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: $298.5M130 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$203K	0.1%	1,517 SH	New
ABBVIE INC	COM	$431K	0.1%Prev: 0.1%	1,862 SH	Decreased+127 SH
ALPHABET INC	CAP STK CL C	$723K	0.2%Prev: 0.2%	2,967 SH	Decreased+793 SH
AMERICAN ELEC PWR CO INC	COM	$325K	0.1%Prev: 0.1%	2,890 SH	Decreased+121 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$427K	0.1%Prev: 0.1%	9,841 SH	Increased+3,455 SH
ASTERA LABS INC	COM	$288K	0.1%Prev: 0.3%	1,469 SH	Decreased-1,144 SH
ATI INC	COM	$202K	0.1%Prev: 0.1%	2,487 SH	Decreased
AXON ENTERPRISE INC	COM	$2.8M	1.0%Prev: 0.5%	3,961 SH	Increased+546 SH
BANK AMERICA CORP	COM	$265K	0.1%	5,129 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.3%Prev: 0.3%	2,036 SH	Increased+90 SH
BROADCOM INC	COM	$1.3M	0.4%Prev: 0.9%	3,852 SH	Decreased-5,014 SH
CATALYST PHARMACEUTICALS INC	COM	$1.6M	0.6%Prev: 0.2%	83,402 SH	Increased+64,994 SH
CHEVRON CORP NEW	COM	$987K	0.3%	6,355 SH	New
CISCO SYS INC	COM	$1.0M	0.3%Prev: 0.4%	14,910 SH	Decreased+460 SH
CITIGROUP INC	COM NEW	$337K	0.1%Prev: 0.1%	3,324 SH	Decreased+50 SH
COCA COLA CO	COM	$291K	0.1%Prev: 0.1%	4,395 SH	Decreased+33 SH
COMERICA INC	COM	$321K	0.1%	4,685 SH	New
CORCEPT THERAPEUTICS INC	COM	$614K	0.2%	7,392 SH	New
CYBERARK SOFTWARE LTD	SHS	$1.4M	0.5%	2,834 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.5M	5.9%Prev: 4.8%	391,554 SH	Decreased+56,830 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.2M	2.8%Prev: 2.5%	141,532 SH	Decreased+4,684 SH
ETHAN ALLEN INTERIORS INC	COM	$368K	0.1%	12,500 SH	New
ETON PHARMACEUTICALS INC	COM	$369K	0.1%Prev: 0.3%	16,968 SH	Decreased-11,881 SH
EXXON MOBIL CORP	COM	$466K	0.2%Prev: 0.3%	4,131 SH	Decreased-5,018 SH
FIFTH THIRD BANCORP	COM	$481K	0.2%Prev: 0.2%	10,793 SH	Decreased-3,864 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.3M	0.8%Prev: 0.6%	8,242 SH	Increased-323 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.9M	0.6%Prev: 0.7%	10,796 SH	Decreased-152 SH
FMC CORP	COM NEW	$319K	0.1%	9,495 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$2.7M	0.9%Prev: 1.1%	72,988 SH	Decreased-40,879 SH
GILEAD SCIENCES INC	COM	$506K	0.2%Prev: 0.1%	4,558 SH	Decreased+218 SH
GLOBAL X FDS	GLOBAL X SILVER	$1.7M	0.6%Prev: 0.7%	24,111 SH	Decreased-12,856 SH
GLOBAL X FDS	GLOBAL X URANIUM	$6.3M	2.1%Prev: 1.2%	132,159 SH	Increased+30,910 SH
GLOBAL X FDS	S&P 500 COVERED	$6.3M	2.1%Prev: 1.7%	160,497 SH	Decreased+1,496 SH
GLOBUS MED INC	CL A	$494K	0.2%Prev: 0.2%	8,621 SH	Decreased-2,071 SH
HALOZYME THERAPEUTICS INC	COM	$815K	0.3%Prev: 0.2%	11,114 SH	Decreased-751 SH
HF SINCLAIR CORP	COM	$249K	0.1%Prev: 0.1%	4,765 SH	Decreased+58 SH
HORMEL FOODS CORP	COM	$282K	0.1%Prev: 0.1%	11,407 SH	Decreased-2,412 SH
HUBSPOT INC	COM	$326K	0.1%	697 SH	New
INSULET CORP	COM	$372K	0.1%	1,205 SH	New
INTERDIGITAL INC	COM	$3.2M	1.1%Prev: 0.1%	9,231 SH	Increased+7,559 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.4M	0.8%Prev: 0.8%	30,138 SH	Decreased-1,953 SH
ISHARES TR	CORE S&P MCP ETF	$576K	0.2%Prev: 0.2%	8,826 SH	Decreased-89 SH
ISHARES TR	CORE S&P SCP ETF	$317K	0.1%Prev: 1.2%	2,670 SH	Decreased-28,621 SH
ISHARES TR	CORE S&P TTL STK	$220K	0.1%Prev: 0.1%	1,512 SH	Decreased-146 SH
ISHARES TR	CORE S&P500 ETF	$1.9M	0.6%Prev: 1.4%	2,789 SH	Decreased-4,614 SH
ISHARES TR	CORE US AGGBD ET	$8.1M	2.7%Prev: 2.6%	81,069 SH	Decreased-18,932 SH
ISHARES TR	ISHARES SEMICDTR	$1.3M	0.4%Prev: 0.7%	4,917 SH	Decreased+951 SH
ISHARES TR	ISHS 1-5YR INVS	$3.8M	1.3%Prev: 1.1%	71,478 SH	Decreased-6,374 SH
ISHARES TR	MSCI CHINA ETF	$2.8M	0.9%Prev: 1.0%	41,849 SH	Decreased-31,213 SH
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.5%Prev: 0.4%	14,996 SH	Increased+1,273 SH
ISHARES TR	RUS 1000 ETF	$451K	0.2%Prev: 0.1%	1,234 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$693K	0.2%Prev: 0.3%	1,479 SH	Decreased-7,317 SH
ISHARES TR	SELECT DIVID ETF	$717K	0.2%Prev: 0.2%	5,047 SH	Increased+966 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.6%Prev: 0.4%	17,571 SH	Increased+1,823 SH
ISHARES TR	SP SMCP600VL ETF	$538K	0.2%Prev: 0.1%	4,867 SH	Increased+2,366 SH
JANUS HENDERSON GROUP PLC	ORD SHS	$200K	0.1%	4,500 SH	New
JOHNSON & JOHNSON	COM	$268K	0.1%Prev: 0.1%	1,446 SH	Decreased+218 SH
JPMORGAN CHASE & CO.	COM	$387K	0.1%	1,227 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$267K	0.1%Prev: 0.3%	6,864 SH	Decreased-10,960 SH
LUMEN TECHNOLOGIES INC	COM	$95K	0.0%	15,499 SH	New
MEDTRONIC PLC	SHS	$375K	0.1%Prev: 0.1%	3,933 SH	Increased+717 SH
MERCADOLIBRE INC	COM	$923K	0.3%	395 SH	New
META PLATFORMS INC	CL A	$1.2M	0.4%Prev: 0.2%	1,597 SH	Increased+337 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.5%	2,267 SH	Decreased-2,637 SH
NEUROCRINE BIOSCIENCES INC	COM	$656K	0.2%Prev: 0.2%	4,671 SH	Decreased-591 SH
NORTHERN TR CORP	COM	$567K	0.2%Prev: 0.2%	4,212 SH	Decreased+292 SH
NVIDIA CORPORATION	COM	$2.1M	0.7%Prev: 0.8%	11,473 SH	Decreased-2,940 SH
ORACLE CORP	COM	$593K	0.2%Prev: 0.1%	2,108 SH	Increased-5 SH
PARK NATL CORP	COM	$332K	0.1%Prev: 0.1%	2,041 SH	Decreased+26 SH
PNC FINL SVCS GROUP INC	COM	$533K	0.2%Prev: 0.2%	2,654 SH	Decreased+145 SH
PROGRESSIVE CORP	COM	$353K	0.1%Prev: 0.1%	1,428 SH	Increased+3 SH
PTC THERAPEUTICS INC	COM	$252K	0.1%Prev: 0.2%	4,102 SH	Decreased-6,475 SH
PULTE GROUP INC	COM	$267K	0.1%Prev: 0.2%	2,019 SH	Decreased-3,942 SH
RAMBUS INC DEL	COM	$206K	0.1%	1,980 SH	New
RAVE RESTAURANT GROUP INC	COM	$80K	0.0%	24,132 SH	New
REGIONS FINANCIAL CORP NEW	COM	$249K	0.1%Prev: 0.1%	9,433 SH	Decreased-2,699 SH
RIO TINTO PLC	SPONSORED ADR	$458K	0.2%Prev: 0.2%	6,942 SH	Decreased-1,336 SH
SAMSARA INC	COM CL A	$271K	0.1%Prev: 0.1%	7,282 SH	Decreased-6,435 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.0M	0.7%Prev: 0.5%	82,973 SH	Increased+5,850 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$727K	0.2%Prev: 0.2%	30,956 SH	Decreased-4,839 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$32.7M	11.0%Prev: 9.2%	1,273,141 SH	Decreased+46,895 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.0M	3.3%Prev: 2.7%	365,559 SH	Decreased+42,041 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$905K	0.3%Prev: 0.5%	28,371 SH	Decreased-24,683 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.6M	0.9%Prev: 0.7%	88,494 SH	Decreased+16,678 SH
SCHWAB STRATEGIC TR	US REIT ETF	$721K	0.2%	33,404 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	0.7%Prev: 0.5%	72,016 SH	Decreased+14,985 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$265K	0.1%	2,235 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$399K	0.1%	7,404 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$762K	0.3%	2,703 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$172K	0.1%Prev: 0.0%	34,375 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$535K	0.2%Prev: 0.1%	3,598 SH	Increased+903 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	1.5%	6,509 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$453K	0.2%	9,930 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$1.5M	0.5%	30,679 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$482K	0.2%	14,225 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$428K	0.1%	14,146 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$808K	0.3%	7,729 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$1.3M	0.4%	29,258 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$8.4M	2.8%	151,695 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$225K	0.1%	2,459 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$1.3M	0.4%	15,141 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$2.2M	0.7%	34,938 SH	New
SPDR SERIES TRUST	S&P SEMICNDCTR	$474K	0.2%	1,484 SH	New
STATE STR CORP	COM	$228K	0.1%Prev: 0.1%	1,968 SH	Decreased+200 SH
TAPESTRY INC	COM	$486K	0.2%Prev: 0.2%	4,292 SH	Decreased+142 SH
TESLA INC	COM	$780K	0.3%Prev: 0.2%	1,754 SH	Increased+151 SH
THE CAMPBELLS COMPANY	COM	$329K	0.1%	10,425 SH	New
ULTRALIFE CORP	COM	$125K	0.0%	18,277 SH	New
UNITEDHEALTH GROUP INC	COM	$339K	0.1%	981 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.8M	0.6%Prev: 0.7%	23,210 SH	Decreased-14,242 SH
VANECK ETF TRUST	VANECK SHRT MUNI	$547K	0.2%Prev: 0.1%	31,391 SH	Increased+10,928 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.5M	0.5%Prev: 0.3%	18,766 SH	Increased+2,163 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.5%Prev: 0.7%	2,917 SH	Decreased-29,180 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$73.3M	24.5%Prev: 16.2%	237,975 SH	Increased+56,356 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.1M	1.4%Prev: 1.0%	14,029 SH	Increased+2,001 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.3M	1.1%Prev: 0.1%	35,602 SH	Increased+29,966 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.4%Prev: 0.3%	2,080 SH	Increased+288 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.4M	0.8%Prev: 0.7%	8,163 SH	Decreased+1,280 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.6%Prev: 0.5%	5,140 SH	Decreased+440 SH
VANGUARD INDEX FDS	VALUE ETF	$443K	0.1%Prev: 0.1%	2,375 SH	Decreased+296 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$6.3M	2.1%Prev: 1.9%	78,441 SH	Decreased-5,526 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$7.4M	2.5%Prev: 2.3%	88,571 SH	Decreased-19,709 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	1.4%Prev: 1.1%	51,965 SH	Decreased-1,707 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$286K	0.1%Prev: 0.1%	1,324 SH	Increased+277 SH
VERIZON COMMUNICATIONS INC	COM	$308K	0.1%Prev: 0.1%	7,006 SH	Increased-187 SH
VISA INC	COM CL A	$270K	0.1%	791 SH	New
WALMART INC	COM	$281K	0.1%Prev: 0.1%	2,727 SH	Increased+392 SH
WELLS FARGO CO NEW	COM	$264K	0.1%	3,150 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$217K	0.1%	2,443 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$460K	0.2%Prev: 0.2%	23,158 SH	Decreased-9,098 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $1.1M
ALTRIA GROUP INC — $286K
AMPHENOL CORP — $1.3M
ANALOG DEVICES INC — $207K
ARTERIS INC — $763K
ATLASSIAN CORPORATION — $216K
AURINIA PHARMACEUTICALS INC — $581K
BANK OF AMER CORP — $292K
BLACKROCK INC — $342K
CHEVRON CORPORATION — $988K
CONOCOPHILLIPS — $237K
COSTCO WHOLESALE CORPORATION — $890K
CREDO TECHNOLOGY GROUP HOLDI — $633K
ECOLAB INC — $292K
ELI LILLY & CO — $734K
EOG RES INC — $284K
FRIEDMAN INDS INC — $270K
GENMAB A/S — $202K
GENUINE PARTS CO — $202K
GLOBAL X FDS — $1.8M
… and 67 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