Juncture Wealth Strategies, LLC has filed its 13F form on April 05, 2024 for Q1 2024 where it was disclosed a total value porftolio of $232 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $59.6M, Dimensional ETF Tr Us Marketwi with a value of $16.8M, Schwab Strategic Tr Us Broad M with a value of $15.2M, Spdr Portfolio S&P 500 Value E with a value of $10.3M, and Dimensional ETF Tr U S Target with a value of $8.6M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $219M to 232M.

Below you can find more details about Juncture Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $232 Million
ETFs: $200 Million
Technology: $11.2 Million
Healthcare: $7.32 Million
Industrials: $3.11 Million
Financial Services: $2.59 Million
Energy: $1.76 Million
Communication Services: $1.47 Million
Consumer Cyclical: $1.3 Million
Other: $3.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 109
  • Current Value $232 Million
  • Prior Value $219 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 05, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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