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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.3B
$3.29 Million 1.17% of portfolio
3,969
Q2 2025 Reduced 4.36%
$16.5B
$1.16 Million 0.41% of portfolio
2,849
Q2 2025 Reduced 0.42%
$113B
$1.06 Million 0.38% of portfolio
3,859
Q2 2025 Reduced 4.9%
$125B
$1.05 Million 0.37% of portfolio
401
Q2 2025 Reduced 2.2%
$142B
$860,000 0.31% of portfolio
7,757
Q2 2025 Reduced 8.96%
$23.1B
$701,000 0.25% of portfolio
7,991
Q1 2025 Added 9.62%
$26.9B
$538,000 0.19% of portfolio
967
Q2 2025 Reduced 30.48%
$26.5B
$534,000 0.19% of portfolio
4,212
Q4 2024 Added 2.43%
$12.8B
$501,000 0.18% of portfolio
3,987
Q2 2025 Reduced 40.96%
$101B
$514,000 0.18% of portfolio
11,116
Q2 2025 Reduced 2.25%
$121B
$478,000 0.17% of portfolio
1,034
Q2 2025 New
$79.2B
$446,000 0.16% of portfolio
2,395
Q2 2025 Added 4.31%
$166B
$453,000 0.16% of portfolio
5,324
Q1 2025 Added 6.52%
$179B
$417,000 0.15% of portfolio
9,650
Q2 2025 Added 109.78%
$29.8B
$410,000 0.15% of portfolio
9,992
Q2 2025 Added 0.01%
$136B
$379,000 0.14% of portfolio
3,286
Q2 2025 Added 5.52%
$40.1B
$368,000 0.13% of portfolio
3,468
Q3 2024 Added 9.47%
$53.8B
$354,000 0.13% of portfolio
3,419
Q2 2025 Added 7.38%
$20.6B
$328,000 0.12% of portfolio
1,047
Q2 2025 Reduced 21.4%
$44.4B
$326,000 0.12% of portfolio
2,529
Q2 2025 Added 0.08%
$118B
$293,000 0.1% of portfolio
3,366
Q1 2025 Reduced 2.89%
$84.9B
$286,000 0.1% of portfolio
2,713
Q1 2025 Reduced 22.35%
$11.4B
$240,000 0.09% of portfolio
2,784
Q2 2025 New
$25.9B
$212,000 0.08% of portfolio
2,019
Q4 2023 New
$22B
$200,000 0.07% of portfolio
898
Q2 2025 New
$65.2B
$204,000 0.07% of portfolio
4,717
Q2 2025 New

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
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email