Joseph P. Lucia & Associates, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1775391
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$332.6M
Holdings
188
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Joseph P. Lucia & Associates, LLC disclosed 188 positions worth $332.6M in its Form 13F-HR for Q2 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 20 new positions and exited 1 and a full exit from $CI. The portfolio is most concentrated in Other (72.1% of disclosed assets). All figures are sourced directly from Joseph P. Lucia & Associates, LLC’s Form 13F-HR filing with the SEC under CIK 1775391.
AI Fund Analysis
ConcentratingVANECK ETF TRUST - SEMICON
7.0% weight
Held 10 quarters
$AAPL4.0% weight
Held 10 quarters
$NVDA3.3% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US B
3.1% weight
Held 10 quarters
$IVZ2.8% weight
Held 10 quarters
$SPY9 quarters accumulating
$IVZ9 quarters accumulating
ISHARES TR - CORE US AGGBD
9 quarters accumulating
ISHARES TR - IBOXX INV CP
9 quarters accumulating
SELECT SECTOR SPDR TR - ST
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANECK ETF TRUST - SEMICONDUCTR ETF
—Quality
$23.3M35,559 sh- 76.4#84
Quality
$13.3M45,874 sh - 85.9#5
Quality
$11.0M55,049 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$10.2M352,641 sh- —
Quality
$9.2M143,025 sh - —
Quality
$8.9M11,909 sh PROSHARES TR - S&P 500 DV ARIST
—Quality
$8.7M154,967 sh- 68.7
Quality
$8.6M36,128 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$8.1M42,378 sh- —
Quality
$7.7M10,378 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANECK ETF TRUST - SEMICONDUCTR ETF | — | $23.3M | 35,559 |
| Apple Inc.$AAPL | 76.4#84 | $13.3M | 45,874 |
| NVIDIA CORP$NVDA | 85.9#5 | $11.0M | 55,049 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $10.2M | 352,641 |
| Invesco Ltd.$IVZ | — | $9.2M | 143,025 |
| SPDR S&P 500 ETF TRUST$SPY | — | $8.9M | 11,909 |
| PROSHARES TR - S&P 500 DV ARIST | — | $8.7M | 154,967 |
 AMAZON COM INC$AMZN | 68.7 | $8.6M | 36,128 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $8.1M | 42,378 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $7.7M | 10,378 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Joseph P. Lucia & Associates, LLC's 188 positions.
Showing top 10 of 188 holdings.
Sector Allocation
Other
$239.6M
Technology
$36.8M
Financials
$35.8M
Consumer Discretionary
$9.1M
Healthcare
$3.8M
Industrials
$2.7M
Energy
$1.9M
Communication Services
$1.7M
Top Holdings — Joseph P. Lucia & Associates, LLC (Q2 2026)
Top 150 of 188 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $23.3M | 7.0% | -1% | — |
| 2 | $AAPL | Apple Inc. | $13.3M | 4.0% | -1% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $11.0M | 3.3% | -1% | 85.9 |
| 4 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $10.2M | 3.1% | +4% | — |
| 5 | $IVZ | Invesco Ltd. | $9.2M | 2.8% | -2% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $8.9M | 2.7% | +1% | — |
| 7 | — | PROSHARES TR - S&P 500 DV ARIST | $8.7M | 2.6% | +99% | — |
| 8 | $AMZN | AMAZON COM INC | $8.6M | 2.6% | -0% | 68.7 |
| 9 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.1M | 2.4% | -1% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.7M | 2.3% | +6% | — |
| 11 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $7.5M | 2.3% | -2% | — |
| 12 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $7.1M | 2.1% | -0% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.7M | 2.0% | +16% | — |
| 14 | $IVZ | Invesco Ltd. | $6.5M | 2.0% | +5% | — |
| 15 | — | ISHARES TR - CORE US AGGBD ET | $6.2M | 1.9% | +8% | — |
| 16 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL FIN | $6.1M | 1.8% | +0% | — |
| 17 | — | ISHARES TR - SELECT DIVID ETF | $5.7M | 1.7% | +16% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.5M | 1.6% | +25% | — |
| 19 | — | ISHARES TR - IBOXX INV CP ETF | $5.0M | 1.5% | +6% | — |
| 20 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $4.9M | 1.5% | +11% | — |
| 21 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $4.8M | 1.4% | -0% | — |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.4M | 1.3% | +38% | — |
| 23 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $4.0M | 1.2% | -3% | — |
| 24 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $3.8M | 1.1% | +45% | — |
| 25 | $IVZ | Invesco Ltd. | $3.7M | 1.1% | -0% | — |
| 26 | — | ISHARES TR - ISHARES SEMICDTR | $3.6M | 1.1% | -0% | — |
| 27 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.2M | 1.0% | -1% | — |
| 28 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.0M | 0.9% | +5% | — |
| 29 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.0M | 0.9% | -0% | — |
| 30 | $IVZ | Invesco Ltd. | $3.0M | 0.9% | -1% | — |
| 31 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.9M | 0.9% | -1% | — |
| 32 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $2.9M | 0.9% | -3% | — |
| 33 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2.9M | 0.9% | +6% | — |
| 34 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $2.9M | 0.9% | -2% | — |
| 35 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $2.9M | 0.9% | +11% | — |
| 36 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.8M | 0.8% | -6% | — |
| 37 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.5M | 0.8% | +0% | — |
| 38 |  $ALPS | Alps Group Inc | $2.5M | 0.8% | -1% | — |
| 39 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | $2.5M | 0.8% | -2% | — |
| 40 |  $META | Meta Platforms, Inc. | $2.5M | 0.8% | -3% | 79.6 |
| 41 |  $GOOG | Alphabet Inc. | $2.5M | 0.8% | -3% | 78.2 |
| 42 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $2.5M | 0.7% | +12% | — |
| 43 | — | GLOBAL X FDS - NASDAQ 100 COVER | $2.4M | 0.7% | +1% | — |
| 44 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.3M | 0.7% | -0% | — |
| 45 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.3M | 0.7% | +28% | — |
| 46 | — | FRANKLIN ETF TR - SHRT DUR US GOVT | $2.3M | 0.7% | -1% | — |
| 47 | — | ISHARES TR - JPMORGAN USD EMG | $2.3M | 0.7% | +38% | — |
| 48 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $1.7M | 0.5% | +0% | — |
| 49 | — | ISHARES TR - US AER DEF ETF | $1.7M | 0.5% | +2% | — |
| 50 | — | AMERICAN CENTY ETF TR - SHORT DURTN STRG | $1.6M | 0.5% | +19% | — |
| 51 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $1.5M | 0.5% | +1% | — |
| 52 | $IVZ | Invesco Ltd. | $1.5M | 0.5% | -0% | — |
| 53 | — | VANECK ETF TRUST - PREFERRED SECURT | $1.5M | 0.4% | -4% | — |
| 54 | — | SPDR SERIES TRUST - ST STR NYSE TECH | $1.4M | 0.4% | -1% | — |
| 55 | — | ISHARES TR - PFD AND INCM SEC | $1.3M | 0.4% | -8% | — |
| 56 | $IVZ | Invesco Ltd. | $1.3M | 0.4% | +0% | — |
| 57 |  $UBER | Uber Technologies, Inc | $1.2M | 0.4% | -10% | 73.5 |
| 58 | — | BARON ETF TR - TECHNOLOGY ETF | $1.2M | 0.4% | -9% | — |
| 59 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.4% | +6% | 70 |
| 60 | — | FRANKLIN TEMPLETON ETF TR - ULTR SHOR BD ETF | $1.2M | 0.3% | NEW | — |
| 61 |  $ET | Energy Transfer LP | $1.1M | 0.3% | -10% | 64.4 |
| 62 | — | ISHARES TR - IBOXX HI YD ETF | $1.1M | 0.3% | +0% | — |
| 63 |  $KIO | KKR Income Opportunities Fund | $1.1M | 0.3% | +1% | — |
| 64 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | -0% | 78.2 |
| 65 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $1.1M | 0.3% | -2% | — |
| 66 | — | GLOBAL X FDS - CYBRSCURTY ETF | $1.1M | 0.3% | +2% | — |
| 67 | — | ISHARES TR - 20 YR TR BD ETF | $1.0M | 0.3% | -42% | — |
| 68 | — | ISHARES TR - FLTG RATE NT ETF | $1.0M | 0.3% | -1% | — |
| 69 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $990,260 | 0.3% | +178% | — |
| 70 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $982,064 | 0.3% | +17% | — |
| 71 |  $MSFT | MICROSOFT CORP | $951,448 | 0.3% | -8% | 79.8 |
| 72 |  $BXSL | Blackstone Secured Lending Fund | $951,244 | 0.3% | -7% | — |
| 73 | — | SPDR SERIES TRUST - ST STR SP REGBNK | $936,074 | 0.3% | -1% | — |
| 74 | — | MANAGED PORTFOLIO SER - KENS HE PREM ETF | $886,548 | 0.3% | +6% | — |
| 75 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $880,967 | 0.3% | +16% | — |
| 76 |  $ED | CONSOLIDATED EDISON INC | $861,346 | 0.3% | +0% | 67.3 |
| 77 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $833,566 | 0.3% | +24% | — |
| 78 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $830,925 | 0.3% | -5% | — |
| 79 |  $VZ | VERIZON COMMUNICATIONS INC | $821,975 | 0.3% | +2% | 65.8 |
| 80 |  $GBTC | Grayscale Bitcoin Trust ETF | $816,856 | 0.3% | -4% | — |
| 81 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $812,114 | 0.2% | +12% | — |
| 82 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $808,060 | 0.2% | +5% | — |
| 83 | — | GLOBAL X FDS - SOCIAL MED ETF | $783,936 | 0.2% | -6% | — |
| 84 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $775,835 | 0.2% | +8% | — |
| 85 |  $AVGO | Broadcom Inc. | $759,824 | 0.2% | +2% | 84.5 |
| 86 |  $GLD | SPDR GOLD TRUST | $716,867 | 0.2% | -7% | — |
| 87 | $IVZ | Invesco Ltd. | $716,766 | 0.2% | -17% | — |
| 88 |  $XOM.R34088 | EXXON MOBIL CORP | $708,194 | 0.2% | -2% | 57.9 |
| 89 |  $CRWD | CrowdStrike Holdings, Inc. | $699,799 | 0.2% | -1% | 67.7 |
| 90 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $688,306 | 0.2% | -8% | — |
| 91 | — | ISHARES TR - 0-5 YR TIPS ETF | $672,008 | 0.2% | -1% | — |
| 92 | — | GLOBAL X FDS - S&P 500 COVERED | $653,293 | 0.2% | -2% | — |
| 93 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $648,219 | 0.2% | -1% | — |
| 94 |  $CAT | CATERPILLAR INC | $637,373 | 0.2% | +10% | 66.5 |
| 95 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $636,327 | 0.2% | +10% | — |
| 96 |  $TSLA | Tesla, Inc. | $630,109 | 0.2% | -0% | 53.9 |
| 97 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $612,135 | 0.2% | -6% | — |
| 98 | — | RBB FUND TRUST - FIRS EAGL OV ETF | $610,629 | 0.2% | +23% | — |
| 99 |  $DBP | Invesco DB Precious Metals Fund | $608,941 | 0.2% | +17% | — |
| 100 |  $WT | WisdomTree, Inc. | $603,549 | 0.2% | -7% | 59.9 |
| 101 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $583,070 | 0.2% | -3% | — |
| 102 |  $LLY | ELI LILLY & Co | $580,896 | 0.2% | +49% | 87.5 |
| 103 |  $BRK.B | BERKSHIRE HATHAWAY INC | $569,944 | 0.2% | +0% | 73.8 |
| 104 | $IVZ | Invesco Ltd. | $568,884 | 0.2% | -2% | — |
| 105 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $562,868 | 0.2% | -3% | — |
| 106 | — | AIM ETF PRODUCTS TRUST - ALLIA US AUG ETF | $541,247 | 0.2% | +0% | — |
| 107 |  $BCAT | BlackRock Capital Allocation Term Trust | $534,404 | 0.2% | +1% | — |
| 108 | — | TEMA ETF TRUST - ELECTRIFICATION | $533,176 | 0.2% | NEW | — |
| 109 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $518,694 | 0.2% | +1% | — |
| 110 | — | ISHARES TR - ISHARES BIOTECH | $507,807 | 0.1% | -3% | — |
| 111 |  $HAE | HAEMONETICS CORP | $506,925 | 0.1% | +0% | 51.4 |
| 112 |  $NFLX | NETFLIX INC | $506,654 | 0.1% | +18% | 78.8 |
| 113 | $IVZ | Invesco Ltd. | $503,178 | 0.1% | -1% | — |
| 114 | — | VANGUARD INDEX FDS - MID CAP ETF | $496,311 | 0.1% | +300% | — |
| 115 |  $JPM | JPMORGAN CHASE & CO | $494,021 | 0.1% | +0% | 70.7 |
| 116 |  $GS | GOLDMAN SACHS GROUP INC | $481,164 | 0.1% | NEW | 73.5 |
| 117 |  $WMT | Walmart Inc. | $476,044 | 0.1% | +0% | 60.2 |
| 118 |  $IAU | ISHARES GOLD TRUST | $467,256 | 0.1% | -0% | — |
| 119 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $456,517 | 0.1% | -5% | — |
| 120 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $452,987 | 0.1% | +0% | — |
| 121 | — | SPDR SERIES TRUST - ST STR SP AERO | $440,158 | 0.1% | +31% | — |
| 122 | — | AMERICAN CENTY ETF TR - FOCUSED DYNAMIC | $438,160 | 0.1% | +0% | — |
| 123 | — | ISHARES TR - RUS MD CP GR ETF | $434,106 | 0.1% | -11% | — |
| 124 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $433,616 | 0.1% | +0% | — |
| 125 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $433,385 | 0.1% | -0% | — |
| 126 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $423,948 | 0.1% | NEW | — |
| 127 | — | ISHARES TR - U.S. MED DVC ETF | $418,157 | 0.1% | -23% | — |
| 128 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | $397,631 | 0.1% | +0% | — |
| 129 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $392,982 | 0.1% | +11% | — |
| 130 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $389,487 | 0.1% | -1% | — |
| 131 |  $PANW | Palo Alto Networks Inc | $380,237 | 0.1% | NEW | 65.5 |
| 132 | — | GLOBAL X FDS - DEFENSE TECH ETF | $373,875 | 0.1% | +1% | — |
| 133 | — | ISHARES TR - MICRO-CAP ETF | $373,075 | 0.1% | +0% | — |
| 134 |  $AMD | ADVANCED MICRO DEVICES INC | $370,040 | 0.1% | NEW | 79.8 |
| 135 |  $DIS | Walt Disney Co | $369,039 | 0.1% | -10% | 60.1 |
| 136 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $363,030 | 0.1% | +12% | — |
| 137 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $362,217 | 0.1% | NEW | — |
| 138 |  $HOOD | Robinhood Markets, Inc. | $354,289 | 0.1% | +17% | 82.1 |
| 139 |  $IBIT | iShares Bitcoin Trust ETF | $353,273 | 0.1% | -21% | — |
| 140 | $IVZ | Invesco Ltd. | $342,379 | 0.1% | +0% | — |
| 141 | — | ISHARES TR - 1 3 YR TREAS BD | $341,252 | 0.1% | -2% | — |
| 142 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $338,277 | 0.1% | +63% | — |
| 143 |  $VRT | Vertiv Holdings Co | $337,513 | 0.1% | +0% | 81 |
| 144 | — | GLOBAL X FDS - RATE PREFERRED | $336,684 | 0.1% | +3% | — |
| 145 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $331,146 | 0.1% | NEW | — |
| 146 | — | GLOBAL X FDS - ARTIFICIAL ETF | $329,176 | 0.1% | +0% | — |
| 147 | $IVZ | Invesco Ltd. | $321,445 | 0.1% | +0% | — |
| 148 |  $STT | STATE STREET CORP | $312,877 | 0.1% | -0% | 71.5 |
| 149 |  $APH | AMPHENOL CORP /DE/ | $306,339 | 0.1% | -3% | 79.3 |
| 150 |  $C | CITIGROUP INC | $303,411 | 0.1% | +0% | 65 |
New Positions (20)
FRANKLIN TEMPLETON ETF TR - ULTR SHOR BD ETF$1.2M
TEMA ETF TRUST - ELECTRIFICATION$533,176
$GS GOLDMAN SACHS GROUP INC$481,164 ROUNDHILL ETF TRUST - MEMORY ETF$423,948
$PANW Palo Alto Networks Inc$380,237$AMD ADVANCED MICRO DEVICES INC$370,040 DOUBLELINE ETF TRUST - OPPO CORE BD ETF$362,217
ETF SER SOLUTIONS - DEFIA QUANT ETF$331,146
$GEV GE Vernova Inc.$271,517
$GE GENERAL ELECTRIC CO$254,704
$URI UNITED RENTALS, INC.$237,279 ISHARES TR - US HLTHCR PR ETF$233,493
$CRWV CoreWeave, Inc.$232,725
$BAC BANK OF AMERICA CORP /DE/$232,724 TEMA ETF TRUST - SPACE INNOV ETF$223,809
Exited Positions (1)
$CI Cigna GroupBrowse Top Institutional Investors
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