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: $281.5M125 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$574K	0.2%Prev: 0.2%	3,234 SH	Decreased+758 SH
AMERICAN ELEC PWR CO INC	COM	$355K	0.1%Prev: 0.1%	3,419 SH	Decreased+540 SH
ATI INC	COM	$240K	0.1%Prev: 0.1%	2,784 SH	Decreased+297 SH
ATLASSIAN CORPORATION	CL A	$292K	0.1%	1,440 SH	New
AXON ENTERPRISE INC	COM	$3.3M	1.2%Prev: 0.5%	3,969 SH	Increased+267 SH
BANK AMERICA CORP	COM	$243K	0.1%Prev: 0.1%	5,129 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$963K	0.3%Prev: 0.3%	1,983 SH	Increased+37 SH
BRISTOL-MYERS SQUIBB CO	COM	$515K	0.2%	11,116 SH	New
BROADCOM INC	COM	$1.1M	0.4%Prev: 0.4%	3,859 SH	Decreased+39 SH
CATALYST PHARMACEUTICALS INC	COM	$2.0M	0.7%Prev: 0.6%	91,299 SH	Increased+19,490 SH
CHEVRON CORP NEW	COM	$639K	0.2%	4,466 SH	New
CINTAS CORP	COM	$200K	0.1%	898 SH	New
CISCO SYS INC	COM	$1.0M	0.4%Prev: 0.4%	14,768 SH	Decreased-222 SH
CITIGROUP INC	COM NEW	$453K	0.2%Prev: 0.1%	5,324 SH	Increased+1,850 SH
COCA COLA CO	COM	$311K	0.1%Prev: 0.1%	4,394 SH	Decreased+35 SH
CORCEPT THERAPEUTICS INC	COM	$449K	0.2%	6,113 SH	New
CULLEN FROST BANKERS INC	COM	$267K	0.1%	2,081 SH	New
CYBERARK SOFTWARE LTD	SHS	$1.2M	0.4%	2,849 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.8M	6.3%Prev: 5.9%	421,448 SH	Increased+56,060 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.6M	2.7%Prev: 2.9%	141,421 SH	Decreased+4,803 SH
EXXON MOBIL CORP	COM	$247K	0.1%Prev: 0.3%	2,290 SH	Decreased-2,839 SH
FIFTH THIRD BANCORP	COM	$411K	0.1%Prev: 0.2%	9,992 SH	Decreased-5,962 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.4M	0.8%Prev: 0.6%	8,820 SH	Increased+885 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.8M	0.6%Prev: 0.7%	11,073 SH	Decreased+662 SH
FORTINET INC	COM	$287K	0.1%	2,713 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$2.7M	1.0%Prev: 1.0%	67,640 SH	Decreased-21,440 SH
FREEPORT-MCMORAN INC	CL B	$204K	0.1%	4,717 SH	New
GILEAD SCIENCES INC	COM	$860K	0.3%Prev: 0.2%	7,757 SH	Increased+3,218 SH
GLOBAL X FDS	GLOBAL X SILVER	$1.2M	0.4%Prev: 0.7%	25,266 SH	Decreased+1,371 SH
GLOBAL X FDS	GLOBAL X URANIUM	$5.8M	2.0%Prev: 1.6%	148,486 SH	Increased+48,253 SH
GLOBAL X FDS	S&P 500 COVERED	$6.0M	2.1%Prev: 2.3%	155,018 SH	Decreased-18,544 SH
GLOBUS MED INC	CL A	$432K	0.2%Prev: 0.3%	7,321 SH	Decreased-2,205 SH
HALOZYME THERAPEUTICS INC	COM	$548K	0.2%Prev: 0.2%	10,534 SH	Decreased-147 SH
HF SINCLAIR CORP	COM	$348K	0.1%Prev: 0.1%	8,482 SH	Increased+3,523 SH
HUBSPOT INC	COM	$538K	0.2%	967 SH	New
INSULET CORP	COM	$329K	0.1%	1,047 SH	New
INTERDIGITAL INC	COM	$2.1M	0.8%Prev: 0.5%	9,515 SH	Increased+4,972 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.0M	0.7%Prev: 0.8%	28,572 SH	Decreased-3,535 SH
ISHARES SILVER TR	ISHARES	$226K	0.1%	6,874 SH	New
ISHARES TR	CORE S&P MCP ETF	$572K	0.2%Prev: 0.2%	9,227 SH	Decreased+441 SH
ISHARES TR	CORE S&P SCP ETF	$317K	0.1%Prev: 0.1%	2,905 SH	Decreased+243 SH
ISHARES TR	CORE S&P TTL STK	$204K	0.1%Prev: 0.1%	1,512 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$1.7M	0.6%Prev: 0.6%	2,713 SH	Decreased-62 SH
ISHARES TR	CORE US AGGBD ET	$8.0M	2.8%Prev: 3.1%	80,677 SH	Decreased-11,505 SH
ISHARES TR	ISHARES SEMICDTR	$1.3M	0.4%Prev: 0.5%	5,279 SH	Decreased+1,046 SH
ISHARES TR	ISHS 1-5YR INVS	$3.8M	1.4%Prev: 1.3%	72,114 SH	Decreased-3,352 SH
ISHARES TR	MSCI CHINA ETF	$2.1M	0.7%Prev: 1.1%	38,113 SH	Decreased-19,350 SH
ISHARES TR	NATIONAL MUN ETF	$1.7M	0.6%Prev: 0.4%	16,026 SH	Increased+4,409 SH
ISHARES TR	RUS 1000 ETF	$310K	0.1%Prev: 0.1%	913 SH	Decreased-321 SH
ISHARES TR	RUS 1000 GRW ETF	$560K	0.2%Prev: 0.3%	1,320 SH	Decreased-879 SH
ISHARES TR	RUSSELL 2000 ETF	$218K	0.1%	1,008 SH	New
ISHARES TR	SELECT DIVID ETF	$676K	0.2%Prev: 0.2%	5,092 SH	Decreased+400 SH
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.6%Prev: 0.6%	16,061 SH	Decreased-564 SH
ISHARES TR	SP SMCP600VL ETF	$522K	0.2%Prev: 0.2%	5,242 SH	Increased+1,195 SH
JOHNSON & JOHNSON	COM	$201K	0.1%Prev: 0.1%	1,315 SH	Decreased+81 SH
KENVUE INC	COM	$392K	0.1%	18,716 SH	New
KIMBERLY-CLARK CORP	COM	$326K	0.1%	2,529 SH	New
LOCKHEED MARTIN CORP	COM	$479K	0.2%	1,034 SH	New
MEDTRONIC PLC	SHS	$293K	0.1%Prev: 0.1%	3,366 SH	Decreased-145 SH
MERCADOLIBRE INC	COM	$1.0M	0.4%	401 SH	New
META PLATFORMS INC	CL A	$1.2M	0.4%Prev: 0.3%	1,616 SH	Increased+195 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.3%	2,327 SH	Increased+110 SH
NEUROCRINE BIOSCIENCES INC	COM	$501K	0.2%Prev: 0.2%	3,987 SH	Decreased-556 SH
NORTHERN TR CORP	COM	$534K	0.2%Prev: 0.2%	4,212 SH	Decreased+92 SH
NVIDIA CORPORATION	COM	$1.8M	0.7%Prev: 0.6%	11,687 SH	Decreased+807 SH
ONTO INNOVATION INC	COM	$501K	0.2%	4,960 SH	New
ORACLE CORP	COM	$472K	0.2%Prev: 0.1%	2,158 SH	Increased+45 SH
PARK NATL CORP	COM	$341K	0.1%Prev: 0.1%	2,041 SH	Increased+26 SH
PNC FINL SVCS GROUP INC	COM	$446K	0.2%Prev: 0.2%	2,395 SH	Decreased-480 SH
PROGRESSIVE CORP	COM	$381K	0.1%Prev: 0.1%	1,429 SH	Increased+4 SH
PULTE GROUP INC	COM	$213K	0.1%Prev: 0.1%	2,019 SH	Decreased
RAVE RESTAURANT GROUP INC	COM	$66K	0.0%	24,132 SH	New
SAMSARA INC	COM CL A	$425K	0.2%	10,688 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.1M	0.8%Prev: 0.6%	86,919 SH	Increased+7,696 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$722K	0.3%Prev: 0.3%	31,076 SH	Decreased-2,453 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$30.1M	10.7%Prev: 10.6%	1,261,049 SH	Decreased-5,832 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.6M	3.4%Prev: 4.0%	361,853 SH	Decreased-25,496 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$787K	0.3%Prev: 0.6%	26,926 SH	Decreased-34,127 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.7M	1.0%Prev: 0.8%	97,451 SH	Increased+20,240 SH
SCHWAB STRATEGIC TR	US REIT ETF	$713K	0.3%	33,678 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.2M	0.8%Prev: 0.6%	85,408 SH	Increased+24,698 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$226K	0.1%	2,086 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$383K	0.1%	1,514 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$163K	0.1%Prev: 0.0%	34,375 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$379K	0.1%Prev: 0.1%	3,286 SH	Decreased+83 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.1M	1.5%	6,655 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$590K	0.2%	13,214 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.2M	0.4%	24,992 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$478K	0.2%	14,240 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$427K	0.2%	14,148 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$951K	0.3%	9,975 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.2M	0.4%	29,119 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$8.6M	3.1%	165,137 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$1.3M	0.5%	16,699 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$1.9M	0.7%	32,426 SH	New
SPDR SERIES TRUST	S&P SEMICNDCTR	$376K	0.1%	1,466 SH	New
STATE STR CORP	COM	$369K	0.1%Prev: 0.1%	3,468 SH	Increased+1,600 SH
TAPESTRY INC	COM	$702K	0.2%Prev: 0.2%	7,991 SH	Increased+3,741 SH
TESLA INC	COM	$538K	0.2%Prev: 0.2%	1,694 SH	Decreased-41 SH
UIPATH INC	CL A	$145K	0.1%	11,334 SH	New
ULTRALIFE CORP	COM	$164K	0.1%	18,277 SH	New
UNITEDHEALTH GROUP INC	COM	$265K	0.1%	848 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.3M	0.4%Prev: 0.7%	24,147 SH	Decreased+265 SH
VANECK ETF TRUST	VANECK SHRT MUNI	$552K	0.2%Prev: 0.1%	31,962 SH	Increased+11,499 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.5%Prev: 0.4%	17,139 SH	Increased+439 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.4%Prev: 0.6%	2,407 SH	Decreased-1,771 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$67.9M	24.1%Prev: 20.3%	238,093 SH	Increased+35,015 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.5M	1.6%Prev: 1.1%	15,948 SH	Increased+3,091 SH
VANGUARD INDEX FDS	MID CAP ETF	$273K	0.1%	974 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.1M	1.1%Prev: 0.5%	35,364 SH	Increased+18,777 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.4%Prev: 0.4%	2,093 SH	Decreased+85 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$3.1M	1.1%Prev: 0.7%	11,214 SH	Increased+4,244 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.6%Prev: 0.5%	5,140 SH	Increased+347 SH
VANGUARD INDEX FDS	VALUE ETF	$514K	0.2%Prev: 0.2%	2,908 SH	Increased+348 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.4M	1.9%Prev: 2.4%	70,265 SH	Decreased-15,856 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.2M	2.6%Prev: 2.8%	86,751 SH	Decreased-14,156 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	1.5%Prev: 1.4%	54,235 SH	Increased+1,519 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$298K	0.1%Prev: 0.1%	1,458 SH	Increased+280 SH
VERICEL CORP	COM	$201K	0.1%	4,718 SH	New
VERIZON COMMUNICATIONS INC	COM	$418K	0.1%Prev: 0.1%	9,650 SH	Increased+4,367 SH
VISA INC	COM CL A	$281K	0.1%	791 SH	New
WALMART INC	COM	$266K	0.1%Prev: 0.1%	2,723 SH	Decreased+163 SH
WELLS FARGO CO NEW	COM	$292K	0.1%	3,650 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$205K	0.1%Prev: 0.1%	2,443 SH	Decreased
ZETA GLOBAL HOLDINGS CORP	CL A	$255K	0.1%Prev: 0.1%	16,456 SH	Decreased-6,343 SH

Sold (vs prior filing)

ABBVIE INC — $383K
ADVANCED MICRO DEVICES INC — $218K
AURINIA PHARMACEUTICALS INC — $150K
BAKER HUGHES COMPANY — $209K
CHEVRON CORPORATION — $1.4M
CONOCOPHILLIPS — $351K
COTERRA ENERGY INC — $269K
EOG RES INC — $297K
ETON PHARMACEUTICALS INC — $473K
GLOBAL X FDS — $256K
GLOBAL X FDS — $1.5M
HORMEL FOODS CORP — $347K
INVESCO EXCHANGE TRADED FD T — $4.2M
INVESCO EXCHANGE TRADED FD T — $8.4M
ISHARES TR — $652K
ISHARES TR — $2.8M
JPMORGAN CHASE & CO — $278K
KINIKSA PHARMACEUTICALS INTL — $456K
MERCADOLIBRE INC — $590K
MICRON TECHNOLOGY INC — $230K
… and 18 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