account_balance
Investment manager · 13F filer · SEC CIK 1775391
Joseph P. Lucia & Associates, LLC
Reported value$346Mas of Sep 30, 2026
Positions194 13 new, 7 sold out
Top 10 weight32.7%SMH alone is 6%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SMHVaneck ETF Trust
6.2%
AAPLApple Inc.
4.5%
NVDANVIDIA Corp
3.8%Added +5%
SCHBSchwab Strategic Tr
3.1%Added +3%
AMZNAmazon.com Inc
2.7%Added +3%
RSPTInvesco Exchange Traded Fd T
2.7%
SPYSPDR S&P 500 ETF Trust
2.6%
NOBLProshares Tr
2.4%
XLKSelect Sector SPDR Tr
2.4%
SCHGSchwab Strategic Tr
2.3%
QQQInvesco QQQ Tr
2.3%+3%
RSPInvesco Exchange Traded Fd T
2.1%Added +15%
SMHVaneck ETF Trust
6.2%
AAPLApple Inc.
4.5%
NVDANVIDIA Corp
3.8%+5%
SCHBSchwab Strategic Tr
3.1%+3%
AMZNAmazon.com Inc
2.7%+3%
RSPTInvesco Exchange Traded Fd T
2.7%
SPYSPDR S&P 500 ETF Trust
2.6%
NOBLProshares Tr
2.4%
XLKSelect Sector SPDR Tr
2.4%
SCHG2.3%
QQQ2.3%
RSP2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SMH Vaneck ETF Trust 6.2% Held
AAPL Apple Inc. 4.5% HeldNVDA NVIDIA Corp 3.8% Added +5%SCHB Schwab Strategic Tr 3.1% Added +3%
AMZN Amazon.com Inc 2.7% Added +3%RSPT Invesco Exchange Traded Fd T 2.7% Held
SPY SPDR S&P 500 ETF Trust 2.6% HeldNOBL Proshares Tr 2.4% Held
XLK Select Sector SPDR Tr 2.4% Held
SCHG Schwab Strategic Tr 2.3% Held
QQQ Invesco QQQ Tr 2.3% Added +3%
RSP Invesco Exchange Traded Fd T 2.1% Added +15%
What changed
Biggest moves since Jun 30, 2026
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