JUNCTURE WEALTH STRATEGIES, LLC
13F Reported Value
ⓘ$384.4M
Holdings
179
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JUNCTURE WEALTH STRATEGIES, LLC disclosed 179 positions worth $384.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 53 new positions and exited 7 and a full exit from $CTRA. The portfolio is most concentrated in Other (75.1% of disclosed assets). All figures are sourced directly from JUNCTURE WEALTH STRATEGIES, LLC’s Form 13F-HR filing with the SEC under CIK 1632866.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$62.5M181,619 shSCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$35.5M1,226,246 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$18.4M334,724 sh- —
Quality
$14.9M69,798 sh SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$10.3M323,518 shISHARES TR - CORE US AGGBD ET
—Quality
$9.9M100,001 shDIMENSIONAL ETF TRUST - US TARGETED VLU
—Quality
$9.6M136,848 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$8.9M108,280 shVANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF
—Quality
$7.4M83,967 shSPDR SERIES TRUST - ST STR SP DIV
—Quality
$6.8M44,771 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $62.5M | 181,619 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $35.5M | 1,226,246 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $18.4M | 334,724 |
 Invesco Ltd.$IVZ | — | $14.9M | 69,798 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $10.3M | 323,518 |
| ISHARES TR - CORE US AGGBD ET | — | $9.9M | 100,001 |
| DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $9.6M | 136,848 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $8.9M | 108,280 |
| VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $7.4M | 83,967 |
| SPDR SERIES TRUST - ST STR SP DIV | — | $6.8M | 44,771 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JUNCTURE WEALTH STRATEGIES, LLC's 179 positions.
Showing top 10 of 179 holdings.
Sector Allocation
Other
$288.6M
Technology
$34.7M
Financials
$33.1M
Healthcare
$11.7M
Industrials
$5.4M
Consumer Discretionary
$3.4M
Energy
$3.1M
Consumer Staples
$1.9M
Top Holdings — JUNCTURE WEALTH STRATEGIES, LLC (Q2 2026)
Top 150 of 179 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $62.5M | 16.3% | -11% | — |
| 2 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $35.5M | 9.2% | -3% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $18.4M | 4.8% | -8% | — |
| 4 | $IVZ | Invesco Ltd. | $14.9M | 3.9% | +59% | — |
| 5 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.3M | 2.7% | -16% | — |
| 6 | — | ISHARES TR - CORE US AGGBD ET | $9.9M | 2.6% | +8% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $9.6M | 2.5% | +0% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $8.9M | 2.3% | +7% | — |
| 9 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $7.4M | 1.9% | -3% | — |
| 10 | — | SPDR SERIES TRUST - ST STR SP DIV | $6.8M | 1.8% | NEW | — |
| 11 | — | GLOBAL X FDS - S&P 500 COVERED | $6.5M | 1.7% | -8% | — |
| 12 | — | SPDR SERIES TRUST - ST STR P500VAL | $6.3M | 1.6% | -20% | — |
| 13 | — | ISHARES TR - CORE S&P500 ETF | $5.5M | 1.4% | +167% | — |
| 14 | $IVZ | Invesco Ltd. | $4.9M | 1.3% | +9% | — |
| 15 | — | ISHARES TR - MSCI EMG MKT ETF | $4.9M | 1.3% | +44% | — |
| 16 | — | ISHARES TR - CORE S&P SCP ETF | $4.6M | 1.2% | +1075% | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 1.2% | +2% | — |
| 18 |  $YMM | Full Truck Alliance Co. Ltd. | $4.4M | 1.1% | +1% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $4.2M | 1.1% | +2% | — |
| 20 | — | ISHARES TR - ISHS 1-5YR INVS | $4.1M | 1.1% | +3% | — |
| 21 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA | $4.1M | 1.1% | +28% | — |
| 22 | — | ISHARES TR - MSCI CHINA ETF | $3.7M | 1.0% | +27% | — |
| 23 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $3.7M | 1.0% | -6% | — |
| 24 | — | ISHARES TR - MSCI USA VALUE | $3.7M | 0.9% | NEW | — |
| 25 |  $AVGO | Broadcom Inc. | $3.3M | 0.9% | +132% | 84.5 |
| 26 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $3.3M | 0.9% | NEW | — |
| 27 | $IVZ | Invesco Ltd. | $3.0M | 0.8% | -0% | — |
| 28 | — | GLOBAL X FDS - LITHIUM BTRY ETF | $2.9M | 0.8% | +85% | — |
| 29 |  $NVDA | NVIDIA CORP | $2.9M | 0.8% | +32% | 85.9 |
| 30 |  $PANW | Palo Alto Networks Inc | $2.9M | 0.8% | +42% | 65.5 |
| 31 | — | GLOBAL X FDS - GLOBAL X SILVER | $2.9M | 0.7% | +55% | — |
| 32 | — | VANECK ETF TRUST - RARE EAR STR ETF | $2.9M | 0.7% | +93% | — |
| 33 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.8M | 0.7% | +57% | — |
| 34 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.8M | 0.7% | +668% | — |
| 35 | — | SPDR SERIES TRUST - ST STR SP METAL | $2.7M | 0.7% | +103% | — |
| 36 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $2.7M | 0.7% | +5% | — |
| 37 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.6M | 0.7% | -7% | — |
| 38 | — | ISHARES TR - ISHARES SEMICDTR | $2.5M | 0.7% | -6% | — |
| 39 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.5M | 0.7% | -1% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $2.3M | 0.6% | +8% | — |
| 41 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.1M | 0.5% | -6% | — |
| 42 |  $AXON | AXON ENTERPRISE, INC. | $1.9M | 0.5% | -8% | 56.6 |
| 43 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.9M | 0.5% | -3% | — |
| 44 | — | GLOBAL X FDS - GLOBAL X COPPER | $1.8M | 0.5% | +615% | — |
| 45 |  $MSFT | MICROSOFT CORP | $1.8M | 0.5% | +121% | 79.8 |
| 46 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.8M | 0.5% | -13% | — |
| 47 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.5% | -2% | — |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.4% | -4% | 70.3 |
| 49 | — | ISHARES TR - SHRT NAT MUN ETF | $1.7M | 0.4% | -5% | — |
| 50 | — | ISHARES TR - NATIONAL MUN ETF | $1.5M | 0.4% | +18% | — |
| 51 |  $MU | MICRON TECHNOLOGY INC | $1.3M | 0.3% | +70% | 86.2 |
| 52 |  $META | Meta Platforms, Inc. | $1.3M | 0.3% | -1% | 79.6 |
| 53 |  $APH | AMPHENOL CORP /DE/ | $1.3M | 0.3% | NEW | 79.3 |
| 54 |  $ALAB | Astera Labs, Inc. | $1.3M | 0.3% | NEW | 75.1 |
| 55 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.3% | +78% | 57.9 |
| 56 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.3% | +303% | 70.7 |
| 57 | — | SPDR SERIES TRUST - ST STR SP500DIV | $1.2M | 0.3% | -11% | — |
| 58 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.3% | -11% | — |
| 59 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $1.2M | 0.3% | -2% | — |
| 60 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $1.1M | 0.3% | +88% | — |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.3% | +81% | 79.8 |
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.3% | +300% | — |
| 63 |  $SNDK | Sandisk Corp | $1.1M | 0.3% | NEW | 87.7 |
| 64 |  $ETON | Eton Pharmaceuticals, Inc. | $1.0M | 0.3% | +50% | 67.5 |
| 65 |  $CVX | CHEVRON CORP | $988,250 | 0.3% | -14% | 62.8 |
| 66 |  $BRK.B | BERKSHIRE HATHAWAY INC | $973,759 | 0.3% | +0% | 73.8 |
| 67 |  $HALO | HALOZYME THERAPEUTICS, INC. | $928,674 | 0.2% | +11% | 77.2 |
| 68 |  $MS | MORGAN STANLEY | $904,307 | 0.2% | NEW | 75.8 |
| 69 |  $COST | COSTCO WHOLESALE CORP /NEW | $890,448 | 0.2% | NEW | 66.2 |
| 70 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $886,831 | 0.2% | +16% | 76.5 |
| 71 |  $PTCT | PTC THERAPEUTICS, INC. | $862,799 | 0.2% | +105% | 35.4 |
| 72 |  $GMED | GLOBUS MEDICAL INC | $844,775 | 0.2% | +12% | 79.5 |
| 73 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $827,938 | 0.2% | +7% | — |
| 74 |  $FITB | FIFTH THIRD BANCORP | $826,238 | 0.2% | -8% | 63.2 |
| 75 |  $PHM | PULTEGROUP INC/MI/ | $817,909 | 0.2% | +195% | 55.3 |
| 76 |  $MA | Mastercard Inc | $808,920 | 0.2% | NEW | 85.1 |
| 77 |  $SIMO | Silicon Motion Technology CORP | $805,992 | 0.2% | NEW | — |
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $798,850 | 0.2% | -6% | — |
| 79 |  $RIO | RIO TINTO PLC | $785,785 | 0.2% | -7% | — |
| 80 |  $GOOGL | Alphabet Inc. | $768,139 | 0.2% | -12% | 78.2 |
| 81 |  $AIP | Arteris, Inc. | $763,300 | 0.2% | NEW | 37.2 |
| 82 | — | VICTORY PORTFOLIOS II - CORE PLUS BD ETF | $758,333 | 0.2% | NEW | — |
| 83 | — | SPDR SERIES TRUST - ST STR SP400VAL | $750,499 | 0.2% | -31% | — |
| 84 |  $LLY | ELI LILLY & Co | $734,051 | 0.2% | NEW | 87.5 |
| 85 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $728,027 | 0.2% | NEW | — |
| 86 | $META | Meta Platforms, Inc. | $709,781 | 0.2% | -11% | 79.6 |
| 87 |  $TXN | TEXAS INSTRUMENTS INC | $703,445 | 0.2% | NEW | 73.4 |
| 88 | — | ISHARES TR - CORE S&P MCP ETF | $687,436 | 0.2% | +1% | — |
| 89 |  $NTRS | NORTHERN TRUST CORP | $681,453 | 0.2% | -5% | 65.2 |
| 90 | — | ISHARES TR - MSCI USA QLT FCT | $681,111 | 0.2% | NEW | — |
| 91 |  $TSLA | Tesla, Inc. | $674,222 | 0.2% | -8% | 53.9 |
| 92 | — | ISHARES TR - 20 YR TR BD ETF | $649,619 | 0.2% | +0% | — |
| 93 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $647,710 | 0.2% | +58% | — |
| 94 | — | ISHARES TR - SELECT DIVID ETF | $637,860 | 0.2% | -13% | — |
| 95 |  $ZETA | Zeta Global Holdings Corp. | $634,798 | 0.2% | +41% | 63.4 |
| 96 |  $CRDO | Credo Technology Group Holding Ltd | $633,100 | 0.2% | NEW | 55.1 |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $617,798 | 0.2% | -13% | 73.7 |
| 98 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $617,570 | 0.2% | NEW | 57.2 |
| 99 | — | SPDR SERIES TRUST - ST STR P500GRW | $614,702 | 0.2% | -0% | — |
| 100 |  $TPR | TAPESTRY, INC. | $607,550 | 0.2% | -2% | 72.7 |
| 101 |  $AUPH | Aurinia Pharmaceuticals Inc. | $580,921 | 0.1% | +238% | 75.2 |
| 102 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $578,563 | 0.1% | -74% | 74 |
| 103 |  $MIRM | Mirum Pharmaceuticals, Inc. | $563,692 | 0.1% | NEW | 35 |
| 104 |  $INCY | INCYTE CORP | $561,812 | 0.1% | NEW | 77.4 |
| 105 |  $MNST | Monster Beverage Corp | $557,880 | 0.1% | NEW | 71.3 |
| 106 | — | SPDR SERIES TRUST - ST STR SP SEMI | $552,598 | 0.1% | -47% | — |
| 107 |  $GILD | GILEAD SCIENCES, INC. | $548,307 | 0.1% | -4% | 57.4 |
| 108 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $543,479 | 0.1% | -66% | — |
| 109 |  $ORLY | O REILLY AUTOMOTIVE INC | $533,201 | 0.1% | NEW | 67.4 |
| 110 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $516,960 | 0.1% | NEW | 64.4 |
| 111 |  $STT | STATE STREET CORP | $513,484 | 0.1% | +2% | 71.5 |
| 112 |  $OPRA | Opera Ltd | $513,181 | 0.1% | NEW | — |
| 113 | — | ISHARES TR - RUS 1000 ETF | $505,323 | 0.1% | +0% | — |
| 114 |  $ATI | ATI INC | $490,188 | 0.1% | +0% | 63.1 |
| 115 |  $IDCC | InterDigital, Inc. | $473,393 | 0.1% | -63% | 65 |
| 116 |  $C | CITIGROUP INC | $458,229 | 0.1% | -6% | 65 |
| 117 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $456,367 | 0.1% | NEW | — |
| 118 | — | VANGUARD INDEX FDS - VALUE ETF | $453,076 | 0.1% | -19% | — |
| 119 |  $IOT | Samsara Inc. | $444,842 | 0.1% | NEW | 68.6 |
| 120 |  $UPS | UNITED PARCEL SERVICE INC | $443,545 | 0.1% | +5% | 58.6 |
| 121 |  $ABBV | AbbVie Inc. | $436,617 | 0.1% | -1% | 72.6 |
| 122 |  $MELI | MERCADOLIBRE INC | $434,532 | 0.1% | -25% | 80.2 |
| 123 | — | SPDR SERIES TRUST - ST INTER BD ETF | $429,928 | 0.1% | -4% | — |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $429,832 | 0.1% | NEW | 73.5 |
| 125 |  $LOW | LOWES COMPANIES INC | $427,971 | 0.1% | NEW | 60.8 |
| 126 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $423,831 | 0.1% | +0% | — |
| 127 |  $ICE | Intercontinental Exchange, Inc. | $380,656 | 0.1% | NEW | 73.7 |
| 128 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $380,277 | 0.1% | +10% | — |
| 129 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $378,827 | 0.1% | -4% | 66.8 |
| 130 |  $UNP | UNION PACIFIC CORP | $374,544 | 0.1% | NEW | 69.7 |
| 131 |  $PRK | PARK NATIONAL CORP /OH/ | $368,725 | 0.1% | +0% | 63.7 |
| 132 |  $VCEL | Vericel Corp | $368,511 | 0.1% | NEW | 62.8 |
| 133 |  $HQY | HEALTHEQUITY, INC. | $367,151 | 0.1% | NEW | 71.2 |
| 134 |  $RF | REGIONS FINANCIAL CORP | $366,387 | 0.1% | -13% | 61.5 |
| 135 | — | VANECK ETF TRUST - VANECK SHRT MUNI | $355,033 | 0.1% | +0% | — |
| 136 |  $KO | COCA COLA CO | $354,496 | 0.1% | +0% | 69.5 |
| 137 |  $ODD | Oddity Tech Ltd | $348,323 | 0.1% | NEW | — |
| 138 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $343,394 | 0.1% | -9% | — |
| 139 |  $HRL | HORMEL FOODS CORP /DE/ | $342,998 | 0.1% | -10% | 51.8 |
| 140 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $342,468 | 0.1% | -10% | — |
| 141 |  $BLK | BlackRock, Inc. | $342,315 | 0.1% | NEW | 70 |
| 142 | — | ISHARES TR - SP SMCP600VL ETF | $341,837 | 0.1% | -38% | — |
| 143 |  $TXT | TEXTRON INC | $340,318 | 0.1% | NEW | 58.5 |
| 144 |  $DINO | HF Sinclair Corp | $327,851 | 0.1% | -5% | 58.7 |
| 145 |  $NVS | NOVARTIS AG | $313,127 | 0.1% | -12% | — |
| 146 |  $JNJ | JOHNSON & JOHNSON | $311,946 | 0.1% | -0% | 69 |
| 147 |  $PGR | PROGRESSIVE CORP/OH/ | $311,291 | 0.1% | +0% | 80.1 |
| 148 |  $ORCL | ORACLE CORP | $309,660 | 0.1% | +0% | 66.2 |
| 149 |  $SHOP | SHOPIFY INC. | $307,715 | 0.1% | -16% | 64.9 |
| 150 |  $VZ | VERIZON COMMUNICATIONS INC | $304,540 | 0.1% | +36% | 65.8 |
New Positions (53)
$APH AMPHENOL CORP /DE/$1.3M$ALAB Astera Labs, Inc.$1.3M$SNDK Sandisk Corp$1.1M$MS MORGAN STANLEY$904,307$COST COSTCO WHOLESALE CORP /NEW$890,448$MA Mastercard Inc$808,920$SIMO Silicon Motion Technology CORP$805,992$AIP Arteris, Inc.$763,300$LLY ELI LILLY & Co$734,051$TXN TEXAS INSTRUMENTS INC$703,445
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