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JUNCTURE WEALTH STRATEGIES, LLC — 13F Holdings & Portfolio

CIK 1632866 · latest 13F-HR filed 2026-10-06

Backtest portfolio

JUNCTURE WEALTH STRATEGIES, LLC manages $390.3M in 13F-reported U.S. long-equity assets across 185 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VV (14.54%), SCHB (9.08%), DFUV (4.49%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 14 new positions and exited 8; 46 existing positions rose in reported value and 63 fell.

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.

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AUM
$390.3M

Long-equity book

Holdings
185

Distinct positions

Period
2026-09-30

Filed 2026-10-06

Q/Q Activity
+14 / −8 / ↑46 / ↓63

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VV14.5% · -11%SCHB9.1% · -1%DFUV4.5% · -5%RSP3.8% · +2%AGG2.7% · +13%SCHD2.7% · -0%VCIT2.4% · +8%DFAT2.3% · +0%VGK2.0% · +6%XYLD1.7% · +1%EEM1.6% · +27%PDBC1.6% · newIVV1.5% · +1%SPYV1.4% · -13%QQQ1.3% · newSDY1.2% · -26%SPY1.2% · -2%MCHI1.1% · +13%PPA1.1% · -1%VCSH1.1% · +2%IJR1.1% · -3%URA1.1% · +2%IGSB1.0% · -0%FLIN1.0% · +1%VLUE1.0% · +4%GDX1.0% · +13%SIL0.9% · +11%VOT0.9% · -0%NVDA0.9% · +3%JIRE0.9% · +2%PANW0.8% · -2%AVGO0.8% · -2%VUG0.8% · +5%FBT0.7% · -2%KBWB0.7% · +0%ABBV0.6% · +451%SPCX0.6% · +510%FDN0.6% · -1%LIT0.6% · -4%VBK0.6% · +1%COPX0.6% · +14%SCHM0.6% · -6%MSFT0.6% · -10%XME0.5% · -19%SOXX0.5% · -8%SCHG0.5% · -2%SCHO0.5% · -2%VTI0.5% · +1%SCHA0.4% · -7%REMX0.4% · -20%SUB0.4% · -3%CSCO0.4% · -1%ETON0.4% · -3%XOM0.4% · -4%AXON0.4% · -2%SHM0.3% · +17%MUB0.3% · -6%KNSA0.3% · -2%HALO0.3% · -2%JPM0.3% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 45.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$473.6M
Discretionary
$462.1M
Employees
11
Accounts
1,122
Address
8777 E. VIA DE VENTURA
SUITE 120
SCOTTSDALE, AZ 85258
Phone
(480) 253-4100
Website
Name Title / Status Ownership Type
BARKER, JACK, ANDREW ControlCHIEF COMPLIANCE OFFICER
since Mar 2013
Less than 5%Individual
HAINES, BRADLEY, JAMES ControlCHIEF INVESTMENT OFFICER
since Apr 2018
Less than 5%Individual
JUNCTURE, INC. ControlOWNER
since Mar 2018
75% or moreDomestic Entity
RHONEMUS, BARRY, SCOTT ControlCHIEF EXECUTIVE OFFICER
since Sep 2010
Less than 5%Individual
BARKER, JACK, ANDREW Control
Indirect owner via JUNCTURE, INC.
OWNER
since Mar 2018
25–50%Individual
HAINES, BRADLEY, JAMES Control
Indirect owner via JUNCTURE, INC.
OWNER
since Mar 2018
25–50%Individual
RHONEMUS, BARRY, SCOTT Control
Indirect owner via JUNCTURE, INC.
OWNER
since Mar 2018
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Aug 1, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 15, 2020 filing
  • AddedHAINES, BRADLEY, JAMES · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedRHONEMUS, BARRY, SCOTT · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Aug 1, 2018 filing (earliest on record)
  • ListedBARKER, JACK, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedBARKER, JACK, ANDREW · OWNER · 25–50% · indirect via JUNCTURE, INC. · control person
  • ListedHAINES, BRADLEY, JAMES · OWNER · 25–50% · indirect via JUNCTURE, INC. · control person
  • ListedJUNCTURE, INC. · OWNER · 75% or more · control person
  • ListedRHONEMUS, BARRY, SCOTT · OWNER · 50–75% · indirect via JUNCTURE, INC. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

JUNCTURE WEALTH STRATEGIES, LLC Holdings (2026-09-30)

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 $56.8M 14.54% 161,292 SH
2 SCHWAB STRATEGIC TR SCHB 808524102 $35.4M 9.08% 1,208,643 SH
3 DIMENSIONAL ETF TRUST DFUV 25434V724 $17.5M 4.49% 318,553 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $14.8M 3.79% 71,026 SH
5 ISHARES TR AGG 464287226 $10.7M 2.74% 113,074 SH
6 SCHWAB STRATEGIC TR SCHD 808524797 $10.5M 2.69% 322,879 SH
7 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $9.2M 2.36% 117,383 SH
8 DIMENSIONAL ETF TRUST DFAT 25434V609 $9.1M 2.34% 137,257 SH
9 VANGUARD INTL EQUITY INDEX F VGK 922042874 $7.8M 1.99% 89,380 SH
10 GLOBAL X FDS XYLD 37954Y475 $6.6M 1.70% 160,049 SH
11 ISHARES TR EEM 464287234 $6.1M 1.56% 91,251 SH
12 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $6.1M 1.56% 314,643 SH
13 ISHARES TR IVV 464287200 $5.7M 1.46% 7,464 SH
14 SPDR SERIES TRUST SPYV 78464A508 $5.6M 1.43% 91,094 SH
15 INVESCO QQQ TR QQQ 46090E103 $4.9M 1.26% 6,635 SH
16 SPDR SERIES TRUST SDY 78464A763 $4.8M 1.24% 32,991 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.5M 1.15% 5,896 SH
18 ISHARES TR MCHI 46429B671 $4.3M 1.10% 82,542 SH
19 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $4.3M 1.10% 27,652 SH
20 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.2M 1.08% 54,559 SH
21 ISHARES TR IJR 464287804 $4.1M 1.06% 30,295 SH
22 GLOBAL X FDS URA 37954Y871 $4.1M 1.05% 102,918 SH
23 ISHARES TR IGSB 464288646 $4.0M 1.02% 77,560 SH
24 FRANKLIN TEMPLETON ETF TR FLIN 35473P769 $3.9M 0.99% 115,343 SH
25 ISHARES TR VLUE 46432F388 $3.8M 0.97% 19,091 SH
26 VANECK ETF TRUST GDX 92189F106 $3.7M 0.95% 42,409 SH
27 GLOBAL X FDS SIL 37954Y848 $3.5M 0.90% 41,059 SH
28 VANGUARD INDEX FDS VOT 922908538 $3.5M 0.90% 11,968 SH
29 NVIDIA CORPORATION NVDA 67066G104 $3.4M 0.87% 14,806 SH
30 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $3.4M 0.86% 40,940 SH
31 PALO ALTO NETWORKS INC PANW 697435105 $3.3M 0.84% 8,259 SH
32 BROADCOM INC AVGO 11135F101 $3.1M 0.78% 8,704 SH
33 VANGUARD INDEX FDS VUG 922908736 $3.0M 0.78% 33,575 SH
34 FIRST TR EXCHANGE-TRADED FD FBT 33733E203 $2.9M 0.75% 10,683 SH
35 INVESCO EXCH TRADED FD TR II KBWB 46138E628 $2.8M 0.72% 32,149 SH
36 ABBVIE INC ABBV 00287Y109 $2.5M 0.64% 9,559 SH
37 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $2.5M 0.63% 16,300 SH
38 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $2.5M 0.63% 8,513 SH
39 GLOBAL X FDS LIT 37954Y855 $2.4M 0.63% 35,751 SH
40 VANGUARD INDEX FDS VBK 922908595 $2.3M 0.60% 6,938 SH
41 GLOBAL X FDS COPX 37954Y830 $2.3M 0.59% 27,197 SH
42 SCHWAB STRATEGIC TR SCHM 808524508 $2.3M 0.59% 67,549 SH
43 MICROSOFT CORP MSFT 594918104 $2.3M 0.58% 4,422 SH
44 SPDR SERIES TRUST XME 78464A755 $2.1M 0.55% 20,696 SH
45 ISHARES TR SOXX 464287523 $2.1M 0.53% 3,636 SH
46 SCHWAB STRATEGIC TR SCHG 808524300 $1.9M 0.48% 52,280 SH
47 SCHWAB STRATEGIC TR SCHO 808524862 $1.8M 0.46% 75,586 SH
48 VANGUARD INDEX FDS VTI 922908769 $1.8M 0.46% 4,764 SH
49 SCHWAB STRATEGIC TR SCHA 808524607 $1.7M 0.44% 52,882 SH
50 VANECK ETF TRUST REMX 92189H805 $1.7M 0.42% 25,731 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-06 $390.3M 185 0001632866-26-000006
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
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