Joseph P. Lucia & Associates, LLC
All 13F Filings
- Location
- Yorktown Heights, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,558
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 188 | 332,558 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q1 2026 | 5/14/2026 | 169 | 279,716 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q4 2025 | 1/28/2026 | 166 | 277,279 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q3 2025 | 10/20/2025 | 161 | 265,097 | 13F-HR | Joseph P. Lucia & Associates, LLC |
| Q2 2025 | 8/4/2025 | 151 | 244,381 | 13F-HR | Joseph P. Lucia & Associates, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.8 K | 18.6% | 6.647 K | 0 | 6.647 K |
| ETFs | 269.7 K | 81.1% | 46.2 K | 0 | 46.2 K |
| Debt | 1.006 K | 0.3% | 0 | 9 | -9 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
332,558
Holdings
188
QoQ value change ($000)
52,842
(18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.