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 $332.6M across 188 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SMH ($23.3M, 7.01%), AAPL ($13.3M, 3.99%), NVDA ($11.0M, 3.31%), SCHB ($10.2M, 3.07%), RSPT ($9.2M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | $23.3M | 7.01% | 35,559 | Trimmed |
| 2 | AAPL | APPLE INC | $13.3M | 3.99% | 45,874 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $11.0M | 3.31% | 55,049 | Trimmed |
| 4 | SCHB | SCHWAB STRATEGIC TR | $10.2M | 3.07% | 352,641 | Added |
| 5 | RSPT | INVESCO EXCHANGE TRADED FD T | $9.2M | 2.77% | 143,025 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $8.9M | 2.68% | 11,909 | Added |
| 7 | NOBL | PROSHARES TR | $8.7M | 2.62% | 154,967 | Added |
| 8 | AMZN | AMAZON COM INC | $8.6M | 2.59% | 36,128 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $8.1M | 2.43% | 42,378 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $7.7M | 2.30% | 10,378 | Added |
| 11 | SCHG | SCHWAB STRATEGIC TR | $7.5M | 2.25% | 220,706 | Trimmed |
| 12 | BINC | BLACKROCK ETF TRUST II | $7.1M | 2.13% | 135,438 | Trimmed |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.7M | 2.03% | 212,780 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.96% | 30,687 | Added |
| 15 | AGG | ISHARES TR | $6.2M | 1.87% | 62,691 | Added |
| 16 | RSPF | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.84% | 78,992 | Added |
| 17 | DVY | ISHARES TR | $5.7M | 1.71% | 36,386 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.64% | 96,503 | Added |
| 19 | LQD | ISHARES TR | $5.0M | 1.49% | 45,485 | Added |
| 20 | XLF | SELECT SECTOR SPDR TR | $4.9M | 1.47% | 90,938 | Added |
| 21 | HACK | AMPLIFY ETF TR | $4.8M | 1.43% | 45,467 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $4.4M | 1.33% | 6,440 | Added |
| 23 | XLE | SELECT SECTOR SPDR TR | $4.0M | 1.21% | 76,024 | Trimmed |
| 24 | XLI | SELECT SECTOR SPDR TR | $3.8M | 1.14% | 20,408 | Added |
| 25 | RSPH | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.12% | 112,545 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30