Joseph P. Lucia & Associates, LLC has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing discloses the firm holds positions in 194 distinct companies.
The largest position disclosed in the portfolio is in NVIDIA Corporation, where the firm holds 13,180,042 shares. Other major holdings include SCHWAB STRATEGIC TR US BRD MKT ETF with 10,667,567 shares, SCHWAB STRATEGIC TR US LCAP GR ETF with 7,916,748 shares, and SCHWAB STRATEGIC TR US LRG CAP ETF with 2,777,460 shares.
The portfolio includes significant exposure to technology and semiconductor companies. Specific holdings listed in the filing include Apple Inc., Microsoft Corporation, Broadcom Inc., AMD, Intel Corporation, Palantir Technologies Inc., and Taiwan Semiconductor Manufacturing Company.
The filing also lists substantial positions in various exchange-traded funds (ETFs). Major ETF holdings include SCHWAB STRATEGIC TR US BRD MKT ETF, SCHWAB STRATEGIC TR US LCAP GR ETF, SCHWAB STRATEGIC TR US LRG CAP ETF, SCHWAB STRATEGIC TR US DIVIDEND EQ, SCHWAB STRATEGIC TR US MID-CAP ETF, SCHWAB STRATEGIC TR US SML CAP ETF, SCHWAB STRATEGIC TR EMRG MKTEQ ETF, and SCHWAB STRATEGIC TR HIGH YIEL BD ETF.
Other notable individual stock positions include Amazon.com Inc., Meta Platforms Inc., Alphabet Inc., Tesla Inc., United Rentals Inc., CrowdStrike Holdings Inc., Snowflake Inc., and Robinhood Markets Inc.
