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Riccardo De Marco

Lfa - Lugano Financial Advisors Sa

Assets Managed
$196.602M
Holdings
223
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
1.51%(2Q avg: 1.82%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lfa - Lugano Financial Advisors Sa's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 223 positions.

Assets under management

The assets under management (AUM) of Lfa - Lugano Financial Advisors Sa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 196.602M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of 1.82%. The portfolio is managed by Riccardo De Marco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 9.33%
14.09%
$27.688M
42,575 shares@ $650.35 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
11.17%
$21.95M
229,552 shares@ $95.62 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.01%
6.87%
$13.505M
31,385 shares@ $430.3 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Increased 56.96%
6.52%
$12.8M
334,560 shares@ $38.27 avg price
SUSB
Ishares Esg Aware 1-5 Year U
Recent Activity
5.79%
$11.37M
457,113 shares@ $24.88 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 7.72%
2.65%
$5.191M
98,343 shares@ $52.79 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Decreased -1.26%
2.52%
$4.939M
75,920 shares@ $65.06 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 14.81%
2.3%
$4.518M
57,425 shares@ $78.69 avg price
FEZ
Spdr Euro Stoxx 50 Etf
Recent Activity
Increased 82.32%
2.28%
$4.467M
71,949 shares@ $62.09 avg price
IBND
Spdr Bloomberg Int Corp
Recent Activity
Increased 0.23%
1.98%
$3.889M
125,704 shares@ $30.94 avg price

1-10 of 223