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, RSP, AGG, and represent 34.63% of Juncture Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: PDBC (+$6.1M), QQQ, SPCX, ABBV, EEM, AGG, VCIT, APH, ABT, MCHI.
- Started 14 new stock positions in CPB, PDBC, CAI, IMCR, VLO, RIGL, WDC, NEM, QQQ, ABT. USB, BRZE, TMO, VO.
- Reduced shares in these 10 stocks: VV (-$7.2M), SDY, DFUV, SPYV, BRK.B, , VNQ, SCHB, XME, REMX.
- Sold out of its positions in APAM, CPRX, HONA, IWM, UBER, VIG, VNQ, TBPH.
- Juncture Wealth Strategies was a net buyer of stock by $9.4M.
- Juncture Wealth Strategies has $390M in assets under management (AUM), dropping by 1.54%.
- Central Index Key (CIK): 0001632866
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Portfolio Holdings for Juncture Wealth Strategies
Juncture Wealth Strategies holds 185 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 14.5 | $57M | -11% | 161k | 351.85 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 9.1 | $35M | 1.2M | 29.31 |
|
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.5 | $18M | -4% | 319k | 55.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.8 | $15M | 71k | 208.02 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $11M | +13% | 113k | 94.54 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.7 | $11M | 323k | 32.53 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.4 | $9.2M | +8% | 117k | 78.31 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.3 | $9.1M | 137k | 66.44 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.0 | $7.8M | +6% | 89k | 86.80 |
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| Global X Fds S&p 500 Covered (XYLD) | 1.7 | $6.6M | 160k | 41.52 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $6.1M | +27% | 91k | 66.79 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.6 | $6.1M | NEW | 315k | 19.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $5.7M | 7.5k | 765.86 |
|
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| Spdr Series Trust St Str P500val (SPYV) | 1.4 | $5.6M | -12% | 91k | 61.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.9M | NEW | 6.6k | 739.78 |
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| Spdr Series Trust St Str Sp Div (SDY) | 1.2 | $4.8M | -26% | 33k | 146.48 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $4.5M | -2% | 5.9k | 762.63 |
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| Ishares Tr Msci China Etf (MCHI) | 1.1 | $4.3M | +12% | 83k | 52.19 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 1.1 | $4.3M | 28k | 154.62 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.1 | $4.2M | 55k | 77.25 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $4.1M | -3% | 30k | 136.04 |
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| Global X Fds Global X Uranium (URA) | 1.1 | $4.1M | 103k | 39.85 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $4.0M | 78k | 51.23 |
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| Franklin Templeton Etf Tr Franklin India (FLIN) | 1.0 | $3.9M | 115k | 33.49 |
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| Ishares Tr Msci Usa Value (VLUE) | 1.0 | $3.8M | +3% | 19k | 198.00 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $3.7M | +13% | 42k | 87.80 |
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| Global X Fds Global X Silver (SIL) | 0.9 | $3.5M | +11% | 41k | 86.01 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $3.5M | 12k | 292.10 |
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| NVIDIA Corporation (NVDA) | 0.9 | $3.4M | +2% | 15k | 228.38 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.9 | $3.4M | +2% | 41k | 82.16 |
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| Palo Alto Networks (PANW) | 0.8 | $3.3M | -2% | 8.3k | 397.32 |
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| Broadcom (AVGO) | 0.8 | $3.1M | 8.7k | 351.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $3.0M | +4% | 34k | 90.11 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.7 | $2.9M | -2% | 11k | 272.26 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.7 | $2.8M | 32k | 87.23 |
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| Abbvie (ABBV) | 0.6 | $2.5M | +450% | 9.6k | 261.58 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $2.5M | +510% | 16k | 150.86 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.6 | $2.5M | 8.5k | 288.45 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.6 | $2.4M | -3% | 36k | 68.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $2.3M | 6.9k | 337.83 |
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| Global X Fds Global X Copper (COPX) | 0.6 | $2.3M | +13% | 27k | 84.70 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $2.3M | -5% | 68k | 34.02 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.3M | -9% | 4.4k | 512.85 |
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.5 | $2.1M | -18% | 21k | 103.56 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.5 | $2.1M | -8% | 3.6k | 568.64 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $1.9M | 52k | 35.93 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $1.8M | 76k | 23.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.8M | 4.8k | 374.24 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $1.7M | -7% | 53k | 32.63 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.4 | $1.7M | -20% | 26k | 64.26 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.6M | -2% | 15k | 104.54 |
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| Cisco Systems (CSCO) | 0.4 | $1.5M | 14k | 107.63 |
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| Eton Pharmaceuticals (ETON) | 0.4 | $1.4M | -3% | 28k | 51.49 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | -3% | 8.8k | 162.75 |
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| Axon Enterprise (AXON) | 0.4 | $1.4M | 3.3k | 422.52 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.3 | $1.3M | +17% | 29k | 46.65 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.3M | -5% | 13k | 101.10 |
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| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.3 | $1.3M | 18k | 74.61 |
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| Halozyme Therapeutics (HALO) | 0.3 | $1.3M | -2% | 12k | 110.40 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | 3.9k | 330.80 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.3M | +106% | 15k | 84.30 |
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| Chevron Corporation (CVX) | 0.3 | $1.3M | +2% | 6.1k | 204.22 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.2M | -3% | 16k | 76.40 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.3 | $1.2M | +3% | 27k | 45.37 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.2M | -5% | 1.7k | 700.91 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.2M | -3% | 1.9k | 611.88 |
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| Micron Technology (MU) | 0.3 | $1.1M | -7% | 1.1k | 1065.35 |
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| Sandisk Corp (SNDK) | 0.3 | $1.1M | +34% | 641.00 | 1739.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.1M | 8.8k | 125.26 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.3 | $1.1M | +6% | 34k | 31.57 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $890k | +2% | 1.6k | 551.53 |
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| Astera Labs (ALAB) | 0.2 | $890k | -4% | 2.5k | 355.97 |
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| Costco Wholesale Corporation (COST) | 0.2 | $885k | +2% | 972.00 | 910.41 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $869k | +48% | 11k | 77.78 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $845k | +3% | 4.3k | 195.75 |
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| Morgan Stanley Com New (MS) | 0.2 | $839k | +3% | 4.5k | 188.09 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $837k | +5% | 38k | 22.10 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $808k | +3% | 8.6k | 94.17 |
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| Meta Platforms Cl A (META) | 0.2 | $765k | -16% | 1.1k | 724.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $764k | +3% | 2.2k | 340.76 |
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| Neurocrine Biosciences (NBIX) | 0.2 | $753k | 5.3k | 141.84 |
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| Fifth Third Ban (FITB) | 0.2 | $721k | -2% | 14k | 50.58 |
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| Pulte (PHM) | 0.2 | $701k | 6.0k | 116.06 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $690k | +4% | 2.5k | 280.10 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $690k | 3.1k | 222.24 |
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| Globus Med Cl A (GMED) | 0.2 | $681k | -14% | 9.1k | 74.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $673k | +4% | 9.3k | 71.95 |
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| Eli Lilly & Co. (LLY) | 0.2 | $672k | -5% | 581.00 | 1157.36 |
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| Northern Trust Corporation (NTRS) | 0.2 | $664k | 3.9k | 169.37 |
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| Abbott Laboratories (ABT) | 0.2 | $658k | NEW | 6.7k | 98.83 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $658k | -9% | 12k | 56.22 |
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| Victory Portfolios Ii Core Plus Bd Etf (UBND) | 0.2 | $656k | -9% | 32k | 20.66 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.2 | $637k | -5% | 2.3k | 280.00 |
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| Ptc Therapeutics I (PTCT) | 0.2 | $634k | -7% | 9.8k | 64.78 |
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| Gilead Sciences (GILD) | 0.2 | $629k | -2% | 4.2k | 149.04 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.2 | $624k | +7% | 5.8k | 106.97 |
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| Samsara Com Cl A (IOT) | 0.2 | $596k | +14% | 16k | 38.13 |
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| Incyte Corporation (INCY) | 0.2 | $593k | 4.9k | 121.35 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $581k | -8% | 4.7k | 123.08 |
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| Opera Sponsored Ads (OPRA) | 0.1 | $572k | +25% | 33k | 17.62 |
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| Tesla Motors (TSLA) | 0.1 | $569k | 1.6k | 354.71 |
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| Spdr Series Trust St Str Sp400val (MDYV) | 0.1 | $560k | -20% | 6.3k | 88.51 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $555k | +38% | 3.7k | 148.30 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $544k | +9% | 3.0k | 179.29 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $539k | -13% | 3.5k | 152.07 |
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| PNC Financial Services (PNC) | 0.1 | $536k | -3% | 2.4k | 222.27 |
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| Aurinia Pharmaceuticals (AUPH) | 0.1 | $526k | -5% | 33k | 16.20 |
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| O'reilly Automotive (ORLY) | 0.1 | $514k | +3% | 6.0k | 85.41 |
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| Oddity Tech Shs Cl A (ODD) | 0.1 | $506k | +17% | 27k | 18.66 |
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| Hf Sinclair Corp (DINO) | 0.1 | $505k | 4.7k | 107.32 |
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| MercadoLibre (MELI) | 0.1 | $505k | +14% | 292.00 | 1728.53 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.1 | $503k | +5% | 4.8k | 104.53 |
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| Monster Beverage Corp (MNST) | 0.1 | $487k | +101% | 12k | 41.62 |
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| Spdr Series Trust St Str Sp Semi (XSD) | 0.1 | $481k | +2% | 908.00 | 529.62 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $471k | 2.5k | 189.40 |
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| Tapestry (TPR) | 0.1 | $466k | -2% | 4.1k | 115.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $461k | -10% | 1.1k | 416.13 |
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| Mirum Pharmaceuticals (MIRM) | 0.1 | $456k | +10% | 5.3k | 85.48 |
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| Intercontinental Exchange (ICE) | 0.1 | $449k | -4% | 3.0k | 152.04 |
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| Coca-Cola Company (KO) | 0.1 | $447k | +18% | 5.2k | 86.07 |
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| Citigroup Com New (C) | 0.1 | $443k | +4% | 3.4k | 129.46 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $442k | +14% | 4.7k | 93.44 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $436k | -3% | 2.2k | 194.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $431k | -4% | 2.0k | 216.08 |
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| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $420k | 14k | 29.59 |
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| L3harris Technologies (LHX) | 0.1 | $417k | 1.8k | 236.79 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $415k | 13k | 32.28 |
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| Western Digital (WDC) | 0.1 | $399k | NEW | 877.00 | 454.48 |
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| Vericel (VCEL) | 0.1 | $399k | +19% | 9.9k | 40.14 |
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| Blackrock (BLK) | 0.1 | $384k | 363.00 | 1058.32 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.1 | $372k | +41% | 10k | 35.67 |
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| Regions Financial Corporation (RF) | 0.1 | $369k | +13% | 14k | 26.88 |
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| Union Pacific Corporation (UNP) | 0.1 | $369k | 1.4k | 272.16 |
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| Healthequity (HQY) | 0.1 | $366k | 4.1k | 88.46 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $363k | +6% | 6.8k | 53.40 |
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| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.1 | $360k | 8.4k | 42.77 |
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| Park National Corporation (PRK) | 0.1 | $360k | 2.0k | 178.66 |
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| Goldman Sachs (GS) | 0.1 | $349k | -8% | 388.00 | 900.55 |
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| Medtronic SHS (MDT) | 0.1 | $347k | +24% | 4.0k | 86.29 |
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| Kulicke and Soffa Industries (KLIC) | 0.1 | $346k | -20% | 3.7k | 94.25 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.1 | $345k | 20k | 16.92 |
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| American Electric Power Company (AEP) | 0.1 | $329k | 2.8k | 118.65 |
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| Johnson & Johnson (JNJ) | 0.1 | $325k | 1.2k | 264.80 |
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| ConocoPhillips (COP) | 0.1 | $321k | +12% | 2.6k | 125.15 |
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| Friedman Inds (FRD) | 0.1 | $321k | 8.4k | 38.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $319k | -67% | 641.00 | 498.22 |
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| EOG Resources (EOG) | 0.1 | $316k | +4% | 2.3k | 137.76 |
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| Hormel Foods Corporation (HRL) | 0.1 | $314k | +13% | 16k | 19.94 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $313k | +10% | 2.2k | 142.57 |
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| Verizon Communications (VZ) | 0.1 | $313k | -5% | 6.8k | 45.87 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $313k | -2% | 2.4k | 128.10 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $313k | -4% | 685.00 | 456.19 |
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| Lowe's Companies (LOW) | 0.1 | $307k | -14% | 1.7k | 184.31 |
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| Genuine Parts Company (GPC) | 0.1 | $305k | +41% | 2.4k | 125.74 |
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| Oracle Corporation (ORCL) | 0.1 | $303k | +4% | 2.2k | 137.32 |
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| Ecolab (ECL) | 0.1 | $301k | +4% | 1.1k | 274.60 |
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| Progressive Corporation (PGR) | 0.1 | $296k | 1.4k | 207.33 |
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| Supernus Pharmaceuticals (SUPN) | 0.1 | $292k | +5% | 6.8k | 43.04 |
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| State Street Corporation (STT) | 0.1 | $291k | -5% | 1.7k | 174.59 |
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| Textron (TXT) | 0.1 | $289k | +2% | 3.8k | 76.20 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $280k | NEW | 415.00 | 675.13 |
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| Bank of America Corporation (BAC) | 0.1 | $279k | 5.1k | 54.43 |
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| Arteris (AIP) | 0.1 | $277k | -25% | 12k | 23.64 |
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| Mongodb Cl A (MDB) | 0.1 | $276k | +10% | 792.00 | 348.61 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $276k | 1.7k | 166.28 |
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| Valero Energy Corporation (VLO) | 0.1 | $273k | NEW | 705.00 | 387.65 |
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| Altria (MO) | 0.1 | $271k | 4.0k | 67.35 |
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| Campbell Soup Company (CPB) | 0.1 | $268k | NEW | 14k | 19.83 |
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| Wells Fargo & Company (WFC) | 0.1 | $251k | 3.1k | 80.04 |
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| Caris Life Sciences (CAI) | 0.1 | $243k | NEW | 7.9k | 30.63 |
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| Wal-Mart Stores (WMT) | 0.1 | $243k | 2.3k | 103.91 |
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| Newmont Mining Corporation (NEM) | 0.1 | $229k | NEW | 2.0k | 115.35 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $226k | 245.00 | 922.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $225k | 1.6k | 142.26 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $224k | 1.2k | 190.16 |
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| Honeywell International (HON) | 0.1 | $221k | 1.0k | 210.94 |
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| Rigel Pharmaceuticals (RIGL) | 0.1 | $220k | NEW | 4.6k | 48.15 |
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| Us Bancorp Com New (USB) | 0.1 | $217k | NEW | 3.8k | 57.77 |
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| Braze Com Cl A (BRZE) | 0.1 | $210k | NEW | 8.4k | 25.10 |
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| Immunocore Hldgs Ads (IMCR) | 0.1 | $207k | NEW | 6.8k | 30.29 |
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| Analog Devices (ADI) | 0.1 | $206k | 520.00 | 396.80 |
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| InterDigital (IDCC) | 0.1 | $205k | -62% | 630.00 | 326.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $204k | NEW | 2.6k | 78.42 |
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| Senstar Technologies Corp (SNT) | 0.0 | $56k | 34k | 1.62 |
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| Medical Properties Trust (MPT) | 0.0 | $51k | +9% | 15k | 3.46 |
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Past Filings by Juncture Wealth Strategies
SEC 13F filings are viewable for Juncture Wealth Strategies going back to 2014
- Juncture Wealth Strategies 2026 Q3 filed Oct. 6, 2026
- Juncture Wealth Strategies 2026 Q2 filed July 9, 2026
- 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