Juncture Wealth Strategies, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Juncture Wealth Strategies, LLC reported 133 stock positions worth $299.2 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 20.3% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 10.6%) and Dimensional US Marketwide Va (DFUV, 5.9%). Compared with Q4 2025, it opened 12 new positions, sold out of 13, added to 46 and reduced 61. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001632866
- Portfolio Value
- $299.2M (Q1 2026)
- SEC Filing
- 0001632866-26-000003 ↗ filed Apr 15, 2026
Holdings Value
Holdings 133 stocks · $299.2M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 20.28% | 203,078 | $60.7M | Reduce -13.9% |
| SCHB Schwab US Broad Market ETF | 10.63% | 1,266,881 | $31.8M | Reduce -0.5% |
| DFUV Dimensional US Marketwide Va | 5.92% | 365,388 | $17.7M | Reduce -6.8% |
| SCHD Schwab US DVD Equity ETF | 3.97% | 387,349 | $11.9M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 3.06% | 92,182 | $9.2M | Add +5.0% |
| DFAT Dimensional US Target Value | 2.85% | 136,618 | $8.5M | Reduce -3.9% |
| RSP Invesco S&P 500 Equal Weight | 2.82% | 43,942 | $8.4M | New |
| VCIT Vanguard Int-Term Corporate | 2.79% | 100,907 | $8.4M | Add +4.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.47% | 130,783 | $7.4M | Reduce -8.8% |
| VGK Vanguard Ftse Europe ETF | 2.37% | 86,121 | $7.1M | Reduce -0.8% |
| XYLD Global X S&P 500 Cove Call E | 2.27% | 173,562 | $6.8M | Add +0.2% |
| URA Global X Uranium ETF | 1.62% | 100,233 | $4.9M | Reduce -5.2% |
| PPA Invesco Aerospace & Defense | 1.41% | 25,544 | $4.2M | Add +14.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.40% | 52,716 | $4.2M | Add +2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.33% | 75,466 | $4.0M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 5,909 | $3.8M | Reduce -10.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.11% | 12,857 | $3.3M | Reduce -2.0% |
| MCHI iShares MSCI China ETF | 1.08% | 57,463 | $3.2M | Add +27.4% |
| FLIN Franklin Ftse India ETF | 0.99% | 89,080 | $3.0M | Add +10.9% |
| EEM iShares MSCI Emerging Market | 0.95% | 49,796 | $2.8M | New |
| KBWB Invesco KBW Bank ETF | 0.85% | 32,107 | $2.5M | Add +2.6% |
| SCHM Schwab US Mid Cap ETF | 0.80% | 77,211 | $2.4M | Reduce -3.1% |
| GDX Vaneck Gold Miners ETF | 0.73% | 23,882 | $2.2M | Add +19.2% |
| SIL Global X Silver Miners ETF | 0.72% | 23,895 | $2.2M | Add +13.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.70% | 6,970 | $2.1M | Reduce -0.1% |
| FBT First Trust Nyse Arca Biotec | 0.70% | 10,411 | $2.1M | Reduce -2.0% |
| SCHO Schwab Short-Term US Treas | 0.64% | 79,223 | $1.9M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.63% | 10,880 | $1.9M | Add +2.5% |
| FDN First Trust DJ Internet Ind | 0.62% | 7,935 | $1.9M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 4,178 | $1.8M | Add +17.3% |
| IVV iShares Core S&P 500 ETF | 0.61% | 2,775 | $1.8M | Add +0.9% |
| SCHG Schwab US Large-Cap Growth | 0.59% | 61,053 | $1.8M | Add +115.1% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.59% | 71,809 | $1.8M | Reduce -14.9% |
| SUB iShares Short-Term National | 0.59% | 16,625 | $1.8M | Reduce -1.5% |
| SCHA Schwab US Small-Cap ETF | 0.59% | 60,710 | $1.8M | Reduce -2.5% |
| AXON Axon Enterprise Inc. | 0.53% | 3,702 | $1.6M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 4,793 | $1.5M | Reduce -6.2% |
| LIT Global X Lithium & Battery T | 0.50% | 20,027 | $1.5M | Add +306.3% |
| VNQ Vanguard Real Estate ETF | 0.49% | 16,587 | $1.5M | Reduce -49.5% |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.49% | 16,711 | $1.5M | Add +260.7% |
| CVX Chevron Corp. | 0.48% | 6,926 | $1.4M | Reduce -7.0% |
| SOXX iShares Semiconductor ETF | 0.47% | 4,233 | $1.4M | Reduce -6.5% |
| IDCC Interdigital Inc. | 0.46% | 4,543 | $1.4M | Reduce -49.3% |
| XME SS SPDR S&P Metals Mining | 0.45% | 12,564 | $1.4M | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.44% | 29,103 | $1.3M | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 16,700 | $1.3M | Reduce -4.0% |
| MUB iShares National Muni Bond E | 0.41% | 11,617 | $1.2M | Reduce -5.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.40% | 25,208 | $1.2M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.40% | 2,008 | $1.2M | Reduce -6.5% |
| AVGO Broadcom Inc. | 0.40% | 3,820 | $1.2M | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.39% | 14,990 | $1.2M | Reduce -0.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.33% | 11,482 | $978K | Reduce -21.4% |
| PANW Palo Alto Networks Inc. | 0.32% | 5,952 | $954K | New |
| IWF iShares Russell 1000 Growth | 0.31% | 2,199 | $938K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 1,946 | $933K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.29% | 5,129 | $870K | Add +2.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.28% | 8,905 | $831K | Reduce -3.3% |
| GMED Globus Medical Inc. Class A | 0.27% | 9,526 | $821K | Add +5.6% |
| MSFT Microsoft Corp. | 0.27% | 2,217 | $821K | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.27% | 1,421 | $813K | Reduce -0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.26% | 33,529 | $779K | Reduce -0.5% |
| FITB Fifth Third Bancorp | 0.25% | 15,954 | $741K | Add +90.3% |
| DVY iShares Select Dividend ETF | 0.24% | 4,692 | $710K | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,476 | $710K | Reduce -10.8% |
| HALO Halozyme Therapeutics Inc. | 0.23% | 10,681 | $690K | Reduce -2.7% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 7,517 | $652K | Add +99.5% |
| TSLA Tesla Inc. | 0.22% | 1,735 | $645K | Reduce -1.4% |
| GILD Gilead Sciences Inc. | 0.21% | 4,539 | $633K | No change |
| TPR Tapestry Inc. | 0.20% | 4,250 | $600K | No change |
| NBIX Neurocrine Biosciences Inc. | 0.20% | 4,543 | $598K | Reduce -5.3% |
| PNC PNC Financial Services Group | 0.20% | 2,875 | $598K | Add +0.3% |
| XLK SS Technology Select Sector | 0.20% | 4,467 | $594K | Reduce -16.6% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 8,786 | $593K | No change |
| MELI MercadoLibre Inc. | 0.20% | 341 | $590K | Reduce -4.8% |
| NTRS Northern Trust Corp. | 0.19% | 4,120 | $575K | Reduce -2.2% |
| XSD SS SPDR S&P Semiconductor | 0.18% | 1,662 | $542K | Add +5.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.17% | 5,181 | $507K | Reduce -16.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 2,560 | $502K | Add +7.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.16% | 4,047 | $479K | Reduce -9.8% |
| ETON Eton Pharmaceuticals Inc. | 0.16% | 19,181 | $473K | Add +1.0% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.15% | 9,470 | $456K | Add +16.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.15% | 13,382 | $449K | Reduce -5.6% |
| IWB iShares Russell 1000 ETF | 0.15% | 1,234 | $440K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.14% | 4,507 | $432K | Add +88.2% |
| SPSB SS SPDR P St C Corp. ETF | 0.14% | 14,123 | $425K | Reduce -0.2% |
| C Citigroup Inc. | 0.13% | 3,474 | $394K | Reduce -4.1% |
| UPS United Parcel Service Class B | 0.13% | 3,926 | $386K | Add +36.8% |
| ABBV Abbvie Inc. | 0.13% | 1,759 | $383K | Reduce -0.8% |
| SHOP Shopify Inc. Class A | 0.13% | 3,203 | $380K | Reduce -17.4% |
| AEP American Electric Power | 0.13% | 2,879 | $377K | Add +12.5% |
| RF Regions Financial Corp. | 0.12% | 13,908 | $363K | Add +6.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.12% | 22,799 | $363K | Reduce -8.8% |
| ATI Ati Inc. | 0.12% | 2,487 | $362K | No change |
| SMB Vaneck Short Muni ETF | 0.12% | 20,463 | $354K | Reduce -0.2% |
| PTCT PTC Therapeutics Inc. | 0.12% | 5,148 | $351K | Add +10.2% |
| COP Conocophillips | 0.12% | 2,656 | $351K | New |
| NVS Novartis AG-Sponsored ADR | 0.12% | 2,283 | $349K | Add +17.3% |
| XLF SS Financial Select Sector | 0.12% | 7,049 | $348K | Reduce -4.3% |
| HRL Hormel Foods Corp. | 0.12% | 15,315 | $347K | Add +2.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.11% | 7,531 | $341K | Reduce -4.5% |
Portfolio Sells Q4 2025 → Q1 2026
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -13.9% | 20.28% | −4.16 |
| IDCC Interdigital Inc. | Reduce -49.3% | 0.46% | −0.48 |
| VNQ Vanguard Real Estate ETF | Reduce -49.5% | 0.49% | −0.46 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.41 |
| SCHB Schwab US Broad Market ETF | Reduce -0.5% | 10.63% | −0.37 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.22 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -8.8% | 2.47% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.1% | 1.28% | −0.19 |
| AXON Axon Enterprise Inc. | Reduce -1.1% | 0.53% | −0.17 |
| APAM Artisan Partners Asset Ma -A | Sold out | 0.00% | −0.16 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.16 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.13 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.12 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.0% | 1.11% | −0.10 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.09 |
| DFUV Dimensional US Marketwide Va | Reduce -6.8% | 5.92% | −0.09 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -21.4% | 0.33% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -17.4% | 0.13% | −0.08 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.07 |
| IWL iShares Russell Top 200 ETF | Sold out | 0.00% | −0.07 |
| XLK SS Technology Select Sector | Reduce -16.6% | 0.20% | −0.06 |
| CPRX Catalyst Pharmaceuticals Inc. | Reduce -14.9% | 0.59% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.2% | 0.51% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -10.8% | 0.24% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -16.1% | 0.17% | −0.05 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -8.8% | 0.12% | −0.05 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.22% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -6.5% | 0.40% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -4.8% | 0.20% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.27% | −0.04 |
| NBIX Neurocrine Biosciences Inc. | Reduce -5.3% | 0.20% | −0.02 |
| FBT First Trust Nyse Arca Biotec | Reduce -2.0% | 0.70% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -5.9% | 0.41% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.8% | 2.37% | −0.02 |
| XLF SS Financial Select Sector | Reduce -4.3% | 0.12% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.0% | 0.44% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.08% | −0.01 |
| PGR Progressive Corp. | Reduce -0.1% | 0.09% | −0.01 |
| HALO Halozyme Therapeutics Inc. | Reduce -2.7% | 0.23% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -2.5% | 0.64% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -5.9% | 0.08% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -5.6% | 0.15% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -9.8% | 0.16% | −0.01 |
| C Citigroup Inc. | Reduce -4.1% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.13% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -4.5% | 0.11% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| RSP Invesco S&P 500 Equal Weight | New | 2.82% | +2.82 |
| EEM iShares MSCI Emerging Market | New | 0.95% | +0.95 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 3.97% | +0.48 |
| XME SS SPDR S&P Metals Mining | New | 0.45% | +0.45 |
| LIT Global X Lithium & Battery T | Add +306.3% | 0.50% | +0.39 |
| REMX Vaneck Rar Earth ND STG-Usdi | Add +260.7% | 0.49% | +0.38 |
| PANW Palo Alto Networks Inc. | New | 0.32% | +0.32 |
| SCHG Schwab US Large-Cap Growth | Add +115.1% | 0.59% | +0.29 |
| PPA Invesco Aerospace & Defense | Add +14.4% | 1.41% | +0.26 |
| MCHI iShares MSCI China ETF | Add +27.4% | 1.08% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +5.0% | 3.06% | +0.17 |
| GDX Vaneck Gold Miners ETF | Add +19.2% | 0.73% | +0.17 |
| SIL Global X Silver Miners ETF | Add +13.2% | 0.72% | +0.14 |
| VCIT Vanguard Int-Term Corporate | Add +4.7% | 2.79% | +0.13 |
| FITB Fifth Third Bancorp | Add +90.3% | 0.25% | +0.12 |
| COP Conocophillips | New | 0.12% | +0.12 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.11% | +0.11 |
| TLT iShares 20+ Year Treasury BD | Add +99.5% | 0.22% | +0.11 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.29% | +0.09 |
| COPX Global X Copper Miners ETF | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +88.2% | 0.14% | +0.07 |
| BKR Baker Hughes Co. | New | 0.07% | +0.07 |
| ETON Eton Pharmaceuticals Inc. | Add +1.0% | 0.16% | +0.05 |
| AUPH Aurinia Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +2.8% | 1.33% | +0.05 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +16.3% | 0.15% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.0% | 1.40% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.3% | 0.61% | +0.04 |
| UPS United Parcel Service Class B | Add +36.8% | 0.13% | +0.04 |
| EOG EOG Resources Inc. | Add +6.4% | 0.10% | +0.03 |
| AEP American Electric Power | Add +12.5% | 0.13% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +17.3% | 0.12% | +0.03 |
| VZ Verizon Communications Inc. | Add +5.2% | 0.09% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.8% | 0.17% | +0.02 |
| MDT Medtronic PLC | Add +33.5% | 0.10% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.9% | 0.09% | +0.02 |
| GMED Globus Medical Inc. Class A | Add +5.6% | 0.27% | +0.02 |
| XSD SS SPDR S&P Semiconductor | Add +5.7% | 0.18% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.6% | 0.11% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +14.3% | 0.09% | +0.01 |
| RF Regions Financial Corp. | Add +6.1% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Add +0.3% | 0.20% | +0.00 |
| PTCT PTC Therapeutics Inc. | Add +10.2% | 0.12% | +0.00 |
| USB US Bancorp | Add +1.2% | 0.07% | +0.00 |
| HRL Hormel Foods Corp. | Add +2.0% | 0.12% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.31% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.61% | −0.01 |
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 |