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JUNCTURE WEALTH STRATEGIES, LLC — 13F Holdings & Portfolio

CIK 1632866 · latest 13F-HR filed 2026-07-09

Backtest portfolio

JUNCTURE WEALTH STRATEGIES, LLC manages $384.4M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VV (16.25%), SCHB (9.24%), DFUV (4.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 53 new positions, exited 7, added to 72, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
8777 E VIA DE VENTURA
SUITE 120
SCOTTSDALE, AZ 85258
Phone
(480) 253-4100
Filing Manager
JUNCTURE WEALTH STRATEGIES, LLC
SCOTTSDALE, AZ
Signatory
JACK BARKER
CCO
Loading holdings…
AUM

$384.4M

Long-equity book

Holdings

179

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+53 / −7 / ↑72 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCHANGE TRADED FD T$6.4M +76.1%
  • ISHARES TR$4.3M +1302.4%
  • ISHARES TR$3.7M +205.9%
  • SCHWAB STRATEGIC TR$3.7M +11.7%
  • BROADCOM INC$2.2M +183.3%
Show all 72 →

Top Trims

  • SCHWAB STRATEGIC TR-$1.6M -13.7%
  • CATALYST PHARMACEUTICALS INC-$1.2M -67.5%
  • SPDR SERIES TRUST-$1.1M -14.3%
  • VANGUARD INDEX FDS-$927.8K -63.1%
  • INTERDIGITAL INC-$898.6K -65.5%
Show all 24 →

New Positions

  • SPDR SERIES TRUST$6.8M
  • ISHARES TR$3.7M
  • J P MORGAN EXCHANGE TRADED F$3.3M
  • AMPHENOL CORP$1.3M
  • ASTERA LABS INC$1.3M
Show all 53 →

Exited Positions

  • COTERRA ENERGY INC$269.1K
  • SELECT SECTOR SPDR TR$240.5K
  • PROLOGIS INC.$222.6K
  • NEWMONT CORP$216.3K
  • WISDOMTREE TR$214.6K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VV 922908637 $62.5M 16.25% 181,619 SH
2 SCHWAB STRATEGIC TR SCHB 808524102 $35.5M 9.24% 1,226,246 SH
3 DIMENSIONAL ETF TRUST DFUV 25434V724 $18.4M 4.79% 334,724 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $14.9M 3.86% 69,798 SH
5 SCHWAB STRATEGIC TR SCHD 808524797 $10.3M 2.67% 323,518 SH
6 ISHARES TR AGG 464287226 $9.9M 2.57% 100,001 SH
7 DIMENSIONAL ETF TRUST DFAT 25434V609 $9.6M 2.49% 136,848 SH
8 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $8.9M 2.33% 108,280 SH
9 VANGUARD INTL EQUITY INDEX F VGK 922042874 $7.4M 1.93% 83,967 SH
10 SPDR SERIES TRUST SDY 78464A763 $6.8M 1.77% 44,771 SH
11 GLOBAL X FDS XYLD 37954Y475 $6.5M 1.69% 159,001 SH
12 SPDR SERIES TRUST SPYV 78464A508 $6.3M 1.65% 104,363 SH
13 ISHARES TR IVV 464287200 $5.5M 1.44% 7,403 SH
14 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $4.9M 1.28% 27,881 SH
15 ISHARES TR EEM 464287234 $4.9M 1.28% 71,746 SH
16 ISHARES TR IJR 464287804 $4.6M 1.21% 31,291 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.5M 1.17% 6,048 SH
18 GLOBAL X FDS URA 37954Y871 $4.4M 1.15% 101,249 SH
19 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.2M 1.10% 53,672 SH
20 ISHARES TR IGSB 464288646 $4.1M 1.06% 77,852 SH
21 FRANKLIN TEMPLETON ETF TR FLIN 35473P769 $4.1M 1.05% 113,867 SH
22 ISHARES TR MCHI 46429B671 $3.7M 0.97% 73,062 SH
23 VANGUARD INDEX FDS VOT 922908538 $3.7M 0.96% 12,028 SH
24 ISHARES TR VLUE 46432F388 $3.7M 0.95% 18,364 SH
25 BROADCOM INC AVGO 11135F101 $3.3M 0.87% 8,866 SH
26 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $3.3M 0.86% 40,004 SH
27 INVESCO EXCH TRADED FD TR II KBWB 46138E628 $3.0M 0.78% 32,091 SH
28 GLOBAL X FDS LIT 37954Y855 $2.9M 0.75% 37,038 SH
29 NVIDIA CORPORATION NVDA 67066G104 $2.9M 0.75% 14,413 SH
30 PALO ALTO NETWORKS INC PANW 697435105 $2.9M 0.75% 8,455 SH
31 GLOBAL X FDS SIL 37954Y848 $2.9M 0.74% 36,967 SH
32 VANECK ETF TRUST REMX 92189H805 $2.9M 0.74% 32,288 SH
33 VANECK ETF TRUST GDX 92189F106 $2.8M 0.74% 37,452 SH
34 VANGUARD INDEX FDS VUG 922908736 $2.8M 0.72% 32,097 SH
35 SPDR SERIES TRUST XME 78464A755 $2.7M 0.71% 25,506 SH
36 FIRST TR EXCHANGE-TRADED FD FBT 33733E203 $2.7M 0.71% 10,948 SH
37 SCHWAB STRATEGIC TR SCHM 808524508 $2.6M 0.69% 71,816 SH
38 ISHARES TR SOXX 464287523 $2.5M 0.66% 3,966 SH
39 VANGUARD INDEX FDS VBK 922908595 $2.5M 0.65% 6,883 SH
40 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $2.3M 0.59% 8,565 SH
41 SCHWAB STRATEGIC TR SCHA 808524607 $2.1M 0.54% 57,031 SH
42 AXON ENTERPRISE INC AXON 05464C101 $1.9M 0.50% 3,415 SH
43 SCHWAB STRATEGIC TR SCHO 808524862 $1.9M 0.48% 77,123 SH
44 GLOBAL X FDS COPX 37954Y830 $1.8M 0.48% 23,939 SH
45 MICROSOFT CORP MSFT 594918104 $1.8M 0.48% 4,904 SH
46 SCHWAB STRATEGIC TR SCHG 808524300 $1.8M 0.47% 53,054 SH
47 VANGUARD INDEX FDS VTI 922908769 $1.7M 0.45% 4,700 SH
48 CISCO SYS INC CSCO 17275R102 $1.7M 0.44% 14,450 SH
49 ISHARES TR SUB 464288158 $1.7M 0.44% 15,748 SH
50 ISHARES TR MUB 464288414 $1.5M 0.38% 13,723 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $384.4M 179 0001632866-26-000004
2026-03-31 2026-04-15 $299.2M 133 0001632866-26-000003
2025-12-31 2026-01-27 $303.8M 134 0001632866-26-000001