JUNCTURE WEALTH STRATEGIES, LLC

Est. AUM

$299.2M

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$60.7M	203078	20.28%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$31.8M	1266881	10.63%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.7M	365388	5.92%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.9M	387349	3.97%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$9.2M	92182	3.06%	SOLE
6	DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.5M	136618	2.85%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.4M	43942	2.82%	SOLE
8	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.3M	100907	2.79%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$7.4M	130783	2.47%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.1M	86121	2.37%	SOLE
11	GLOBAL X FDS	S&P 500 COVERED	$6.8M	173562	2.27%	SOLE
12	GLOBAL X FDS	GLOBAL X URANIUM	$4.9M	100233	1.62%	SOLE
13	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$4.2M	25544	1.41%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	52716	1.40%	SOLE
15	ISHARES TR	ISHS 1-5YR INVS	$4.0M	75466	1.33%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.8M	5909	1.28%	SOLE
17	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.3M	12857	1.11%	SOLE
18	ISHARES TR	MSCI CHINA ETF	$3.2M	57463	1.08%	SOLE
19	FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$3.0M	89080	0.99%	SOLE
20	ISHARES TR	MSCI EMG MKT ETF	$2.8M	49796	0.95%	SOLE
21	INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.5M	32107	0.85%	SOLE
22	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	77211	0.80%	SOLE
23	VANECK ETF TRUST	GOLD MINERS ETF	$2.2M	23882	0.73%	SOLE
24	GLOBAL X FDS	GLOBAL X SILVER	$2.2M	23895	0.72%	SOLE
25	VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	6970	0.70%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$2.1M	10411	0.70%	SOLE
27	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.9M	79223	0.64%	SOLE
28	NVIDIA CORPORATION	COM	$1.9M	10880	0.63%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.9M	7935	0.62%	SOLE
30	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4178	0.61%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$1.8M	2775	0.61%	SOLE
32	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	61053	0.59%	SOLE
33	CATALYST PHARMACEUTICALS INC	COM	$1.8M	71809	0.59%	SOLE
34	ISHARES TR	SHRT NAT MUN ETF	$1.8M	16625	0.59%	SOLE
35	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	60710	0.59%	SOLE
36	AXON ENTERPRISE INC	COM	$1.6M	3702	0.53%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4793	0.51%	SOLE
38	GLOBAL X FDS	LITHIUM BTRY ETF	$1.5M	20027	0.50%	SOLE
39	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	16587	0.49%	SOLE
40	VANECK ETF TRUST	RARE EARTH AND S	$1.5M	16711	0.49%	SOLE
41	CHEVRON CORPORATION	COM	$1.4M	6926	0.48%	SOLE
42	ISHARES TR	ISHARES SEMICDTR	$1.4M	4233	0.46%	SOLE
43	INTERDIGITAL INC	COM	$1.4M	4543	0.46%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	12564	0.45%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	29103	0.44%	SOLE
46	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	16700	0.44%	SOLE
47	ISHARES TR	NATIONAL MUN ETF	$1.2M	11617	0.41%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	25208	0.40%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	2008	0.40%	SOLE
50	BROADCOM INC	COM	$1.2M	3820	0.40%	SOLE

1–50 of 133

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.