Juncture Wealth Strategies

Juncture Wealth Strategies as of June 30, 2026

Portfolio Holdings for Juncture Wealth Strategies

Juncture Wealth Strategies holds 179 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 16.2 $63M 182k 343.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 9.2 $36M 1.2M 28.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.8 $18M 335k 55.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.9 $15M 70k 212.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $10M 324k 31.71
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $9.9M 100k 98.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $9.6M 137k 69.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $8.9M 108k 82.65
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.9 $7.4M 84k 88.54
Spdr Series Trust St Str Sp Div (SDY) 1.8 $6.8M 45k 152.18
Global X Fds S&p 500 Covered (XYLD) 1.7 $6.5M 159k 40.79
Spdr Series Trust St Str P500val (SPYV) 1.7 $6.3M 104k 60.79
Ishares Tr Core S&p500 Etf (IVV) 1.4 $5.5M 7.4k 748.90
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.3 $4.9M 28k 176.65
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $4.9M 72k 68.41
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $4.6M 31k 148.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $4.5M 6.0k 746.77
Global X Fds Global X Uranium (URA) 1.2 $4.4M 101k 43.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $4.2M 54k 79.03
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $4.1M 78k 52.41
Franklin Templeton Etf Tr Franklin India (FLIN) 1.1 $4.1M 114k 35.57
Ishares Tr Msci China Etf (MCHI) 1.0 $3.7M 73k 51.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $3.7M 12k 306.30
Ishares Tr Msci Usa Value (VLUE) 1.0 $3.7M 18k 199.81
Broadcom (AVGO) 0.9 $3.3M 8.9k 377.74
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.9 $3.3M 40k 82.49
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.8 $3.0M 32k 92.98
Global X Fds Lithium Btry Etf (LIT) 0.8 $2.9M 37k 78.28
NVIDIA Corporation (NVDA) 0.8 $2.9M 14k 200.09
Palo Alto Networks (PANW) 0.8 $2.9M 8.5k 341.02
Global X Fds Global X Silver (SIL) 0.7 $2.9M 37k 77.46
Vaneck Etf Trust Rare Ear Str Etf (REMX) 0.7 $2.9M 32k 88.50
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $2.8M 38k 75.45
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.8M 32k 86.14
Spdr Series Trust St Str Sp Metal (XME) 0.7 $2.7M 26k 106.93
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.7 $2.7M 11k 247.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $2.6M 72k 36.87
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $2.5M 4.0k 640.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $2.5M 6.9k 365.70
First Tr Exchange-traded Dj Internt Idx (FDN) 0.6 $2.3M 8.6k 264.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.1M 57k 36.13
Axon Enterprise (AXON) 0.5 $1.9M 3.4k 560.61
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.9M 77k 24.14
Global X Fds Global X Copper (COPX) 0.5 $1.8M 24k 76.97
Microsoft Corporation (MSFT) 0.5 $1.8M 4.9k 373.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.8M 53k 33.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.7M 4.7k 370.04
Cisco Systems (CSCO) 0.4 $1.7M 15k 117.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.7M 16k 106.47
Ishares Tr National Mun Etf (MUB) 0.4 $1.5M 14k 107.62
Micron Technology (MU) 0.3 $1.3M 1.2k 1154.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.3M 17k 77.91
Amphenol Corp Cl A (APH) 0.3 $1.3M 7.3k 176.32
Astera Labs (ALAB) 0.3 $1.3M 2.6k 483.02
Exxon Mobil Corporation (XOM) 0.3 $1.3M 9.1k 136.73
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 3.8k 327.33
Spdr Series Trust St Str Sp500div (SPYD) 0.3 $1.2M 26k 47.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.2M 1.8k 686.75
Spdr Series Trust St Nuve Term Etf (SHM) 0.3 $1.2M 25k 47.97
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 0.3 $1.1M 18k 63.95
Advanced Micro Devices (AMD) 0.3 $1.1M 1.9k 580.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 8.8k 124.17
Sandisk Corp (SNDK) 0.3 $1.1M 475.00 2273.73
Eton Pharmaceuticals (ETON) 0.3 $1.0M 29k 36.20
Chevron Corporation (CVX) 0.3 $988k 6.0k 165.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $974k 1.9k 500.39
Halozyme Therapeutics (HALO) 0.2 $929k 12k 78.27
Morgan Stanley Com New (MS) 0.2 $904k 4.3k 209.04
Costco Wholesale Corporation (COST) 0.2 $890k 952.00 935.34
Neurocrine Biosciences (NBIX) 0.2 $887k 5.3k 168.53
Ptc Therapeutics I (PTCT) 0.2 $863k 11k 81.57
Globus Med Cl A (GMED) 0.2 $845k 11k 79.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $828k 36k 23.13
Fifth Third Ban (FITB) 0.2 $826k 15k 56.37
Pulte (PHM) 0.2 $818k 6.0k 137.21
Mastercard Incorporated Cl A (MA) 0.2 $809k 1.6k 513.60
Silicon Motion Technology Sponsored Adr (SIMO) 0.2 $806k 2.4k 333.33
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $799k 4.2k 190.52
Rio Tinto Sponsored Adr (RIO) 0.2 $786k 8.3k 94.92
Alphabet Cap Stk Cl C (GOOG) 0.2 $768k 2.2k 353.33
Arteris (AIP) 0.2 $763k 16k 48.59
Victory Portfolios Ii Core Plus Bd Etf (UBND) 0.2 $758k 35k 21.73
Spdr Series Trust St Str Sp400val (MDYV) 0.2 $751k 7.9k 94.86
Eli Lilly & Co. (LLY) 0.2 $734k 612.00 1199.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $728k 13k 56.48
Meta Platforms Cl A (META) 0.2 $710k 1.3k 563.32
Texas Instruments Incorporated (TXN) 0.2 $703k 2.4k 298.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $687k 8.9k 77.11
Northern Trust Corporation (NTRS) 0.2 $682k 3.9k 173.84
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $681k 3.1k 219.43
Tesla Motors (TSLA) 0.2 $674k 1.6k 420.60
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $650k 7.5k 86.42
Spdr Series Trust St Str Sp600grwo (SLYG) 0.2 $648k 5.4k 119.13
Ishares Tr Select Divid Etf (DVY) 0.2 $638k 4.1k 156.30
Zeta Global Holdings Corp Cl A (ZETA) 0.2 $635k 32k 19.68
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $633k 2.3k 271.95
PNC Financial Services (PNC) 0.2 $618k 2.5k 246.23
Kulicke and Soffa Industries (KLIC) 0.2 $618k 4.6k 133.76
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $615k 5.2k 118.99
Tapestry (TPR) 0.2 $608k 4.2k 146.40
Aurinia Pharmaceuticals (AUPH) 0.2 $581k 34k 16.97
Catalyst Pharmaceutical Partners (CPRX) 0.2 $579k 18k 31.43
Mirum Pharmaceuticals (MIRM) 0.1 $564k 4.8k 117.07
Incyte Corporation (INCY) 0.1 $562k 5.0k 113.36
Monster Beverage Corp (MNST) 0.1 $558k 5.8k 96.12
Spdr Series Trust St Str Sp Semi (XSD) 0.1 $553k 886.00 623.70
Gilead Sciences (GILD) 0.1 $548k 4.3k 126.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $544k 5.6k 96.43
O'reilly Automotive (ORLY) 0.1 $533k 5.8k 92.09
L3harris Technologies (LHX) 0.1 $517k 1.8k 290.59
Spdr Series Trust ST STR SP400GRW (MDYG) 0.1 $514k 4.6k 112.09
Opera Sponsored Ads (OPRA) 0.1 $513k 26k 19.83
Ishares Tr Rus 1000 Etf (IWB) 0.1 $505k 1.2k 409.50
Allegheny Technologies Incorporated (ATI) 0.1 $490k 2.5k 197.10
InterDigital (IDCC) 0.1 $473k 1.7k 283.13
Citigroup Com New (C) 0.1 $458k 3.3k 139.96
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $456k 2.7k 170.86
Vanguard Index Fds Value Etf (VTV) 0.1 $453k 2.1k 217.93
Samsara Com Cl A (IOT) 0.1 $445k 14k 32.43
United Parcel Svcs CL B (UPS) 0.1 $444k 4.1k 107.50
Abbvie (ABBV) 0.1 $437k 1.7k 251.65
MercadoLibre (MELI) 0.1 $435k 256.00 1697.39
Spdr Series Trust St Inter Bd Etf (SPIB) 0.1 $430k 13k 33.46
Goldman Sachs (GS) 0.1 $430k 425.00 1011.37
Lowe's Companies (LOW) 0.1 $428k 1.9k 220.49
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $424k 14k 30.01
Intercontinental Exchange (ICE) 0.1 $381k 3.1k 123.11
Spdr Series Trust St Str Nuvee Etf (TFI) 0.1 $380k 8.3k 45.80
American Electric Power Company (AEP) 0.1 $379k 2.8k 136.81
Union Pacific Corporation (UNP) 0.1 $375k 1.4k 272.00
Park National Corporation (PRK) 0.1 $369k 2.0k 182.99
Vericel (VCEL) 0.1 $369k 8.3k 44.49
Healthequity (HQY) 0.1 $367k 4.1k 90.32
Regions Financial Corporation (RF) 0.1 $366k 12k 30.20
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $355k 21k 17.35
Coca-Cola Company (KO) 0.1 $355k 4.4k 81.27
Oddity Tech Shs Cl A (ODD) 0.1 $348k 23k 15.13
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $343k 6.4k 53.61
Hormel Foods Corporation (HRL) 0.1 $343k 14k 24.82
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $343k 717.00 477.64
Blackrock (BLK) 0.1 $342k 356.00 961.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $342k 2.5k 136.68
Textron (TXT) 0.1 $340k 3.7k 91.73
Hf Sinclair Corp (DINO) 0.1 $328k 4.7k 69.65
Novartis Sponsored Adr (NVS) 0.1 $313k 2.0k 156.72
Johnson & Johnson (JNJ) 0.1 $312k 1.2k 254.03
Progressive Corporation (PGR) 0.1 $311k 1.4k 218.45
Oracle Corporation (ORCL) 0.1 $310k 2.1k 146.55
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $308k 2.7k 114.18
Verizon Communications (VZ) 0.1 $305k 7.2k 42.34
State Street Corporation (STT) 0.1 $300k 1.8k 169.60
Supernus Pharmaceuticals (SUPN) 0.1 $298k 6.4k 46.51
Theravance Biopharma (TBPH) 0.1 $293k 17k 17.00
Bank of America Corporation (BAC) 0.1 $292k 5.1k 56.98
Ecolab (ECL) 0.1 $292k 1.0k 278.61
Altria (MO) 0.1 $286k 4.0k 71.95
EOG Resources (EOG) 0.1 $284k 2.2k 129.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $272k 1.7k 164.27
Friedman Inds (FRD) 0.1 $270k 8.4k 32.18
Wal-Mart Stores (WMT) 0.1 $265k 2.3k 113.26
Wells Fargo & Company (WFC) 0.1 $260k 3.1k 82.64
Medtronic SHS (MDT) 0.1 $252k 3.2k 78.23
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $248k 1.0k 236.62
Mongodb Cl A (MDB) 0.1 $241k 718.00 335.90
Uber Technologies (UBER) 0.1 $239k 3.3k 72.16
Honeywell International (HON) 0.1 $237k 1.1k 223.98
ConocoPhillips (COP) 0.1 $237k 2.3k 103.96
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $236k 245.00 965.00
Honeywell Aerospace (HONA) 0.1 $234k 1.1k 221.08
Artisan Partners Asset Mgmt Cl A (APAM) 0.1 $221k 6.4k 34.53
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $218k 1.2k 184.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $217k 1.6k 137.53
Atlassian Corporation Cl A (TEAM) 0.1 $216k 2.8k 77.79
Ishares Tr Russell 2000 Etf (IWM) 0.1 $211k 701.00 300.45
Analog Devices (ADI) 0.1 $207k 520.00 397.17
Genuine Parts Company (GPC) 0.1 $202k 1.7k 117.98
Genmab A/s Sponsored Ads (GMAB) 0.1 $202k 7.3k 27.47
Senstar Technologies Corp (SNT) 0.0 $66k 34k 1.93
Medical Properties Trust (MPT) 0.0 $62k 14k 4.62