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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 43.86% of Juncture Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: RSP (+$8.4M), EEM, XME, LIT, REMX, PANW, SCHG, MCHI, PPA, AGG.
Started 12 new stock positions in AMD, EEM, SLYG, COPX, MU, PANW, NEM, RSP, BKR, COP. AUPH, XME.
Reduced shares in these 10 stocks: VV (-$9.8M), VNQ, IDCC, DFUV, CYBR, SPYV, SCHH, , Comerica Incorporated, SPY.
Sold out of its positions in APAM, ALAB, CPB, Comerica Incorporated, CORT, PODD, IWL, IOT, SCHH, UNH. V, JHG, CYBR.
Juncture Wealth Strategies was a net buyer of stock by $186k.
Juncture Wealth Strategies has $299M in assets under management (AUM), dropping by -1.51%.
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 133 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	20.3	$61M	-13%	203k	298.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	10.6	$32M		1.3M	25.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.9	$18M	-6%	365k	48.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.0	$12M		387k	30.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$9.2M	+5%	92k	99.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.9	$8.5M	-3%	137k	62.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$8.4M	NEW	44k	191.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$8.4M	+4%	101k	82.75	View chart
Spdr Series Trust State Street Spd (SPYV)	2.5	$7.4M	-8%	131k	56.58	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$7.1M		86k	82.43	View chart
Global X Fds S&p 500 Covered (XYLD)	2.3	$6.8M		174k	39.13	View chart
Global X Fds Global X Uranium (URA)	1.6	$4.9M	-5%	100k	48.43	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.4	$4.2M	+14%	26k	165.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$4.2M		53k	79.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$4.0M	+2%	76k	52.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$3.8M	-10%	5.9k	650.34	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.1	$3.3M		13k	257.35	View chart
Ishares Tr Msci China Etf (MCHI)	1.1	$3.2M	+27%	58k	56.18	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	1.0	$3.0M	+10%	89k	33.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$2.8M	NEW	50k	56.79	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.8	$2.5M	+2%	32k	79.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$2.4M	-3%	77k	30.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$2.2M	+19%	24k	91.77	View chart
Global X Fds Global X Silver (SIL)	0.7	$2.2M	+13%	24k	90.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$2.1M		7.0k	302.25	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.7	$2.1M	-2%	10k	200.82	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.9M	-2%	79k	24.27	View chart
NVIDIA Corporation (NVDA)	0.6	$1.9M	+2%	11k	174.41	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.6	$1.9M		7.9k	234.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.8M	+17%	4.2k	436.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.8M		2.8k	653.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.8M	+115%	61k	29.13	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.6	$1.8M	-14%	72k	24.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.8M		17k	106.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$1.8M	-2%	61k	29.08	View chart
Axon Enterprise (AXON)	0.5	$1.6M		3.7k	424.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.5M	-6%	4.8k	320.81	View chart
Global X Fds Lithium Btry Etf (LIT)	0.5	$1.5M	+306%	20k	74.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.5M	-49%	17k	88.70	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.5	$1.5M	+260%	17k	88.00	View chart
Chevron Corporation (CVX)	0.5	$1.4M	-7%	6.9k	206.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$1.4M	-6%	4.2k	328.66	View chart
InterDigital (IDCC)	0.5	$1.4M	-49%	4.5k	302.00	View chart
Spdr Series Trust State Street Spd (XME)	0.5	$1.4M	NEW	13k	108.01	View chart
Spdr Series Trust State Street Spd (SPYD)	0.4	$1.3M	-4%	29k	45.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.3M	-3%	17k	78.41	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.2M	-5%	12k	106.15	View chart
Spdr Series Trust State Street Spd (SHM)	0.4	$1.2M	-2%	25k	47.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M	-6%	2.0k	597.42	View chart
Broadcom (AVGO)	0.4	$1.2M	+5%	3.8k	309.48	View chart
Cisco Systems (CSCO)	0.4	$1.2M		15k	77.59	View chart
Spdr Series Trust State Street Spd (MDYV)	0.3	$978k	-21%	12k	85.15	View chart
Palo Alto Networks (PANW)	0.3	$954k	NEW	6.0k	160.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$938k		2.2k	426.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$933k		1.9k	479.20	View chart
Exxon Mobil Corporation (XOM)	0.3	$870k	+2%	5.1k	169.66	View chart
Rio Tinto Sponsored Adr (RIO)	0.3	$831k	-3%	8.9k	93.29	View chart
Globus Med Cl A (GMED)	0.3	$821k	+5%	9.5k	86.16	View chart
Microsoft Corporation (MSFT)	0.3	$821k	+4%	2.2k	370.12	View chart
Meta Platforms Cl A (META)	0.3	$813k		1.4k	572.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$779k		34k	23.22	View chart
Fifth Third Ban (FITB)	0.2	$741k	+90%	16k	46.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$710k	-2%	4.7k	151.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$710k	-10%	2.5k	286.86	View chart
Halozyme Therapeutics (HALO)	0.2	$690k	-2%	11k	64.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$652k	+99%	7.5k	86.69	View chart
Tesla Motors (TSLA)	0.2	$645k		1.7k	371.75	View chart
Gilead Sciences (GILD)	0.2	$633k		4.5k	139.38	View chart
Tapestry (TPR)	0.2	$600k		4.3k	141.12	View chart
Neurocrine Biosciences (NBIX)	0.2	$599k	-5%	4.5k	131.74	View chart
PNC Financial Services (PNC)	0.2	$598k		2.9k	208.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$594k	-16%	4.5k	132.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$593k		8.8k	67.53	View chart
MercadoLibre (MELI)	0.2	$590k	-4%	341.00	1729.02	View chart
Northern Trust Corporation (NTRS)	0.2	$575k	-2%	4.1k	139.57	View chart
Spdr Series Trust State Street Spd (XSD)	0.2	$542k	+5%	1.7k	326.12	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$507k	-16%	5.2k	97.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$502k	+7%	2.6k	196.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$479k	-9%	4.0k	118.45	View chart
Eton Pharmaceuticals (ETON)	0.2	$473k		19k	24.68	View chart
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA)	0.2	$456k	+16%	9.5k	48.15	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$449k	-5%	13k	33.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$440k		1.2k	356.56	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$433k	+88%	4.5k	95.96	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$425k		14k	30.07	View chart
Citigroup Com New (C)	0.1	$394k	-4%	3.5k	113.41	View chart
United Parcel Svcs CL B (UPS)	0.1	$386k	+36%	3.9k	98.38	View chart
Abbvie (ABBV)	0.1	$383k		1.8k	217.55	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$380k	-17%	3.2k	118.62	View chart
American Electric Power Company (AEP)	0.1	$377k	+12%	2.9k	131.08	View chart
Regions Financial Corporation (RF)	0.1	$363k	+6%	14k	26.12	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$363k	-8%	23k	15.92	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$362k		2.5k	145.46	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$354k		21k	17.30	View chart
Ptc Therapeutics I (PTCT)	0.1	$351k	+10%	5.1k	68.13	View chart
ConocoPhillips (COP)	0.1	$351k	NEW	2.7k	132.00	View chart
Novartis Sponsored Adr (NVS)	0.1	$349k	+17%	2.3k	152.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$348k	-4%	7.0k	49.37	View chart
Hormel Foods Corporation (HRL)	0.1	$347k		15k	22.65	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$342k	-4%	7.5k	45.34	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$333k	NEW	3.4k	96.62	View chart
Coca-Cola Company (KO)	0.1	$332k		4.4k	76.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$331k		2.7k	124.31	View chart
Park National Corporation (PRK)	0.1	$329k		2.0k	163.45	View chart
Wal-Mart Stores (WMT)	0.1	$318k		2.6k	124.28	View chart
Oracle Corporation (ORCL)	0.1	$311k		2.1k	147.11	View chart
Hf Sinclair Corp (DINO)	0.1	$309k	-5%	5.0k	62.39	View chart
Medtronic SHS (MDT)	0.1	$304k	+33%	3.5k	86.65	View chart
Johnson & Johnson (JNJ)	0.1	$302k	-5%	1.2k	244.38	View chart
EOG Resources (EOG)	0.1	$297k	+6%	2.1k	144.57	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$295k		752.00	391.76	View chart
Progressive Corporation (PGR)	0.1	$283k		1.4k	198.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$278k	+14%	945.00	294.16	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$270k	+8%	798.00	337.95	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$269k		7.7k	35.14	View chart
Verizon Communications (VZ)	0.1	$265k	+5%	5.3k	50.20	View chart
Global X Fds Global X Copper (COPX)	0.1	$256k	NEW	3.3k	76.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$253k		1.2k	215.06	View chart
Wells Fargo & Company (WFC)	0.1	$251k		3.1k	79.61	View chart
Bank of America Corporation (BAC)	0.1	$250k		5.1k	48.75	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$241k	-5%	2.2k	110.86	View chart
Pulte (PHM)	0.1	$238k		2.0k	117.61	View chart
State Street Corporation (STT)	0.1	$236k		1.9k	126.56	View chart
Micron Technology (MU)	0.1	$230k	NEW	682.00	337.84	View chart
Prologis (PLD)	0.1	$223k		1.7k	132.18	View chart
Advanced Micro Devices (AMD)	0.1	$219k	NEW	1.1k	203.43	View chart
Newmont Mining Corporation (NEM)	0.1	$216k	NEW	2.0k	108.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$215k		1.5k	142.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$215k		2.4k	87.84	View chart
Us Bancorp Com New (USB)	0.1	$213k		4.1k	52.01	View chart
Baker Hughes Company Cl A (BKR)	0.1	$209k	NEW	3.4k	61.05	View chart
Aurinia Pharmaceuticals (AUPH)	0.1	$150k	NEW	10k	14.82	View chart
Senstar Technologies Corp (SNT)	0.0	$104k		34k	3.03	View chart

Past Filings by Juncture Wealth Strategies

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

Juncture Wealth Strategies 2026 Q1 filed April 15, 2026
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

View all past filings

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