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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, SPYV, and represent 47.53% of Juncture Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VGK, RIO, ABBV, APAM, XLF, JPM, ETON, ETD, XLK, CPB.
Started 20 new stock positions in ETON, MDYG, APAM, ALAB, RIO, HRL, XLF, KNSA, LUMN, RMBS. JHG, JPM, ABBV, ETD, FMC, ABT, CPB, CMA, PTCT, RF.
Reduced shares in these 10 stocks: DFUV, VBK, URA, SPYV, VOT, BMY, ONTO, LMT, TPR, KVUE.
Sold out of its positions in TEAM, BMY, CTAS, CFR, FTNT, FCX, IWM, SLV, KVUE, KMB. LMT, ONTO, PATH, VO, VCEL.
Juncture Wealth Strategies was a net seller of stock by $-2.5M.
Juncture Wealth Strategies has $299M in assets under management (AUM), dropping by 6.04%.
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 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	24.5	$73M		238k	307.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	11.0	$33M		1.3M	25.71	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.9	$18M	-7%	392k	44.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$10M		366k	27.30	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.8	$8.4M	-8%	152k	55.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$8.2M		142k	58.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$8.1M		81k	100.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$7.4M	+2%	89k	84.11	View chart
Global X Fds S&p 500 Covered (XYLD)	2.1	$6.3M	+3%	161k	39.26	View chart
Global X Fds Global X Uranium (URA)	2.1	$6.3M	-10%	132k	47.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.1	$6.3M	+11%	78k	79.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.3M	-2%	6.5k	666.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$4.2M	-4%	52k	79.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$4.1M	-12%	14k	293.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$3.8M		72k	53.03	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$3.3M		36k	91.42	View chart
InterDigital (IDCC)	1.1	$3.2M	-2%	9.2k	345.22	View chart
Axon Enterprise (AXON)	1.0	$2.8M		4.0k	717.64	View chart
Ishares Tr Msci China Etf (MCHI)	0.9	$2.8M	+9%	42k	65.85	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.9	$2.7M	+7%	73k	37.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$2.6M	-9%	89k	29.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.8	$2.4M	-27%	8.2k	297.62	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.8	$2.4M	+5%	30k	78.21	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.8	$2.3M	-6%	8.2k	279.84	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.7	$2.2M	+7%	35k	63.30	View chart
NVIDIA Corporation (NVDA)	0.7	$2.1M		12k	186.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$2.0M	-4%	83k	24.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$2.0M	-15%	72k	27.90	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.6	$1.9M	-2%	11k	179.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.9M	+9%	18k	106.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.9M	+2%	2.8k	669.30	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$1.8M	-3%	23k	76.40	View chart
Global X Fds Global X Silver (SIL)	0.6	$1.7M	-4%	24k	71.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.7M		5.1k	328.17	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.6	$1.6M	-8%	83k	19.70	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.6M	-6%	15k	106.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.5M	+9%	19k	78.91	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.5	$1.5M	+22%	31k	48.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.4M	+21%	2.9k	479.61	View chart
Cyberark Software SHS (CYBR)	0.5	$1.4M		2.8k	483.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.3M	-6%	4.9k	271.12	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.4	$1.3M		29k	44.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M		2.1k	612.38	View chart
Broadcom (AVGO)	0.4	$1.3M		3.9k	329.95	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.4	$1.3M	-9%	15k	83.41	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-2%	2.3k	518.00	View chart
Meta Platforms Cl A (META)	0.4	$1.2M		1.6k	734.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.0M	+2%	2.0k	502.74	View chart
Cisco Systems (CSCO)	0.3	$1.0M		15k	68.42	View chart
Chevron Corporation (CVX)	0.3	$987k	+42%	6.4k	155.30	View chart
MercadoLibre (MELI)	0.3	$923k		395.00	2336.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$905k	+5%	28k	31.91	View chart
Halozyme Therapeutics (HALO)	0.3	$815k	+5%	11k	73.34	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$808k	-22%	7.7k	104.51	View chart
Tesla Motors (TSLA)	0.3	$780k	+3%	1.8k	444.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$762k	+78%	2.7k	281.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$727k		31k	23.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$723k	-8%	3.0k	243.55	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$721k		33k	21.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$717k		5.0k	142.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$693k	+12%	1.5k	468.41	View chart
Neurocrine Biosciences (NBIX)	0.2	$656k	+17%	4.7k	140.38	View chart
Corcept Therapeutics Incorporated (CORT)	0.2	$614k	+20%	7.4k	83.11	View chart
Oracle Corporation (ORCL)	0.2	$593k	-2%	2.1k	281.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$576k	-4%	8.8k	65.26	View chart
Northern Trust Corporation (NTRS)	0.2	$567k		4.2k	134.60	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$547k		31k	17.42	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$538k	-7%	4.9k	110.59	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$535k	+9%	3.6k	148.61	View chart
PNC Financial Services (PNC)	0.2	$533k	+10%	2.7k	200.90	View chart
Gilead Sciences (GILD)	0.2	$506k	-41%	4.6k	111.00	View chart
Globus Med Cl A (GMED)	0.2	$494k	+17%	8.6k	57.27	View chart
Tapestry (TPR)	0.2	$486k	-46%	4.3k	113.21	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$482k		14k	33.89	View chart
Fifth Third Ban (FITB)	0.2	$481k	+8%	11k	44.55	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.2	$474k		1.5k	319.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$466k	+80%	4.1k	112.74	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$460k	+40%	23k	19.87	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$458k	NEW	6.9k	66.01	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$453k	-24%	9.9k	45.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$451k	+35%	1.2k	365.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$443k	-18%	2.4k	186.49	View chart
Abbvie (ABBV)	0.1	$431k	NEW	1.9k	231.50	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$429k		14k	30.29	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.1	$427k	NEW	9.8k	43.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$399k	NEW	7.4k	53.87	View chart
JPMorgan Chase & Co. (JPM)	0.1	$387k	NEW	1.2k	315.43	View chart
Medtronic SHS (MDT)	0.1	$375k	+16%	3.9k	95.24	View chart
Insulet Corporation (PODD)	0.1	$372k	+15%	1.2k	308.73	View chart
Eton Pharmaceuticals (ETON)	0.1	$369k	NEW	17k	21.73	View chart
Ethan Allen Interiors (ETD)	0.1	$368k	NEW	13k	29.46	View chart
Progressive Corporation (PGR)	0.1	$353k		1.4k	246.95	View chart
UnitedHealth (UNH)	0.1	$339k	+15%	981.00	345.30	View chart
Citigroup Com New (C)	0.1	$337k	-37%	3.3k	101.50	View chart
Park National Corporation (PRK)	0.1	$332k		2.0k	162.53	View chart
Campbell Soup Company (CPB)	0.1	$329k	NEW	10k	31.58	View chart
Hubspot (HUBS)	0.1	$326k	-27%	697.00	467.80	View chart
American Electric Power Company (AEP)	0.1	$325k	-15%	2.9k	112.50	View chart
Comerica Incorporated (CMA)	0.1	$321k	NEW	4.7k	68.52	View chart
Fmc Corp Com New (FMC)	0.1	$319k	NEW	9.5k	33.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$317k	-8%	2.7k	118.83	View chart
Verizon Communications (VZ)	0.1	$308k	-27%	7.0k	43.95	View chart
Coca-Cola Company (KO)	0.1	$292k		4.4k	66.31	View chart
Astera Labs (ALAB)	0.1	$288k	NEW	1.5k	195.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$286k	-9%	1.3k	215.79	View chart
Hormel Foods Corporation (HRL)	0.1	$282k	NEW	11k	24.74	View chart
Wal-Mart Stores (WMT)	0.1	$281k		2.7k	103.06	View chart
Samsara Com Cl A (IOT)	0.1	$271k	-31%	7.3k	37.25	View chart
Visa Com Cl A (V)	0.1	$270k		791.00	341.38	View chart
Johnson & Johnson (JNJ)	0.1	$268k	+9%	1.4k	185.48	View chart
Pulte (PHM)	0.1	$267k		2.0k	132.13	View chart
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA)	0.1	$267k	NEW	6.9k	38.83	View chart
Bank of America Corporation (BAC)	0.1	$265k		5.1k	51.59	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$265k	+7%	2.2k	118.37	View chart
Wells Fargo & Company (WFC)	0.1	$264k	-13%	3.2k	83.82	View chart
Ptc Therapeutics I (PTCT)	0.1	$252k	NEW	4.1k	61.37	View chart
Hf Sinclair Corp (DINO)	0.1	$249k	-43%	4.8k	52.34	View chart
Regions Financial Corporation (RF)	0.1	$249k	NEW	9.4k	26.37	View chart
State Street Corporation (STT)	0.1	$228k	-43%	2.0k	116.01	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$225k	NEW	2.5k	91.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$220k		1.5k	145.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$217k		2.4k	88.96	View chart
Rambus (RMBS)	0.1	$206k	NEW	2.0k	104.20	View chart
Abbott Laboratories (ABT)	0.1	$203k	NEW	1.5k	133.96	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$202k	-10%	2.5k	81.34	View chart
Janus Henderson Group Ord Shs (JHG)	0.1	$200k	NEW	4.5k	44.51	View chart
Senstar Technologies Corp (SNT)	0.1	$172k		34k	4.99	View chart
Ultralife (ULBI)	0.0	$125k		18k	6.82	View chart
Lumen Technologies (LUMN)	0.0	$95k	NEW	16k	6.12	View chart
Pizza Inn Holdings (RAVE)	0.0	$80k		24k	3.31	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 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
Juncture Wealth Strategies 2021 Q4 filed Jan. 19, 2022

View all past filings

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