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Juncture Wealth Strategies

Latest statistics and disclosures from Juncture Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, SCHB, DFUV, SCHD, AGG, and represent 47.83% of Juncture Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: PPA, VGK, AGG, VCIT, SCHD, XYLD, XLK, REMX, IWF, TLT.
Started 13 new stock positions in STX, NVS, LIT, EOG, TLT, TSM, REMX, PPA, PLD, UPS. USB, CTRA, IWL.
Reduced shares in these 10 stocks: , URA, VV, SPYV, ETD, VBK, HUBS, FMC, MUB, SCHA.
Sold out of its positions in ABT, ETD, FMC, HUBS, LUMN, RMBS, RAVE, KRE, ULBI.
Juncture Wealth Strategies was a net buyer of stock by $1.8M.
Juncture Wealth Strategies has $304M in assets under management (AUM), dropping by 1.78%.
Central Index Key (CIK): 0001632866

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Positions held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Juncture Wealth Strategies

Juncture Wealth Strategies holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	24.4	$74M		236k	314.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	11.0	$33M		1.3M	26.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	6.0	$18M		392k	46.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$11M	+5%	387k	27.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$8.8M	+8%	88k	99.88	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$8.5M		142k	59.54	View chart
Spdr Series Trust State Street Spd (SPYV)	2.7	$8.2M	-5%	144k	56.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$8.1M	+8%	96k	83.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$7.3M	+10%	87k	83.61	View chart
Global X Fds S&p 500 Covered (XYLD)	2.3	$7.0M	+7%	173k	40.63	View chart
Global X Fds Global X Uranium (URA)	1.5	$4.5M	-19%	106k	42.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.5M		6.6k	681.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$4.1M		52k	79.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$3.9M	+2%	73k	52.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$3.7M	-6%	13k	279.14	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.2	$3.5M	NEW	22k	156.63	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	1.0	$3.1M	+10%	80k	38.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$2.9M	-7%	33k	88.49	View chart
InterDigital (IDCC)	0.9	$2.9M	-2%	9.0k	318.37	View chart
Ishares Tr Msci China Etf (MCHI)	0.9	$2.7M	+7%	45k	60.07	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.9	$2.6M	+3%	31k	84.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$2.4M	-9%	80k	30.07	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.7	$2.2M		11k	206.52	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.7	$2.1M	-4%	7.9k	269.18	View chart
Axon Enterprise (AXON)	0.7	$2.1M	-5%	3.7k	567.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$2.1M	-14%	7.0k	302.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$2.0M	-2%	81k	24.37	View chart
NVIDIA Corporation (NVDA)	0.7	$2.0M	-7%	11k	186.51	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.6	$2.0M		84k	23.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.9M		2.8k	684.94	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.8M	-3%	17k	106.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$1.8M	-13%	62k	28.48	View chart
Global X Fds Global X Silver (SIL)	0.6	$1.8M	-12%	21k	83.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.7M	+22%	3.6k	487.86	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$1.7M	-13%	20k	85.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.7M		5.1k	335.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M	-7%	17k	78.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.4M	-7%	4.5k	301.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	+3%	2.1k	627.20	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M	-17%	12k	107.11	View chart
Spdr Series Trust State Street Spd (SPYD)	0.4	$1.3M	+4%	31k	43.25	View chart
Broadcom (AVGO)	0.4	$1.2M	-6%	3.6k	346.06	View chart
Cyberark Software SHS (CYBR)	0.4	$1.2M		2.8k	446.06	View chart
Spdr Series Trust State Street Spd (SHM)	0.4	$1.2M	-15%	26k	47.99	View chart
Spdr Series Trust State Street Spd (MDYV)	0.4	$1.2M	-3%	15k	84.65	View chart
Cisco Systems (CSCO)	0.4	$1.2M		15k	77.03	View chart
Chevron Corporation (CVX)	0.4	$1.1M	+17%	7.5k	152.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.0M	+48%	2.2k	473.30	View chart
Microsoft Corporation (MSFT)	0.3	$1.0M	-6%	2.1k	483.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$977k	-4%	1.9k	502.65	View chart
Meta Platforms Cl A (META)	0.3	$939k	-10%	1.4k	660.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$926k		28k	32.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$871k	-6%	2.8k	313.80	View chart
Tesla Motors (TSLA)	0.3	$791k		1.8k	449.72	View chart
Globus Med Cl A (GMED)	0.3	$788k	+4%	9.0k	87.31	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$788k	+8%	34k	23.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$771k	+98%	5.4k	143.97	View chart
Halozyme Therapeutics (HALO)	0.2	$739k		11k	67.30	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$737k	+32%	9.2k	80.03	View chart
MercadoLibre (MELI)	0.2	$721k	-9%	358.00	2014.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$682k	-4%	4.8k	141.14	View chart
Neurocrine Biosciences (NBIX)	0.2	$680k	+2%	4.8k	141.83	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$672k	-3%	32k	20.89	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$659k	-20%	6.2k	106.70	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$624k	+7%	3.9k	160.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$603k	+21%	5.0k	120.35	View chart
PNC Financial Services (PNC)	0.2	$598k	+7%	2.9k	208.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$580k		8.8k	66.00	View chart
Northern Trust Corporation (NTRS)	0.2	$575k		4.2k	136.59	View chart
Gilead Sciences (GILD)	0.2	$557k		4.5k	122.73	View chart
Tapestry (TPR)	0.2	$543k		4.3k	127.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$510k	-7%	4.5k	113.72	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$508k	+7%	25k	20.35	View chart
Spdr Series Trust State Street Spd (XSD)	0.2	$506k	+5%	1.6k	321.60	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.2	$481k	+19%	12k	40.74	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$479k		14k	33.81	View chart
Comerica Incorporated	0.2	$477k	+17%	5.5k	86.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$461k		1.2k	373.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$454k		2.4k	190.99	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$427k		14k	30.20	View chart
Citigroup Com New (C)	0.1	$423k	+9%	3.6k	116.69	View chart
Oracle Corporation (ORCL)	0.1	$411k		2.1k	194.91	View chart
Abbvie (ABBV)	0.1	$405k	-4%	1.8k	228.50	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$403k		7.4k	54.77	View chart
Fifth Third Ban (FITB)	0.1	$392k	-22%	8.4k	46.81	View chart
Insulet Corporation (PODD)	0.1	$380k	+10%	1.3k	284.24	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$361k	-20%	7.9k	45.71	View chart
Campbell Soup Company (CPB)	0.1	$358k	+23%	13k	27.87	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$357k	-34%	21k	17.41	View chart
Hormel Foods Corporation (HRL)	0.1	$356k	+31%	15k	23.70	View chart
Regions Financial Corporation (RF)	0.1	$355k	+38%	13k	27.10	View chart
Ptc Therapeutics I (PTCT)	0.1	$355k	+13%	4.7k	75.96	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$343k	NEW	4.6k	73.92	View chart
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA)	0.1	$336k	+18%	8.1k	41.25	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$328k	NEW	3.8k	87.16	View chart
Progressive Corporation (PGR)	0.1	$325k		1.4k	227.72	View chart
Eton Pharmaceuticals (ETON)	0.1	$321k	+11%	19k	16.91	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$320k	NEW	4.9k	64.86	View chart
Janus Henderson Group Ord Shs (JHG)	0.1	$320k	+49%	6.7k	47.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$315k		2.6k	120.18	View chart
Coca-Cola Company (KO)	0.1	$307k		4.4k	69.91	View chart
Park National Corporation (PRK)	0.1	$307k		2.0k	152.18	View chart
Astera Labs (ALAB)	0.1	$302k	+23%	1.8k	166.36	View chart
UnitedHealth (UNH)	0.1	$300k	-7%	908.00	330.11	View chart
American Electric Power Company (AEP)	0.1	$295k	-11%	2.6k	115.31	View chart
Wells Fargo & Company (WFC)	0.1	$294k		3.2k	93.20	View chart
Wal-Mart Stores (WMT)	0.1	$288k	-5%	2.6k	111.41	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$285k		2.5k	114.76	View chart
United Parcel Service CL B (UPS)	0.1	$285k	NEW	2.9k	99.19	View chart
Samsara Com Cl A (IOT)	0.1	$284k	+10%	8.0k	35.45	View chart
Bank of America Corporation (BAC)	0.1	$282k		5.1k	55.00	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$271k	+3%	2.3k	117.72	View chart
Johnson & Johnson (JNJ)	0.1	$271k	-9%	1.3k	206.97	View chart
Novartis Sponsored Adr (NVS)	0.1	$268k	NEW	1.9k	137.87	View chart
JPMorgan Chase & Co. (JPM)	0.1	$267k	-32%	827.00	322.22	View chart
Corcept Therapeutics Incorporated (CORT)	0.1	$262k		7.5k	34.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$260k	-10%	1.2k	219.78	View chart
Medtronic SHS (MDT)	0.1	$253k	-33%	2.6k	96.06	View chart
Hf Sinclair Corp (DINO)	0.1	$242k	+10%	5.2k	46.08	View chart
State Street Corporation (STT)	0.1	$241k	-5%	1.9k	129.01	View chart
Pulte (PHM)	0.1	$237k		2.0k	117.26	View chart
Visa Com Cl A (V)	0.1	$228k	-17%	649.00	350.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$225k		1.5k	148.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$223k	NEW	733.00	303.89	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$221k	-2%	2.4k	92.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$219k		2.4k	89.43	View chart
Us Bancorp Del Com New (USB)	0.1	$216k	NEW	4.0k	53.36	View chart
Prologis (PLD)	0.1	$215k	NEW	1.7k	127.66	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$210k	NEW	762.00	275.39	View chart
Verizon Communications (VZ)	0.1	$205k	-28%	5.0k	40.73	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$203k	NEW	7.7k	26.32	View chart
EOG Resources (EOG)	0.1	$203k	NEW	1.9k	105.01	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$201k	NEW	1.2k	170.63	View chart
Senstar Technologies Corp (SNT)	0.1	$166k		34k	4.83	View chart

Past Filings by Juncture Wealth Strategies

SEC 13F filings are viewable for Juncture Wealth Strategies going back to 2014

Juncture Wealth Strategies 2025 Q4 filed Jan. 27, 2026
Juncture Wealth Strategies 2025 Q3 filed Oct. 14, 2025
Juncture Wealth Strategies 2025 Q2 filed July 8, 2025
Juncture Wealth Strategies 2025 Q1 filed April 10, 2025
Juncture Wealth Strategies 2024 Q4 filed Jan. 21, 2025
Juncture Wealth Strategies 2024 Q3 filed Oct. 9, 2024
Juncture Wealth Strategies 2024 Q2 filed July 11, 2024
Juncture Wealth Strategies 2024 Q1 filed April 5, 2024
Juncture Wealth Strategies 2023 Q4 filed Jan. 8, 2024
Juncture Wealth Strategies 2023 Q3 filed Oct. 10, 2023
Juncture Wealth Strategies 2023 Q2 filed July 12, 2023
Juncture Wealth Strategies 2023 Q1 filed May 5, 2023
Juncture Wealth Strategies 2022 Q4 filed Jan. 18, 2023
Juncture Wealth Strategies 2022 Q3 filed Oct. 11, 2022
Juncture Wealth Strategies 2022 Q1 filed July 14, 2022
Juncture Wealth Strategies 2022 Q2 filed July 14, 2022

View all past filings

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