Juncture Wealth Strategies, LLC

Name: JUNCTURE WEALTH STRATEGIES, LLC 13F holdings, Q3 2025
Creator: JUNCTURE WEALTH STRATEGIES, LLC
Published: 2025-10-14

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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
IJR iShares Core S&P Small-Cap E	0.11%	2,670	$317K	Reduce -8.1%
VZ Verizon Communications Inc.	0.10%	7,006	$308K	Reduce -27.4%
KO The Coca-Cola Co.	0.10%	4,395	$291K	Add +0.0%
ALAB Astera Labs Inc.	0.10%	1,469	$288K	New
VIG Vanguard Dividend Apprec ETF	0.10%	1,324	$286K	Reduce -9.2%
HRL Hormel Foods Corp.	0.09%	11,407	$282K	New
WMT Walmart Inc.	0.09%	2,727	$281K	Add +0.1%
IOT Samsara Inc. Class A	0.09%	7,282	$271K	Reduce -31.9%
V Visa Inc. Class A	0.09%	791	$270K	No change
JNJ Johnson & Johnson	0.09%	1,446	$268K	Add +10.0%
PHM Pultegroup Inc.	0.09%	2,019	$267K	No change
KNSA Kiniksa Pharmaceuticals Inte	0.09%	6,864	$267K	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	5,129	$265K	No change
XLC SS Comm Select Sector SPDR	0.09%	2,235	$265K	Add +7.1%
WFC Wells Fargo & Co.	0.09%	3,150	$264K	Reduce -13.7%
PTCT PTC Therapeutics Inc.	0.08%	4,102	$252K	New
DINO HF Sinclair Corp.	0.08%	4,765	$249K	Reduce -43.8%
RF Regions Financial Corp.	0.08%	9,433	$249K	New
STT State Street Corp.	0.08%	1,968	$228K	Reduce -43.3%
MDYG SS SPDR S&P 400 MC GR ETF	0.08%	2,459	$225K	New
ITOT iShares Core S&P Total U.S.	0.07%	1,512	$220K	No change
DGRW Wisdomtree U.S. Quality Divi	0.07%	2,443	$217K	No change
RMBS Rambus Inc.	0.07%	1,980	$206K	New
ABT Abbott Laboratories	0.07%	1,517	$203K	New
ATI Ati Inc.	0.07%	2,487	$202K	Reduce -10.7%
JHG Janus Henderson Group PLC	0.07%	4,500	$200K	New
SNT Senstar Technologies Corp.	0.06%	34,375	$172K	No change
ULBI Ultralife Corp.	0.04%	18,277	$125K	No change
LUMN Lumen Technologies Inc.	0.03%	15,499	$95K	New
RAVE Rave Restaurant Group Inc.	0.03%	24,132	$80K	No change

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