Chief Compliance Officer

0001580642-20-004104.txt : 20201109 0001580642-20-004104.hdr.sgml : 20201109 20201109122910 ACCESSION NUMBER: 0001580642-20-004104 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201109 DATE AS OF CHANGE: 20201109 EFFECTIVENESS DATE: 20201109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lucia Wealth Services, LLC CENTRAL INDEX KEY: 0001730471 IRS NUMBER: 271742056 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18394 FILM NUMBER: 201296815 BUSINESS ADDRESS: STREET 1: 13520 EVENING CREEK DRIVE N STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA ZIP: 92128 BUSINESS PHONE: 800-644-1150 MAIL ADDRESS: STREET 1: 13520 EVENING CREEK DRIVE N STREET 2: SUITE 300 CITY: SAN DIEGO STATE: CA ZIP: 92128 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001730471 XXXXXXXX 09-30-2020 09-30-2020 false Lucia Wealth Services, LLC

13520 Evening Creek Drive N Suite 300 San Diego CA 92128

13F HOLDINGS REPORT 028-18394 N Viktoria Palermo Chief Compliance Officer 800-644-1150-1277 /s/ Viktoria Palermo San Diego CA 11-09-2020 0 177 426202 INFORMATION TABLE 2 infotable.xml SCIPLAY CORP CL A 809087109 221 13611 SH SOLE 0 0 13611 WISDOMTREE TR US MIDCAP DIVID 97717W505 330 11400 SH SOLE 0 0 11400 CAVCO INDS INC DEL COM 149568107 191 1059 SH SOLE 0 0 1059 SPDR SER TR S&P 600 SMCP VAL 78464A300 1016 20283 SH SOLE 0 0 20283 ISHARES TR SELECT DIVID ETF 464287168 129 1577 SH SOLE 0 0 1577 SPDR SER TR PORTFOLIO LN TSR 78464A664 6799 145465 SH SOLE 0 0 145465 PEPSICO INC COM 713448108 29 211 SH SOLE 0 0 211 MCCORMICK & CO INC COM NON VTG 579780206 6954 35827 SH SOLE 0 0 35827 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5703 115650 SH SOLE 0 0 115650 KIMBERLY CLARK CORP COM 494368103 16586 112322 SH SOLE 0 0 112322 SPDR SER TR PRTFLO S&P500 GW 78464A409 231 4613 SH SOLE 0 0 4613 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 1424 32097 SH SOLE 0 0 32097 SOUTHERN CO COM 842587107 49 910 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