Juncture Wealth Strategies, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Juncture Wealth Strategies, LLC reported 134 stock positions worth $303.8 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 24.4% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.0%) and Dimensional US Marketwide Va (DFUV, 6.0%). Compared with Q3 2025, it opened 13 new positions, sold out of 9, added to 48 and reduced 62. The biggest buy was a new position in Invesco Aerospace & Defense (PPA) and the biggest sale an exit from SS SPDR S&P Regional Bank (KRE).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $303.8M (Q4 2025)
- SEC Filing
- 0001632866-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 134 stocks · $303.8M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 24.44% | 235,880 | $74.3M | Reduce -0.9% |
| SCHB Schwab US Broad Market ETF | 11.00% | 1,273,539 | $33.4M | Add +0.0% |
| DFUV Dimensional US Marketwide Va | 6.01% | 391,958 | $18.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 3.49% | 386,974 | $10.6M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 2.89% | 87,774 | $8.8M | Add +8.3% |
| DFAT Dimensional US Target Value | 2.79% | 142,112 | $8.5M | Add +0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.68% | 143,463 | $8.2M | Reduce -5.4% |
| VCIT Vanguard Int-Term Corporate | 2.66% | 96,342 | $8.1M | Add +8.8% |
| VGK Vanguard Ftse Europe ETF | 2.39% | 86,833 | $7.3M | Add +10.7% |
| XYLD Global X S&P 500 Cove Call E | 2.32% | 173,271 | $7.0M | Add +8.0% |
| URA Global X Uranium ETF | 1.49% | 105,752 | $4.5M | Reduce -20.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.48% | 6,572 | $4.5M | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.36% | 51,699 | $4.1M | Reduce -0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.28% | 73,415 | $3.9M | Add +2.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.21% | 13,119 | $3.7M | Reduce -6.5% |
| PPA Invesco Aerospace & Defense | 1.15% | 22,320 | $3.5M | New |
| FLIN Franklin Ftse India ETF | 1.02% | 80,329 | $3.1M | Add +10.1% |
| VNQ Vanguard Real Estate ETF | 0.96% | 32,841 | $2.9M | Reduce -7.8% |
| IDCC Interdigital Inc. | 0.94% | 8,966 | $2.9M | Reduce -2.9% |
| MCHI iShares MSCI China ETF | 0.89% | 45,102 | $2.7M | Add +7.8% |
| KBWB Invesco KBW Bank ETF | 0.87% | 31,302 | $2.6M | Add +3.9% |
| SCHM Schwab US Mid Cap ETF | 0.79% | 79,653 | $2.4M | Reduce -10.0% |
| FBT First Trust Nyse Arca Biotec | 0.72% | 10,627 | $2.2M | Reduce -1.6% |
| FDN First Trust DJ Internet Ind | 0.70% | 7,911 | $2.1M | Reduce -4.0% |
| AXON Axon Enterprise Inc. | 0.70% | 3,744 | $2.1M | Reduce -5.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.69% | 6,976 | $2.1M | Reduce -14.5% |
| SCHO Schwab Short-Term US Treas | 0.65% | 81,264 | $2.0M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.65% | 10,614 | $2.0M | Reduce -7.5% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.65% | 84,342 | $2.0M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.62% | 2,750 | $1.9M | Reduce -1.4% |
| SUB iShares Short-Term National | 0.59% | 16,876 | $1.8M | Reduce -4.0% |
| SCHA Schwab US Small-Cap ETF | 0.58% | 62,295 | $1.8M | Reduce -13.5% |
| SIL Global X Silver Miners ETF | 0.58% | 21,112 | $1.8M | Reduce -12.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.57% | 3,561 | $1.7M | Add +22.1% |
| GDX Vaneck Gold Miners ETF | 0.57% | 20,031 | $1.7M | Reduce -13.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 5,107 | $1.7M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.45% | 17,386 | $1.4M | Reduce -7.3% |
| SOXX iShares Semiconductor ETF | 0.45% | 4,526 | $1.4M | Reduce -8.0% |
| VOO Vanguard S&P 500 ETF | 0.44% | 2,148 | $1.3M | Add +3.3% |
| MUB iShares National Muni Bond E | 0.44% | 12,342 | $1.3M | Reduce -17.7% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.43% | 30,544 | $1.3M | Add +4.4% |
| AVGO Broadcom Inc. | 0.41% | 3,609 | $1.2M | Reduce -6.3% |
| CYBR Cyberark Software Ltd./Israel | 0.41% | 2,786 | $1.2M | Reduce -1.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.41% | 25,791 | $1.2M | Reduce -15.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.41% | 14,604 | $1.2M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.38% | 15,042 | $1.2M | Add +0.9% |
| CVX Chevron Corp. | 0.37% | 7,451 | $1.1M | Add +17.3% |
| IWF iShares Russell 1000 Growth | 0.34% | 2,199 | $1.0M | Add +48.7% |
| MSFT Microsoft Corp. | 0.34% | 2,114 | $1.0M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,944 | $977K | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.31% | 1,422 | $939K | Reduce -11.0% |
| SCHG Schwab US Large-Cap Growth | 0.30% | 28,383 | $926K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.29% | 2,777 | $871K | Reduce -6.4% |
| TSLA Tesla Inc. | 0.26% | 1,759 | $791K | Add +0.3% |
| GMED Globus Medical Inc. Class A | 0.26% | 9,020 | $788K | Add +4.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.26% | 33,695 | $787K | Add +8.8% |
| XLK SS Technology Select Sector | 0.25% | 5,356 | $771K | Reduce -0.9% |
| HALO Halozyme Therapeutics Inc. | 0.24% | 10,975 | $739K | Reduce -1.3% |
| RIO Rio Tinto PLC-Spon ADR | 0.24% | 9,211 | $737K | Add +32.7% |
| MELI MercadoLibre Inc. | 0.24% | 358 | $721K | Reduce -9.4% |
| DVY iShares Select Dividend ETF | 0.22% | 4,833 | $682K | Reduce -4.2% |
| NBIX Neurocrine Biosciences Inc. | 0.22% | 4,796 | $680K | Add +2.7% |
| SCHH Schwab US REIT ETF | 0.22% | 32,174 | $672K | Reduce -3.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 6,175 | $659K | Reduce -20.1% |
| SHOP Shopify Inc. Class A | 0.21% | 3,877 | $624K | Add +7.8% |
| XOM Exxon Mobil Corp. | 0.20% | 5,008 | $603K | Add +21.2% |
| PNC PNC Financial Services Group | 0.20% | 2,865 | $598K | Add +8.0% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 8,786 | $580K | Reduce -0.5% |
| NTRS Northern Trust Corp. | 0.19% | 4,212 | $575K | No change |
| GILD Gilead Sciences Inc. | 0.18% | 4,539 | $557K | Reduce -0.4% |
| TPR Tapestry Inc. | 0.18% | 4,250 | $543K | Reduce -1.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 4,487 | $510K | Reduce -7.8% |
| ZETA Zeta Global Holdings Corp. Class A | 0.17% | 24,984 | $508K | Add +7.9% |
| XSD SS SPDR S&P Semiconductor | 0.17% | 1,572 | $506K | Add +5.9% |
| APAM Artisan Partners Asset Ma -A | 0.16% | 11,800 | $481K | Add +19.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.16% | 14,179 | $479K | Reduce -0.3% |
| CMA Comerica Inc. | 0.16% | 5,485 | $477K | Add +17.1% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,234 | $461K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 2,375 | $454K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.14% | 14,145 | $427K | Reduce -0.0% |
| C Citigroup Inc. | 0.14% | 3,624 | $423K | Add +9.0% |
| ORCL Oracle Corp. | 0.14% | 2,108 | $411K | No change |
| ABBV Abbvie Inc. | 0.13% | 1,774 | $405K | Reduce -4.7% |
| XLF SS Financial Select Sector | 0.13% | 7,363 | $403K | Reduce -0.6% |
| FITB Fifth Third Bancorp | 0.13% | 8,384 | $392K | Reduce -22.3% |
| PODD Insulet Corp. | 0.13% | 1,336 | $380K | Add +10.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.12% | 7,890 | $361K | Reduce -20.5% |
| CPB The Campbell's Company | 0.12% | 12,848 | $358K | Add +23.2% |
| SMB Vaneck Short Muni ETF | 0.12% | 20,495 | $357K | Reduce -34.7% |
| HRL Hormel Foods Corp. | 0.12% | 15,015 | $356K | Add +31.6% |
| RF Regions Financial Corp. | 0.12% | 13,108 | $355K | Add +39.0% |
| PTCT PTC Therapeutics Inc. | 0.12% | 4,673 | $355K | Add +13.9% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.11% | 4,633 | $342K | New |
| KNSA Kiniksa Pharmaceuticals Inte | 0.11% | 8,146 | $336K | Add +18.7% |
| TLT iShares 20+ Year Treasury BD | 0.11% | 3,767 | $328K | New |
| PGR Progressive Corp. | 0.11% | 1,426 | $325K | Reduce -0.1% |
| ETON Eton Pharmaceuticals Inc. | 0.11% | 18,996 | $321K | Add +11.9% |
| LIT Global X Lithium & Battery T | 0.11% | 4,929 | $320K | New |
| JHG Janus Henderson Group PLC | 0.11% | 6,718 | $320K | Add +49.3% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,620 | $315K | Reduce -1.9% |
Portfolio Sells Q3 2025 → Q4 2025
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.74 |
| URA Global X Uranium ETF | Reduce -20.0% | 1.49% | −0.62 |
| AXON Axon Enterprise Inc. | Reduce -5.5% | 0.70% | −0.25 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.5% | 1.21% | −0.18 |
| VNQ Vanguard Real Estate ETF | Reduce -7.8% | 0.96% | −0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.4% | 2.68% | −0.13 |
| IDCC Interdigital Inc. | Reduce -2.9% | 0.94% | −0.13 |
| ETD Ethan Allen Interiors Inc. | Sold out | 0.00% | −0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -14.5% | 0.69% | −0.12 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.11 |
| FMC FMC Corp. | Sold out | 0.00% | −0.11 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.9% | 24.44% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -17.7% | 0.44% | −0.10 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.0% | 0.79% | −0.09 |
| SCHA Schwab US Small-Cap ETF | Reduce -13.5% | 0.58% | −0.09 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -15.9% | 0.41% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -11.0% | 0.31% | −0.08 |
| MELI MercadoLibre Inc. | Reduce -9.4% | 0.24% | −0.07 |
| FDN First Trust DJ Internet Ind | Reduce -4.0% | 0.70% | −0.07 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| SMB Vaneck Short Muni ETF | Reduce -34.7% | 0.12% | −0.07 |
| NVDA Nvidia Corp. | Reduce -7.5% | 0.65% | −0.07 |
| MSFT Microsoft Corp. | Reduce -6.8% | 0.34% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -20.1% | 0.22% | −0.05 |
| CYBR Cyberark Software Ltd./Israel | Reduce -1.7% | 0.41% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.3% | 0.45% | −0.05 |
| MDT Medtronic PLC | Reduce -33.1% | 0.08% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -32.6% | 0.09% | −0.04 |
| ULBI Ultralife Corp. | Sold out | 0.00% | −0.04 |
| SUB iShares Short-Term National | Reduce -4.0% | 0.59% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -28.3% | 0.07% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.5% | 1.36% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -20.5% | 0.12% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -22.3% | 0.13% | −0.03 |
| LUMN Lumen Technologies Inc. | Sold out | 0.00% | −0.03 |
| HALO Halozyme Therapeutics Inc. | Reduce -1.3% | 0.24% | −0.03 |
| GDX Vaneck Gold Miners ETF | Reduce -13.7% | 0.57% | −0.03 |
| RAVE Rave Restaurant Group Inc. | Sold out | 0.00% | −0.03 |
| SCHO Schwab Short-Term US Treas | Reduce -2.1% | 0.65% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.32% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -3.7% | 0.22% | −0.02 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -3.5% | 0.41% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -4.2% | 0.22% | −0.02 |
| V Visa Inc. Class A | Reduce -17.9% | 0.07% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -7.4% | 0.10% | −0.01 |
| AVGO Broadcom Inc. | Reduce -6.3% | 0.41% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -7.8% | 0.17% | −0.01 |
| AEP American Electric Power | Reduce -11.4% | 0.10% | −0.01 |
| PGR Progressive Corp. | Reduce -0.1% | 0.11% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| PPA Invesco Aerospace & Defense | New | 1.15% | +1.15 |
| VGK Vanguard Ftse Europe ETF | Add +10.7% | 2.39% | +0.29 |
| XYLD Global X S&P 500 Cove Call E | Add +8.0% | 2.32% | +0.21 |
| AGG iShares Core U.S. Aggregate | Add +8.3% | 2.89% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +8.8% | 2.66% | +0.16 |
| SCHD Schwab US DVD Equity ETF | Add +5.9% | 3.49% | +0.15 |
| DFUV Dimensional US Marketwide Va | Add +0.1% | 6.01% | +0.15 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.11% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +48.7% | 0.34% | +0.11 |
| FLIN Franklin Ftse India ETF | Add +10.1% | 1.02% | +0.11 |
| TLT iShares 20+ Year Treasury BD | New | 0.11% | +0.11 |
| LIT Global X Lithium & Battery T | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +22.1% | 0.57% | +0.10 |
| CPRX Catalyst Pharmaceuticals Inc. | Add +1.1% | 0.65% | +0.10 |
| GMED Globus Medical Inc. Class A | Add +4.6% | 0.26% | +0.09 |
| UPS United Parcel Service Class B | New | 0.09% | +0.09 |
| RIO Rio Tinto PLC-Spon ADR | Add +32.7% | 0.24% | +0.09 |
| NVS Novartis AG-Sponsored ADR | New | 0.09% | +0.09 |
| KBWB Invesco KBW Bank ETF | Add +3.9% | 0.87% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.07% | +0.07 |
| USB US Bancorp | New | 0.07% | +0.07 |
| PLD Prologis Inc. | New | 0.07% | +0.07 |
| STX Seagate Technology Holdings | New | 0.07% | +0.07 |
| CTRA Coterra Energy Inc. | New | 0.07% | +0.07 |
| EOG EOG Resources Inc. | New | 0.07% | +0.07 |
| IWL iShares Russell Top 200 ETF | New | 0.07% | +0.07 |
| CMA Comerica Inc. | Add +17.1% | 0.16% | +0.05 |
| CVX Chevron Corp. | Add +17.3% | 0.37% | +0.04 |
| XOM Exxon Mobil Corp. | Add +21.2% | 0.20% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.38% | +0.04 |
| JHG Janus Henderson Group PLC | Add +49.3% | 0.11% | +0.04 |
| RF Regions Financial Corp. | Add +39.0% | 0.12% | +0.03 |
| PTCT PTC Therapeutics Inc. | Add +13.9% | 0.12% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +0.0% | 11.00% | +0.03 |
| SHOP Shopify Inc. Class A | Add +7.8% | 0.21% | +0.03 |
| C Citigroup Inc. | Add +9.0% | 0.14% | +0.03 |
| DFAT Dimensional US Target Value | Add +0.4% | 2.79% | +0.03 |
| HRL Hormel Foods Corp. | Add +31.6% | 0.12% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 1.48% | +0.02 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +18.7% | 0.11% | +0.02 |
| PNC PNC Financial Services Group | Add +8.0% | 0.20% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 0.44% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.8% | 0.26% | +0.02 |
| APAM Artisan Partners Asset Ma -A | Add +19.9% | 0.16% | +0.02 |
| ZETA Zeta Global Holdings Corp. Class A | Add +7.9% | 0.17% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.7% | 1.28% | +0.01 |
| XSD SS SPDR S&P Semiconductor | Add +5.9% | 0.17% | +0.01 |
| CPB The Campbell's Company | Add +23.2% | 0.12% | +0.01 |
| NBIX Neurocrine Biosciences Inc. | Add +2.7% | 0.22% | +0.00 |
| KO The Coca-Cola Co. | Add +0.0% | 0.10% | +0.00 |
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 |