JUNCTURE WEALTH STRATEGIES, LLC
CIK: 1632866SEC EDGAR →
Portfolio Value
$196.9B
Holdings
179
As of
Q2 2026
New Positions
49
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,226,246 | $35.5B | 18.04% |
| 2 | DIMENSIONAL ETF TRUST | 334,724 | $18.4B | 9.35% |
| 3 | SCHWAB STRATEGIC TR | 323,518 | $10.3B | 5.21% |
| 4 | ISHARES TR | 100,001 | $9.9B | 5.03% |
| 5 | DIMENSIONAL ETF TRUST | 136,848 | $9.6B | 4.86% |
| 6 | VANGUARD SCOTTSDALE FDS | 108,280 | $8.9B | 4.55% |
| 7 | VANGUARD INTL EQUITY INDEX F | 83,967 | $7.4B | 3.78% |
| 8 | GLOBAL X FDS | 159,001 | $6.5B | 3.29% |
| 9 | SPDR SERIES TRUST | 104,363 | $6.3B | 3.22% |
| 10 | ISHARES TR | 71,746 | $4.9B | 2.49% |
Quarterly Changes
New Positions (53)
$3.3B · 40K shares
$763.3M · 16K shares
$758.3M · 35K shares
$728.0M · 13K shares
$557.9M · 6K shares
$533.2M · 6K shares
$513.2M · 26K shares
$444.8M · 14K shares
$368.5M · 8K shares
$367.2M · 4K shares
$348.3M · 23K shares
$340.3M · 4K shares
$297.9M · 6K shares
$293.0M · 17K shares
$286.2M · 4K shares
$270.0M · 8K shares
$239.4M · 3K shares
$220.5M · 6K shares
$215.6M · 3K shares
$201.7M · 7K shares
$62.4M · 14K shares
$6.8M · 45K shares
$3.7M · 18K shares
$1.3M · 7K shares
$1.3M · 3K shares
$1.1M · 475 shares
$904K · 4K shares
$890K · 952 shares
$809K · 2K shares
$806K · 2K shares
$734K · 612 shares
$703K · 2K shares
$681K · 3K shares
$633K · 2K shares
$618K · 5K shares
$564K · 5K shares
$562K · 5K shares
$517K · 2K shares
SPACE EXPLORATION TECHN CORP
$456K · 3K shares
$430K · 425 shares
$428K · 2K shares
$381K · 3K shares
$375K · 1K shares
$342K · 356 shares
$292K · 1K shares
$241K · 718 shares
HONEYWELL INTL INC
$237K · 1K shares
HONEYWELL AEROSPACE INC
$234K · 1K shares
$218K · 1K shares
$217K · 2K shares
$211K · 701 shares
$207K · 520 shares
$202K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 90 | $182.0B | 92.4% |
| Healthcare | 20 | $7.8B | 3.9% |
| Technology | 25 | $2.3B | 1.2% |
| Consumer Defensive | 7 | $1.9B | 1.0% |
| Basic Materials | 3 | $1.1B | 0.5% |
| Consumer Cyclical | 6 | $535.9M | 0.3% |
| Communication Services | 3 | $514.7M | 0.3% |
| Industrials | 6 | $409.9M | 0.2% |
| Energy | 5 | $330.6M | 0.2% |
| Real Estate | 1 | $62.4M | 0.0% |
| Unknown | 12 | $5.8M | 0.0% |
| Utilities | 1 | $379K | 0.0% |