JUNCTURE WEALTH STRATEGIES, LLC
CIK: 1632866SEC EDGAR →
Portfolio Value
$205.4B
Holdings
185
As of
Q3 2026
New Positions
14
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,208,643 | $35.4B | 17.25% |
| 2 | DIMENSIONAL ETF TRUST | 318,553 | $17.5B | 8.53% |
| 3 | ISHARES TR | 113,074 | $10.7B | 5.21% |
| 4 | SCHWAB STRATEGIC TR | 322,879 | $10.5B | 5.11% |
| 5 | VANGUARD SCOTTSDALE FDS | 117,383 | $9.2B | 4.48% |
| 6 | DIMENSIONAL ETF TRUST | 137,257 | $9.1B | 4.44% |
| 7 | VANGUARD INTL EQUITY INDEX F | 89,380 | $7.8B | 3.78% |
| 8 | GLOBAL X FDS | 160,049 | $6.6B | 3.24% |
| 9 | ISHARES TR | 91,251 | $6.1B | 2.97% |
| 10 | INVESCO ACTVELY MNGD ETC FD | 314,643 | $6.1B | 2.96% |
Quarterly Changes
Top Buys
New Positions (14)
$6.1B · 315K shares
$658.0M · 7K shares
$267.7M · 14K shares
$243.1M · 8K shares
$219.6M · 5K shares
$217.3M · 4K shares
$210.4M · 8K shares
$206.6M · 7K shares
$204.2M · 3K shares
$4.9M · 7K shares
$399K · 877 shares
$280K · 415 shares
$273K · 705 shares
$229K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $188.0B | 91.6% |
| Healthcare | 22 | $7.9B | 3.9% |
| Technology | 26 | $3.8B | 1.9% |
| Consumer Defensive | 8 | $2.3B | 1.1% |
| Basic Materials | 4 | $1.1B | 0.5% |
| Industrials | 6 | $788.4M | 0.4% |
| Communication Services | 3 | $573.8M | 0.3% |
| Consumer Cyclical | 6 | $516.1M | 0.3% |
| Unknown | 13 | $231.1M | 0.1% |
| Real Estate | 1 | $51.1M | 0.0% |
| Energy | 6 | $4.1M | 0.0% |
| Utilities | 1 | $329K | 0.0% |