Juncture Wealth Strategies, LLC Top Holdings and 13F Report (2026) About Juncture Wealth Strategies, LLCInvestment ActivityJuncture Wealth Strategies, LLC has $299.19 million in total holdings as of March 31, 2026.Juncture Wealth Strategies, LLC owns shares of 133 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 7.97% of the portfolio was purchased this quarter.About 7.91% of the portfolio was sold this quarter.This quarter, Juncture Wealth Strategies, LLC has purchased 134 new stocks and bought additional shares in 46 stocks.Juncture Wealth Strategies, LLC sold shares of 61 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $60,689,958Schwab US Broad Market ETF $31,798,707Dimensional US Marketwide Value ETF $17,706,695Schwab US Dividend Equity ETF $11,883,858iShares Core U.S. Aggregate Bond ETF $9,150,907 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $8,433,349 Holding464287234 - iShares MSCI Emerging Markets ETF $2,827,915 Holding78464A755 - SPDR S&P Metals & Mining ETF $1,357,038 Holding697435105 - Palo Alto Networks $954,225 Holding20825C104 - ConocoPhillips $350,592 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 43,942 shares (about $8.43M)iShares MSCI Emerging Markets ETF 49,796 shares (about $2.83M)SPDR S&P Metals & Mining ETF 12,564 shares (about $1.36M)Global X Lithium & Battery Tech ETF 15,098 shares (about $1.12M)VanEck Rare Earth and Strategic Metals ETF 12,078 shares (about $1.06M) Largest Sales this Quarter Vanguard Large-Cap ETF 32,802 shares (about $9.80M)Vanguard Real Estate ETF 16,254 shares (about $1.44M)InterDigital 4,423 shares (about $1.34M)Dimensional US Marketwide Value ETF 26,570 shares (about $1.29M)SPDR Portfolio S&P 500 Value ETF 12,680 shares (about $717.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJuncture Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$60,689,958$9,802,893 â–¼-13.9%203,07820.3%ETFSCHBSchwab US Broad Market ETF$31,798,707$167,116 â–¼-0.5%1,266,88110.6%ETFDFUVDimensional US Marketwide Value ETF$17,706,695$1,287,582 â–¼-6.8%365,3885.9%ETFSCHDSchwab US Dividend Equity ETF$11,883,858$11,505 â–²0.1%387,3494.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,150,907$437,582 â–²5.0%92,1823.1%FinanceDFATDimensional U.S. Targeted Value ETF$8,531,794$343,100 â–¼-3.9%136,6182.9%ETFRSPInvesco S&P 500 Equal Weight ETF$8,433,349$8,433,349 â–²New Holding43,9422.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,350,054$377,754 â–²4.7%100,9072.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,399,722$717,436 â–¼-8.8%130,7832.5%ETFVGKVanguard FTSE Europe ETF$7,098,935$58,690 â–¼-0.8%86,1212.4%ETFXYLDGlobal X S&P 500 Covered Call ETF$6,791,487$11,387 â–²0.2%173,5622.3%ETFURAGlobal X Uranium ETF$4,854,291$267,286 â–¼-5.2%100,2331.6%ETFPPAInvesco Aerospace & Defense ETF$4,232,641$534,217 â–²14.4%25,5441.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,178,797$80,618 â–²2.0%52,7161.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,966,493$107,801 â–²2.8%75,4661.3%ManufacturingSPYSPDR S&P 500 ETF Trust$3,842,859$431,175 â–¼-10.1%5,9091.3%FinanceVOTVanguard Mid-Cap Growth ETF$3,308,749$67,426 â–¼-2.0%12,8571.1%ETFMCHIiShares MSCI China ETF$3,228,285$694,444 â–²27.4%57,4631.1%ETFFLINFranklin FTSE India ETF$2,959,231$290,708 â–²10.9%89,0801.0%ETFEEMiShares MSCI Emerging Markets ETF$2,827,915$2,827,915 â–²New Holding49,7960.9%FinanceKBWBInvesco KBW Bank ETF$2,540,306$63,692 â–²2.6%32,1070.8%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$2,390,459$75,605 â–¼-3.1%77,2110.8%ETFGDXVanEck Gold Miners ETF$2,191,616$353,401 â–²19.2%23,8820.7%ETFSILGlobal X Silver Miners ETF$2,152,451$250,691 â–²13.2%23,8950.7%ETFVBKVanguard Small-Cap Growth ETF$2,106,683$1,814 â–¼-0.1%6,9700.7%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$2,090,737$43,377 â–¼-2.0%10,4110.7%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,922,742$49,535 â–¼-2.5%79,2230.6%ETFNVDANVIDIA$1,897,556$46,392 â–²2.5%10,8800.6%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$1,857,028$5,617 â–²0.3%7,9350.6%ETFVUGVanguard Growth ETF$1,824,909$269,499 â–²17.3%4,1780.6%ETFIVViShares Core S&P 500 ETF$1,812,658$16,330 â–²0.9%2,7750.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,778,474$951,677 â–²115.1%61,0530.6%ETFCPRXCatalyst Pharmaceuticals$1,777,991$310,317 â–¼-14.9%71,8090.6%MedicalSUBiShares Short-Term National Muni Bond ETF$1,770,563$26,732 â–¼-1.5%16,6250.6%ETFSCHASchwab US Small-Cap ETF$1,765,438$46,092 â–¼-2.5%60,7100.6%ETFAXONAxon Enterprise$1,572,202$17,837 â–¼-1.1%3,7020.5%AerospaceVTIVanguard Total Stock Market ETF$1,537,642$100,734 â–¼-6.1%4,7930.5%ETFLITGlobal X Lithium & Battery Tech ETF$1,489,007$1,122,536 â–²306.3%20,0270.5%ETFVNQVanguard Real Estate ETF$1,471,267$1,441,730 â–¼-49.5%16,5870.5%ETFREMXVanEck Rare Earth and Strategic Metals ETF$1,470,568$1,062,864 â–²260.7%16,7110.5%ETFCVXChevron$1,432,912$108,617 â–¼-7.0%6,9260.5%EnergySOXXiShares Semiconductor ETF$1,391,218$96,297 â–¼-6.5%4,2330.5%ETFIDCCInterDigital$1,371,986$1,335,746 â–¼-49.3%4,5430.5%Computer and TechnologyXMESPDR S&P Metals & Mining ETF$1,357,038$1,357,038 â–²New Holding12,5640.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,324,769$65,594 â–¼-4.7%29,1030.4%ETFBSVVanguard Short-Term Bond ETF$1,309,447$53,789 â–¼-3.9%16,7000.4%ETFMUBiShares National Muni Bond ETF$1,233,145$76,959 â–¼-5.9%11,6170.4%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,205,699$27,885 â–¼-2.3%25,2080.4%FinanceVOOVanguard S&P 500 ETF$1,199,617$83,639 â–¼-6.5%2,0080.4%ETFAVGOBroadcom$1,182,217$65,300 â–²5.8%3,8200.4%Computer and TechnologyCSCOCisco Systems$1,163,074$4,035 â–¼-0.3%14,9900.4%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$977,718$265,845 â–¼-21.4%11,4820.3%ETFPANWPalo Alto Networks$954,225$954,225 â–²New Holding5,9520.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$937,6540.0%2,1990.3%ETFBRK.BBerkshire Hathaway$932,523$958 â–²0.1%1,9460.3%FinanceXOMExxonMobil$870,183$20,529 â–²2.4%5,1290.3%EnergyRIORio Tinto$830,747$28,547 â–¼-3.3%8,9050.3%Basic MaterialsGMEDGlobus Medical$820,760$43,597 â–²5.6%9,5260.3%MedicalMSFTMicrosoft$820,548$38,122 â–²4.9%2,2170.3%Computer and TechnologyMETAMeta Platforms$813,030$572 â–¼-0.1%1,4210.3%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$778,543$3,855 â–¼-0.5%33,5290.3%ETFFITBFifth Third Bancorp$741,203$351,693 â–²90.3%15,9540.2%FinanceDVYiShares Select Dividend ETF$710,416$21,349 â–¼-2.9%4,6920.2%ETFGOOGAlphabet$710,265$86,345 â–¼-10.8%2,4760.2%Computer and TechnologyHALOHalozyme Therapeutics$690,313$19,001 â–¼-2.7%10,6810.2%MedicalTLTiShares 20+ Year Treasury Bond ETF$651,649$325,088 â–²99.5%7,5170.2%ETFTSLATesla$644,986$8,922 â–¼-1.4%1,7350.2%Auto/Tires/TrucksGILDGilead Sciences$632,6350.0%4,5390.2%MedicalTPRTapestry$599,7470.0%4,2500.2%Retail/WholesaleNBIXNeurocrine Biosciences$598,495$33,330 â–¼-5.3%4,5430.2%MedicalPNCThe PNC Financial Services Group$598,323$2,081 â–²0.3%2,8750.2%FinanceXLKTechnology Select Sector SPDR Fund$593,664$118,148 â–¼-16.6%4,4670.2%ETFIJHiShares Core S&P Mid-Cap ETF$593,3190.0%8,7860.2%ETFMELIMercadoLibre$589,596$29,393 â–¼-4.7%3410.2%Retail/WholesaleNTRSNorthern Trust$575,028$12,840 â–¼-2.2%4,1200.2%FinanceXSDSPDR S&P Semiconductor ETF$542,011$29,351 â–²5.7%1,6620.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$507,272$97,323 â–¼-16.1%5,1810.2%ETFVTVVanguard Value ETF$502,272$36,297 â–²7.8%2,5600.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$479,367$52,118 â–¼-9.8%4,0470.2%ETFETONEton Pharmaceuticals$473,387$4,566 â–²1.0%19,1810.2%MedicalKINIKSA PHARMACEUTICALS INTL$455,981$63,751 â–²16.3%9,4700.2%ORD SHS CL ASPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$448,832$26,731 â–¼-5.6%13,3820.2%ETFIWBiShares Russell 1000 ETF$439,9950.0%1,2340.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$432,492$202,668 â–²88.2%4,5070.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$424,679$662 â–¼-0.2%14,1230.1%ETFCCitigroup$393,986$17,011 â–¼-4.1%3,4740.1%Financial ServicesUPSUnited Parcel Service$386,240$103,791 â–²36.7%3,9260.1%TransportationABBVAbbVie$382,672$3,263 â–¼-0.8%1,7590.1%MedicalSHOPIFY INC$379,940$79,950 â–¼-17.4%3,2030.1%CL A SUB VTG SHSAEPAmerican Electric Power$377,379$41,946 â–²12.5%2,8790.1%UtilitiesRFRegions Financial$363,277$20,896 â–²6.1%13,9080.1%FinanceZETA GLOBAL HOLDINGS CORP$362,960$34,785 â–¼-8.7%22,7990.1%CL AATIATI$361,7590.0%2,4870.1%Basic MaterialsSMBVanEck Short Muni ETF$354,010$554 â–¼-0.2%20,4630.1%ETFPTCTPTC Therapeutics$350,733$32,362 â–²10.2%5,1480.1%MedicalCOPConocoPhillips$350,592$350,592 â–²New Holding2,6560.1%EnergyNVSNovartis$348,728$51,324 â–²17.3%2,2830.1%MedicalXLFFinancial Select Sector SPDR Fund$348,030$15,503 â–¼-4.3%7,0490.1%ETFHRLHormel Foods$346,885$6,795 â–²2.0%15,3150.1%Consumer StaplesTFISPDR Nuveen ICE Municipal Bond ETF$341,456$16,277 â–¼-4.6%7,5310.1%FinanceShowing largest 100 holdings. 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