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Holders — by stockHoldings — by fund

Joseph P. Lucia & Associates, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001775391

$332.6M

disclosed book value

188

positions

7%

largest position share

Positions, as of 2026-06-30

top 100 of 188 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SMHVANECK ETF TRUST35,559$23.3M7%
2AAPLAPPLE INC45,874$13.3M4%
3NVDANVIDIA CORPORATION55,049$11.0M3.3%
4SCHBSCHWAB STRATEGIC TR352,641$10.2M3.1%
5RSPTINVESCO EXCHANGE TRADED FD T143,025$9.2M2.8%
6SPYSTATE STR SPDR S&P 500 ETF T11,909$8.9M2.7%
7NOBLPROSHARES TR154,967$8.7M2.6%
8AMZNAMAZON COM INC36,128$8.6M2.6%
9XLKSELECT SECTOR SPDR TR42,378$8.1M2.4%
10QQQINVESCO QQQ TR10,378$7.7M2.3%
11SCHGSCHWAB STRATEGIC TR220,706$7.5M2.2%
12BINCBLACKROCK ETF TRUST II135,438$7.1M2.1%
13SCHDSCHWAB STRATEGIC TR212,780$6.7M2%
14RSPINVESCO EXCHANGE TRADED FD T30,687$6.5M2%
15AGGISHARES TR62,691$6.2M1.9%
16RSPFINVESCO EXCHANGE TRADED FD T78,992$6.1M1.8%
17DVYISHARES TR36,386$5.7M1.7%
18JEPIJ P MORGAN EXCHANGE TRADED F96,503$5.5M1.6%
19LQDISHARES TR45,485$5.0M1.5%
20XLFSELECT SECTOR SPDR TR90,938$4.9M1.5%
21HACKAMPLIFY ETF TR45,467$4.8M1.4%
22VOOVANGUARD INDEX FDS6,440$4.4M1.3%
23XLESELECT SECTOR SPDR TR76,024$4.0M1.2%
24XLISELECT SECTOR SPDR TR20,408$3.8M1.1%
25RSPHINVESCO EXCHANGE TRADED FD T112,545$3.7M1.1%
26SOXXISHARES TR5,668$3.6M1.1%
27XLVSELECT SECTOR SPDR TR20,408$3.2M1%
28VIGVANGUARD SPECIALIZED FUNDS12,868$3.0M0.9%
29SCHASCHWAB STRATEGIC TR83,638$3.0M0.9%
30RSPNINVESCO EXCHANGE TRADED FD T47,088$3.0M0.9%
31VBVANGUARD INDEX FDS9,643$2.9M0.9%
32BIVVANGUARD BD INDEX FDS38,098$2.9M0.9%
33XLUSELECT SECTOR SPDR TR63,877$2.9M0.9%
34VOTVANGUARD INDEX FDS9,434$2.9M0.9%
35XLBSELECT SECTOR SPDR TR56,629$2.9M0.9%
36SCHXSCHWAB STRATEGIC TR94,370$2.8M0.8%
37SCHMSCHWAB STRATEGIC TR68,648$2.5M0.8%
38SDOGALPS ETF TR37,026$2.5M0.8%
39RSPGINVESCO EXCHANGE TRADED FD T25,677$2.5M0.8%
40METAMETA PLATFORMS INC4,433$2.5M0.8%
41GOOGLALPHABET INC6,938$2.5M0.7%
42JEPQJ P MORGAN EXCHANGE TRADED F40,202$2.5M0.7%
43QYLDGLOBAL X FDS128,483$2.4M0.7%
44AVUVAMERICAN CENTY ETF TR18,617$2.3M0.7%
45APRWAIM ETF PRODUCTS TRUST62,250$2.3M0.7%
46FTSDFRANKLIN ETF TR25,425$2.3M0.7%
47EMBISHARES TR23,412$2.3M0.7%
48JANWAIM ETF PRODUCTS TRUST44,755$1.7M0.5%
49ITAISHARES TR6,855$1.7M0.5%
50SDSIAMERICAN CENTY ETF TR31,412$1.6M0.5%
51GPIXGOLDMAN SACHS ETF TR27,827$1.5M0.5%
52RSPSINVESCO EXCHANGE TRADED FD T50,550$1.5M0.5%
53PFXFVANECK ETF TRUST82,819$1.5M0.4%
54XNTKSPDR SERIES TRUST3,646$1.4M0.4%
55PFFISHARES TR43,129$1.3M0.4%
56RSPDINVESCO EXCHANGE TRADED FD T23,199$1.3M0.4%
57UBERUBER TECHNOLOGIES INC17,174$1.2M0.4%
58BCTKBARON ETF TR36,509$1.2M0.4%
59IBMINTERNATIONAL BUSINESS MACHS4,214$1.2M0.4%
60FLUDFRANKLIN TEMPLETON ETF TR47,132$1.2M0.4%
61ETENERGY TRANSFER L P59,939$1.1M0.3%
62HYGISHARES TR14,086$1.1M0.3%
63KIOKKR INCOME OPPORTUNITIES FD100,022$1.1M0.3%
64GOOGALPHABET INC3,177$1.1M0.3%
65AVDVAMERICAN CENTY ETF TR10,607$1.1M0.3%
66BUGGLOBAL X FDS28,065$1.1M0.3%
67TLTISHARES TR11,651$1.0M0.3%
68FLOTISHARES TR19,714$1.0M0.3%
69JUNWAIM ETF PRODUCTS TRUST28,795$990,2600.3%
70SCYBSCHWAB STRATEGIC TR37,512$982,0640.3%
71MSFTMICROSOFT CORP2,551$951,4480.3%
72BXSLBLACKSTONE SECD LENDING FD38,985$951,2440.3%
73KRESPDR SERIES TRUST12,506$936,0740.3%
74KHPIMANAGED PORTFOLIO SER34,135$886,5480.3%
75KORPAMERICAN CENTY ETF TR18,804$880,9670.3%
76EDCONSOLIDATED EDISON INC7,786$861,3460.3%
77GPIQGOLDMAN SACHS ETF TR14,054$833,5660.3%
78FEBWAIM ETF PRODUCTS TRUST23,380$830,9250.2%
79VZVERIZON COMMUNICATIONS INC19,414$821,9750.2%
80GBTCGRAYSCALE BITCOIN TRUST ETF17,945$816,8560.2%
81JULWAIM ETF PRODUCTS TRUST19,895$812,1140.2%
82AVDEAMERICAN CENTY ETF TR9,059$808,0600.2%
83SOCLGLOBAL X FDS17,861$783,9360.2%
84XLCSELECT SECTOR SPDR TR7,242$775,8350.2%
85AVGOBROADCOM INC2,011$759,8240.2%
86GLDSPDR GOLD TR1,946$716,8670.2%
87PNQIINVESCO EXCHANGE TRADED FD T15,727$716,7660.2%
88EXMOCEXXON MOBIL CORP5,180$708,1940.2%
89CRWDCROWDSTRIKE HLDGS INC917$699,7990.2%
90SCHPSCHWAB STRATEGIC TR25,974$688,3060.2%
91STIPISHARES TR6,578$672,0080.2%
92XYLDGLOBAL X FDS16,016$653,2930.2%
93SEPWAIM ETF PRODUCTS TRUST19,412$648,2190.2%
94CATCATERPILLAR INC599$637,3730.2%
95DIVOAMPLIFY ETF TR13,924$636,3270.2%
96TSLATESLA INC1,498$630,1090.2%
97BTCGRAYSCALE BITCOIN MINI TR ET23,589$612,1350.2%
98FEOERBB FUND TRUST11,435$610,6290.2%
99DBPINVESCO DB MULTI-SECTOR COMM6,585$608,9410.2%
100WCLDWISDOMTREE TR18,828$603,5490.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.