Joseph P. Lucia & Associates, LLC
Q1 2026 13F Holdings
- Locationyorktown heights, NY
- Num holdings
169
- Value ($000)
$279,716
- Date Filed 05/14/2026
- Form type13F-HR
- CIK 0001775391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $13.8M | 5 % | 35,988 | ||
APPLE INC | COM | 037833100 | $11.75M | 4 % | 46,299 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.7M | 4 % | 55,591 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $8.52M | 3 % | 339,416 | ||
PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $8.27M | 3 % | 78,021 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $7.68M | 3 % | 11,777 | ||
AMAZON COM INC | COM | 023135106 | $7.55M | 3 % | 36,232 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $7.06M | 3 % | 135,898 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.59M | 2 % | 226,289 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $6.59M | 2 % | 145,513 |
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