JUNCTURE WEALTH STRATEGIES, LLC
CIK: 0001632866SEC EDGAR →
Portfolio Value
$303.8M
Holdings
134
As of
Q4 2025
New Positions
20
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 235,880 | $74.3M | 24.44% |
| 2 | SCHWAB STRATEGIC TR | 1,273,539 | $33.4M | 11.00% |
| 3 | DIMENSIONAL ETF TRUST | 391,958 | $18.3M | 6.01% |
| 4 | SCHWAB STRATEGIC TR | 386,974 | $10.6M | 3.49% |
| 5 | ISHARES TR | 87,774 | $8.8M | 2.89% |
| 6 | DIMENSIONAL ETF TRUST | 142,112 | $8.5M | 2.79% |
| 7 | SPDR SERIES TRUST | 143,463 | $8.2M | 2.68% |
| 8 | VANGUARD SCOTTSDALE FDS | 96,342 | $8.1M | 2.66% |
| 9 | VANGUARD INTL EQUITY INDEX F | 86,833 | $7.3M | 2.39% |
| 10 | GLOBAL X FDS | 173,271 | $7.0M | 2.32% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $269.4M | 88.7% |
| Technology | 12 | $9.2M | 3.0% |
| Healthcare | 13 | $7.3M | 2.4% |
| Unknown | 9 | $6.9M | 2.3% |
| Industrials | 3 | $2.6M | 0.8% |
| Energy | 5 | $2.4M | 0.8% |
| Communication Services | 2 | $1.8M | 0.6% |
| Consumer Cyclical | 3 | $1.6M | 0.5% |
| Consumer Defensive | 4 | $1.3M | 0.4% |
| Basic Materials | 1 | $737K | 0.2% |
| Utilities | 1 | $295K | 0.1% |
| Real Estate | 1 | $214K | 0.1% |