Juncture Wealth Strategies, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Juncture Wealth Strategies, LLC reported 130 stock positions worth $298.5 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 24.5% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.0%) and Dimensional US Marketwide Va (DFUV, 5.9%). Compared with Q2 2025, it opened 20 new positions, sold out of 15, added to 43 and reduced 56. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +1%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −7%).
- Most Recent 13F
- Q3 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $298.5M (Q3 2025)
- SEC Filing
- 0001632866-25-000006 ↗ filed Oct 14, 2025
Holdings Value
Holdings 130 stocks · $298.5M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 24.55% | 237,975 | $73.3M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 10.97% | 1,273,141 | $32.7M | Add +1.0% |
| DFUV Dimensional US Marketwide Va | 5.86% | 391,554 | $17.5M | Reduce -7.1% |
| SCHD Schwab US DVD Equity ETF | 3.34% | 365,559 | $10.0M | Add +1.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.81% | 151,695 | $8.4M | Reduce -8.1% |
| DFAT Dimensional US Target Value | 2.76% | 141,532 | $8.2M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 2.72% | 81,069 | $8.1M | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 2.50% | 88,571 | $7.4M | Add +2.1% |
| XYLD Global X S&P 500 Cove Call E | 2.11% | 160,497 | $6.3M | Add +3.5% |
| URA Global X Uranium ETF | 2.11% | 132,159 | $6.3M | Reduce -11.0% |
| VGK Vanguard Ftse Europe ETF | 2.10% | 78,441 | $6.3M | Add +11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 6,509 | $4.3M | Reduce -2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.39% | 51,965 | $4.2M | Reduce -4.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.38% | 14,029 | $4.1M | Reduce -12.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.27% | 71,478 | $3.8M | Reduce -0.9% |
| VNQ Vanguard Real Estate ETF | 1.09% | 35,602 | $3.3M | Add +0.7% |
| IDCC Interdigital Inc. | 1.07% | 9,231 | $3.2M | Reduce -3.0% |
| AXON Axon Enterprise Inc. | 0.95% | 3,961 | $2.8M | Reduce -0.2% |
| MCHI iShares MSCI China ETF | 0.92% | 41,849 | $2.8M | Add +9.8% |
| FLIN Franklin Ftse India ETF | 0.91% | 72,988 | $2.7M | Add +7.9% |
| SCHM Schwab US Mid Cap ETF | 0.88% | 88,494 | $2.6M | Reduce -9.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.81% | 8,163 | $2.4M | Reduce -27.2% |
| KBWB Invesco KBW Bank ETF | 0.79% | 30,138 | $2.4M | Add +5.5% |
| FDN First Trust DJ Internet Ind | 0.77% | 8,242 | $2.3M | Reduce -6.5% |
| KRE SS SPDR S&P Regional Bank | 0.74% | 34,938 | $2.2M | Add +7.8% |
| NVDA Nvidia Corp. | 0.72% | 11,473 | $2.1M | Reduce -1.8% |
| SCHO Schwab Short-Term US Treas | 0.68% | 82,973 | $2.0M | Reduce -4.5% |
| SCHA Schwab US Small-Cap ETF | 0.67% | 72,016 | $2.0M | Reduce -15.7% |
| FBT First Trust Nyse Arca Biotec | 0.65% | 10,796 | $1.9M | Reduce -2.5% |
| SUB iShares Short-Term National | 0.63% | 17,571 | $1.9M | Add +9.4% |
| IVV iShares Core S&P 500 ETF | 0.63% | 2,789 | $1.9M | Add +2.8% |
| GDX Vaneck Gold Miners ETF | 0.59% | 23,210 | $1.8M | Reduce -3.9% |
| SIL Global X Silver Miners ETF | 0.58% | 24,111 | $1.7M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 5,140 | $1.7M | No change |
| CPRX Catalyst Pharmaceuticals Inc. | 0.55% | 83,402 | $1.6M | Reduce -8.7% |
| MUB iShares National Muni Bond E | 0.54% | 14,996 | $1.6M | Reduce -6.4% |
| BSV Vanguard Short-Term Bond ETF | 0.50% | 18,766 | $1.5M | Add +9.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.50% | 30,679 | $1.5M | Add +22.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 2,917 | $1.4M | Add +21.2% |
| CYBR Cyberark Software Ltd./Israel | 0.46% | 2,834 | $1.4M | Reduce -0.5% |
| SOXX iShares Semiconductor ETF | 0.45% | 4,917 | $1.3M | Reduce -6.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.43% | 29,258 | $1.3M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.43% | 2,080 | $1.3M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.43% | 3,852 | $1.3M | Reduce -0.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.42% | 15,141 | $1.3M | Reduce -9.3% |
| MSFT Microsoft Corp. | 0.39% | 2,267 | $1.2M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.39% | 1,597 | $1.2M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 2,036 | $1.0M | Add +2.7% |
| CSCO Cisco Systems Inc. | 0.34% | 14,910 | $1.0M | Add +1.0% |
| CVX Chevron Corp. | 0.33% | 6,355 | $987K | Add +42.3% |
| MELI MercadoLibre Inc. | 0.31% | 395 | $923K | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 0.30% | 28,371 | $905K | Add +5.4% |
| HALO Halozyme Therapeutics Inc. | 0.27% | 11,114 | $815K | Add +5.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 7,729 | $808K | Reduce -22.5% |
| TSLA Tesla Inc. | 0.26% | 1,754 | $780K | Add +3.5% |
| XLK SS Technology Select Sector | 0.26% | 2,703 | $762K | Add +78.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.24% | 30,956 | $727K | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,967 | $723K | Reduce -8.3% |
| SCHH Schwab US REIT ETF | 0.24% | 33,404 | $721K | Reduce -0.8% |
| DVY iShares Select Dividend ETF | 0.24% | 5,047 | $717K | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.23% | 1,479 | $693K | Add +12.1% |
| NBIX Neurocrine Biosciences Inc. | 0.22% | 4,671 | $656K | Add +17.2% |
| CORT Corcept Therapeutics Inc. | 0.21% | 7,392 | $614K | Add +20.9% |
| ORCL Oracle Corp. | 0.20% | 2,108 | $593K | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 8,826 | $576K | Reduce -4.3% |
| NTRS Northern Trust Corp. | 0.19% | 4,212 | $567K | No change |
| SMB Vaneck Short Muni ETF | 0.18% | 31,391 | $547K | Reduce -1.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.18% | 4,867 | $538K | Reduce -7.2% |
| SHOP Shopify Inc. Class A | 0.18% | 3,598 | $535K | Add +9.5% |
| PNC PNC Financial Services Group | 0.18% | 2,654 | $533K | Add +10.8% |
| GILD Gilead Sciences Inc. | 0.17% | 4,558 | $506K | Reduce -41.2% |
| GMED Globus Medical Inc. Class A | 0.17% | 8,621 | $494K | Add +17.8% |
| TPR Tapestry Inc. | 0.16% | 4,292 | $486K | Reduce -46.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.16% | 14,225 | $482K | Reduce -0.1% |
| FITB Fifth Third Bancorp | 0.16% | 10,793 | $481K | Add +8.0% |
| XSD SS SPDR S&P Semiconductor | 0.16% | 1,484 | $474K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.16% | 4,131 | $466K | Add +80.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.15% | 23,158 | $460K | Add +40.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.15% | 6,942 | $458K | New |
| TFI SS SPDR N Ice Muni Bond ETF | 0.15% | 9,930 | $453K | Reduce -24.9% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,234 | $451K | Add +35.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 2,375 | $443K | Reduce -18.3% |
| ABBV Abbvie Inc. | 0.14% | 1,862 | $431K | New |
| SPSB SS SPDR P St C Corp. ETF | 0.14% | 14,146 | $428K | Reduce -0.0% |
| APAM Artisan Partners Asset Ma -A | 0.14% | 9,841 | $427K | New |
| XLF SS Financial Select Sector | 0.13% | 7,404 | $399K | New |
| JPM JPMorgan Chase & Co. | 0.13% | 1,227 | $387K | New |
| MDT Medtronic PLC | 0.13% | 3,933 | $375K | Add +16.8% |
| PODD Insulet Corp. | 0.12% | 1,205 | $372K | Add +15.1% |
| ETON Eton Pharmaceuticals Inc. | 0.12% | 16,968 | $369K | New |
| ETD Ethan Allen Interiors Inc. | 0.12% | 12,500 | $368K | New |
| PGR Progressive Corp. | 0.12% | 1,428 | $353K | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.11% | 981 | $339K | Add +15.7% |
| C Citigroup Inc. | 0.11% | 3,324 | $337K | Reduce -37.6% |
| PRK Park National Corp. | 0.11% | 2,041 | $332K | No change |
| CPB The Campbell's Company | 0.11% | 10,425 | $329K | New |
| HUBS HubSpot Inc. | 0.11% | 697 | $326K | Reduce -27.9% |
| AEP American Electric Power | 0.11% | 2,890 | $325K | Reduce -15.5% |
| CMA Comerica Inc. | 0.11% | 4,685 | $321K | New |
| FMC FMC Corp. | 0.11% | 9,495 | $319K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DFUV Dimensional US Marketwide Va | Reduce -7.1% | 5.86% | −0.47 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -27.2% | 0.81% | −0.29 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -8.1% | 2.81% | −0.26 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -12.0% | 1.38% | −0.23 |
| AXON Axon Enterprise Inc. | Reduce -0.2% | 0.95% | −0.22 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.18 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.18 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.17 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -8.7% | 0.55% | −0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.2% | 1.39% | −0.14 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.14 |
| GILD Gilead Sciences Inc. | Reduce -41.2% | 0.17% | −0.14 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.12 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.10 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| CFR Cullen/Frost Bankers Inc. | Sold out | 0.00% | −0.10 |
| SCHA Schwab US Small-Cap ETF | Reduce -15.7% | 0.67% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -9.2% | 0.88% | −0.09 |
| TPR Tapestry Inc. | Reduce -46.3% | 0.16% | −0.09 |
| HUBS HubSpot Inc. | Reduce -27.9% | 0.11% | −0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.9% | 1.27% | −0.08 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -4.5% | 0.68% | −0.07 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.07 |
| VCEL Vericel Corp. | Sold out | 0.00% | −0.07 |
| FDN First Trust DJ Internet Ind | Reduce -6.5% | 0.77% | −0.07 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -22.5% | 0.27% | −0.07 |
| MELI MercadoLibre Inc. | Reduce -1.5% | 0.31% | −0.06 |
| IOT Samsara Inc. Class A | Reduce -31.9% | 0.09% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -6.4% | 0.54% | −0.06 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -24.9% | 0.15% | −0.06 |
| STT State Street Corp. | Reduce -43.3% | 0.08% | −0.05 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -9.3% | 0.42% | −0.05 |
| C Citigroup Inc. | Reduce -37.6% | 0.11% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -27.4% | 0.10% | −0.05 |
| DINO HF Sinclair Corp. | Reduce -43.8% | 0.08% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.3% | 0.15% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.39% | −0.03 |
| MSFT Microsoft Corp. | Reduce -2.6% | 0.39% | −0.02 |
| ATI Ati Inc. | Reduce -10.7% | 0.07% | −0.02 |
| PGR Progressive Corp. | Reduce -0.1% | 0.12% | −0.02 |
| AEP American Electric Power | Reduce -15.5% | 0.11% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -13.7% | 0.09% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.4% | 0.24% | −0.01 |
| SMB Vaneck Short Muni ETF | Reduce -1.8% | 0.18% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -0.8% | 0.24% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SCHB Schwab US Broad Market ETF | Add +1.0% | 10.97% | +0.29 |
| MCHI iShares MSCI China ETF | Add +9.8% | 0.92% | +0.18 |
| VGK Vanguard Ftse Europe ETF | Add +11.6% | 2.10% | +0.16 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.15% | +0.15 |
| ABBV Abbvie Inc. | New | 0.14% | +0.14 |
| APAM Artisan Partners Asset Ma -A | New | 0.14% | +0.14 |
| XLF SS Financial Select Sector | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | New | 0.13% | +0.13 |
| ETON Eton Pharmaceuticals Inc. | New | 0.12% | +0.12 |
| ETD Ethan Allen Interiors Inc. | New | 0.12% | +0.12 |
| XLK SS Technology Select Sector | Add +78.5% | 0.26% | +0.12 |
| CPB The Campbell's Company | New | 0.11% | +0.11 |
| CMA Comerica Inc. | New | 0.11% | +0.11 |
| FMC FMC Corp. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +42.3% | 0.33% | +0.10 |
| ALAB Astera Labs Inc. | New | 0.10% | +0.10 |
| HRL Hormel Foods Corp. | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.2% | 0.47% | +0.09 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.09% | +0.09 |
| PTCT PTC Therapeutics Inc. | New | 0.08% | +0.08 |
| RF Regions Financial Corp. | New | 0.08% | +0.08 |
| HALO Halozyme Therapeutics Inc. | Add +5.5% | 0.27% | +0.08 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.08% | +0.08 |
| SHM SS SPDR N Ice St Muni ETF | Add +22.8% | 0.50% | +0.07 |
| TSLA Tesla Inc. | Add +3.5% | 0.26% | +0.07 |
| RMBS Rambus Inc. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +80.4% | 0.16% | +0.07 |
| ABT Abbott Laboratories | New | 0.07% | +0.07 |
| JHG Janus Henderson Group PLC | New | 0.07% | +0.07 |
| ZETA Zeta Global Holdings Corp. Class A | Add +40.7% | 0.15% | +0.06 |
| KBWB Invesco KBW Bank ETF | Add +5.5% | 0.79% | +0.06 |
| KRE SS SPDR S&P Regional Bank | Add +7.8% | 0.74% | +0.06 |
| DFAT Dimensional US Target Value | Add +0.1% | 2.76% | +0.05 |
| CORT Corcept Therapeutics Inc. | Add +20.9% | 0.21% | +0.05 |
| SHOP Shopify Inc. Class A | Add +9.5% | 0.18% | +0.04 |
| NBIX Neurocrine Biosciences Inc. | Add +17.2% | 0.22% | +0.04 |
| IWB iShares Russell 1000 ETF | Add +35.2% | 0.15% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +12.1% | 0.23% | +0.03 |
| LUMN Lumen Technologies Inc. | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 0.63% | +0.03 |
| XSD SS SPDR S&P Semiconductor | Add +1.2% | 0.16% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +5.4% | 0.30% | +0.02 |
| SUB iShares Short-Term National | Add +9.4% | 0.63% | +0.02 |
| MDT Medtronic PLC | Add +16.8% | 0.13% | +0.02 |
| PNC PNC Financial Services Group | Add +10.8% | 0.18% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +15.7% | 0.11% | +0.02 |
| JNJ Johnson & Johnson | Add +10.0% | 0.09% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +9.5% | 0.50% | +0.02 |
| FITB Fifth Third Bancorp | Add +8.0% | 0.16% | +0.02 |
| GMED Globus Medical Inc. Class A | Add +17.8% | 0.17% | +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 |