Juncture Wealth Strategies, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Juncture Wealth Strategies, LLC reported 130 stock positions worth $268.4 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 25.8% of the portfolio, followed by Dimensional US Marketwide Va (DFUV, 7.3%) and Schwab US Broad Market ETF (SCHB, 6.8%). Compared with Q3 2024, it opened 18 new positions, sold out of 8, added to 59 and reduced 45. The biggest buy was a new position in Franklin Ftse India ETF (FLIN) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −1%).
- Most Recent 13F
- Q3 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $268.4M (Q4 2024)
- SEC Filing
- 0001632866-25-000002 ↗ filed Jan 21, 2025
Holdings Value
Holdings 130 stocks · $268.4M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 25.77% | 256,421 | $69.2M | Reduce -1.2% |
| DFUV Dimensional US Marketwide Va | 7.31% | 479,411 | $19.6M | Add +5.5% |
| SCHB Schwab US Broad Market ETF | 6.77% | 800,226 | $18.2M | Add +5.3% |
| DFAT Dimensional US Target Value | 4.02% | 194,009 | $10.8M | Add +5.3% |
| SCHD Schwab US DVD Equity ETF | 3.61% | 354,989 | $9.7M | Add +8.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.41% | 178,993 | $9.2M | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 2.66% | 73,763 | $7.1M | Add +12.1% |
| VCIT Vanguard Int-Term Corporate | 2.35% | 78,658 | $6.3M | Add +17.4% |
| XYLD Global X S&P 500 Cove Call E | 2.32% | 148,893 | $6.2M | Add +12.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.69% | 17,922 | $4.5M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.63% | 7,479 | $4.4M | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.56% | 53,706 | $4.2M | Add +0.9% |
| URA Global X Uranium ETF | 1.52% | 151,971 | $4.1M | Add +2.5% |
| SCHM Schwab US Mid Cap ETF | 1.49% | 143,877 | $4.0M | Reduce -0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.43% | 13,682 | $3.8M | Add +4.0% |
| SCHA Schwab US Small-Cap ETF | 1.39% | 144,518 | $3.7M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.32% | 68,507 | $3.5M | Add +3.8% |
| AXON Axon Enterprise Inc. | 0.94% | 4,258 | $2.5M | Reduce -1.0% |
| FDN First Trust DJ Internet Ind | 0.86% | 9,480 | $2.3M | Add +3.8% |
| SCHO Schwab Short-Term US Treas | 0.82% | 91,979 | $2.2M | Reduce -7.0% |
| MUB iShares National Muni Bond E | 0.80% | 20,169 | $2.1M | Reduce -21.5% |
| NETL Cltpnt NT Leas RL Est-Usd Inc. | 0.78% | 89,372 | $2.1M | Reduce -21.3% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.76% | 97,397 | $2.0M | Add +0.2% |
| IDCC Interdigital Inc. | 0.72% | 9,936 | $1.9M | Reduce -0.1% |
| FBT First Trust Nyse Arca Biotec | 0.70% | 11,318 | $1.9M | Add +7.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 5,977 | $1.7M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.64% | 19,346 | $1.7M | Add +37.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.63% | 21,242 | $1.7M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.59% | 2,674 | $1.6M | Add +101.8% |
| BSV Vanguard Short-Term Bond ETF | 0.55% | 19,115 | $1.5M | Reduce -8.8% |
| NVDA Nvidia Corp. | 0.54% | 10,710 | $1.4M | Add +6.4% |
| ONTO Onto Innovation Inc. | 0.52% | 8,329 | $1.4M | Reduce -4.0% |
| CLBT Cellebrite Di Ltd. | 0.49% | 60,003 | $1.3M | Add +0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.47% | 14,411 | $1.3M | Reduce -5.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.47% | 29,150 | $1.3M | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 0.45% | 2,220 | $1.2M | Add +149.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.44% | 10,982 | $1.2M | Reduce -0.8% |
| SOXX iShares Semiconductor ETF | 0.43% | 5,384 | $1.2M | Add +6.9% |
| SUB iShares Short-Term National | 0.42% | 10,689 | $1.1M | Reduce -17.7% |
| MSFT Microsoft Corp. | 0.40% | 2,541 | $1.1M | Reduce -6.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.39% | 21,997 | $1.0M | Add +5.7% |
| NBIX Neurocrine Biosciences Inc. | 0.37% | 7,282 | $994K | Reduce -13.3% |
| VRRM Verra Mobility Corp. | 0.36% | 39,562 | $957K | Reduce -1.4% |
| CYBR Cyberark Software Ltd./Israel | 0.35% | 2,833 | $944K | Add +0.1% |
| HUBS HubSpot Inc. | 0.35% | 1,349 | $940K | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,016 | $914K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.33% | 1,524 | $892K | Add +3.1% |
| GMED Globus Medical Inc. Class A | 0.33% | 10,740 | $888K | Add +0.7% |
| AVGO Broadcom Inc. | 0.33% | 3,775 | $875K | Add +11.7% |
| FLIN Franklin Ftse India ETF | 0.32% | 22,933 | $869K | New |
| CSCO Cisco Systems Inc. | 0.32% | 14,538 | $861K | Add +2.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.30% | 35,342 | $802K | Reduce -2.0% |
| IOT Samsara Inc. Class A | 0.30% | 18,250 | $797K | Add +5.3% |
| GILD Gilead Sciences Inc. | 0.29% | 8,556 | $790K | Add +0.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.29% | 6,639 | $780K | Add +2.2% |
| XLK SS Technology Select Sector | 0.29% | 3,297 | $767K | Add +5.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.28% | 16,371 | $747K | Reduce -14.4% |
| GLBE Global-E Online Ltd. | 0.27% | 13,161 | $718K | Add +3.9% |
| MELI MercadoLibre Inc. | 0.26% | 408 | $694K | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.25% | 5,150 | $676K | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 10,324 | $643K | Add +8.4% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 11,342 | $642K | Add +0.7% |
| SCHH Schwab US REIT ETF | 0.23% | 29,395 | $619K | Reduce -3.4% |
| KRE SS SPDR S&P Regional Bank | 0.22% | 9,668 | $583K | New |
| HALO Halozyme Therapeutics Inc. | 0.21% | 11,978 | $573K | Reduce -0.7% |
| VCEL Vericel Corp. | 0.21% | 10,353 | $568K | Reduce -11.1% |
| CVX Chevron Corp. | 0.21% | 3,895 | $564K | Add +55.6% |
| KBWB Invesco KBW Bank ETF | 0.20% | 8,260 | $540K | New |
| IWF iShares Russell 1000 Growth | 0.20% | 1,320 | $530K | New |
| SMB Vaneck Short Muni ETF | 0.20% | 30,812 | $527K | Reduce -30.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.20% | 16,037 | $525K | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,702 | $515K | Reduce -2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 3,002 | $508K | Add +28.9% |
| UPS United Parcel Service Class B | 0.19% | 4,023 | $507K | Reduce -13.1% |
| TPR Tapestry Inc. | 0.18% | 7,290 | $476K | Add +17.8% |
| PNC PNC Financial Services Group | 0.17% | 2,395 | $462K | Reduce -4.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.17% | 15,243 | $455K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.17% | 1,121 | $453K | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 2,286 | $448K | Add +101.6% |
| ITB iShares U.S. Home Constructi | 0.17% | 4,301 | $445K | New |
| UNH Unitedhealth Group Inc. | 0.16% | 857 | $434K | Add +0.5% |
| NTRS Northern Trust Corp. | 0.16% | 4,212 | $432K | Add +2.4% |
| CAG Conagra Brands Inc. | 0.16% | 15,470 | $429K | Reduce -3.9% |
| FITB Fifth Third Bancorp | 0.16% | 10,090 | $427K | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 3,643 | $420K | Add +11.6% |
| PGR Progressive Corp. | 0.15% | 1,643 | $394K | Add +0.4% |
| GIS General Mills Inc. | 0.14% | 6,043 | $385K | Add +5.2% |
| ZETA Zeta Global Holdings Corp. Class A | 0.14% | 21,124 | $380K | Reduce -0.5% |
| GDX Vaneck Gold Miners ETF | 0.14% | 11,042 | $374K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,371 | $362K | New |
| ORCL Oracle Corp. | 0.13% | 2,157 | $359K | Add +1.9% |
| KVUE Kenvue Inc. | 0.13% | 16,713 | $357K | Add +60.5% |
| FMC FMC Corp. | 0.13% | 7,250 | $352K | Reduce -1.8% |
| C Citigroup Inc. | 0.13% | 4,998 | $352K | Add +2.0% |
| PRK Park National Corp. | 0.13% | 2,041 | $350K | Add +1.3% |
| STT State Street Corp. | 0.13% | 3,468 | $340K | No change |
| SIL Global X Silver Miners ETF | 0.13% | 10,652 | $338K | New |
| FTNT Fortinet Inc. | 0.12% | 3,494 | $330K | No change |
| XLC SS Comm Select Sector SPDR | 0.12% | 3,395 | $329K | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.12% | 3,769 | $324K | Reduce -25.5% |
Portfolio Sells Q3 2024 → Q4 2024
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.2% | 25.77% | −0.69 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.48 |
| NETL Cltpnt NT Leas RL Est-Usd Inc. | Reduce -21.3% | 0.78% | −0.41 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.9% | 3.41% | −0.28 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.28 |
| MUB iShares National Muni Bond E | Reduce -21.5% | 0.80% | −0.28 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.20 |
| ONTO Onto Innovation Inc. | Reduce -4.0% | 0.52% | −0.18 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.15 |
| SUB iShares Short-Term National | Reduce -17.7% | 0.42% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -7.0% | 0.82% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -25.5% | 0.12% | −0.11 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -0.5% | 0.14% | −0.10 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.10 |
| SMB Vaneck Short Muni ETF | Reduce -30.4% | 0.20% | −0.10 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.8% | 0.55% | −0.09 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.08 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.08 |
| VRRM Verra Mobility Corp. | Reduce -1.4% | 0.36% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.8% | 1.39% | −0.08 |
| LYB Lyondellbasell Indu Class A | Reduce -31.4% | 0.08% | −0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -14.4% | 0.28% | −0.07 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 1.49% | −0.06 |
| FMC FMC Corp. | Reduce -1.8% | 0.13% | −0.06 |
| UPS United Parcel Service Class B | Reduce -13.1% | 0.19% | −0.06 |
| HALO Halozyme Therapeutics Inc. | Reduce -0.7% | 0.21% | −0.05 |
| MSFT Microsoft Corp. | Reduce -6.0% | 0.40% | −0.05 |
| CAG Conagra Brands Inc. | Reduce -3.9% | 0.16% | −0.04 |
| SCHH Schwab US REIT ETF | Reduce -3.4% | 0.23% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.0% | 0.30% | −0.03 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -1.9% | 0.63% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Reduce -2.4% | 0.12% | −0.03 |
| SON Sonoco Products Co. | Reduce -7.4% | 0.11% | −0.03 |
| MDT Medtronic PLC | Reduce -4.6% | 0.10% | −0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -4.3% | 0.20% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.10% | −0.02 |
| AEP American Electric Power | Reduce -3.1% | 0.11% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -3.8% | 0.12% | −0.02 |
| CFR Cullen/Frost Bankers Inc. | Reduce -27.8% | 0.10% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.8% | 0.44% | −0.02 |
| WMT Walmart Inc. | Reduce -21.1% | 0.09% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -5.1% | 0.47% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.65% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -2.9% | 0.16% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -0.9% | 0.17% | −0.01 |
| PNC PNC Financial Services Group | Reduce -4.0% | 0.17% | −0.01 |
| NBIX Neurocrine Biosciences Inc. | Reduce -13.3% | 0.37% | −0.00 |
| V Visa Inc. Class A | Reduce -5.0% | 0.09% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 0.19% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| FLIN Franklin Ftse India ETF | New | 0.32% | +0.32 |
| IVV iShares Core S&P 500 ETF | Add +101.8% | 0.59% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +149.4% | 0.45% | +0.26 |
| SCHB Schwab US Broad Market ETF | Add +5.3% | 6.77% | +0.24 |
| KRE SS SPDR S&P Regional Bank | New | 0.22% | +0.22 |
| KBWB Invesco KBW Bank ETF | New | 0.20% | +0.20 |
| XYLD Global X S&P 500 Cove Call E | Add +12.6% | 2.32% | +0.20 |
| IWF iShares Russell 1000 Growth | New | 0.20% | +0.20 |
| VCIT Vanguard Int-Term Corporate | Add +17.4% | 2.35% | +0.18 |
| ITB iShares U.S. Home Constructi | New | 0.17% | +0.17 |
| GDX Vaneck Gold Miners ETF | New | 0.14% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.13% | +0.13 |
| SIL Global X Silver Miners ETF | New | 0.13% | +0.13 |
| VNQ Vanguard Real Estate ETF | Add +37.7% | 0.64% | +0.11 |
| FDN First Trust DJ Internet Ind | Add +3.8% | 0.86% | +0.11 |
| IWM iShares Russell 2000 ETF | New | 0.11% | +0.11 |
| CLBT Cellebrite Di Ltd. | Add +0.8% | 0.49% | +0.10 |
| AVGO Broadcom Inc. | Add +11.7% | 0.33% | +0.10 |
| WFC Wells Fargo & Co. | New | 0.10% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.09% | +0.09 |
| PODD Insulet Corp. | New | 0.09% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.08% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +12.1% | 2.66% | +0.08 |
| HUBS HubSpot Inc. | Add +3.1% | 0.35% | +0.08 |
| BAC Bank of America Corp. | New | 0.08% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +101.6% | 0.17% | +0.08 |
| GLBE Global-E Online Ltd. | Add +3.9% | 0.27% | +0.08 |
| MC Moelis & Co. Class A | New | 0.08% | +0.08 |
| ITOT iShares Core S&P Total U.S. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +55.6% | 0.21% | +0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.0% | 1.43% | +0.07 |
| TPR Tapestry Inc. | Add +17.8% | 0.18% | +0.06 |
| NVDA Nvidia Corp. | Add +6.4% | 0.54% | +0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +3.4% | 1.69% | +0.06 |
| DFAT Dimensional US Target Value | Add +5.3% | 4.02% | +0.06 |
| TSLA Tesla Inc. | Add +0.3% | 0.17% | +0.06 |
| PATH Uipath Inc. Class A | New | 0.05% | +0.05 |
| KVUE Kenvue Inc. | Add +60.5% | 0.13% | +0.04 |
| GMED Globus Medical Inc. Class A | Add +0.7% | 0.33% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.0% | 1.63% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +8.2% | 3.61% | +0.03 |
| CYBR Cyberark Software Ltd./Israel | Add +0.1% | 0.35% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +28.9% | 0.19% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.8% | 0.32% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.4% | 0.29% | +0.02 |
| NTRS Northern Trust Corp. | Add +2.4% | 0.16% | +0.02 |
| MACKENZIE RLTY CAP INC | New | 0.02% | +0.02 |
| ARM Arm Holdings PLC-ADR | Add +39.0% | 0.11% | +0.02 |
| TTD Trade Desk Inc./the Class A | Add +2.2% | 0.29% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.7% | 0.24% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 185 | $390.3M | VV, SCHB, DFUV, RSP, AGG |
| 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 |