JUNCTURE WEALTH STRATEGIES, LLC
CIK: 1632866SEC EDGAR →
Portfolio Value
$171.9B
Holdings
133
As of
Q1 2026
New Positions
133
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,266,881 | $31.8B | 18.49% |
| 2 | DIMENSIONAL ETF TRUST | 365,388 | $17.7B | 10.30% |
| 3 | SCHWAB STRATEGIC TR | 387,349 | $11.9B | 6.91% |
| 4 | ISHARES TR | 92,182 | $9.2B | 5.32% |
| 5 | DIMENSIONAL ETF TRUST | 136,618 | $8.5B | 4.96% |
| 6 | VANGUARD SCOTTSDALE FDS | 100,907 | $8.4B | 4.86% |
| 7 | SPDR SERIES TRUST | 130,783 | $7.4B | 4.30% |
| 8 | VANGUARD INTL EQUITY INDEX F | 86,121 | $7.1B | 4.13% |
| 9 | GLOBAL X FDS | 173,562 | $6.8B | 3.95% |
| 10 | GLOBAL X FDS | 100,233 | $4.9B | 2.82% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $162.6B | 94.6% |
| Healthcare | 12 | $5.0B | 2.9% |
| Technology | 12 | $1.5B | 0.9% |
| Basic Materials | 2 | $831.0M | 0.5% |
| Energy | 7 | $790.3M | 0.5% |
| Consumer Defensive | 3 | $678.7M | 0.4% |
| Industrials | 3 | $492.0M | 0.3% |
| Unknown | 7 | $4.7M | 0.0% |
| Communication Services | 2 | $1.5M | 0.0% |
| Consumer Cyclical | 3 | $1.5M | 0.0% |
| Utilities | 1 | $377K | 0.0% |
| Real Estate | 1 | $223K | 0.0% |