Juncture Wealth Strategies, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Juncture Wealth Strategies, LLC reported 179 stock positions worth $384.4 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 16.2% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 9.2%) and Dimensional US Marketwide Va (DFUV, 4.8%). Compared with Q1 2026, it opened 53 new positions, sold out of 7, added to 51 and reduced 62. The biggest buy was a new position in SS SPDR S&P Dividend ETF (SDY) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $384.4M (Q2 2026)
- SEC Filing
- 0001632866-26-000004 ↗ filed Jul 9, 2026
Holdings Value
Holdings 179 stocks · $384.4M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 16.25% | 181,619 | $62.5M | Reduce -10.6% |
| SCHB Schwab US Broad Market ETF | 9.24% | 1,226,246 | $35.5M | Reduce -3.2% |
| DFUV Dimensional US Marketwide Va | 4.79% | 334,724 | $18.4M | Reduce -8.4% |
| RSP Invesco S&P 500 Equal Weight | 3.86% | 69,798 | $14.9M | Add +58.8% |
| SCHD Schwab US DVD Equity ETF | 2.67% | 323,518 | $10.3M | Reduce -16.5% |
| AGG iShares Core U.S. Aggregate | 2.58% | 100,001 | $9.9M | Add +8.5% |
| DFAT Dimensional US Target Value | 2.49% | 136,848 | $9.6M | Add +0.2% |
| VCIT Vanguard Int-Term Corporate | 2.33% | 108,280 | $8.9M | Add +7.3% |
| VGK Vanguard Ftse Europe ETF | 1.93% | 83,967 | $7.4M | Reduce -2.5% |
| SDY SS SPDR S&P Dividend ETF | 1.77% | 44,771 | $6.8M | New |
| XYLD Global X S&P 500 Cove Call E | 1.69% | 159,001 | $6.5M | Reduce -8.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.65% | 104,363 | $6.3M | Reduce -20.2% |
| IVV iShares Core S&P 500 ETF | 1.44% | 7,403 | $5.5M | Add +166.8% |
| PPA Invesco Aerospace & Defense | 1.28% | 27,881 | $4.9M | Add +9.2% |
| EEM iShares MSCI Emerging Market | 1.28% | 71,746 | $4.9M | Add +44.1% |
| IJR iShares Core S&P Small-Cap E | 1.21% | 31,291 | $4.6M | Add +1075.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 6,048 | $4.5M | Add +2.4% |
| URA Global X Uranium ETF | 1.15% | 101,249 | $4.4M | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.10% | 53,672 | $4.2M | Add +1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.06% | 77,852 | $4.1M | Add +3.2% |
| FLIN Franklin Ftse India ETF | 1.05% | 113,867 | $4.1M | Add +27.8% |
| MCHI iShares MSCI China ETF | 0.97% | 73,062 | $3.7M | Add +27.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.96% | 12,028 | $3.7M | Reduce -6.5% |
| VLUE iShares MSCI USA Value Facto | 0.95% | 18,364 | $3.7M | New |
| AVGO Broadcom Inc. | 0.87% | 8,866 | $3.3M | Add +132.1% |
| JIRE JPMorgan Int Res Enh Eqty | 0.86% | 40,004 | $3.3M | New |
| KBWB Invesco KBW Bank ETF | 0.78% | 32,091 | $3.0M | Reduce -0.1% |
| LIT Global X Lithium & Battery T | 0.75% | 37,038 | $2.9M | Add +84.9% |
| NVDA Nvidia Corp. | 0.75% | 14,413 | $2.9M | Add +32.5% |
| PANW Palo Alto Networks Inc. | 0.75% | 8,455 | $2.9M | Add +42.0% |
| SIL Global X Silver Miners ETF | 0.74% | 36,967 | $2.9M | Add +54.7% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.74% | 32,288 | $2.9M | Add +93.2% |
| GDX Vaneck Gold Miners ETF | 0.74% | 37,452 | $2.8M | Add +56.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.72% | 32,097 | $2.8M | Add +28.0% |
| XME SS SPDR S&P Metals Mining | 0.71% | 25,506 | $2.7M | Add +103.0% |
| FBT First Trust Nyse Arca Biotec | 0.71% | 10,948 | $2.7M | Add +5.2% |
| SCHM Schwab US Mid Cap ETF | 0.69% | 71,816 | $2.6M | Reduce -7.0% |
| SOXX iShares Semiconductor ETF | 0.66% | 3,966 | $2.5M | Reduce -6.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.65% | 6,883 | $2.5M | Reduce -1.3% |
| FDN First Trust DJ Internet Ind | 0.59% | 8,565 | $2.3M | Add +7.9% |
| SCHA Schwab US Small-Cap ETF | 0.54% | 57,031 | $2.1M | Reduce -6.1% |
| AXON Axon Enterprise Inc. | 0.50% | 3,415 | $1.9M | Reduce -7.8% |
| SCHO Schwab Short-Term US Treas | 0.48% | 77,123 | $1.9M | Reduce -2.6% |
| COPX Global X Copper Miners ETF | 0.48% | 23,939 | $1.8M | Add +615.0% |
| MSFT Microsoft Corp. | 0.48% | 4,904 | $1.8M | Add +121.2% |
| SCHG Schwab US Large-Cap Growth | 0.47% | 53,054 | $1.8M | Reduce -13.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 4,700 | $1.7M | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.44% | 14,450 | $1.7M | Reduce -3.6% |
| SUB iShares Short-Term National | 0.44% | 15,748 | $1.7M | Reduce -5.3% |
| MUB iShares National Muni Bond E | 0.38% | 13,723 | $1.5M | Add +18.1% |
| MU Micron Technology Inc. | 0.35% | 1,157 | $1.3M | Add +69.7% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 16,603 | $1.3M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 0.34% | 7,331 | $1.3M | New |
| ALAB Astera Labs Inc. | 0.33% | 2,613 | $1.3M | New |
| XOM Exxon Mobil Corp. | 0.33% | 9,149 | $1.3M | Add +78.4% |
| JPM JPMorgan Chase & Co. | 0.32% | 3,809 | $1.2M | Add +303.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.32% | 25,821 | $1.2M | Reduce -11.3% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,792 | $1.2M | Reduce -10.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.31% | 24,605 | $1.2M | Reduce -2.4% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.30% | 17,824 | $1.1M | Add +88.2% |
| AMD Advanced Micro Devices | 0.29% | 1,946 | $1.1M | Add +81.2% |
| IWF iShares Russell 1000 Growth | 0.28% | 8,796 | $1.1M | No change |
| SNDK Sandisk Corp. | 0.28% | 475 | $1.1M | New |
| ETON Eton Pharmaceuticals Inc. | 0.27% | 28,849 | $1.0M | Add +50.4% |
| CVX Chevron Corp. | 0.26% | 5,962 | $988K | Reduce -13.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,946 | $974K | No change |
| HALO Halozyme Therapeutics Inc. | 0.24% | 11,865 | $929K | Add +11.1% |
| MS Morgan Stanley | 0.24% | 4,326 | $904K | New |
| COST Costco Wholesale Corp. | 0.23% | 952 | $890K | New |
| NBIX Neurocrine Biosciences Inc. | 0.23% | 5,262 | $887K | Add +15.8% |
| PTCT PTC Therapeutics Inc. | 0.22% | 10,577 | $863K | Add +105.5% |
| GMED Globus Medical Inc. Class A | 0.22% | 10,692 | $845K | Add +12.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 35,795 | $828K | Add +6.8% |
| FITB Fifth Third Bancorp | 0.21% | 14,657 | $826K | Reduce -8.1% |
| PHM Pultegroup Inc. | 0.21% | 5,961 | $818K | Add +195.3% |
| MA Mastercard Inc. Class A | 0.21% | 1,575 | $809K | New |
| SIMO Silicon Motion Technol-ADR | 0.21% | 2,418 | $806K | New |
| XLK SS Technology Select Sector | 0.21% | 4,193 | $799K | Reduce -6.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.20% | 8,278 | $786K | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 0.20% | 2,174 | $768K | Reduce -12.2% |
| AIP Arteris Inc. | 0.20% | 15,709 | $763K | New |
| UBND Victoryshares Core Plus Bond | 0.20% | 34,906 | $758K | New |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 7,912 | $750K | Reduce -31.1% |
| LLY Eli Lilly & Co. | 0.19% | 612 | $734K | New |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 12,890 | $728K | New |
| META Meta Platforms Inc. Class A | 0.18% | 1,260 | $710K | Reduce -11.3% |
| TXN Texas Instruments Inc. | 0.18% | 2,360 | $703K | New |
| IJH iShares Core S&P Midcap ETF | 0.18% | 8,915 | $687K | Add +1.5% |
| NTRS Northern Trust Corp. | 0.18% | 3,920 | $681K | Reduce -4.8% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,104 | $681K | New |
| TSLA Tesla Inc. | 0.18% | 1,603 | $674K | Reduce -7.6% |
| TLT iShares 20+ Year Treasury BD | 0.17% | 7,517 | $650K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.17% | 5,437 | $648K | Add +57.7% |
| DVY iShares Select Dividend ETF | 0.17% | 4,081 | $638K | Reduce -13.0% |
| ZETA Zeta Global Holdings Corp. Class A | 0.17% | 32,256 | $635K | Add +41.5% |
| CRDO Credo Technology Group Holdi | 0.16% | 2,328 | $633K | New |
| PNC PNC Financial Services Group | 0.16% | 2,509 | $618K | Reduce -12.7% |
| KLIC Kulicke & Soffa Industries | 0.16% | 4,617 | $618K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 5,166 | $615K | Reduce -0.3% |
| TPR Tapestry Inc. | 0.16% | 4,150 | $608K | Reduce -2.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -10.6% | 16.25% | −4.04 |
| SCHB Schwab US Broad Market ETF | Reduce -3.2% | 9.24% | −1.39 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.5% | 2.67% | −1.30 |
| DFUV Dimensional US Marketwide Va | Reduce -8.4% | 4.79% | −1.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -20.2% | 1.65% | −0.82 |
| XYLD Global X S&P 500 Cove Call E | Reduce -8.4% | 1.69% | −0.58 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -74.4% | 0.15% | −0.44 |
| VGK Vanguard Ftse Europe ETF | Reduce -2.5% | 1.93% | −0.44 |
| VNQ Vanguard Real Estate ETF | Reduce -66.0% | 0.14% | −0.35 |
| IDCC Interdigital Inc. | Reduce -63.2% | 0.12% | −0.34 |
| CVX Chevron Corp. | Reduce -13.9% | 0.26% | −0.22 |
| SCHO Schwab Short-Term US Treas | Reduce -2.6% | 0.48% | −0.16 |
| SUB iShares Short-Term National | Reduce -5.3% | 0.44% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.5% | 0.96% | −0.15 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -31.1% | 0.20% | −0.13 |
| SCHG Schwab US Large-Cap Growth | Reduce -13.1% | 0.47% | −0.13 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -11.3% | 0.32% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Reduce -7.0% | 0.69% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.6% | 0.34% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -2.4% | 0.31% | −0.10 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -11.3% | 0.18% | −0.09 |
| MELI MercadoLibre Inc. | Reduce -24.9% | 0.11% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -10.8% | 0.32% | −0.08 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.08 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -7.0% | 0.20% | −0.07 |
| KBWB Invesco KBW Bank ETF | Reduce -0.1% | 0.78% | −0.07 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -13.0% | 0.17% | −0.07 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -38.2% | 0.09% | −0.07 |
| USB US Bancorp | Sold out | 0.00% | −0.07 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -4.4% | 0.14% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 0.45% | −0.06 |
| COP Conocophillips | Reduce -14.3% | 0.06% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.1% | 0.54% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.8% | 0.12% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.3% | 0.65% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -15.9% | 0.08% | −0.05 |
| TPR Tapestry Inc. | Reduce -2.4% | 0.16% | −0.04 |
| TSLA Tesla Inc. | Reduce -7.6% | 0.18% | −0.04 |
| PNC PNC Financial Services Group | Reduce -12.7% | 0.16% | −0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -4.0% | 0.11% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -12.2% | 0.20% | −0.04 |
| WMT Walmart Inc. | Reduce -8.8% | 0.07% | −0.04 |
| XSD SS SPDR S&P Semiconductor | Reduce -46.7% | 0.14% | −0.04 |
| STX Seagate Technology Holdings | Reduce -67.4% | 0.06% | −0.04 |
| MDT Medtronic PLC | Reduce -8.4% | 0.07% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| SDY SS SPDR S&P Dividend ETF | New | 1.77% | +1.77 |
| IJR iShares Core S&P Small-Cap E | Add +1075.5% | 1.21% | +1.10 |
| RSP Invesco S&P 500 Equal Weight | Add +58.8% | 3.86% | +1.04 |
| VLUE iShares MSCI USA Value Facto | New | 0.95% | +0.95 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.86% | +0.86 |
| IVV iShares Core S&P 500 ETF | Add +166.8% | 1.44% | +0.84 |
| AVGO Broadcom Inc. | Add +132.1% | 0.87% | +0.48 |
| PANW Palo Alto Networks Inc. | Add +42.0% | 0.75% | +0.43 |
| COPX Global X Copper Miners ETF | Add +615.0% | 0.48% | +0.39 |
| APH Amphenol Corp. Class A | New | 0.34% | +0.34 |
| EEM iShares MSCI Emerging Market | Add +44.1% | 1.28% | +0.33 |
| ALAB Astera Labs Inc. | New | 0.33% | +0.33 |
| SNDK Sandisk Corp. | New | 0.28% | +0.28 |
| MU Micron Technology Inc. | Add +69.7% | 0.35% | +0.27 |
| LIT Global X Lithium & Battery T | Add +84.9% | 0.75% | +0.26 |
| XME SS SPDR S&P Metals Mining | Add +103.0% | 0.71% | +0.26 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +93.2% | 0.74% | +0.25 |
| MS Morgan Stanley | New | 0.24% | +0.24 |
| COST Costco Wholesale Corp. | New | 0.23% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +303.1% | 0.32% | +0.23 |
| AMD Advanced Micro Devices | Add +81.2% | 0.29% | +0.22 |
| MA Mastercard Inc. Class A | New | 0.21% | +0.21 |
| SIMO Silicon Motion Technol-ADR | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +121.2% | 0.48% | +0.20 |
| AIP Arteris Inc. | New | 0.20% | +0.20 |
| UBND Victoryshares Core Plus Bond | New | 0.20% | +0.20 |
| LLY Eli Lilly & Co. | New | 0.19% | +0.19 |
| JEPI JPMorgan Equity Premium Inco | New | 0.19% | +0.19 |
| TXN Texas Instruments Inc. | New | 0.18% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | New | 0.18% | +0.18 |
| CRDO Credo Technology Group Holdi | New | 0.16% | +0.16 |
| KLIC Kulicke & Soffa Industries | New | 0.16% | +0.16 |
| MIRM Mirum Pharmaceuticals Inc. | New | 0.15% | +0.15 |
| INCY Incyte Corp. | New | 0.15% | +0.15 |
| MNST Monster Beverage Corp. | New | 0.15% | +0.15 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +88.2% | 0.30% | +0.14 |
| ORLY O'reilly Automotive Inc. | New | 0.14% | +0.14 |
| LHX L3HARRIS Technologies Inc. | New | 0.13% | +0.13 |
| OPRA Opera Ltd.-ADR | New | 0.13% | +0.13 |
| PHM Pultegroup Inc. | Add +195.3% | 0.21% | +0.13 |
| SPCX Space Exploration Techn Class A | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +32.5% | 0.75% | +0.12 |
| IOT Samsara Inc. Class A | New | 0.12% | +0.12 |
| ETON Eton Pharmaceuticals Inc. | Add +50.4% | 0.27% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.11% | +0.11 |
| LOW Lowe's Cos Inc. | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +28.0% | 0.72% | +0.11 |
| PTCT PTC Therapeutics Inc. | Add +105.5% | 0.22% | +0.11 |
| AUPH Aurinia Pharmaceuticals Inc. | Add +237.6% | 0.15% | +0.10 |
| ICE Intercontinental Exchange Inc. | New | 0.10% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 179 | $384.4M | VV, SCHB, DFUV, RSP, SCHD |
| Q1 2026 | 133 | $299.2M | VV, SCHB, DFUV, SCHD, AGG |
| Q4 2025 | 134 | $303.8M | VV, SCHB, DFUV, SCHD, AGG |
| Q3 2025 | 130 | $298.5M | VV, SCHB, DFUV, SCHD, SPYV |
| Q2 2025 | 125 | $281.5M | VV, SCHB, DFUV, SCHD, SPYV |
| Q1 2025 | 122 | $257.4M | VV, DFUV, SCHB, DFAT, SCHD |
| Q4 2024 | 130 | $268.4M | VV, DFUV, SCHB, DFAT, SCHD |
| Q3 2024 | 120 | $258.3M | VV, DFUV, SCHB, DFAT, SPYV |
| Q2 2024 | 112 | $238.6M | VV, DFUV, SCHB, SPYV, DFAT |
| Q1 2024 | 109 | $232.4M | VV, DFUV, SCHB, SPYV, DFAT |