Lugano Financial Advisors SA (LFA) has filed its latest 13F report, revealing a total of approximately $171.5 million in assets under management as of September 30, 2026. This filing is significant as it highlights the firm's investment strategies and asset allocations across various sectors.

The report, filed on November 3, 2026, indicates that LFA continues to focus on a diverse range of investments, including major exchange-traded funds (ETFs) and stocks from prominent companies. This strategic allocation reflects the firm's approach to navigating the current investment landscape.

Background

Lugano Financial Advisors SA, identified by CIK 0001737871, is an investment advisory firm based in Lugano, Switzerland. The company operates under the SEC filing category of "other" and has been actively filing 13F reports, with the most recent submission being on November 3, 2026. The firm’s fiscal year ends on December 17.

What the Filing Says

According to the latest filing, LFA reported a total of 242 positions in its portfolio, reflecting a well-diversified investment strategy. The total value of the assets reported in this filing stands at approximately $171,480,167. The filing was signed by Portfolio Manager Riccardo De Marco, who emphasized the firm's commitment to maintaining a robust investment strategy.

Impact

This update may affect various stakeholders, including clients, competitors, and market analysts. For clients, the report provides insight into LFA's investment strategy and performance, which can influence their investment decisions. Competitors may analyze LFA's asset allocation to gauge market trends and adjust their own strategies accordingly.

What's Next

The filing does not specify what happens next for LFA. However, it is expected that the firm will continue to monitor its investments and adjust its portfolio in response to market conditions.