JUNCTURE WEALTH STRATEGIES, LLC

CIK 0001632866 • 6 13F filings • Apr 10, 2025 – Jul 9, 2026

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Filer information

Filed by: JUNCTURE WEALTH STRATEGIES, LLC, CCO
Address: 8777 E VIA DE VENTURA, SUITE 120, SCOTTSDALE, AZ, 85258
Phone: 480.253.4102
AUM: $303.8M

AUM over time

$390.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $303.8M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$405K	0.1%Prev: 0.6%	1,774 SH	Decreased-7,785 SH
ALPHABET INC	CAP STK CL C	$871K	0.3%Prev: 0.2%	2,777 SH	Increased+534 SH
AMERICAN ELEC PWR CO INC	COM	$295K	0.1%Prev: 0.1%	2,559 SH	Decreased-210 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$481K	0.2%	11,800 SH	New
ASTERA LABS INC	COM	$302K	0.1%Prev: 0.2%	1,814 SH	Decreased-685 SH
ATI INC	COM	$285K	0.1%Prev: 0.1%	2,487 SH	Decreased
AXON ENTERPRISE INC	COM	$2.1M	0.7%Prev: 0.4%	3,744 SH	Increased+395 SH
BANK AMERICA CORP	COM	$282K	0.1%	5,129 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$977K	0.3%Prev: 0.1%	1,944 SH	Increased+1,303 SH
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.8%	3,609 SH	Decreased-5,095 SH
CATALYST PHARMACEUTICALS INC	COM	$2.0M	0.6%	84,342 SH	New
CHEVRON CORP NEW	COM	$1.1M	0.4%	7,451 SH	New
CISCO SYS INC	COM	$1.2M	0.4%Prev: 0.4%	15,042 SH	Decreased+752 SH
CITIGROUP INC	COM NEW	$423K	0.1%Prev: 0.1%	3,624 SH	Decreased+199 SH
COCA COLA CO	COM	$307K	0.1%Prev: 0.1%	4,396 SH	Decreased-792 SH
COMERICA INC	COM	$477K	0.2%	5,485 SH	New
CORCEPT THERAPEUTICS INC	COM	$262K	0.1%	7,532 SH	New
COTERRA ENERGY INC	COM	$203K	0.1%	7,704 SH	New
CYBERARK SOFTWARE LTD	SHS	$1.2M	0.4%	2,786 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$18.3M	6.0%Prev: 4.5%	391,958 SH	Increased+73,405 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.5M	2.8%Prev: 2.3%	142,112 SH	Decreased+4,855 SH
EOG RES INC	COM	$203K	0.1%Prev: 0.1%	1,929 SH	Decreased-363 SH
ETON PHARMACEUTICALS INC	COM	$321K	0.1%Prev: 0.4%	18,996 SH	Decreased-8,982 SH
EXXON MOBIL CORP	COM	$603K	0.2%Prev: 0.4%	5,008 SH	Decreased-3,820 SH
FIFTH THIRD BANCORP	COM	$392K	0.1%Prev: 0.2%	8,384 SH	Decreased-5,874 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.1M	0.7%Prev: 0.6%	7,911 SH	Decreased-602 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$2.2M	0.7%Prev: 0.7%	10,627 SH	Decreased-56 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$3.1M	1.0%Prev: 1.0%	80,329 SH	Decreased-35,014 SH
GILEAD SCIENCES INC	COM	$557K	0.2%Prev: 0.2%	4,539 SH	Decreased+318 SH
GLOBAL X FDS	GLOBAL X SILVER	$1.8M	0.6%Prev: 0.9%	21,112 SH	Decreased-19,947 SH
GLOBAL X FDS	GLOBAL X URANIUM	$4.5M	1.5%Prev: 1.1%	105,752 SH	Increased+2,834 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$320K	0.1%Prev: 0.6%	4,929 SH	Decreased-30,822 SH
GLOBAL X FDS	S&P 500 COVERED	$7.0M	2.3%Prev: 1.7%	173,271 SH	Increased+13,222 SH
GLOBUS MED INC	CL A	$788K	0.3%Prev: 0.2%	9,020 SH	Increased-71 SH
HALOZYME THERAPEUTICS INC	COM	$739K	0.2%Prev: 0.3%	10,975 SH	Decreased-650 SH
HF SINCLAIR CORP	COM	$242K	0.1%Prev: 0.1%	5,242 SH	Decreased+534 SH
HORMEL FOODS CORP	COM	$356K	0.1%Prev: 0.1%	15,015 SH	Increased-708 SH
INSULET CORP	COM	$380K	0.1%	1,336 SH	New
INTERDIGITAL INC	COM	$2.9M	0.9%Prev: 0.1%	8,966 SH	Increased+8,336 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.6M	0.9%Prev: 0.7%	31,302 SH	Decreased-847 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$3.5M	1.2%Prev: 1.1%	22,320 SH	Decreased-5,332 SH
ISHARES TR	20 YR TR BD ETF	$328K	0.1%Prev: 0.2%	3,767 SH	Decreased-7,400 SH
ISHARES TR	CORE S&P MCP ETF	$580K	0.2%Prev: 0.2%	8,786 SH	Decreased-563 SH
ISHARES TR	CORE S&P SCP ETF	$315K	0.1%Prev: 1.1%	2,620 SH	Decreased-27,675 SH
ISHARES TR	CORE S&P TTL STK	$225K	0.1%Prev: 0.1%	1,512 SH	Decreased-146 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	0.6%Prev: 1.5%	2,750 SH	Decreased-4,714 SH
ISHARES TR	CORE US AGGBD ET	$8.8M	2.9%Prev: 2.7%	87,774 SH	Decreased-25,300 SH
ISHARES TR	ISHARES SEMICDTR	$1.4M	0.4%Prev: 0.5%	4,526 SH	Decreased+890 SH
ISHARES TR	ISHS 1-5YR INVS	$3.9M	1.3%Prev: 1.0%	73,415 SH	Decreased-4,145 SH
ISHARES TR	MSCI CHINA ETF	$2.7M	0.9%Prev: 1.1%	45,102 SH	Decreased-37,440 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.4%Prev: 0.3%	12,342 SH	Increased-619 SH
ISHARES TR	RUS 1000 ETF	$461K	0.2%Prev: 0.1%	1,234 SH	Increased+127 SH
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.3%Prev: 0.3%	2,199 SH	Decreased-6,597 SH
ISHARES TR	RUS TOP 200 ETF	$201K	0.1%Prev: 0.1%	1,177 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$682K	0.2%Prev: 0.1%	4,833 SH	Increased+1,286 SH
ISHARES TR	SHRT NAT MUN ETF	$1.8M	0.6%Prev: 0.4%	16,876 SH	Increased+1,594 SH
ISHARES TR	SP SMCP600VL ETF	$510K	0.2%Prev: 0.1%	4,487 SH	Increased+2,045 SH
JANUS HENDERSON GROUP PLC	ORD SHS	$320K	0.1%	6,718 SH	New
JOHNSON & JOHNSON	COM	$271K	0.1%Prev: 0.1%	1,309 SH	Decreased+80 SH
JPMORGAN CHASE & CO.	COM	$266K	0.1%	827 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$336K	0.1%Prev: 0.3%	8,146 SH	Decreased-9,403 SH
MEDTRONIC PLC	SHS	$253K	0.1%Prev: 0.1%	2,631 SH	Decreased-1,385 SH
MERCADOLIBRE INC	COM	$721K	0.2%	358 SH	New
META PLATFORMS INC	CL A	$939K	0.3%Prev: 0.2%	1,422 SH	Increased+366 SH
MICROSOFT CORP	COM	$1.0M	0.3%Prev: 0.6%	2,114 SH	Decreased-2,308 SH
NEUROCRINE BIOSCIENCES INC	COM	$680K	0.2%Prev: 0.2%	4,796 SH	Decreased-511 SH
NORTHERN TR CORP	COM	$575K	0.2%Prev: 0.2%	4,212 SH	Decreased+292 SH
NOVARTIS AG	SPONSORED ADR	$268K	0.1%Prev: 0.1%	1,947 SH	Decreased-251 SH
NVIDIA CORPORATION	COM	$2.0M	0.7%Prev: 0.9%	10,614 SH	Decreased-4,192 SH
ORACLE CORP	COM	$411K	0.1%Prev: 0.1%	2,108 SH	Increased-100 SH
PARK NATL CORP	COM	$307K	0.1%Prev: 0.1%	2,015 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$598K	0.2%Prev: 0.1%	2,865 SH	Increased+455 SH
PROGRESSIVE CORP	COM	$325K	0.1%Prev: 0.1%	1,426 SH	Increased+1 SH
PROLOGIS INC.	COM	$215K	0.1%	1,684 SH	New
PTC THERAPEUTICS INC	COM	$355K	0.1%Prev: 0.2%	4,673 SH	Decreased-5,120 SH
PULTE GROUP INC	COM	$237K	0.1%Prev: 0.2%	2,019 SH	Decreased-4,019 SH
REGIONS FINANCIAL CORP NEW	COM	$355K	0.1%Prev: 0.1%	13,108 SH	Decreased-626 SH
RIO TINTO PLC	SPONSORED ADR	$737K	0.2%Prev: 0.2%	9,211 SH	Decreased+626 SH
SAMSARA INC	COM CL A	$284K	0.1%Prev: 0.2%	8,019 SH	Decreased-7,621 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.0M	0.7%Prev: 0.5%	81,264 SH	Increased+5,678 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$787K	0.3%Prev: 0.2%	33,695 SH	Decreased-4,176 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$33.4M	11.0%Prev: 9.1%	1,273,539 SH	Decreased+64,896 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.6M	3.5%Prev: 2.7%	386,974 SH	Increased+64,095 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$926K	0.3%Prev: 0.5%	28,383 SH	Decreased-23,897 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	0.8%Prev: 0.6%	79,653 SH	Increased+12,104 SH
SCHWAB STRATEGIC TR	US REIT ETF	$672K	0.2%	32,174 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	0.6%Prev: 0.4%	62,295 SH	Increased+9,413 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$210K	0.1%Prev: 0.1%	762 SH	Decreased+517 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$271K	0.1%	2,305 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$403K	0.1%	7,363 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$771K	0.3%	5,356 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$166K	0.1%Prev: 0.0%	34,375 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$624K	0.2%Prev: 0.1%	3,877 SH	Increased+133 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.5M	1.5%	6,572 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$14.6M	4.8%	260,758 SH	New
STATE STR CORP	COM	$241K	0.1%Prev: 0.1%	1,868 SH	Decreased+200 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$223K	0.1%	733 SH	New
TAPESTRY INC	COM	$543K	0.2%Prev: 0.1%	4,250 SH	Increased+199 SH
TESLA INC	COM	$791K	0.3%Prev: 0.1%	1,759 SH	Increased+155 SH
THE CAMPBELLS COMPANY	COM	$358K	0.1%Prev: 0.1%	12,848 SH	Increased-652 SH
UNITED PARCEL SERVICE INC	CL B	$285K	0.1%	2,871 SH	New
UNITEDHEALTH GROUP INC	COM	$300K	0.1%	908 SH	New
US BANCORP DEL	COM NEW	$216K	0.1%	4,040 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.7M	0.6%Prev: 1.0%	20,031 SH	Decreased-22,378 SH
VANECK ETF TRUST	RARE EARTH AND S	$342K	0.1%	4,633 SH	New
VANECK ETF TRUST	VANECK SHRT MUNI	$357K	0.1%Prev: 0.1%	20,495 SH	Increased+99 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.5%Prev: 0.3%	17,386 SH	Increased+1,415 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.7M	0.6%Prev: 0.8%	3,561 SH	Decreased-30,014 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$74.3M	24.4%Prev: 14.5%	235,880 SH	Increased+74,588 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.7M	1.2%Prev: 0.9%	13,119 SH	Increased+1,151 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.9M	1.0%	32,841 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.4%Prev: 0.3%	2,148 SH	Increased+458 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	0.7%Prev: 0.6%	6,976 SH	Decreased+38 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.6%Prev: 0.5%	5,107 SH	Decreased+343 SH
VANGUARD INDEX FDS	VALUE ETF	$454K	0.1%Prev: 0.1%	2,375 SH	Increased+380 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.3M	2.4%Prev: 2.0%	86,833 SH	Decreased-2,547 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.1M	2.7%Prev: 2.4%	96,342 SH	Decreased-21,041 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.1M	1.4%Prev: 1.1%	51,699 SH	Decreased-2,860 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$260K	0.1%	1,185 SH	New
VERIZON COMMUNICATIONS INC	COM	$205K	0.1%Prev: 0.1%	5,024 SH	Decreased-1,801 SH
VISA INC	COM CL A	$228K	0.1%	649 SH	New
WALMART INC	COM	$288K	0.1%Prev: 0.1%	2,587 SH	Increased+251 SH
WELLS FARGO CO NEW	COM	$294K	0.1%	3,150 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$218K	0.1%	2,443 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$508K	0.2%Prev: 0.3%	24,984 SH	Decreased-9,407 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $658K
ADVANCED MICRO DEVICES INC — $1.2M
ALTRIA GROUP INC — $271K
AMPHENOL CORP — $1.3M
ANALOG DEVICES INC — $206K
ARTERIS INC — $277K
ATLASSIAN CORPORATION — $544K
AURINIA PHARMACEUTICALS INC — $526K
BANK OF AMER CORP — $279K
BLACKROCK INC — $384K
BRAZE INC — $210K
CARIS LIFE SCIENCES INC — $243K
CHEVRON CORPORATION — $1.3M
CONOCOPHILLIPS — $321K
COSTCO WHOLESALE CORPORATION — $885K
CREDO TECHNOLOGY GROUP HOLDI — $436K
ECOLAB INC — $301K
ELI LILLY & CO — $672K
FRIEDMAN INDS INC — $321K
GENMAB A/S — $372K
… and 69 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001632866-26-000001	$303.8M	View
Oct 6, 2026	Q3 2026	13F-HR	0001632866-26-000006	$390.3M	View
Oct 14, 2025