedSPY, VCIT, PDBC, VCSH, ESGD · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 8.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 8% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (102 classified)LFA - Lugano Financial Advisors SA centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareConsumer StaplesEnergyUtilitiesMaterialsReal Estate

Style box summary for LFA - Lugano Financial Advisors SA: centroid Large Core. Heaviest cells: Large Growth 4.9%, Large Core 1.3%, Large Value 1.1%.

Classified: 8.1% of book weight (102/223 names) · unclassified 91.9%: SPY, ESGD, GLD, FNDE, SUSB, IGIB, VWOB, VCSH, FEZ, IBND +111 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 223 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPYSTATE STR SPDR S&P 500 ETF T	42,575	$28M	14.1%	ADD 9%
2	ESGDISHARES TR	229,552	$22M	11.2%	HOLD
3	GLDSPDR GOLD TR	31,385	$14M	6.9%	HOLD
4	FNDESCHWAB STRATEGIC TR	334,560	$13M	6.5%	ADD 57%
5	SUSBISHARES TR	457,113	$11M	5.8%	HOLD
6	IGIBISHARES TR	98,343	$5M	2.6%	ADD 8%
7	VWOBVANGUARD WHITEHALL FDS	75,920	$5M	2.5%	HOLD
8	VCSHVANGUARD SCOTTSDALE FDS	57,425	$5M	2.3%	ADD 15%
9	FEZSPDR INDEX SHS FDS	71,949	$4M	2.3%	ADD 82%
10	IBNDSPDR SER TR	125,704	$4M	2.0%	HOLD
11	SJNKSPDR SERIES TRUST	153,241	$4M	1.9%	ADD 24%
12	FTLSFIRST TR EXCH TRADED FD III	52,078	$4M	1.9%	TRIM −12%
13	IBDUISHARES TR	151,643	$4M	1.8%	HOLD
14	TLHISHARES TR	33,948	$3M	1.7%	HOLD
15	QAINEW YORK LIFE INVESTMENTS ET	98,012	$3M	1.7%	HOLD
16	VGITVANGUARD SCOTTSDALE FDS	55,362	$3M	1.7%	ADD 2%
17	VSGXVANGUARD WORLD FD	44,263	$3M	1.6%	ADD 87%
18	GDXVANECK ETF TRUST GOLD MINERS ETF	34,227	$3M	1.6%	ADD 6%
19	IEFISHARES TR	28,863	$3M	1.4%	HOLD
20	CIBRFIRST TR EXCHANGE-TRADED FD	40,680	$3M	1.3%	ADD 10%
21	QQQINVESCO QQQ TR	4,302	$2M	1.3%	TRIM −7%
22	AMZNAMAZON COM INC	11,567	$2M	1.2%	HOLD
23	MSFTMICROSOFT CORP	6,493	$2M	1.2%	HOLD
24	IBDTISHARES TR	94,311	$2M	1.2%	HOLD
25	SHYISHARES TR	25,146	$2M	1.0%	ADD 2%
26	IBDVISHARES TR	94,493	$2M	1.0%	ADD 8%
27	EFAISHARES TR	19,699	$2M	1.0%	HOLD
28	EWLISHARES INC	31,461	$2M	0.9%	ADD 8%
29	QLTAISHARES TR	38,216	$2M	0.9%	HOLD
30	SGOVISHARES TR	17,123	$2M	0.9%	TRIM −51%
31	CWBSPDR SER TR	14,651	$1M	0.7%	HOLD
32	EMBISHARES TR	14,106	$1M	0.7%	ADD 9%
33	RNRGGLOBAL X FDS	31,504	$1M	0.6%	HOLD
34	ESGEISHARES INC	22,721	$1M	0.5%	ADD 159%
35	AAPLAPPLE INC	3,842	$975,061	0.5%	TRIM −15%
36	PSPINVESCO EXCHANGE TRADED FD T	16,144	$912,436	0.5%	HOLD
37	CATCATERPILLAR INC	1,250	$883,892	0.4%	HOLD
38	PDBCINVESCO ACTVELY MNGD ETC FD	47,568	$823,878	0.4%	ADD 4%
39	SCHFSCHWAB STRATEGIC TR	31,104	$769,824	0.4%	HOLD
40	GOOGALPHABET INC	2,597	$744,975	0.4%	TRIM −25%
41	EWUISHARES TR	16,051	$731,284	0.4%	HOLD
42	GOOGLALPHABET INC	2,482	$713,724	0.4%	ADD 3%
43	VHTVANGUARD WORLD FD	2,550	$694,442	0.4%	HOLD
44	NVDANVIDIA CORPORATION	3,373	$588,251	0.3%	HOLD
45	XLISELECT SECTOR SPDR TR	3,500	$566,055	0.3%	HOLD
46	FPEIFIRST TR EXCH TRADED FD III	28,400	$537,098	0.3%	ADD 18%
47	PIOINVESCO EXCH TRADED FD TR II	11,497	$499,201	0.3%	HOLD
48	VCLTVANGUARD SCOTTSDALE FDS	6,641	$491,684	0.3%	TRIM −5%
49	JPMJPMORGAN CHASE & CO	1,624	$475,283	0.2%	HOLD
50	HEWJISHARES TR	6,868	$386,531	0.2%	HOLD
51	RSPINVESCO EXCHANGE TRADED FD T	1,878	$360,426	0.2%	HOLD
52	XLFSELECT SECTOR SPDR TR	7,300	$360,401	0.2%	HOLD
53	IAUISHARES GOLD TR	3,893	$343,207	0.2%	HOLD
54	VVISA INC	1,091	$329,744	0.2%	HOLD
55	XLPSELECT SECTOR SPDR TR	4,000	$327,920	0.2%	HOLD
56	CGWINVESCO EXCH TRADED FD TR II	4,994	$319,316	0.2%	ADD 142%
57	ITAIShares U.S. Aerospace & Defense ETF	1,437	$314,344	0.2%	HOLD
58	VWOVANGUARD INTL EQUITY INDEX F	5,621	$303,815	0.2%	HOLD
59	IVEISHARES TR	1,400	$295,610	0.2%	HOLD
60	ICLNISHARES TR	15,619	$285,672	0.1%	HOLD
61	XLYSELECT SECTOR SPDR TR	2,600	$283,348	0.1%	HOLD
62	EMXCISHARES INC	3,547	$279,007	0.1%	HOLD
63	ABTABBOTT LABS	2,707	$276,195	0.1%	HOLD
64	SHVISHARES TR	2,482	$272,373	0.1%	ADD 597%
65	METAMETA PLATFORMS INC	468	$267,757	0.1%	HOLD
66	ABBVABBVIE INC	1,240	$267,469	0.1%	HOLD
67	KGRNKRANESHARES TRUST	9,313	$266,491	0.1%	ADD 98%
68	KOCOCA COLA CO	3,492	$265,567	0.1%	HOLD
69	KKRKKR & CO INC	2,850	$263,625	0.1%	HOLD
70	DIASPDR DOW JONES INDL AVERAGE	500	$231,497	0.1%	HOLD
71	RMDRESMED INC	1,018	$228,521	0.1%	HOLD
72	BXBLACKSTONE INC	2,000	$227,869	0.1%	HOLD
73	BACBANK AMERICA CORP	4,571	$222,836	0.1%	HOLD
74	VRPINVESCO EXCH TRADED FD TR II	9,313	$222,490	0.1%	ADD 84%
75	XLKSELECT SECTOR SPDR TR	1,626	$216,095	0.1%	HOLD
76	SDGISHARES TR	2,522	$211,728	0.1%	HOLD
77	MAMASTERCARD INCORPORATED	418	$208,500	0.1%	HOLD
78	VEAVANGUARD TAX-MANAGED FDS	3,162	$202,621	0.1%	ADD 55%
79	IBBISHARES TR	1,200	$202,620	0.1%	HOLD
80	VEUVANGUARD INTL EQUITY INDEX F	2,680	$201,268	0.1%	HOLD
81	IWMISHARES TR	795	$197,160	0.1%	HOLD
82	BWZSPDR SERIES TRUST	7,271	$195,058	0.1%	ADD 13%
83	BNDVANGUARD BD INDEX FDS	2,575	$188,358	0.1%	HOLD
84	BNDXVANGUARD CHARLOTTE FDS	3,910	$187,000	0.1%	ADD 11%
85	AEPAMERICAN ELEC PWR CO INC	1,412	$185,085	0.1%	HOLD
86	XOMEXXON MOBIL CORP	1,051	$178,313	0.1%	HOLD
87	SUSAISHARES TR	1,343	$177,410	0.1%	HOLD
88	TSLATESLA INC	476	$176,953	0.1%	TRIM −6%
89	IVVISHARES TR	257	$167,875	0.1%	HOLD
90	AVGOBROADCOM INC	536	$165,897	0.1%	HOLD
91	HONHONEYWELL INTL INC	716	$161,837	0.1%	HOLD
92	CCITIGROUP INC	1,400	$158,027	0.1%	HOLD
93	MCDMCDONALDS CORP	500	$155,395	0.1%	HOLD
94	BKLNINVESCO EXCH TRADED FD TR II	7,570	$153,719	0.1%	ADD 112%
95	YUMYUM BRANDS INC	970	$150,816	0.1%	HOLD
96	GHYGISHARES INC	3,373	$150,599	0.1%	HOLD
97	VNQVANGUARD INDEX FDS	1,669	$148,040	0.1%	HOLD
98	IEFAISHARES TR	1,628	$147,383	0.1%	HOLD
99	EBNDSPDR SERIES TRUST	7,185	$146,843	0.1%	HOLD
100	MOALTRIA GROUP INC	2,100	$138,579	0.1%	HOLD
101	URTHISHARES INC	723	$130,154	0.1%	ADD 21%
102	VCITVANGUARD SCOTTSDALE FDS	1,441	$118,280	0.1%	HOLD
103	VGTVANGUARD WORLD FD	1,350	$117,740	0.1%	HOLD
104	ZTSZOETIS INC	1,000	$117,698	0.1%	HOLD
105	LLYELI LILLY & CO	126	$115,891	0.1%	HOLD
106	SLVISHARES SILVER TR	1,626	$110,796	0.1%	TRIM −2%
107	PEPPEPSICO INC	697	$108,237	0.1%	HOLD
108	USIGISHARES TR	2,117	$107,602	0.1%	HOLD
109	PGXINVESCO EXCH TRADED FD TR II	9,530	$103,137	0.1%	HOLD
110	PFFISHARES TR	3,413	$102,538	0.1%	TRIM −14%
111	VTWOVANGUARD SCOTTSDALE FDS	1,000	$100,170	0.1%	HOLD
112	GBTCGRAYSCALE BITCOIN TRUST ETF	1,835	$96,815	0.0%	HOLD
113	QCOMQUALCOMM INC	750	$96,585	0.0%	TRIM −7%
114	BRBROADRIDGE FINL SOLUTIONS IN	594	$96,513	0.0%	HOLD
115	MRKMERCK & CO INC	788	$94,789	0.0%	HOLD
116	ADSKAUTODESK INC	383	$91,690	0.0%	HOLD
117	DBMFLITMAN GREGORY FDS TR	3,033	$91,445	0.0%	HOLD
118	HYGISHARES TR	1,139	$89,712	0.0%	ADD 377%
119	XLCSELECT SECTOR SPDR TR	801	$88,799	0.0%	HOLD
120	EWGISHARES INC MSCI GERMANY ETF	2,223	$88,186	0.0%	HOLD
121	VZVERIZON COMMUNICATIONS INC	1,690	$83,582	0.0%	TRIM −22%
122	WMTWALMART INC	636	$79,042	0.0%	HOLD
123	MMM3M CO	530	$76,972	0.0%	HOLD
124	SCHPSCHWAB STRATEGIC TR	2,882	$76,338	0.0%	TRIM −47%
125	PMPHILIP MORRIS INTL INC	460	$76,056	0.0%	HOLD
126	EEMISHARES TR	1,261	$71,612	0.0%	ADD 12%
127	ITOTISHARES TR	497	$70,788	0.0%	HOLD
128	YYYAMPLIFY ETF TR	6,400	$69,857	0.0%	NEW
129	AJGGALLAGHER ARTHUR J & CO	291	$63,025	0.0%	HOLD
130	SDVYFIRST TR EXCHANGE TRADED FD	1,550	$61,117	0.0%	TRIM −99%
131	CVXCHEVRON CORP NEW	295	$61,036	0.0%	HOLD
132	GSGOLDMAN SACHS GROUP INC	72	$60,911	0.0%	HOLD
133	MARMARRIOTT INTL INC NEW	182	$59,527	0.0%	HOLD
134	EWJISHARES INC	696	$58,770	0.0%	HOLD
135	BBHVANECK ETF TRUST	310	$58,287	0.0%	HOLD
136	BKRBAKER HUGHES COMPANY	953	$58,181	0.0%	HOLD
137	INTCINTEL CORP	1,310	$57,810	0.0%	HOLD
138	VOVANGUARD INDEX FDS	800	$57,436	0.0%	HOLD
139	BIVVANGUARD BD INDEX FDS	735	$56,320	0.0%	HOLD
140	COINCOINBASE GLOBAL INC	308	$53,780	0.0%	HOLD
141	HEDJWISDOMTREE TR	1,022	$53,451	0.0%	HOLD
142	BOTZGLOBAL X FDS	1,601	$53,185	0.0%	ADD 48%
143	TSMTAIWAN SEMICONDUCTOR MFG LTD	155	$52,382	0.0%	HOLD
144	BRK.BBERKSHIRE HATHAWAY INC DEL	109	$52,233	0.0%	HOLD
145	HDHOME DEPOT INC	156	$51,307	0.0%	HOLD
146	DXJWISDOMTREE TR	320	$50,746	0.0%	HOLD
147	ISRGINTUITIVE SURGICAL INC	110	$50,709	0.0%	HOLD
148	DEDEERE & CO	90	$50,697	0.0%	HOLD
149	CRMSALESFORCE INC	272	$50,648	0.0%	TRIM −17%
150	WFCWELLS FARGO CO NEW	635	$50,552	0.0%	HOLD
151	TAT&T INC	1,745	$50,065	0.0%	HOLD
152	CARRCARRIER GLOBAL CORPORATION	890	$49,938	0.0%	HOLD
153	AMDADVANCED MICRO DEVICES INC	235	$47,806	0.0%	HOLD
154	PGPROCTER AND GAMBLE CO	329	$47,166	0.0%	TRIM −13%
155	GLWCORNING INC	345	$46,910	0.0%	HOLD
156	SUNBSUNBELT RENTALS HOLDINGS INC	712	$46,344	0.0%	NEW
157	IEMGISHARES INC	660	$46,035	0.0%	HOLD
158	IBITISHARES BITCOIN TRUST ETF	1,193	$45,835	0.0%	HOLD
159	KLACKLA CORP	31	$45,645	0.0%	HOLD
160	BABAALIBABA GROUP HLDG LTD	348	$43,660	0.0%	HOLD
161	SHYGISHARES TR	1,040	$43,489	0.0%	HOLD
162	ADIANALOG DEVICES INC	135	$42,949	0.0%	HOLD
163	NFLXNETFLIX INC	420	$40,383	0.0%	HOLD
164	RTXRTX CORPORATION	201	$38,773	0.0%	HOLD
165	IBKRINTERACTIVE BROKERS GROUP IN	576	$38,632	0.0%	HOLD
166	CSCOCISCO SYS INC	500	$38,586	0.0%	HOLD
167	TIPISHARES TR	330	$36,236	0.0%	HOLD
168	FTNTFORTINET INC	426	$34,813	0.0%	HOLD
169	ACWXISHARES TR	499	$34,167	0.0%	HOLD
170	APHAMPHENOL CORP	260	$32,851	0.0%	HOLD
171	HBANHUNTINGTON BANCSHARES INC	2,060	$32,239	0.0%	HOLD
172	IXUSISHARES TR	369	$31,970	0.0%	HOLD
173	COSTCOSTCO WHSL CORP NEW	31	$30,845	0.0%	HOLD
174	AVKADVENT CONV & INCOME FD	2,759	$30,500	0.0%	HOLD
175	APPAPPLOVIN CORP	75	$29,850	0.0%	HOLD
176	KMIKINDER MORGAN INC DEL	895	$29,735	0.0%	HOLD
177	SKYYFIRST TR EXCHANGE-TRADED FD	270	$29,527	0.0%	HOLD
178	PLTRPALANTIR TECHNOLOGIES INC	200	$29,256	0.0%	HOLD
179	BLKBLACKROCK INC	30	$28,851	0.0%	HOLD
180	BLVVANGUARD BD INDEX FDS	412	$28,107	0.0%	TRIM −67%
181	GEVGE VERNOVA INC	32	$27,933	0.0%	HOLD
182	DAXGLOBAL X FDS	645	$27,193	0.0%	ADD 42%
183	IBMINTERNATIONAL BUSINESS MACHS	105	$25,451	0.0%	HOLD
184	SOSOUTHERN CO	246	$23,744	0.0%	HOLD
185	SCHWSCHWAB CHARLES CORP	235	$22,085	0.0%	HOLD
186	XLESELECT SECTOR SPDR TR	360	$22,054	0.0%	NEW
187	BKNGBOOKING HOLDINGS INC	128	$21,557	0.0%	ADD 142%
188	DHRDANAHER CORP DEL	110	$20,856	0.0%	HOLD
189	ADBEADOBE INC	85	$20,662	0.0%	HOLD
190	WMWASTE MGMT INC DEL	72	$16,545	0.0%	HOLD
191	EUHYISHARES INC	313	$16,294	0.0%	HOLD
192	ORCLORACLE CORP	109	$15,979	0.0%	HOLD
193	NOWSERVICENOW INC	150	$15,683	0.0%	TRIM −17%
194	SBUXSTARBUCKS CORP	170	$15,230	0.0%	HOLD
195	EOGEOG RES INC	106	$15,206	0.0%	HOLD
196	DISDISNEY WALT CO	157	$15,132	0.0%	HOLD
197	EBAYEBAY INC.	165	$15,018	0.0%	HOLD
198	FLINFRANKLIN TEMPLETON ETF TR	450	$14,949	0.0%	HOLD
199	LULULULULEMON ATHLETICA INC	97	$14,851	0.0%	HOLD
200	CSXCSX CORP	333	$13,670	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPYSTATE STR SPDR S&P 500 ETF T

40K

43K

40K

39K

43K

$28M

ESGDISHARES TR

—

230K

$22M

GLDSPDR GOLD TR

27K

29K

31K

$14M

FNDESCHWAB STRATEGIC TR

—

214K

213K

335K

$13M

SUSBISHARES TR

218K

239K

457K

$11M

IGIBISHARES TR

83K

89K

88K

89K

91K

98K

$5M

VWOBVANGUARD WHITEHALL FDS

69K

71K

68K

77K

76K

$5M

VCSHVANGUARD SCOTTSDALE FDS

50K

48K

50K

57K

$5M

FEZSPDR INDEX SHS FDS

52K

54K

39K

72K

$4M

IBNDSPDR SER TR

—

124K

125K

126K

$4M

SJNKSPDR SERIES TRUST

116K

115K

114K

120K

124K

153K

$4M

FTLSFIRST TR EXCH TRADED FD III

62K

58K

64K

62K

59K

52K

$4M

IBDUISHARES TR

158K

144K

156K

157K

152K

$4M

TLHISHARES TR

42K

41K

34K

$3M

QAINEW YORK LIFE INVESTMENTS ET

104K

90K

103K

107K

99K

98K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆LFA - Lugano Financial Advisors SA