Back to Joseph P. Lucia & Associates, LLC

Joseph P. Lucia & Associates, LLC

Q2 2026 13F filing

Updated 34 days ago

188 disclosed positions worth $332.6M

Portfolio value
$332.6M
Total holdings
188
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

H

VANECK ETF TRUST

Value
$23.3M
Shares
35.6K
% Port
7.01%
A

APPLE INC

Value
$13.3M
Shares
45.9K
% Port
3.99%
N

NVIDIA CORPORATION

Value
$11M
Shares
55.0K
% Port
3.31%
S

SCHWAB STRATEGIC TR

Value
$10.2M
Shares
352.6K
% Port
3.07%
I
5.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$9.2M
Shares
143.0K
% Port
2.77%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

Value
$8.9M
Shares
11.9K
% Port
2.68%
K

PROSHARES TR

Value
$8.7M
Shares
155.0K
% Port
2.62%
A

AMAZON COM INC

Value
$8.6M
Shares
36.1K
% Port
2.59%
S

SELECT SECTOR SPDR TR

Value
$8.1M
Shares
42.4K
% Port
2.43%
Q
10.QQQ

INVESCO QQQ TR

Value
$7.7M
Shares
10.4K
% Port
2.30%
S

SCHWAB STRATEGIC TR

Value
$7.5M
Shares
220.7K
% Port
2.25%
E
12.ETHA

BLACKROCK ETF TRUST II

Value
$7.1M
Shares
135.4K
% Port
2.13%
S

SCHWAB STRATEGIC TR

Value
$6.7M
Shares
212.8K
% Port
2.03%
I
14.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$6.5M
Shares
30.7K
% Port
1.96%
E
15.ETHA

ISHARES TR

Value
$6.2M
Shares
62.7K
% Port
1.87%
?
16.N/A

INVESCO EXCHANGE TRADED FD T

Value
$6.1M
Shares
79.0K
% Port
1.84%
E
17.ETHA

ISHARES TR

Value
$5.7M
Shares
36.4K
% Port
1.71%
J

J P MORGAN EXCHANGE TRADED F

Value
$5.5M
Shares
96.5K
% Port
1.64%
B
19.BLK

ISHARES TR

Value
$5M
Shares
45.5K
% Port
1.49%
S

SELECT SECTOR SPDR TR

Value
$4.9M
Shares
90.9K
% Port
1.47%
A
21.AMPY

AMPLIFY ETF TR

Value
$4.8M
Shares
45.5K
% Port
1.43%
V
22.VGES

VANGUARD INDEX FDS

Value
$4.4M
Shares
6.4K
% Port
1.33%
S

SELECT SECTOR SPDR TR

Value
$4M
Shares
76.0K
% Port
1.21%
S

SELECT SECTOR SPDR TR

Value
$3.8M
Shares
20.4K
% Port
1.14%
?
25.N/A

INVESCO EXCHANGE TRADED FD T

Value
$3.7M
Shares
112.5K
% Port
1.12%
E
26.ETHA

ISHARES TR

Value
$3.6M
Shares
5.7K
% Port
1.09%
S

SELECT SECTOR SPDR TR

Value
$3.2M
Shares
20.4K
% Port
0.97%
B
28.BX

VANGUARD SPECIALIZED FUNDS

Value
$3M
Shares
12.9K
% Port
0.92%
S

SCHWAB STRATEGIC TR

Value
$3M
Shares
83.6K
% Port
0.91%
?
30.N/A

INVESCO EXCHANGE TRADED FD T

Value
$3M
Shares
47.1K
% Port
0.91%
V
31.VGES

VANGUARD INDEX FDS

Value
$2.9M
Shares
9.6K
% Port
0.88%
V
32.VGES

VANGUARD BD INDEX FDS

Value
$2.9M
Shares
38.1K
% Port
0.88%
S

SELECT SECTOR SPDR TR

Value
$2.9M
Shares
63.9K
% Port
0.87%
V
34.VGES

VANGUARD INDEX FDS

Value
$2.9M
Shares
9.4K
% Port
0.87%
S

SELECT SECTOR SPDR TR

Value
$2.9M
Shares
56.6K
% Port
0.87%
S

SCHWAB STRATEGIC TR

Value
$2.8M
Shares
94.4K
% Port
0.84%
S

SCHWAB STRATEGIC TR

Value
$2.5M
Shares
68.6K
% Port
0.76%
?
38.N/A

ALPS ETF TR

Value
$2.5M
Shares
37.0K
% Port
0.76%
?
39.N/A

INVESCO EXCHANGE TRADED FD T

Value
$2.5M
Shares
25.7K
% Port
0.76%
M
40.META

META PLATFORMS INC

Value
$2.5M
Shares
4.4K
% Port
0.75%
G

ALPHABET INC

Value
$2.5M
Shares
6.9K
% Port
0.75%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.5M
Shares
40.2K
% Port
0.74%
?
43.N/A

GLOBAL X FDS

Value
$2.4M
Shares
128.5K
% Port
0.71%
?
44.N/A

AMERICAN CENTY ETF TR

Value
$2.3M
Shares
18.6K
% Port
0.70%
?
45.N/A

AIM ETF PRODUCTS TRUST

Value
$2.3M
Shares
62.3K
% Port
0.70%
B
46.BEN

FRANKLIN ETF TR

Value
$2.3M
Shares
25.4K
% Port
0.69%
E
47.ETHA

ISHARES TR

Value
$2.3M
Shares
23.4K
% Port
0.68%
?
48.N/A

AIM ETF PRODUCTS TRUST

Value
$1.7M
Shares
44.8K
% Port
0.52%
E
49.ETHA

ISHARES TR

Value
$1.7M
Shares
6.9K
% Port
0.50%
?
50.N/A

AMERICAN CENTY ETF TR

Value
$1.6M
Shares
31.4K
% Port
0.48%