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 Companies Only

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

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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