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.