13F Insight
DOSSIER · 13F-HR · Q1 2026

Joseph P. Lucia & Associates, LLC

$280M in tracked AUM across 169 positions as of Q1 2026.

JP
CIK 0001775391 · last filed Mar 31, 2026
Total AUM
$280M
as of Q1 2026
Holdings
169
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Joseph P. Lucia & Associates, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SMH
VANECK ETF TRUST
$14M36K4.9%02
AAPL
APPLE INC
$12M46K4.2%03
NVDA
NVIDIA CORPORATION
$10M56K3.5%04
SCHB
SCHWAB STRATEGIC TR
$9M339K3.0%05
NOBL
PROSHARES TR
$8M78K3.0%06
SPY
STATE STR SPDR S&P 500 ETF T
$8M12K2.7%07
AMZN
AMAZON COM INC
$8M36K2.7%08
BINC
BLACKROCK ETF TRUST II
$7M136K2.5%09
SCHG
SCHWAB STRATEGIC TR
$7M226K2.4%10
RSPT
INVESCO EXCHANGE TRADED FD T
$7M146K2.4%

Filing history

2026Q1Mar 31
$280M▲ 0.9%
169 positionsView →2025Q4Dec 31
$277M▲ 4.6%
166 positionsView →2025Q3Sep 30
$265M▲ 8.5%
161 positionsView →2025Q2Jun 30
$244M▲ 11.7%
151 positionsLocked2025Q1Mar 31
$219M▼ 2.7%
140 positionsLocked2024Q4Dec 31
$225M▲ 3.6%
146 positionsLocked2024Q3Sep 30
$217M▲ 11.2%
136 positionsLocked2024Q2Jun 30
$195M▲ 4.6%
123 positionsLocked2024Q1Mar 31
$187M▲ 16.2%
122 positionsLocked2023Q4Dec 31
$161M▲ 12.3%
117 positionsLocked2023Q3Sep 30
$143M▼ 4.3%
109 positionsLocked2023Q2Jun 30
$149M▲ 4.0%
117 positionsLocked
Showing 12 of 29