Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Joseph P. Lucia & Associates, LLC (CIK 1775391) reported $279.7M across 168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SMH ($13.8M, 4.93%), AAPL ($11.8M, 4.20%), NVDA ($9.7M, 3.47%), SCHB ($8.5M, 3.05%), NOBL ($8.3M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $13.8M | 4.93% | 35,988 | Trimmed |
| 2 | AAPL | APPLE INC | $11.8M | 4.20% | 46,299 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $9.7M | 3.47% | 55,591 | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $8.5M | 3.05% | 339,416 | Added |
| 5 | NOBL | PROSHARES TR | $8.3M | 2.96% | 78,021 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $7.7M | 2.74% | 11,777 | Added |
| 7 | AMZN | AMAZON COM INC | $7.5M | 2.70% | 36,232 | Added |
| 8 | BINC | BLACKROCK ETF TRUST II | $7.1M | 2.52% | 135,898 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $6.6M | 2.36% | 226,289 | Trimmed |
| 10 | RYT | INVESCO EXCHANGE TRADED FD T | $6.6M | 2.35% | 145,513 | Trimmed |
| 11 | AGG | ISHARES TR | $5.8M | 2.06% | 58,156 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $5.7M | 2.04% | 43,023 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $5.7M | 2.02% | 9,804 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $5.6M | 2.02% | 183,908 | Added |
| 15 | RSPF | INVESCO EXCHANGE TRADED FD T | $5.6M | 2.01% | 78,825 | Trimmed |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $5.6M | 2.00% | 29,147 | Added |
| 17 | XLE | SELECT SECTOR SPDR TR | $4.8M | 1.72% | 78,683 | Added |
| 18 | DVY | ISHARES TR | $4.8M | 1.70% | 31,425 | Trimmed |
| 19 | LQD | ISHARES TR | $4.7M | 1.67% | 42,774 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.57% | 77,424 | Added |
| 21 | XLF | SELECT SECTOR SPDR TR | $4.0M | 1.45% | 82,015 | Added |
| 22 | RSPH | INVESCO EXCHANGE TRADED FD T | $3.4M | 1.22% | 112,720 | Trimmed |
| 23 | HACK | AMPLIFY ETF TR | $3.4M | 1.22% | 45,477 | Trimmed |
| 24 | BIV | VANGUARD BD INDEX FDS | $3.0M | 1.09% | 39,366 | Trimmed |
| 25 | XLV | SELECT SECTOR SPDR TR | $3.0M | 1.08% | 20,535 | Added |
Source: SEC Form 13F filings · as of 2026-03-31