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: $299.2M122 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$383K	0.1%	1,759 SH	New
ADVANCED MICRO DEVICES INC	COM	$218K	0.1%	1,074 SH	New
ALPHABET INC	CAP STK CL C	$710K	0.2%Prev: 0.2%	2,476 SH	Increased-576 SH
AMERICAN ELEC PWR CO INC	COM	$377K	0.1%Prev: 0.1%	2,879 SH	Increased-305 SH
ATI INC	COM	$362K	0.1%	2,487 SH	New
AURINIA PHARMACEUTICALS INC	COM	$150K	0.1%	10,140 SH	New
AXON ENTERPRISE INC	COM	$1.6M	0.5%Prev: 0.8%	3,702 SH	Decreased-448 SH
BAKER HUGHES COMPANY	CL A	$209K	0.1%	3,420 SH	New
BANK AMERICA CORP	COM	$250K	0.1%Prev: 0.1%	5,129 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$933K	0.3%Prev: 0.4%	1,946 SH	Decreased-67 SH
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.3%	3,820 SH	Increased-238 SH
CATALYST PHARMACEUTICALS INC	COM	$1.8M	0.6%Prev: 0.9%	71,809 SH	Decreased-24,315 SH
CHEVRON CORPORATION	COM	$1.4M	0.5%	6,926 SH	New
CISCO SYS INC	COM	$1.2M	0.4%Prev: 0.4%	14,990 SH	Increased+359 SH
CITIGROUP INC	COM NEW	$394K	0.1%Prev: 0.1%	3,474 SH	Increased-1,850 SH
COCA COLA CO	COM	$332K	0.1%Prev: 0.1%	4,359 SH	Increased-34 SH
CONOCOPHILLIPS	COM	$351K	0.1%	2,656 SH	New
COTERRA ENERGY INC	COM	$269K	0.1%	7,659 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.7M	5.9%Prev: 7.7%	365,388 SH	Decreased-113,791 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.5M	2.9%Prev: 3.9%	136,618 SH	Decreased-57,913 SH
EOG RES INC	COM	$297K	0.1%	2,052 SH	New
ETON PHARMACEUTICALS INC	COM	$473K	0.2%	19,181 SH	New
EXXON MOBIL CORP	COM	$870K	0.3%Prev: 0.1%	5,129 SH	Increased+2,305 SH
FIFTH THIRD BANCORP	COM	$741K	0.2%Prev: 0.2%	15,954 SH	Increased+5,963 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.9M	0.6%Prev: 0.8%	7,935 SH	Decreased-1,492 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$2.1M	0.7%Prev: 0.8%	10,411 SH	Increased-1,091 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$3.0M	1.0%Prev: 0.6%	89,080 SH	Increased+48,764 SH
GILEAD SCIENCES INC	COM	$633K	0.2%Prev: 0.4%	4,539 SH	Decreased-3,981 SH
GLOBAL X FDS	GLOBAL X COPPER	$256K	0.1%	3,348 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$2.2M	0.7%Prev: 0.4%	23,895 SH	Increased-118 SH
GLOBAL X FDS	GLOBAL X URANIUM	$4.9M	1.6%Prev: 1.3%	100,233 SH	Increased-46,449 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$1.5M	0.5%	20,027 SH	New
GLOBAL X FDS	S&P 500 COVERED	$6.8M	2.3%Prev: 2.3%	173,562 SH	Increased+23,424 SH
GLOBUS MED INC	CL A	$821K	0.3%Prev: 0.3%	9,526 SH	Increased-775 SH
HALOZYME THERAPEUTICS INC	COM	$690K	0.2%Prev: 0.3%	10,681 SH	Decreased-1,704 SH
HF SINCLAIR CORP	COM	$309K	0.1%Prev: 0.1%	4,959 SH	Increased-3,128 SH
HORMEL FOODS CORP	COM	$347K	0.1%	15,315 SH	New
INTERDIGITAL INC	COM	$1.4M	0.5%Prev: 0.8%	4,543 SH	Decreased-5,098 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.5M	0.8%Prev: 0.3%	32,107 SH	Increased+18,296 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$4.2M	1.4%	25,544 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.4M	2.8%	43,942 SH	New
ISHARES TR	20 YR TR BD ETF	$652K	0.2%	7,517 SH	New
ISHARES TR	CORE S&P MCP ETF	$593K	0.2%Prev: 0.2%	8,786 SH	Decreased-1,538 SH
ISHARES TR	CORE S&P SCP ETF	$331K	0.1%Prev: 0.1%	2,662 SH	Decreased-961 SH
ISHARES TR	CORE S&P TTL STK	$215K	0.1%	1,512 SH	New
ISHARES TR	CORE S&P500 ETF	$1.8M	0.6%Prev: 0.6%	2,775 SH	Increased+60 SH
ISHARES TR	CORE US AGGBD ET	$9.2M	3.1%Prev: 3.0%	92,182 SH	Increased+13,401 SH
ISHARES TR	ISHARES SEMICDTR	$1.4M	0.5%Prev: 0.4%	4,233 SH	Increased-1,317 SH
ISHARES TR	ISHS 1-5YR INVS	$4.0M	1.3%Prev: 1.4%	75,466 SH	Increased+6,032 SH
ISHARES TR	MSCI CHINA ETF	$3.2M	1.1%Prev: 0.4%	57,463 SH	Increased+37,937 SH
ISHARES TR	MSCI EMG MKT ETF	$2.8M	0.9%	49,796 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.2M	0.4%Prev: 0.8%	11,617 SH	Decreased-7,599 SH
ISHARES TR	RUS 1000 ETF	$440K	0.1%Prev: 0.1%	1,234 SH	Increased+321 SH
ISHARES TR	RUS 1000 GRW ETF	$938K	0.3%Prev: 0.2%	2,199 SH	Increased+879 SH
ISHARES TR	SELECT DIVID ETF	$710K	0.2%Prev: 0.3%	4,692 SH	Increased-349 SH
ISHARES TR	SHRT NAT MUN ETF	$1.8M	0.6%Prev: 0.5%	16,625 SH	Increased+5,239 SH
ISHARES TR	SP SMCP600VL ETF	$479K	0.2%Prev: 0.4%	4,047 SH	Decreased-6,520 SH
JOHNSON & JOHNSON	COM	$302K	0.1%	1,234 SH	New
JPMORGAN CHASE & CO	COM	$278K	0.1%	945 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$456K	0.2%	9,470 SH	New
MEDTRONIC PLC	SHS	$304K	0.1%Prev: 0.1%	3,511 SH	Increased+145 SH
MERCADOLIBRE INC	COM	$590K	0.2%	341 SH	New
META PLATFORMS INC	CL A	$813K	0.3%Prev: 0.4%	1,421 SH	Decreased-150 SH
MICRON TECHNOLOGY INC	COM	$230K	0.1%	682 SH	New
MICROSOFT CORP	COM	$821K	0.3%Prev: 0.4%	2,217 SH	Decreased-188 SH
NEUROCRINE BIOSCIENCES INC	COM	$598K	0.2%Prev: 0.3%	4,543 SH	Decreased-2,210 SH
NEWMONT CORP	COM	$216K	0.1%	1,998 SH	New
NORTHERN TR CORP	COM	$575K	0.2%Prev: 0.2%	4,120 SH	Increased-92 SH
NOVARTIS AG	SPONSORED ADR	$349K	0.1%	2,283 SH	New
NVIDIA CORPORATION	COM	$1.9M	0.6%Prev: 0.5%	10,880 SH	Increased-1,376 SH
ORACLE CORP	COM	$311K	0.1%Prev: 0.1%	2,113 SH	Increased-44 SH
PALO ALTO NETWORKS INC	COM	$954K	0.3%	5,952 SH	New
PARK NATL CORP	COM	$329K	0.1%Prev: 0.1%	2,015 SH	Increased-26 SH
PNC FINL SVCS GROUP INC	COM	$598K	0.2%Prev: 0.2%	2,875 SH	Increased+579 SH
PROGRESSIVE CORP	COM	$282K	0.1%Prev: 0.2%	1,425 SH	Decreased-4 SH
PROLOGIS INC.	COM	$223K	0.1%	1,684 SH	New
PTC THERAPEUTICS INC	COM	$351K	0.1%	5,148 SH	New
PULTE GROUP INC	COM	$237K	0.1%Prev: 0.1%	2,019 SH	Increased
REGIONS FINANCIAL CORP NEW	COM	$363K	0.1%	13,908 SH	New
RIO TINTO PLC	SPONSORED ADR	$831K	0.3%	8,905 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.9M	0.6%Prev: 0.9%	79,223 SH	Decreased-11,646 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$779K	0.3%Prev: 0.3%	33,529 SH	Increased+1,047 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$31.8M	10.6%Prev: 6.6%	1,266,881 SH	Increased+480,902 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.9M	4.0%Prev: 3.9%	387,349 SH	Increased+30,943 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	0.6%	61,053 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	0.8%Prev: 1.4%	77,211 SH	Decreased-65,151 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	0.6%Prev: 1.3%	60,710 SH	Decreased-82,937 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$295K	0.1%	752 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$240K	0.1%	2,169 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$348K	0.1%	7,049 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$594K	0.2%	4,467 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$104K	0.0%Prev: 0.0%	34,375 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$380K	0.1%	3,203 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$15.3M	5.1%	258,974 SH	New
STATE STR CORP	COM	$236K	0.1%Prev: 0.1%	1,868 SH	Decreased-1,600 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.8M	1.3%	5,909 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$270K	0.1%	798 SH	New
TAPESTRY INC	COM	$600K	0.2%Prev: 0.2%	4,250 SH	Increased-3,741 SH
TESLA INC	COM	$645K	0.2%Prev: 0.1%	1,735 SH	Increased+380 SH
UNITED PARCEL SVCS INC	CL B	$386K	0.1%	3,926 SH	New
US BANCORP	COM NEW	$213K	0.1%	4,090 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$2.2M	0.7%Prev: 0.5%	23,882 SH	Increased-1,479 SH
VANECK ETF TRUST	RARE EARTH AND S	$1.5M	0.5%	16,711 SH	New
VANECK ETF TRUST	VANECK SHRT MUNI	$354K	0.1%Prev: 0.2%	20,463 SH	Decreased-10,424 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.4%Prev: 0.5%	16,700 SH	Decreased-507 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.8M	0.6%	4,178 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$60.7M	20.3%Prev: 23.5%	203,078 SH	Increased-32,477 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.3M	1.1%Prev: 1.7%	12,857 SH	Decreased-5,308 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	0.5%Prev: 1.2%	16,587 SH	Decreased-18,599 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.4%Prev: 0.4%	2,008 SH	Increased-111 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	0.7%Prev: 1.4%	6,970 SH	Decreased-6,999 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.5%Prev: 0.6%	4,793 SH	Decreased-1,015 SH
VANGUARD INDEX FDS	VALUE ETF	$502K	0.2%Prev: 0.2%	2,560 SH	Decreased-490 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.1M	2.4%Prev: 0.3%	86,121 SH	Increased+75,704 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.4M	2.8%Prev: 2.6%	100,907 SH	Increased+18,968 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	1.4%Prev: 1.7%	52,716 SH	Decreased-1,380 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$253K	0.1%Prev: 0.2%	1,178 SH	Decreased-980 SH
VERIZON COMMUNICATIONS INC	COM	$265K	0.1%Prev: 0.1%	5,283 SH	Increased+683 SH
WALMART INC	COM	$318K	0.1%Prev: 0.1%	2,560 SH	Increased-163 SH
WELLS FARGO & CO	COM	$251K	0.1%	3,148 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$215K	0.1%	2,443 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$363K	0.1%Prev: 0.1%	22,799 SH	Increased+5,372 SH

Sold (vs prior filing)

ATLASSIAN CORPORATION — $333K
BRISTOL-MYERS SQUIBB CO — $694K
CHEVRON CORP NEW — $690K
CONAGRA BRANDS INC — $410K
CORCEPT THERAPEUTICS INC — $633K
CULLEN FROST BANKERS INC — $261K
CYBERARK SOFTWARE LTD — $967K
ENERGY RECOVERY INC — $178K
FORTINET INC — $261K
GENERAL MLS INC — $399K
HUBSPOT INC — $795K
INSULET CORP — $350K
ISHARES TR — $270K
ISHARES TR — $631K
KENVUE INC — $439K
KIMBERLY-CLARK CORP — $359K
MERCADOLIBRE INC — $800K
ONTO INNOVATION INC — $946K
PROSHARES TR — $1.1M
PROSHARES TR — $3.2M
… and 25 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