Q2 2026 13F · SEC CIK 1632866

Juncture Wealth Strategies, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $384.4M
Reported positions: 179
Top holdings a year, 3 yrs: +14.0%
Assets under management: $473.6M

Juncture Wealth Strategies, LLC is a wealth manager that reported 179 positions worth $384.4M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Inx Lrg (VV, 16.2%), Schwb US Broad (SCHB, 9.2%), Dimensional U.s. Marketwide Val (DFUV, 4.8%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 20.4% for the S&P 500.

Juncture Wealth Strategies, LLC holdings largest 50 of 179 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Juncture Wealth Strategies, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VVVanguard Inx Lrg	16.2%	20.3%	181,619	-10.6%	$62.5M
SCHBSchwb US Broad	9.2%	10.6%	1,226,246	-3.2%	$35.5M
DFUVDimensional U.s. Marketwide Val	4.8%	5.9%	334,724	-8.4%	$18.4M
RSPInvesco S&p 500 Equal Weight ETF	3.9%	2.8%	69,798	+58.8%	$14.9M
SCHDSchwab Strategic Tr	2.7%	4.0%	323,518	-16.5%	$10.3M
AGGIshares Tr	2.6%	3.1%	100,001	+8.5%	$9.9M
DFATDimensional U.s. Targeted Value	2.5%	2.9%	136,848	+0.2%	$9.6M
VCITVanguard Scottsdale Fds	2.3%	2.8%	108,280	+7.3%	$8.9M
VGKVanguard Intl Equity Index F	1.9%	2.4%	83,967	-2.5%	$7.4M
SDYSpdr Series Trust	1.8%	—	44,771	—	$6.8M
XYLDGlobal X Fds	1.7%	2.3%	159,001	-8.4%	$6.5M
SPYVSpdr Series Trust	1.6%	2.5%	104,363	-20.2%	$6.3M
IVVIshares Core S&p 500 ETF	1.4%	0.6%	7,403	+166.8%	$5.5M
PPAInvesco Aerospace & Defense ETF	1.3%	1.4%	27,881	+9.1%	$4.9M
EEMIshares	1.3%	0.9%	71,746	+44.1%	$4.9M
IJRIshares Core S&p Small Cap ETF	1.2%	—	31,291	—	$4.6M
SPYSpdr S&p 500 ETF Tr	1.2%	1.3%	6,048	+2.4%	$4.5M
URAGlobal X Uranium ETF	1.2%	1.6%	101,249	+1.0%	$4.4M
VCSHVanguard Scottsdale Fds	1.1%	1.4%	53,672	+1.8%	$4.2M
IGSBIshares 1-3 Yr Credit Bond ETF	1.1%	1.3%	77,852	+3.2%	$4.1M
FLINFranklin Ftse India ETF	1.1%	1.0%	113,867	+27.8%	$4.1M
MCHIIshares Tr	1.0%	1.1%	73,062	+27.1%	$3.7M
VOTVanguard Index Fds	1.0%	1.1%	12,028	-6.4%	$3.7M
VLUEIshares	1.0%	—	18,364	—	$3.7M
AVGOBroadcom Inc	0.9%	0.4%	8,866	+132.1%	$3.3M
JIREJ P Morgan Exchange Traded F	0.9%	—	40,004	—	$3.3M
KBWBInvesco Kbw Bank ETF	0.8%	0.8%	32,091	-0.0%	$3.0M
LITGlobal X Fds	0.8%	0.5%	37,038	+84.9%	$2.9M
NVDANvidia Corporation Com	0.8%	0.6%	14,413	+32.5%	$2.9M
PANWPalo Alto Networks Inc	0.8%	—	8,455	—	$2.9M
SILGlobal X Fds	0.7%	0.7%	36,967	+54.7%	$2.9M
REMXVaneck ETF Trust	0.7%	0.5%	32,288	+93.2%	$2.9M
GDXVaneck Gold Miners ETF	0.7%	0.7%	37,452	+56.8%	$2.8M
VUGVanguard Indx Fd	0.7%	0.6%	32,097	+668.2%	$2.8M
XMEState Street Spdr S&p Metals & Mining Et	0.7%	0.5%	25,506	+103.0%	$2.7M
FBTFirst Tr Exchange-Traded Fd	0.7%	0.7%	10,948	+5.2%	$2.7M
SCHMSchwab Strategic Tr	0.7%	0.8%	71,816	-7.0%	$2.6M
SOXXIshares Semiconductor ETF	0.7%	0.5%	3,966	-6.3%	$2.5M
VBKVanguard Small Cap Growth ETF	0.7%	0.7%	6,883	-1.2%	$2.5M
FDNFirst Tr Exchange-Traded Fd	0.6%	0.6%	8,565	+7.9%	$2.3M
SCHASchwab U.s. Small-Cap ETF	0.5%	0.6%	57,031	-6.1%	$2.1M
AXONAxon Enterprise Inc	0.5%	0.5%	3,415	-7.8%	$1.9M
SCHOSchwab Short-Term U.S. Treasury ETF	0.5%	0.6%	77,123	-2.7%	$1.9M
COPXGlobal X Copper Miners ETF	0.5%	—	23,939	—	$1.8M
MSFTMicrosoft Corp	0.5%	—	4,904	—	$1.8M
SCHGSchwab U.s. Large-Cap Growth ETF	0.5%	0.6%	53,054	-13.1%	$1.8M
VTIVanguard Index Fds	0.5%	0.5%	4,700	-1.9%	$1.7M
CSCOCisco Sys Inc	0.4%	—	14,450	—	$1.7M
SUBIshares Tr	0.4%	0.6%	15,748	-5.3%	$1.7M
MUBIshares National Muni Bond ETF	0.4%	0.4%	13,723	+18.1%	$1.5M

What Juncture Wealth Strategies, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.0% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$384.4M	179
Q1 2026	$299.2M	133
Q4 2025	$303.8M	134
Q3 2025	$298.5M	130
Q2 2025	$281.5M	125
Q1 2025	$257.4M	122
Q4 2024	$268.4M	130
Q3 2024	$258.3M	120
Q2 2024	$238.6M	112
Q1 2024	$232.4M	109
Q4 2023	$220.3M	105
Q3 2023	$204.6M	113

Questions about Juncture Wealth Strategies, LLC's portfolio

What stocks does Juncture Wealth Strategies, LLC own?

Juncture Wealth Strategies, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 179 positions worth $384.4M. The largest are Vanguard Inx Lrg (VV) at 16.2%, Schwb US Broad (SCHB) at 9.2%, Dimensional U.s. Marketwide Val (DFUV) at 4.8%, Invesco S&p 500 Equal Weight ETF (RSP) at 3.9% and Schwab Strategic Tr (SCHD) at 2.7%.

What did Juncture Wealth Strategies, LLC buy last quarter?

In Q2 2026, Juncture Wealth Strategies, LLC added Vanguard Indx Fd (VUG) (+668.2% shares), Ishares Core S&p 500 ETF (IVV) (+166.8% shares) and Broadcom Inc (AVGO) (+132.1% shares), compared with its Q1 2026 filing.

What did Juncture Wealth Strategies, LLC sell last quarter?

In Q2 2026, Juncture Wealth Strategies, LLC cut from its top 50 Catalyst Pharmaceuticals Inc (CPRX), cut from its top 50 Vanguard Real Estate ETF (VNQ), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Interdigital Inc (IDCC), cut from its top 50 Spdr Series Trust (SPYD), Spdr Series Trust (SPYV) (-20.2% shares), Schwab Strategic Tr (SCHD) (-16.5% shares) and Schwab U.s. Large-Cap Growth ETF (SCHG) (-13.1% shares), compared with its Q1 2026 filing.

How has Juncture Wealth Strategies, LLC's portfolio performed?

A portfolio copying Juncture Wealth Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.0% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is Juncture Wealth Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Juncture Wealth Strategies, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Juncture Wealth Strategies, LLC manage?

Juncture Wealth Strategies, LLC reported $473.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $384.4M.