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CIK: 0001632866
Total reported value
$390.3M
$390.3M
179 檔
36.3%
The Q2 2026 SEC filing reveals that Juncture Wealth Strategies, LLC held a total portfolio value of $390.3M, covering 179 public equity positions.
In Q2 2026, Juncture Wealth Strategies, LLC displayed an active expansion posture, initiating 53 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 16.25% | -1.71% | -10.57% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 9.24% | -0.16% | -3.21% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.79% | -0.30% | -8.39% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.86% | -0.07% | +58.84% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.67% | +0.02% | -16.48% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.57% | +0.16% | +8.48% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 2.49% | -0.15% | +0.17% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.33% | +0.03% | +7.31% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.93% | +0.06% | -2.50% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.77% | -0.53% | — | |
| 11 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 1.69% | +0.01% | -8.39% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.65% | -0.22% | -20.20% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.02% | +166.77% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.28% | -0.18% | +9.15% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.28% | +0.28% | +44.08% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.21% | -0.15% | +1075.47% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | -0.03% | +2.35% | |
| 18 | URA | Global X Uranium ETF | ETF-Other | 1.15% | -0.10% | +1.01% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.10% | -0.02% | +1.81% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | -0.04% | +3.16% | |
| 21 | FLIN | Franklin Ftse India ETF | ETF-Other | 1.05% | -0.06% | +27.83% | |
| 22 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.97% | +0.13% | +27.15% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | -0.06% | -6.45% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.95% | +0.02% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | -0.09% | +132.09% | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.86% | — | — | |
| 27 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.78% | -0.06% | -0.05% | |
| 28 | LIT | Global X Lithium & Battery T | ETF-Other | 0.75% | -0.12% | +84.94% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.12% | +32.47% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.09% | +42.05% | |
| 31 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.74% | +0.16% | +54.71% | |
| 32 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.74% | -0.32% | +93.21% | |
| 33 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.74% | +0.21% | +56.82% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.06% | +668.24% | |
| 35 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.71% | -0.16% | +103.01% | |
| 36 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.71% | +0.04% | +5.16% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.69% | -0.10% | -6.99% | |
| 38 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.66% | -0.13% | -6.31% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.65% | -0.05% | -1.25% | |
| 40 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.59% | +0.04% | +7.94% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.54% | -0.10% | -6.06% | |
| 42 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.50% | -0.14% | -7.75% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | -0.02% | -2.65% | |
| 44 | COPX | Global X Copper Miners ETF | ETF-Other | 0.48% | +0.11% | +615.02% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | +0.10% | +121.20% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.01% | -13.10% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.01% | -1.94% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.05% | -3.60% | |
| 49 | SUB | Ishares Short-term National | ETF-Other | 0.44% | -0.03% | -5.28% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.04% | +18.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | +1.8% | NEW | New buy |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.1% | +1075.47% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +1% | +58.84% | Add |
| 4 | VLUE | Ishares Msci USA Value Facto | +1% | NEW | New buy |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | +0.9% | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.8% | +166.77% | Add |
| 7 | AVGO | Broadcom Inc | +0.5% | +132.09% | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.4% | +42.05% | Add |
| 9 | COPX | Global X Copper Miners ETF | +0.4% | +615.02% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.3% | NEW | New buy |
| 11 | EEM | Ishares Msci Emerging Market | +0.3% | +44.08% | Add |
| 12 | ALAB | Astera Labs Inc | +0.3% | NEW | New buy |
| 13 | SNDK | Sandisk CORP | +0.3% | NEW | New buy |
| 14 | MU | Micron Technology Inc | +0.3% | +69.65% | Add |
| 15 | XME | Ss Spdr S&p Metals Mining | +0.3% | +103.01% | Add |
| 16 | LIT | Global X Lithium & Battery T | +0.3% | +84.94% | Add |
| 17 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.3% | +93.21% | Add |
| 18 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +303.07% | Add |
| 20 | COST | Costco Wholesale CORP | +0.2% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | +0.2% | +81.19% | Add |
| 22 | MSFT | Microsoft CORP | +0.2% | +121.20% | Add |
| 23 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 24 | SIMO | Silicon Motion Technol-adr | +0.2% | NEW | New buy |
| 25 | SOXX | Ishares Semiconductor ETF | +0.2% | -6.31% | Trim |
| 26 | AIP | Arteris Inc | +0.2% | NEW | New buy |
| 27 | UBND | Victoryshares Core Plus Bond | +0.2% | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 29 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 30 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.2% | NEW | New buy |
| 32 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 33 | KLIC | Kulicke & Soffa Industries | +0.2% | NEW | New buy |
| 34 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.2% | +88.22% | Add |
| 35 | MIRM | Mirum Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 36 | INCY | Incyte CORP | +0.2% | NEW | New buy |
| 37 | MNST | Monster Beverage CORP | +0.2% | NEW | New buy |
| 38 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 39 | PHM | Pultegroup Inc | +0.1% | +195.25% | Add |
| 40 | LHX | L3harris Technologies Inc | +0.1% | NEW | New buy |
| 41 | OPRA | Opera Ltd-adr | +0.1% | NEW | New buy |
| 42 | NVDA | Nvidia CORP | +0.1% | +32.47% | Add |
| 43 | ✓ | +0.1% | NEW | New buy | |
| 44 | IOT | Samsara Inc-cl A | +0.1% | NEW | New buy |
| 45 | VUG | Vanguard Growth ETF | +0.1% | +668.24% | Add |
| 46 | ETON | Eton Pharmaceuticals Inc | +0.1% | +50.40% | Add |
| 47 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 48 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 49 | PTCT | Ptc Therapeutics Inc | +0.1% | +105.46% | Add |
| 50 | AUPH | Aurinia Pharmaceuticals Inc | +0.1% | +237.59% | Add |
According to official SEC Form 13F filings, Juncture Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $390.3M across 179 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, SCHB, DFUV) accounted for 36.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
SDY
市值: $6.8M
Top Position Liquidated / Trimmed
CTRA
前期市值: $269.1K
During Q2 2026, Juncture Wealth Strategies, LLC's top holdings by market value included VV (16.3%)、SCHB (9.2%)、DFUV (4.8%). The largest single position, VV, represented 16.3% of total portfolio value.
In Q2 2026, Juncture Wealth Strategies, LLC made 174 total portfolio adjustments, initiating 53 new buys, adding to 52 positions, trimming 62 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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