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 Market Cap. of $10 Billions to $200 Billions
