Juncture Wealth Strategies, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Juncture Wealth Strategies, LLC reported 125 stock positions worth $281.5 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 24.1% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 10.7%) and Dimensional US Marketwide Va (DFUV, 6.3%). Compared with Q1 2025, it opened 11 new positions, sold out of 8, added to 40 and reduced 56. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +60%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $281.5M (Q2 2025)
- SEC Filing
- 0001632866-25-000004 ↗ filed Jul 8, 2025
Holdings Value
Holdings 125 stocks · $281.5M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 24.13% | 238,093 | $67.9M | Add +1.1% |
| SCHB Schwab US Broad Market ETF | 10.68% | 1,261,049 | $30.1M | Add +60.4% |
| DFUV Dimensional US Marketwide Va | 6.33% | 421,448 | $17.8M | Reduce -12.1% |
| SCHD Schwab US DVD Equity ETF | 3.41% | 361,853 | $9.6M | Add +1.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.07% | 165,137 | $8.6M | Reduce -5.9% |
| AGG iShares Core U.S. Aggregate | 2.84% | 80,677 | $8.0M | Add +2.4% |
| DFAT Dimensional US Target Value | 2.71% | 141,421 | $7.6M | Reduce -27.3% |
| VCIT Vanguard Int-Term Corporate | 2.56% | 86,751 | $7.2M | Add +5.9% |
| XYLD Global X S&P 500 Cove Call E | 2.14% | 155,018 | $6.0M | Add +3.3% |
| URA Global X Uranium ETF | 2.05% | 148,486 | $5.8M | Add +1.2% |
| VGK Vanguard Ftse Europe ETF | 1.93% | 70,265 | $5.4M | Add +574.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.61% | 15,948 | $4.5M | Reduce -12.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.53% | 54,235 | $4.3M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 6,655 | $4.1M | Add +0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.35% | 72,114 | $3.8M | Add +3.9% |
| AXON Axon Enterprise Inc. | 1.17% | 3,969 | $3.3M | Reduce -4.4% |
| VNQ Vanguard Real Estate ETF | 1.12% | 35,364 | $3.1M | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.10% | 11,214 | $3.1M | Reduce -19.7% |
| SCHM Schwab US Mid Cap ETF | 0.97% | 97,451 | $2.7M | Reduce -31.6% |
| FLIN Franklin Ftse India ETF | 0.96% | 67,640 | $2.7M | Add +67.8% |
| FDN First Trust DJ Internet Ind | 0.84% | 8,820 | $2.4M | Reduce -6.4% |
| SCHA Schwab US Small-Cap ETF | 0.77% | 85,408 | $2.2M | Reduce -40.5% |
| IDCC Interdigital Inc. | 0.76% | 9,515 | $2.1M | Reduce -1.3% |
| SCHO Schwab Short-Term US Treas | 0.75% | 86,919 | $2.1M | Reduce -4.3% |
| MCHI iShares MSCI China ETF | 0.75% | 38,113 | $2.1M | Add +95.2% |
| KBWB Invesco KBW Bank ETF | 0.73% | 28,572 | $2.0M | Add +106.9% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.70% | 91,299 | $2.0M | Reduce -5.0% |
| KRE SS SPDR S&P Regional Bank | 0.68% | 32,426 | $1.9M | Add +115.8% |
| NVDA Nvidia Corp. | 0.66% | 11,687 | $1.8M | Reduce -4.6% |
| FBT First Trust Nyse Arca Biotec | 0.63% | 11,073 | $1.8M | Reduce -3.7% |
| SUB iShares Short-Term National | 0.61% | 16,061 | $1.7M | Add +41.1% |
| IVV iShares Core S&P 500 ETF | 0.60% | 2,713 | $1.7M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.59% | 16,026 | $1.7M | Reduce -16.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 5,140 | $1.6M | Reduce -11.5% |
| BSV Vanguard Short-Term Bond ETF | 0.48% | 17,139 | $1.3M | Reduce -0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.47% | 16,699 | $1.3M | Reduce -18.4% |
| SOXX iShares Semiconductor ETF | 0.45% | 5,279 | $1.3M | Reduce -4.9% |
| GDX Vaneck Gold Miners ETF | 0.45% | 24,147 | $1.3M | Reduce -4.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.44% | 29,119 | $1.2M | Add +2.6% |
| SIL Global X Silver Miners ETF | 0.43% | 25,266 | $1.2M | Add +5.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.42% | 24,992 | $1.2M | Add +14.5% |
| META Meta Platforms Inc. Class A | 0.42% | 1,616 | $1.2M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.42% | 2,093 | $1.2M | Reduce -1.2% |
| CYBR Cyberark Software Ltd./Israel | 0.41% | 2,849 | $1.2M | Reduce -0.4% |
| MSFT Microsoft Corp. | 0.41% | 2,327 | $1.2M | Reduce -3.2% |
| AVGO Broadcom Inc. | 0.38% | 3,859 | $1.1M | Reduce -4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 2,407 | $1.1M | New |
| MELI MercadoLibre Inc. | 0.37% | 401 | $1.0M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.36% | 14,768 | $1.0M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,983 | $963K | Reduce -1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.34% | 9,975 | $951K | Reduce -27.0% |
| GILD Gilead Sciences Inc. | 0.31% | 7,757 | $860K | Reduce -9.0% |
| SCHG Schwab US Large-Cap Growth | 0.28% | 26,926 | $787K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.26% | 31,076 | $722K | Reduce -4.3% |
| SCHH Schwab US REIT ETF | 0.25% | 33,678 | $713K | Reduce -5.7% |
| TPR Tapestry Inc. | 0.25% | 7,991 | $702K | No change |
| DVY iShares Select Dividend ETF | 0.24% | 5,092 | $676K | Add +1.0% |
| CVX Chevron Corp. | 0.23% | 4,466 | $639K | Add +8.3% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.21% | 13,214 | $590K | Reduce -22.5% |
| GOOG Alphabet Inc. Class C | 0.20% | 3,234 | $574K | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 9,227 | $572K | Reduce -10.6% |
| IWF iShares Russell 1000 Growth | 0.20% | 1,320 | $560K | No change |
| SMB Vaneck Short Muni ETF | 0.20% | 31,962 | $552K | Add +3.5% |
| HALO Halozyme Therapeutics Inc. | 0.19% | 10,534 | $548K | Reduce -14.9% |
| HUBS HubSpot Inc. | 0.19% | 967 | $538K | Reduce -30.5% |
| TSLA Tesla Inc. | 0.19% | 1,694 | $538K | Add +25.0% |
| NTRS Northern Trust Corp. | 0.19% | 4,212 | $534K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.19% | 5,242 | $522K | Reduce -50.4% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 11,116 | $515K | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,908 | $514K | Reduce -4.7% |
| NBIX Neurocrine Biosciences Inc. | 0.18% | 3,987 | $501K | Reduce -41.0% |
| ONTO Onto Innovation Inc. | 0.18% | 4,960 | $501K | Reduce -36.4% |
| LMT Lockheed Martin Corp. | 0.17% | 1,034 | $479K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.17% | 14,240 | $478K | Reduce -0.7% |
| ORCL Oracle Corp. | 0.17% | 2,158 | $472K | Add +0.1% |
| C Citigroup Inc. | 0.16% | 5,324 | $453K | No change |
| CORT Corcept Therapeutics Inc. | 0.16% | 6,113 | $449K | Add +10.4% |
| PNC PNC Financial Services Group | 0.16% | 2,395 | $446K | Add +4.3% |
| GMED Globus Medical Inc. Class A | 0.15% | 7,321 | $432K | Reduce -28.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.15% | 14,148 | $427K | Reduce -0.1% |
| IOT Samsara Inc. Class A | 0.15% | 10,688 | $425K | Reduce -35.2% |
| VZ Verizon Communications Inc. | 0.15% | 9,650 | $418K | Add +109.8% |
| FITB Fifth Third Bancorp | 0.15% | 9,992 | $411K | Add +0.0% |
| KVUE Kenvue Inc. | 0.14% | 18,716 | $392K | Add +2.2% |
| XLK SS Technology Select Sector | 0.14% | 1,514 | $383K | Reduce -61.1% |
| PGR Progressive Corp. | 0.14% | 1,429 | $381K | No change |
| SHOP Shopify Inc. Class A | 0.13% | 3,286 | $379K | Add +5.5% |
| XSD SS SPDR S&P Semiconductor | 0.13% | 1,466 | $376K | Add +18.3% |
| STT State Street Corp. | 0.13% | 3,468 | $369K | No change |
| AEP American Electric Power | 0.13% | 3,419 | $355K | Add +7.4% |
| DINO HF Sinclair Corp. | 0.12% | 8,482 | $348K | Add +4.9% |
| PRK Park National Corp. | 0.12% | 2,041 | $341K | No change |
| PODD Insulet Corp. | 0.12% | 1,047 | $329K | Reduce -21.4% |
| KMB Kimberly-Clark Corp. | 0.12% | 2,529 | $326K | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 2,905 | $317K | Reduce -19.8% |
| KO The Coca-Cola Co. | 0.11% | 4,394 | $311K | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.11% | 913 | $310K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,458 | $298K | Reduce -32.4% |
| MDT Medtronic PLC | 0.10% | 3,366 | $293K | No change |
| TEAM Atlassian Corp. Class A | 0.10% | 1,440 | $292K | Reduce -8.2% |
Portfolio Sells Q1 2025 → Q2 2025
| DFUV Dimensional US Marketwide Va | Reduce -12.1% | 6.33% | −1.34 |
| PROSHARES TR | Sold out | 0.00% | −1.23 |
| DFAT Dimensional US Target Value | Reduce -27.3% | 2.71% | −1.18 |
| SCHA Schwab US Small-Cap ETF | Reduce -40.5% | 0.77% | −0.54 |
| SCHM Schwab US Mid Cap ETF | Reduce -31.6% | 0.97% | −0.48 |
| TWM Proshares Ultrashort R2000 | Sold out | 0.00% | −0.45 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.9% | 3.07% | −0.41 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -19.7% | 1.10% | −0.26 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.24 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -50.4% | 0.19% | −0.21 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -5.0% | 0.70% | −0.20 |
| MUB iShares National Muni Bond E | Reduce -16.6% | 0.59% | −0.19 |
| ONTO Onto Innovation Inc. | Reduce -36.4% | 0.18% | −0.19 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.18 |
| XLK SS Technology Select Sector | Reduce -61.1% | 0.14% | −0.18 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.16 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.15 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -18.4% | 0.47% | −0.14 |
| GMED Globus Medical Inc. Class A | Reduce -28.9% | 0.15% | −0.14 |
| FBT First Trust Nyse Arca Biotec | Reduce -3.7% | 0.63% | −0.13 |
| HUBS HubSpot Inc. | Reduce -30.5% | 0.19% | −0.12 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -12.2% | 1.61% | −0.12 |
| HALO Halozyme Therapeutics Inc. | Reduce -14.9% | 0.19% | −0.11 |
| NBIX Neurocrine Biosciences Inc. | Reduce -41.0% | 0.18% | −0.11 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -4.3% | 0.75% | −0.11 |
| IOT Samsara Inc. Class A | Reduce -35.2% | 0.15% | −0.09 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -22.5% | 0.21% | −0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -27.0% | 0.34% | −0.09 |
| VCEL Vericel Corp. | Reduce -48.9% | 0.07% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.3% | 0.18% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -0.2% | 0.09% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.34% | −0.07 |
| ERII Energy Recovery Inc. | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -9.0% | 0.31% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.5% | 0.56% | −0.07 |
| XLC SS Comm Select Sector SPDR | Reduce -43.4% | 0.08% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -32.4% | 0.11% | −0.06 |
| SCHH Schwab US REIT ETF | Reduce -5.7% | 0.25% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.4% | 0.48% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -18.9% | 0.09% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -26.2% | 0.10% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.3% | 0.26% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.8% | 0.11% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.6% | 0.20% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -25.5% | 0.08% | −0.03 |
| TEAM Atlassian Corp. Class A | Reduce -8.2% | 0.10% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.7% | 0.18% | −0.02 |
| PODD Insulet Corp. | Reduce -21.4% | 0.12% | −0.02 |
| IDCC Interdigital Inc. | Reduce -1.3% | 0.76% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHB Schwab US Broad Market ETF | Add +60.4% | 10.68% | +4.10 |
| VGK Vanguard Ftse Europe ETF | Add +574.5% | 1.93% | +1.65 |
| URA Global X Uranium ETF | Add +1.2% | 2.05% | +0.74 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1.1% | 24.13% | +0.61 |
| KBWB Invesco KBW Bank ETF | Add +106.9% | 0.73% | +0.39 |
| FLIN Franklin Ftse India ETF | Add +67.8% | 0.96% | +0.38 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.37% | +0.37 |
| KRE SS SPDR S&P Regional Bank | Add +115.8% | 0.68% | +0.35 |
| MCHI iShares MSCI China ETF | Add +95.2% | 0.75% | +0.33 |
| SCHG Schwab US Large-Cap Growth | New | 0.28% | +0.28 |
| LMT Lockheed Martin Corp. | New | 0.17% | +0.17 |
| SUB iShares Short-Term National | Add +41.1% | 0.61% | +0.14 |
| ATI Ati Inc. | New | 0.09% | +0.09 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.07% | +0.07 |
| FCX Freeport-McMoran Inc. | New | 0.07% | +0.07 |
| ITOT iShares Core S&P Total U.S. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +2.9% | 0.42% | +0.07 |
| JNJ Johnson & Johnson | New | 0.07% | +0.07 |
| CTAS Cintas Corp. | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | Add +109.8% | 0.15% | +0.07 |
| SIL Global X Silver Miners ETF | Add +5.2% | 0.43% | +0.06 |
| TSLA Tesla Inc. | Add +25.0% | 0.19% | +0.05 |
| PATH Uipath Inc. Class A | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +0.1% | 0.17% | +0.05 |
| XSD SS SPDR S&P Semiconductor | Add +18.3% | 0.13% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 1.46% | +0.03 |
| SHM SS SPDR N Ice St Muni ETF | Add +14.5% | 0.42% | +0.02 |
| DINO HF Sinclair Corp. | Add +4.9% | 0.12% | +0.02 |
| SHOP Shopify Inc. Class A | Add +5.5% | 0.13% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +6.0% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.36% | +0.01 |
| BAC Bank of America Corp. | Add +0.0% | 0.09% | +0.00 |
| PNC PNC Financial Services Group | Add +4.3% | 0.16% | +0.00 |
| FITB Fifth Third Bancorp | Add +0.0% | 0.15% | −0.01 |
| AEP American Electric Power | Add +7.4% | 0.13% | −0.01 |
| SMB Vaneck Short Muni ETF | Add +3.5% | 0.20% | −0.01 |
| KO The Coca-Cola Co. | Add +0.0% | 0.11% | −0.01 |
| DVY iShares Select Dividend ETF | Add +1.0% | 0.24% | −0.02 |
| KMB Kimberly-Clark Corp. | Add +0.1% | 0.12% | −0.02 |
| KVUE Kenvue Inc. | Add +2.2% | 0.14% | −0.03 |
| CVX Chevron Corp. | Add +8.3% | 0.23% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Add +5.9% | 2.56% | −0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +2.6% | 0.44% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +3.9% | 1.35% | −0.06 |
| CORT Corcept Therapeutics Inc. | Add +10.4% | 0.16% | −0.09 |
| VNQ Vanguard Real Estate ETF | Add +0.5% | 1.12% | −0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 1.53% | −0.13 |
| XYLD Global X S&P 500 Cove Call E | Add +3.3% | 2.14% | −0.16 |
| AGG iShares Core U.S. Aggregate | Add +2.4% | 2.84% | −0.18 |
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 |