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Lfa - Lugano Financial Advisors SA
LFA - Lugano Financial Advisors SA is a Swiss wealth management and fund management firm headquartered in Lugano, Switzerland, with additional offices in Zurich and Sion. Founded in 2010, LFA is one of the largest independent asset managers specializing in serving US clients seeking international diversification. The firm is licensed by FINMA and SEC-registered, serving approximately 700 clients with a focus on providing discretionary and non-discretionary global wealth management, investment advisory, and private banking services. LFA is part of LFG Holding, which includes over 50 professionals. LFA caters exclusively to clients with US income tax obligations, leveraging a boutique approach and offering access to Swiss-specific financial solutions.
Investment Strategy
LFA focuses exclusively on US clients, providing personalized and long-term strategies for global portfolio diversification, multi-currency asset management, and risk-aware, tax-efficient investing. The firm offers both discretionary and advisory mandates tailored to the specific regulatory and financial needs of Americans seeking jurisdictional diversification. LFA leverages its expertise in international asset and foreign currency management, offering access to Swiss and global financial markets with a moderate, risk-managed strategy. The approach emphasizes compliance with US regulations, wealth protection, and the integration of bespoke Swiss solutions as complementary to clients’ domestic strategies.
Latest 13F Filing Activity
Lfa - Lugano Financial Advisors SA filed their most recent 13F report on Jun 30, 2025 disclosing 244 equity positions with a total 13F market value of $169M. The fund increased holdings in Ishares TR, Ishares TR, SPDR Series Trust among other positions. Lfa - Lugano Financial Advisors SA reduced exposure to Ishares TR, Invesco QQQ TR, Ishares TR among others.
Top Holdings
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.57% | $24.6M | 39,806 | $402.78 | $617.85 | +$815.0K |
E ESGD | ISHARES TR | 12.14% | $20.5M | 229,552 | $89.22 | $89.22 | +$20.5M |
S SUSB | ISHARES TR | 6.77% | $11.4M | 457,113 | $24.59 | $25.17 | +$5.4M |
G GLD | SPDR GOLD TR | 5.20% | $8.8M | 28,797 | $176.78 | $304.83 | +$922.1K |
I IGIB | ISHARES TR | 2.76% | $4.7M | 88,195 | $52.14 | $53.29 | -$1.3K |
Industry Allocation
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