JUNCTURE WEALTH STRATEGIES, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, JUNCTURE WEALTH STRATEGIES, LLC held in its portfolio 125 assets valued at $303,790,704 (i.e. $303.79M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($74.26M), SCHWAB STRATEGIC TR ($33.41M), and DIMENSIONAL ETF TRUST ($18.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 125 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
JUNCTURE WEALTH STRATEGIES, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 235880 | 74254999 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 1273539 | 33404937 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 391958 | 18261315 | US MKTWIDE VALUE |
| SPDR SERIES TRUST | 260758 | 14598093 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 386974 | 10614710 | US DIVIDEND EQ |
| ISHARES TR | 87774 | 8766867 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 142112 | 8461348 | US TARGETED VLU |
| VANGUARD SCOTTSDALE FDS | 96342 | 8068643 | INT-TERM CORP |
| VANGUARD INTL EQUITY INDEX F | 86833 | 7260102 | FTSE EUROPE ETF |
| GLOBAL X FDS | 173271 | 7039988 | S&P 500 COVERED |
| GLOBAL X FDS | 105752 | 4518780 | GLOBAL X URANIUM |
| SPDR S&P 500 ETF TR | 6572 | 4481578 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 51699 | 4121961 | SHRT TRM CORP BD |
| ISHARES TR | 73415 | 3882185 | ISHS 1-5YR INVS |
| VANGUARD INDEX FDS | 13119 | 3662038 | MCAP GR IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 22320 | 3495982 | AEROSPACE DEFN |
| FRANKLIN TEMPLETON ETF TR | 80329 | 3099889 | FRANKLIN INDIA |
| VANGUARD INDEX FDS | 32841 | 2906100 | REAL ESTATE ETF |
| INTERDIGITAL INC | 8966 | 2854541 | COM |
| ISHARES TR | 45102 | 2709292 | MSCI CHINA ETF |
| INVESCO EXCH TRADED FD TR II | 31302 | 2638446 | KBW BK ETF |
| SCHWAB STRATEGIC TR | 79653 | 2395179 | US MID-CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 10627 | 2194688 | NY ARCA BIOTECH |
| FIRST TR EXCHANGE-TRADED FD | 7911 | 2129483 | DJ INTERNT IDX |
| AXON ENTERPRISE INC | 3744 | 2126330 | COM |
| VANGUARD INDEX FDS | 6976 | 2107519 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 81264 | 1980404 | SHT TM US TRES |
| NVIDIA CORPORATION | 10614 | 1979601 | COM |
| CATALYST PHARMACEUTICALS INC | 84342 | 1968542 | COM |
| ISHARES TR | 2750 | 1883585 | CORE S&P500 ETF |
| ISHARES TR | 16876 | 1800669 | SHRT NAT MUN ETF |
| SCHWAB STRATEGIC TR | 62295 | 1774172 | US SML CAP ETF |
| GLOBAL X FDS | 21112 | 1763310 | GLOBAL X SILVER |
| VANGUARD INDEX FDS | 3561 | 1737269 | GROWTH ETF |
| VANECK ETF TRUST | 20031 | 1718026 | GOLD MINERS ETF |
| VANGUARD INDEX FDS | 5107 | 1712224 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 17386 | 1370191 | SHORT TRM BOND |
| ISHARES TR | 4526 | 1363005 | ISHARES SEMICDTR |
| VANGUARD INDEX FDS | 2148 | 1347222 | S&P 500 ETF SHS |
| ISHARES TR | 12342 | 1321952 | NATIONAL MUN ETF |
| BROADCOM INC | 3609 | 1248916 | COM |
| CYBERARK SOFTWARE LTD | 2786 | 1242723 | SHS |
| CISCO SYS INC | 15042 | 1158685 | COM |
| CHEVRON CORP NEW | 7451 | 1135616 | COM |
| ISHARES TR | 2199 | 1040787 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 2114 | 1022578 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1944 | 977152 | CL B NEW |
| META PLATFORMS INC | 1422 | 938680 | CL A |
| SCHWAB STRATEGIC TR | 28383 | 925853 | US LCAP GR ETF |
| ALPHABET INC | 2777 | 871423 | CAP STK CL C |
| TESLA INC | 1759 | 791057 | COM |
| GLOBUS MED INC | 9020 | 787536 | CL A |
| SCHWAB STRATEGIC TR | 33695 | 787452 | US AGGREGATE B |
| SELECT SECTOR SPDR TR | 5356 | 771103 | STATE STREET TEC |
| HALOZYME THERAPEUTICS INC | 10975 | 738618 | COM |
| RIO TINTO PLC | 9211 | 737156 | SPONSORED ADR |
| MERCADOLIBRE INC | 358 | 721105 | COM |
| ISHARES TR | 4833 | 682130 | SELECT DIVID ETF |
| NEUROCRINE BIOSCIENCES INC | 4796 | 680217 | COM |
| SCHWAB STRATEGIC TR | 32174 | 672111 | US REIT ETF |
| SHOPIFY INC | 3877 | 624081 | CL A SUB VTG SHS |
| EXXON MOBIL CORP | 5008 | 602718 | COM |
| PNC FINL SVCS GROUP INC | 2865 | 597918 | COM |
| ISHARES TR | 8786 | 579876 | CORE S&P MCP ETF |
| NORTHERN TR CORP | 4212 | 575317 | COM |
| GILEAD SCIENCES INC | 4539 | 557070 | COM |
| TAPESTRY INC | 4250 | 543013 | COM |
| ISHARES TR | 4487 | 510262 | SP SMCP600VL ETF |
| ZETA GLOBAL HOLDINGS CORP | 24984 | 508424 | CL A |
| ARTISAN PARTNERS ASSET MGMT | 11800 | 480732 | CL A |
| COMERICA INC | 5485 | 476811 | COM |
| ISHARES TR | 1234 | 460825 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 2375 | 453601 | VALUE ETF |
| CITIGROUP INC | 3624 | 422885 | COM NEW |
| ORACLE CORP | 2108 | 410870 | COM |
| ABBVIE INC | 1774 | 405356 | COM |
| SELECT SECTOR SPDR TR | 7363 | 403294 | STATE STREET FIN |
| FIFTH THIRD BANCORP | 8384 | 392442 | COM |
| INSULET CORP | 1336 | 379745 | COM |
| THE CAMPBELLS COMPANY | 12848 | 358074 | COM |
| VANECK ETF TRUST | 20495 | 356818 | VANECK SHRT MUNI |
| HORMEL FOODS CORP | 15015 | 355856 | COM |
| REGIONS FINANCIAL CORP NEW | 13108 | 355227 | COM |
| PTC THERAPEUTICS INC | 4673 | 354961 | COM |
| VANECK ETF TRUST | 4633 | 342471 | RARE EARTH AND S |
| KINIKSA PHARMACEUTICALS INTL | 8146 | 336023 | ORD SHS CL A |
| ISHARES TR | 3767 | 328332 | 20 YR TR BD ETF |
| PROGRESSIVE CORP | 1426 | 324729 | COM |
| ETON PHARMACEUTICALS INC | 18996 | 321222 | COM |
| GLOBAL X FDS | 4929 | 319695 | LITHIUM BTRY ETF |
| JANUS HENDERSON GROUP PLC | 6718 | 319575 | ORD SHS |
| ISHARES TR | 2620 | 314872 | CORE S&P SCP ETF |
| COCA COLA CO | 4396 | 307339 | COM |
| PARK NATL CORP | 2015 | 306643 | COM |
| ASTERA LABS INC | 1814 | 301777 | COM |
| UNITEDHEALTH GROUP INC | 908 | 299740 | COM |
| AMERICAN ELEC PWR CO INC | 2559 | 295078 | COM |
| WELLS FARGO CO NEW | 3150 | 293580 | COM |
| WALMART INC | 2587 | 288218 | COM |
| ATI INC | 2487 | 285408 | COM |
| UNITED PARCEL SERVICE INC | 2871 | 284774 | CL B |
| SAMSARA INC | 8019 | 284274 | COM CL A |
| BANK AMERICA CORP | 5129 | 282095 | COM |
| SELECT SECTOR SPDR TR | 2305 | 271345 | STATE STREET COM |
| JOHNSON & JOHNSON | 1309 | 270921 | COM |
| NOVARTIS AG | 1947 | 268433 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 827 | 266476 | COM |
| CORCEPT THERAPEUTICS INC | 7532 | 262114 | COM |
| VANGUARD SPECIALIZED FUNDS | 1185 | 260439 | DIV APP ETF |
| MEDTRONIC PLC | 2631 | 252734 | SHS |
| HF SINCLAIR CORP | 5242 | 241547 | COM |
| STATE STR CORP | 1868 | 240991 | COM |
| PULTE GROUP INC | 2019 | 236748 | COM |
| VISA INC | 649 | 227611 | COM CL A |
| ISHARES TR | 1512 | 224819 | CORE S&P TTL STK |
| TAIWAN SEMICONDUCTOR MFG LTD | 733 | 222751 | SPONSORED ADS |
| WISDOMTREE TR | 2443 | 218477 | US QTLY DIV GRT |
| US BANCORP DEL | 4040 | 215574 | COM NEW |
| PROLOGIS INC. | 1684 | 214979 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 762 | 209847 | ORD SHS |
| VERIZON COMMUNICATIONS INC | 5024 | 204618 | COM |
| COTERRA ENERGY INC | 7704 | 202769 | COM |
| EOG RES INC | 1929 | 202564 | COM |
| ISHARES TR | 1177 | 200832 | RUS TOP 200 ETF |
| SENSTAR TECHNOLOGIES CORP | 34375 | 166031 | COM |
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