Juncture Wealth Strategies, LLC Portfolio Holdings

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 2025

Juncture Wealth Strategies, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $73.3M, Schwab Strategic Tr Us Broad M with a value of $32.7M, Dimensional ETF Tr Us Marketwi with a value of $17.5M, Schwab Strategic Tr Us Dividen with a value of $9.98M, and Spdr Portfolio S&P 500 Value E with a value of $8.39M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $281M to 298M.

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

Portfolio value $298 Million
ETFs: $259 Million
Technology: $9.36 Million
Healthcare: $7.33 Million
Financial Services: $6.23 Million
Communication Services: $5.48 Million
Industrials: $3.17 Million
Consumer Cyclical: $2.9 Million
Energy: $1.7 Million
Other: $2.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.3 Million 24.61% of portfolio
237,975
Q3 2025 Reduced 0.05%
$0
$32.7 Million 11.0% of portfolio
1,273,141
Q3 2025 Added 0.96%
$0
$17.5 Million 5.88% of portfolio
391,554
Q3 2025 Reduced 7.09%
$0
$9.98 Million 3.35% of portfolio
365,559
Q3 2025 Added 1.02%
$0
$8.39 Million 2.82% of portfolio
151,695
Q3 2025 Reduced 8.14%
$0
$8.24 Million 2.77% of portfolio
141,532
Q3 2025 Added 0.08%
$0
$8.13 Million 2.73% of portfolio
81,069
Q3 2025 Added 0.49%
$0
$7.45 Million 2.5% of portfolio
88,571
Q3 2025 Added 2.1%
$0
$6.3 Million 2.12% of portfolio
160,497
Q3 2025 Added 3.53%
$0
$6.3 Million 2.12% of portfolio
132,159
Q3 2025 Reduced 11.0%
$0
$6.26 Million 2.1% of portfolio
78,441
Q3 2025 Added 11.64%
$0
$4.34 Million 1.46% of portfolio
6,509
Q3 2025 Reduced 2.19%
$0
$4.15 Million 1.4% of portfolio
51,965
Q3 2025 Reduced 4.19%
$0
$4.12 Million 1.38% of portfolio
14,029
Q3 2025 Reduced 12.03%
$0
$3.79 Million 1.27% of portfolio
71,478
Q3 2025 Reduced 0.88%
$0
$3.25 Million 1.09% of portfolio
35,602
Q3 2025 Added 0.67%
$46.4B
$2.84 Million 0.95% of portfolio
3,961
Q3 2025 Reduced 0.2%
$0
$2.76 Million 0.93% of portfolio
41,849
Q3 2025 Added 9.8%
$0
$2.72 Million 0.91% of portfolio
72,988
Q3 2025 Added 7.91%
$0
$2.62 Million 0.88% of portfolio
88,494
Q3 2025 Reduced 9.19%
$0
$2.43 Million 0.82% of portfolio
8,163
Q3 2025 Reduced 27.21%
$0
$2.36 Million 0.79% of portfolio
30,138
Q3 2025 Added 5.48%
$0
$2.31 Million 0.77% of portfolio
8,242
Q3 2025 Reduced 6.55%
$0
$2.21 Million 0.74% of portfolio
34,938
Q3 2025 Added 7.75%
$453B
$2.14 Million 0.72% of portfolio
11,473
Q3 2025 Reduced 1.83%
$0
$2.02 Million 0.68% of portfolio
82,973
Q3 2025 Reduced 4.54%
$0
$2.01 Million 0.67% of portfolio
72,016
Q3 2025 Reduced 15.68%
$0
$1.94 Million 0.65% of portfolio
10,796
Q3 2025 Reduced 2.5%
$0
$1.88 Million 0.63% of portfolio
17,571
Q3 2025 Added 9.4%
$0
$1.87 Million 0.63% of portfolio
2,789
Q3 2025 Added 2.8%
$0
$1.77 Million 0.6% of portfolio
23,210
Q3 2025 Reduced 3.88%
$0
$1.73 Million 0.58% of portfolio
24,111
Q3 2025 Reduced 4.57%
$0
$1.69 Million 0.57% of portfolio
5,140
Q2 2025 Reduced 11.5%
$2.11B
$1.64 Million 0.55% of portfolio
83,402
Q3 2025 Reduced 8.65%
$0
$1.6 Million 0.54% of portfolio
14,996
Q3 2025 Reduced 6.43%
$0
$1.48 Million 0.5% of portfolio
18,766
Q3 2025 Added 9.49%
$0
$1.48 Million 0.5% of portfolio
30,679
Q3 2025 Added 22.76%
$0
$1.4 Million 0.47% of portfolio
2,917
Q3 2025 Added 21.19%
$19.8B
$1.37 Million 0.46% of portfolio
2,834
Q3 2025 Reduced 0.53%
$0
$1.33 Million 0.45% of portfolio
4,917
Q3 2025 Reduced 6.86%
$143B
$1.27 Million 0.43% of portfolio
3,852
Q3 2025 Reduced 0.18%
$0
$1.29 Million 0.43% of portfolio
29,258
Q3 2025 Added 0.48%
$0
$1.27 Million 0.43% of portfolio
2,080
Q3 2025 Reduced 0.62%
$0
$1.26 Million 0.42% of portfolio
15,141
Q3 2025 Reduced 9.33%
$1.61T
$1.17 Million 0.39% of portfolio
1,597
Q3 2025 Reduced 1.18%
$3.81T
$1.17 Million 0.39% of portfolio
2,267
Q3 2025 Reduced 2.58%
$646B
$1.02 Million 0.34% of portfolio
2,036
Q3 2025 Added 2.67%
$284B
$1.02 Million 0.34% of portfolio
14,910
Q3 2025 Added 0.96%
$297B
$986,000 0.33% of portfolio
6,355
Q3 2025 Added 42.3%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $298 Million
  • Prior Value $281 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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