JUNCTURE WEALTH STRATEGIES, LLC
Sector Allocation
- Other72.8%$284.2M
- Financials9.6%$37.4M
- Technology9.4%$36.8M
- Healthcare3.9%$15.1M
- Energy1.1%$4.1M
- Industrials1.0%$3.8M
- Consumer Staples0.9%$3.4M
- Consumer Discretionary0.7%$2.7M
- Materials0.6%$2.1M
- Utilities0.1%$328,545
AUM History
13fpro.ai/research/fund/juncture-wealth-strategies-llc-1632866
Conviction and streaks
Diversifying · top 10 = 45.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$56.8M
- SCHWAB$35.4M
- DIMENSIONAL$17.5M
IVZ
$14.8M- ISHARES$10.7M
- SCHWAB$10.5M
- VANGUARD$9.2M
- DIMENSIONAL$9.1M
- VANGUARD$7.8M
- GLOBAL$6.6M
- ISHARES$6.1M
- $6.1M
- ISHARES$5.7M
- SPDR$5.6M
QQQ
$4.9M- SPDR$4.8M
SPY
$4.5M- ISHARES$4.3M
- $4.3M
- VANGUARD$4.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/juncture-wealth-strategies-llc-1632866
JUNCTURE WEALTH STRATEGIES, LLC 13F holdings — Q3 2026
$390.3M portfolio (+1.5% QoQ) · 185 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
- 1
VANGUARD INDEX FDS - LARGE CAP ETF
$56.8M
14.5% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US BRD MKT ETF
$35.4M
9.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$17.5M
4.5% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $14.8M
3.8% of stocks
+2%This quarter-6.1%Since filed8 qtrsHeld- 5
ISHARES TR - CORE US AGGBD ET
$10.7M
2.7% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$10.5M
2.7% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$9.2M
2.4% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - US TARGETED VLU
$9.1M
2.3% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
$7.8M
2.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
GLOBAL X FDS - S&P 500 COVERED
$6.6M
1.7% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - LARGE CAP ETF | $56.8M | 14.5% | -11% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $35.4M | 9.1% | -1% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $17.5M | 4.5% | -5% | — | — | — | — | |
| 4 | $14.8M | 3.8% | +2% | -6.1% | 8 qtrsAdded 8 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE US AGGBD ET | $10.7M | 2.7% | +13% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.5M | 2.7% | -0.2% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $9.2M | 2.4% | +8% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - US TARGETED VLU | $9.1M | 2.3% | +0.3% | — | — | — | — | |
| 9 | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $7.8M | 2.0% | +6% | — | — | — | — | |
| 10 | GLOBAL X FDS - S&P 500 COVERED | $6.6M | 1.7% | +0.7% | — | — | — | — |
All holdings — JUNCTURE WEALTH STRATEGIES, LLC (Q3 2026)
185 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $6.1M | 1.6% | 91K | +27% | — | — | 13F |
| 12 | Invesco Ltd. | Financials | $6.1M | 1.6% | 315K | New | 8 qtrsAdded 8 qtrs in a row | — | 13F | |
| 13 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.7M | 1.5% | 7,464 | +0.8% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $5.6M | 1.4% | 91K | -13% | — | — | 13F |
| 15 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.9M | 1.3% | 6,635 | New | 1 qtr | — | 13F | |
| 16 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $4.8M | 1.2% | 33K | -26% | — | — | 13F |
| 17 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.5M | 1.1% | 5,896 | -3% | 11+ qtrs | — | 13F | |
| 18 | — | ISHARES TR - MSCI CHINA ETFetf/fund | — | $4.3M | 1.1% | 83K | +13% | — | — | 13F |
| 19 | Invesco Ltd. | Financials | $4.3M | 1.1% | 28K | -0.8% | 8 qtrsAdded 8 qtrs in a row | — | 13F | |
| 20 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $4.2M | 1.1% | 55K | +2% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $4.1M | 1.1% | 30K | -3% | — | — | 13F |
| 22 | Full Truck Alliance Co. Ltd. | Technology | $4.1M | 1.1% | 103K | +2% | 11+ qtrsAdded 2 qtrs in a row | — | 13F | |
| 23 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $4.0M | 1.0% | 78K | -0.4% | — | — | 13F |
| 24 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIAetf/fund | — | $3.9M | 1.0% | 115K | +1% | — | — | 13F |
| 25 | — | ISHARES TR - MSCI USA VALUEetf/fund | — | $3.8M | 1.0% | 19K | +4% | — | — | 13F |
| 26 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $3.7M | 0.9% | 42K | +13% | |||
| 27 | — | GLOBAL X FDS - GLOBAL X SILVER | — | $3.5M | 0.9% | 41K | +11% | |||
| 28 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $3.5M | 0.9% | 12K | -0.5% | |||
| 29 | $NVDA | NVIDIA CORP | Technology | $3.4M | 0.9% | 15K | +3% | |||
| 30 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $3.4M | 0.9% | 41K | +2% | |||
| 31 | $PANW | Palo Alto Networks Inc | Technology | $3.3M | 0.8% | 8,259 | -2% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $3.1M | 0.8% | 8,704 | -2% | |||
| 33 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $3.0M | 0.8% | 34K | +5% | |||
| 34 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $2.9M | 0.8% | 11K | -2% | |||
| 35 | $IVZ | Invesco Ltd. | Financials | $2.8M | 0.7% | 32K | +0.2% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.6% | 9,559 | +451% | |||
| 37 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.5M | 0.6% | 16K | +510% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $2.5M | 0.6% | 8,513 | -0.6% | |||
| 39 | — | GLOBAL X FDS - LITHIUM BTRY ETF | — | $2.4M | 0.6% | 36K | -3% | |||
| 40 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $2.3M | 0.6% | 6,938 | +0.8% | |||
| 41 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $2.3M | 0.6% | 27K | +14% | |||
| 42 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $2.3M | 0.6% | 68K | -6% | |||
| 43 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.6% | 4,422 | -10% | |||
| 44 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $2.1M | 0.6% | 21K | -19% | |||
| 45 | — | ISHARES TR - ISHARES SEMICDTR | — | $2.1M | 0.5% | 3,636 | -8% | |||
| 46 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.9M | 0.5% | 52K | -1% | |||
| 47 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.8M | 0.5% | 76K | -2% | |||
| 48 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.8M | 0.5% | 4,764 | +1% | |||
| 49 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.7M | 0.4% | 53K | -7% | |||
| 50 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $1.7M | 0.4% | 26K | -20% | |||
| 51 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.6M | 0.4% | 15K | -3% | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.4% | 14K | -1% | |||
| 53 | $ETON | Eton Pharmaceuticals, Inc. | Healthcare | $1.4M | 0.4% | 28K | -3% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.4% | 8,828 | -4% | |||
| 55 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.4M | 0.4% | 3,349 | -2% | |||
| 56 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $1.3M | 0.3% | 29K | +17% | |||
| 57 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.3M | 0.3% | 13K | -6% | |||
| 58 | $KNSA | Kiniksa Pharmaceuticals International, plc | Healthcare | $1.3M | 0.3% | 18K | -2% | |||
| 59 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $1.3M | 0.3% | 12K | -2% | |||
| 60 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.3% | 3,858 | +1% | |||
| 61 | $APH | AMPHENOL CORP /DE/ | Technology | $1.3M | 0.3% | 15K | +107% | |||
| 62 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.3% | 6,138 | +3% | |||
| 63 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.3% | 16K | -4% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $1.2M | 0.3% | 27K | +3% | |||
| 65 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.2M | 0.3% | 1,690 | -6% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.3% | 1,884 | -3% | |||
| 67 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.3% | 1,067 | -8% | |||
| 68 | $SNDK | Sandisk Corp | Technology | $1.1M | 0.3% | 641 | +35% | |||
| 69 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.3% | 8,796 | — | |||
| 70 | $ZETA | Zeta Global Holdings Corp. | Technology | $1.1M | 0.3% | 34K | +7% | |||
| 71 | $MA | Mastercard Inc | Financials | $890K | 0.2% | 1,614 | +2% | |||
| 72 | $ALAB | Astera Labs, Inc. | Technology | $890K | 0.2% | 2,499 | -4% | |||
| 73 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $885K | 0.2% | 972 | +2% | |||
| 74 | — | ISHARES TR - 20 YR TR BD ETF | — | $869K | 0.2% | 11K | +49% | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $845K | 0.2% | 4,319 | +3% | |||
| 76 | $MS | MORGAN STANLEY | Financials | $839K | 0.2% | 4,463 | +3% | |||
| 77 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $837K | 0.2% | 38K | +6% | |||
| 78 | $RIO | RIO TINTO PLC | Materials | $808K | 0.2% | 8,585 | +4% | |||
| 79 | $META | Meta Platforms, Inc. | Technology | $765K | 0.2% | 1,056 | -16% | |||
| 80 | $GOOG | Alphabet Inc. | Technology | $764K | 0.2% | 2,243 | +3% | |||
| 81 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $753K | 0.2% | 5,307 | +0.9% | |||
| 82 | $FITB | FIFTH THIRD BANCORP | Financials | $721K | 0.2% | 14K | -3% | |||
| 83 | $PHM | PULTEGROUP INC/MI/ | Industrials | $701K | 0.2% | 6,038 | +1% | |||
| 84 | $TXN | TEXAS INSTRUMENTS INC | Technology | $690K | 0.2% | 2,465 | +4% | |||
| 85 | — | ISHARES TR - MSCI USA QLT FCT | — | $690K | 0.2% | 3,104 | — | |||
| 86 | $GMED | GLOBUS MEDICAL INC | Healthcare | $681K | 0.2% | 9,091 | -15% | |||
| 87 | — | ISHARES TR - CORE S&P MCP ETF | — | $673K | 0.2% | 9,349 | +5% | |||
| 88 | $LLY | ELI LILLY & Co | Healthcare | $672K | 0.2% | 581 | -5% | |||
| 89 | $NTRS | NORTHERN TRUST CORP | Financials | $664K | 0.2% | 3,920 | — | |||
| 90 | $ABT | ABBOTT LABORATORIES | Healthcare | $658K | 0.2% | 6,658 | New | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $658K | 0.2% | 12K | -9% | |||
| 92 | — | VICTORY PORTFOLIOS II - CORE PLUS BD ETF | — | $656K | 0.2% | 32K | -9% | |||
| 93 | $SIMO | Silicon Motion Technology CORP | Technology | $637K | 0.2% | 2,276 | -6% | |||
| 94 | $PTCT | PTC THERAPEUTICS, INC. | Healthcare | $634K | 0.2% | 9,793 | -7% | |||
| 95 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $629K | 0.2% | 4,221 | -3% | |||
| 96 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $624K | 0.2% | 5,830 | +7% | |||
| 97 | $IOT | Samsara Inc. | Technology | $596K | 0.1% | 16K | +14% | |||
| 98 | $INCY | INCYTE CORP | Healthcare | $593K | 0.1% | 4,885 | -1% | |||
| 99 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $581K | 0.1% | 4,720 | -9% | |||
| 100 | $OPRA | Opera Ltd | Technology | $572K | 0.1% | 32K | +25% | |||
| 101 | $TSLA | Tesla, Inc. | Consumer Discretionary | $569K | 0.1% | 1,604 | +0.1% | |||
| 102 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $560K | 0.1% | 6,326 | -20% | |||
| 103 | $SHOP | SHOPIFY INC. | Technology | $555K | 0.1% | 3,744 | +39% | |||
| 104 | $TEAM | Atlassian Corp | Technology | $544K | 0.1% | 3,032 | +9% | |||
| 105 | — | ISHARES TR - SELECT DIVID ETF | — | $539K | 0.1% | 3,547 | -13% | |||
| 106 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $536K | 0.1% | 2,410 | -4% | |||
| 107 | $AUPH | Aurinia Pharmaceuticals Inc. | Healthcare | $526K | 0.1% | 32K | -5% | |||
| 108 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $514K | 0.1% | 6,015 | +4% | |||
| 109 | $ODD | Oddity Tech Ltd | Consumer Staples | $506K | 0.1% | 27K | +18% | |||
| 110 | $DINO | HF Sinclair Corp | Energy | $505K | 0.1% | 4,708 | +0.0% | |||
| 111 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $505K | 0.1% | 292 | +14% | |||
| 112 | $STT | STATE STREET CORP | Financials | $503K | 0.1% | 4,811 | +5% | |||
| 113 | $MNST | Monster Beverage Corp | Consumer Staples | $487K | 0.1% | 12K | +102% | |||
| 114 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $481K | 0.1% | 908 | +2% | |||
| 115 | $ATI | ATI INC | Materials | $471K | 0.1% | 2,487 | — | |||
| 116 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $466K | 0.1% | 4,051 | -2% | |||
| 117 | — | ISHARES TR - RUS 1000 ETF | — | $461K | 0.1% | 1,107 | -10% | |||
| 118 | $MIRM | Mirum Pharmaceuticals, Inc. | Healthcare | $456K | 0.1% | 5,330 | +11% | |||
| 119 | $ICE | Intercontinental Exchange, Inc. | Financials | $449K | 0.1% | 2,953 | -4% | |||
| 120 | $KO | COCA COLA CO | Consumer Staples | $447K | 0.1% | 5,188 | +19% | |||
| 121 | $C | CITIGROUP INC | Financials | $443K | 0.1% | 3,425 | +5% | |||
| 122 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $442K | 0.1% | 4,726 | +15% | |||
| 123 | $CRDO | Credo Technology Group Holding Ltd | Technology | $436K | 0.1% | 2,236 | -4% | |||
| 124 | — | VANGUARD INDEX FDS - VALUE ETF | — | $431K | 0.1% | 1,995 | -4% | |||
| 125 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $420K | 0.1% | 14K | +0.5% | |||
| 126 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $417K | 0.1% | 1,759 | -1% | |||
| 127 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $415K | 0.1% | 13K | +0.2% | |||
| 128 | $WDC | WESTERN DIGITAL CORP | Technology | $399K | 0.1% | 877 | New | |||
| 129 | $VCEL | Vericel Corp | Healthcare | $399K | 0.1% | 9,929 | +20% | |||
| 130 | $BLK | BlackRock, Inc. | Financials | $384K | 0.1% | 363 | +2% | |||
| 131 | $GMAB | GENMAB A/S | Healthcare | $372K | 0.1% | 10K | +42% | |||
| 132 | $RF | REGIONS FINANCIAL CORP | Financials | $369K | 0.1% | 14K | +13% | |||
| 133 | $UNP | UNION PACIFIC CORP | Industrials | $369K | 0.1% | 1,356 | -2% | |||
| 134 | $HQY | HEALTHEQUITY, INC. | Industrials | $366K | 0.1% | 4,142 | +2% | |||
| 135 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $363K | 0.1% | 6,794 | +6% | |||
| 136 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $360K | 0.1% | 8,419 | +1% | |||
| 137 | $PRK | PARK NATIONAL CORP /OH/ | Financials | $360K | 0.1% | 2,015 | — | |||
| 138 | $GS | GOLDMAN SACHS GROUP INC | Financials | $349K | 0.1% | 388 | -9% | |||
| 139 | $MDT | Medtronic plc | Healthcare | $347K | 0.1% | 4,016 | +25% | |||
| 140 | $KLIC | KULICKE & SOFFA INDUSTRIES INC | Technology | $346K | 0.1% | 3,667 | -21% | |||
| 141 | — | VANECK ETF TRUST - VANECK SHRT MUNI | — | $345K | 0.1% | 20K | -0.3% | |||
| 142 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $329K | 0.1% | 2,769 | — | |||
| 143 | $JNJ | JOHNSON & JOHNSON | Healthcare | $325K | 0.1% | 1,229 | +0.1% | |||
| 144 | $COP | CONOCOPHILLIPS | Energy | $321K | 0.1% | 2,563 | +13% | |||
| 145 | $FRD | FRIEDMAN INDUSTRIES INC | Materials | $321K | 0.1% | 8,391 | — | |||
| 146 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $319K | 0.1% | 641 | -67% | |||
| 147 | $EOG | EOG RESOURCES INC | Energy | $316K | 0.1% | 2,292 | +5% | |||
| 148 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $314K | 0.1% | 16K | +14% | |||
| 149 | $NVS | NOVARTIS AG | Healthcare | $313K | 0.1% | 2,198 | +10% | |||
| 150 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $313K | 0.1% | 6,825 | -5% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 85 added to, 72 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
first bought this quarter
$ABTABBOTT LABORATORIES$658K
first bought this quarter
$WDCWESTERN DIGITAL CORP$399K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$280K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$273K
first bought this quarter
$CPBCAMPBELL'S Co$268K
first bought this quarter
+7 more in the Excel export
Added to (85)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+510%now $2.5M · held 2 qtrs, 2 adds in a row
$ABBVAbbVie Inc.+451%
now $2.5M · held 5 qtrs
- ISHARES TR - MSCI EMG MKT ETF+27%
now $6.1M
- ISHARES TR - CORE US AGGBD ET+13%
now $10.7M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+8%
now $9.2M
$APHAMPHENOL CORP /DE/+107%
now $1.3M · held 2 qtrs, 2 adds in a row
+79 more in the Excel export
Trimmed (72)
- VANGUARD INDEX FDS - LARGE CAP ETF-11%
now $56.8M
- SPDR SERIES TRUST - ST STR SP DIV-26%
now $4.8M
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-5%
now $17.5M
- SPDR SERIES TRUST - ST STR P500VAL-13%
now $5.6M
$BRK.BBERKSHIRE HATHAWAY INC-67%
now $319K · held 11+ qtrs
- SCHWAB STRATEGIC TR - US BRD MKT ETF-1%
now $35.4M
+66 more in the Excel export
Sold out (8)
$CPRXCATALYST PHARMACEUTICALS, INC.was $579K
held 10+ qtrs
- VANGUARD INDEX FDS - REAL ESTATE ETFwas $543K
$TBPHTheravance Biopharma, Inc.was $293K
held 1 qtr
- VANGUARD SPECIALIZED FUNDS - DIV APP ETFwas $248K
$UBERUber Technologies, Incwas $239K
held 1 qtr
$HONAHoneywell Aerospace Inc.was $234K
+2 more in the Excel export
Holdings by quarter
Every 13F JUNCTURE WEALTH STRATEGIES, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of JUNCTURE WEALTH STRATEGIES's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-5.5%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 23% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
69%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
JUNCTURE WEALTH STRATEGIES, LLC disclosed 185 positions worth $390.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 8 — including a new stake in $QQQ and a full exit from $CPRX. The portfolio is most concentrated in Other (72.8% of disclosed assets). All figures are sourced directly from JUNCTURE WEALTH STRATEGIES, LLC’s Form 13F-HR filing with the SEC under CIK 1632866.
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AI-Powered Hedge Fund Analysis: JUNCTURE WEALTH STRATEGIES, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For JUNCTURE WEALTH STRATEGIES, LLC (SEC CIK: 1632866), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in JUNCTURE WEALTH STRATEGIES, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.