Arkolith/Funds/Joseph P. Lucia & Associates, LLC

Joseph P. Lucia & Associates, LLC

CIK 1775391
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Joseph P. Lucia & Associates, LLC holds a diversified book of 169 stocks worth $279.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened First Eagle Overseas Eq ETF and trimmed Vaneck Semiconductor ETF. Their largest long position is Vaneck Semiconductor ETF at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
60
existing
Trimmed
71
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
31%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
11%
Consumer Discretionary
3%
Financials
2%
Utilities
1%
Industrials
1%
Communication Services
1%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

169 positions
#SecurityValueShares% PortLast moveHistory
1Vaneck ETF Trust
SEMICONDUCTR ETF
$13.8M36.0K
4.9%
−1.7%
Reduced · −610 sh
2Apple Inc
COM
$11.8M46.3K
4.2%
−2.6%
Reduced · −1K sh
3Nvidia Corporation
COM
$9.7M55.6K
3.5%
+1.5%
Added · +836 sh
4Schwab Strategic TR
US BRD MKT ETF
$8.5M339.4K
3.0%
+3.4%
Added · +11K sh
5Proshares TR
S&P 500 DV ARIST
$8.3M78.0K
3.0%
−1.2%
Reduced · −940 sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$7.7M11.8K
2.7%
+2.9%
Added · +333 sh
7Amazon Com Inc
COM
$7.5M36.2K
2.7%
+2.3%
Added · +808 sh
8BlackRock ETF Trust II
ISHARES FLEXIBLE
$7.1M135.9K
2.5%
+12%
Added · +15K sh
9Schwab Strategic TR
US LCAP GR ETF
$6.6M226.3K
2.4%
−1.6%
Reduced · −4K sh
10Invesco Exchange Traded FD T
S&P500 EQL TEC
$6.6M145.5K
2.4%
−1.5%
Reduced · −2K sh
11Ishares TR
CORE US AGGBD ET
$5.8M58.2K
2.1%
+16%
Added · +8K sh
12Select Sector SPDR TR
STATE STREET TEC
$5.7M43.0K
2.0%
−2.5%
Reduced · −1K sh
13Invesco QQQ TR
UNIT SER 1
$5.7M9.8K
2.0%
+2.6%
Added · +250 sh
14Schwab Strategic TR
US DIVIDEND EQ
$5.6M183.9K
2.0%
+5.3%
Added · +9K sh
15Invesco Exchange Traded FD T
S&P500 EQL FIN
$5.6M78.8K
2.0%
−1.0%
Reduced · −828 sh
16Invesco Exchange Traded FD T
S&P500 EQL WGT
$5.6M29.1K
2.0%
+10%
Added · +3K sh
17Select Sector SPDR TR
STATE STREET ENE
$4.8M78.7K
1.7%
+12%
Added · +8K sh
18Ishares TR
SELECT DIVID ETF
$4.8M31.4K
1.7%
−0.3%
Reduced · −79 sh
19Ishares TR
IBOXX INV CP ETF
$4.7M42.8K
1.7%
+7.1%
Added · +3K sh
20J P Morgan Exchange Traded F
EQUITY PREMIUM
$4.4M77.4K
1.6%
+0.8%
Added · +627 sh
21Select Sector SPDR TR
STATE STREET FIN
$4.0M82.0K
1.4%
+0.3%
Added · +230 sh
22Amplify ETF TR
AMPLIFY CYBERSEC
$3.4M45.5K
1.2%
−1.9%
Reduced · −901 sh
23Invesco Exchange Traded FD T
S&P500 EQL HLT
$3.4M112.7K
1.2%
−2.5%
Reduced · −3K sh
24Vanguard BD Index FDS
INTERMED TERM
$3.0M39.4K
1.1%
−1.1%
Reduced · −440 sh
25Select Sector SPDR TR
STATE STREET HEA
$3.0M20.5K
1.1%
+3.0%
Added · +599 sh
26Invesco Exchange Traded FD T
S&P500 EQL ENR
$2.9M26.1K
1.0%
−1.8%
Reduced · −474 sh
27Vanguard Index FDS
S&P 500 ETF SHS
$2.8M4.7K
1.0%
+35%
Added · +1K sh
28Select Sector SPDR TR
STATE STREET UTI
$2.8M60.0K
1.0%
+18%
Added · +9K sh
29Invesco Exchange Traded FD T
S&P500 EQL IND
$2.7M47.6K
1.0%
−0.9%
Reduced · −425 sh
30Vanguard Specialized Funds
DIV APP ETF
$2.6M12.3K
0.9%
−0.3%
Reduced · −44 sh
31Meta Platforms Inc
CL A
$2.6M4.6K
0.9%
−0.9%
Reduced · −41 sh
32Schwab Strategic TR
US LRG CAP ETF
$2.6M100.6K
0.9%
−1.5%
Reduced · −2K sh
33Vanguard Index FDS
SMALL CP ETF
$2.6M9.8K
0.9%
−0.2%
Reduced · −19 sh
34Select Sector SPDR TR
STATE STREET MAT
$2.6M51.1K
0.9%
+19%
Added · +8K sh
35Vanguard Index FDS
MCAP GR IDXVIP
$2.5M9.6K
0.9%
−4.0%
Reduced · −407 sh
36Schwab Strategic TR
US SML CAP ETF
$2.4M83.8K
0.9%
−2.1%
Reduced · −2K sh
37ALPS ETF TR
SECTR DIV DOGS
$2.4M37.2K
0.9%
−1.6%
Reduced · −613 sh
38Franklin ETF TR
SHRT DUR US GOVT
$2.3M25.8K
0.8%
−1.9%
Reduced · −489 sh
39Select Sector SPDR TR
STATE STREET IND
$2.3M14.1K
0.8%
+1.4%
Added · +192 sh
40Global X FDS
NASDAQ 100 COVER
$2.2M126.7K
0.8%
+3.6%
Added · +4K sh
41Schwab Strategic TR
US MID-CAP ETF
$2.1M68.6K
0.8%
−1.2%
Reduced · −849 sh
42Alphabet Inc
CAP STK CL A
$2.1M7.2K
0.7%
+2.5%
Added · +176 sh
43American Centy ETF TR
US SML CP VALU
$2.1M18.6K
0.7%
+2.9%
Added · +519 sh
44J P Morgan Exchange Traded F
NASDAQ EQT PREM
$2.0M35.8K
0.7%
+4.9%
Added · +2K sh
45Ishares TR
ISHARES SEMICDTR
$1.9M5.7K
0.7%
+3.0%
Added · +165 sh
46Ishares TR
20 YR TR BD ETF
$1.8M20.2K
0.6%
−12%
Reduced · −3K sh
47Aim ETF Products Trust
ALLIANZIM US EQT
$1.7M48.5K
0.6%
−0.7%
Reduced · −355 sh
48Aim ETF Products Trust
ALLIANZIM US EQU
$1.6M44.8K
0.6%
+6.9%
Added · +3K sh
49Ishares TR
JPMORGAN USD EMG
$1.6M16.9K
0.6%
+675%
Added · +15K sh
50Vaneck ETF Trust
PREFERRED SECURT
$1.5M85.9K
0.5%
−2.4%
Reduced · −2K sh
Showing 50 of 169 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026169$279.7M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026166$277.3M13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025161$265.1M13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025151$244.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.