Juncture Wealth Strategies, LLC Portfolio Holdings

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025

Juncture Wealth Strategies, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $67.9M, Schwab Strategic Tr Us Broad M with a value of $30.1M, Dimensional ETF Tr Us Marketwi with a value of $17.8M, Schwab Strategic Tr Us Dividen with a value of $9.59M, and Spdr Portfolio S&P 500 Value E with a value of $8.64M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $254M to 281M.

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

Portfolio value $281 Million
ETFs: $246 Million
Technology: $9.25 Million
Healthcare: $6.57 Million
Financial Services: $4.98 Million
Industrials: $4.37 Million
Communication Services: $4.32 Million
Consumer Cyclical: $2.57 Million
Energy: $1.23 Million
Other: $1.46 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.2B
$3.29 Million 1.17% of portfolio
3,969
Q2 2025 Reduced 4.36%
$6.72B
$2.13 Million 0.76% of portfolio
9,515
Q2 2025 Reduced 1.31%
$2.15B
$1.98 Million 0.71% of portfolio
91,299
Q2 2025 Reduced 5.02%
$416B
$1.85 Million 0.66% of portfolio
11,687
Q2 2025 Reduced 4.64%
$1.58T
$1.19 Million 0.42% of portfolio
1,616
Q2 2025 Added 2.86%
$15.5B
$1.16 Million 0.41% of portfolio
2,849
Q2 2025 Reduced 0.42%
$3.77T
$1.16 Million 0.41% of portfolio
2,327
Q2 2025 Reduced 3.24%
$113B
$1.06 Million 0.38% of portfolio
3,859
Q2 2025 Reduced 4.9%
$280B
$1.02 Million 0.37% of portfolio
14,768
Q2 2025 Added 0.94%
$120B
$1.05 Million 0.37% of portfolio
401
Q2 2025 Reduced 2.2%
$622B
$963,000 0.34% of portfolio
1,983
Q2 2025 Reduced 1.49%
$138B
$860,000 0.31% of portfolio
7,757
Q2 2025 Reduced 8.96%
$25.7B
$701,000 0.25% of portfolio
7,991
Q1 2025 Added 9.62%
$294B
$639,000 0.23% of portfolio
4,466
Q2 2025 Added 8.32%
$1.17T
$573,000 0.2% of portfolio
3,234
Q2 2025 Added 5.96%
$26.4B
$538,000 0.19% of portfolio
967
Q2 2025 Reduced 30.48%
$26.4B
$534,000 0.19% of portfolio
4,212
Q4 2024 Added 2.43%
$8.01B
$547,000 0.19% of portfolio
10,534
Q2 2025 Reduced 14.95%
$4.81B
$500,000 0.18% of portfolio
4,960
Q2 2025 Reduced 36.41%
$12.7B
$501,000 0.18% of portfolio
3,987
Q2 2025 Reduced 40.96%
$102B
$514,000 0.18% of portfolio
11,116
Q2 2025 Reduced 2.25%
$108B
$478,000 0.17% of portfolio
1,034
Q2 2025 New
$642B
$471,000 0.17% of portfolio
2,158
Q2 2025 Added 0.05%
$79.5B
$446,000 0.16% of portfolio
2,395
Q2 2025 Added 4.31%
$182B
$453,000 0.16% of portfolio
5,324
Q1 2025 Added 6.52%
$7.4B
$448,000 0.16% of portfolio
6,113
Q2 2025 Added 10.38%
$180B
$417,000 0.15% of portfolio
9,650
Q2 2025 Added 109.78%
$4.08B
$432,000 0.15% of portfolio
7,321
Q2 2025 Reduced 28.93%
$29.3B
$410,000 0.15% of portfolio
9,992
Q2 2025 Added 0.01%
$4.18B
$425,000 0.15% of portfolio
10,688
Q2 2025 Reduced 35.22%
$147B
$379,000 0.14% of portfolio
3,286
Q2 2025 Added 5.52%
$145B
$381,000 0.14% of portfolio
1,429
Q1 2025 Reduced 13.02%
$40.3B
$368,000 0.13% of portfolio
3,468
Q3 2024 Added 9.47%
$56.6B
$354,000 0.13% of portfolio
3,419
Q2 2025 Added 7.38%
$19.8B
$328,000 0.12% of portfolio
1,047
Q2 2025 Reduced 21.4%
$9.43B
$348,000 0.12% of portfolio
8,482
Q2 2025 Added 4.88%
$43.5B
$326,000 0.12% of portfolio
2,529
Q2 2025 Added 0.08%
$2.76B
$341,000 0.12% of portfolio
2,041
Q4 2024 Added 1.29%
$301B
$310,000 0.11% of portfolio
4,394
Q2 2025 Added 0.02%
$122B
$293,000 0.1% of portfolio
3,366
Q1 2025 Reduced 2.89%
$82.6B
$286,000 0.1% of portfolio
2,713
Q1 2025 Reduced 22.35%
$8.83B
$267,000 0.1% of portfolio
2,081
Q4 2024 Reduced 27.77%
$575B
$280,000 0.1% of portfolio
791
Q4 2024 Reduced 5.04%
$313B
$292,000 0.1% of portfolio
3,650
Q4 2024 New
$12B
$240,000 0.09% of portfolio
2,784
Q2 2025 New
$2.68B
$254,000 0.09% of portfolio
16,456
Q2 2025 Reduced 5.57%
$260B
$266,000 0.09% of portfolio
2,723
Q1 2025 Reduced 0.22%
$383B
$242,000 0.09% of portfolio
5,129
Q2 2025 Added 0.02%
$452B
$246,000 0.09% of portfolio
2,290
Q2 2025 Reduced 18.91%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $281 Million
  • Prior Value $254 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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