JUNCTURE WEALTH STRATEGIES, LLC

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

Import this data to Google Sheets with:

=jivedata("juncture-wealth-strategies-llc-0001632866-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $384.4M179 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$437K	0.1%	1,735 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.3%	1,946 SH	New
ALPHABET INC	CAP STK CL C	$768K	0.2%Prev: 0.2%	2,174 SH	Increased-1,060 SH
ALTRIA GROUP INC	COM	$286K	0.1%	3,978 SH	New
AMERICAN ELEC PWR CO INC	COM	$379K	0.1%Prev: 0.1%	2,769 SH	Increased-650 SH
AMPHENOL CORP	CL A	$1.3M	0.3%	7,331 SH	New
ANALOG DEVICES INC	COM	$207K	0.1%	520 SH	New
ARTERIS INC	COM	$763K	0.2%	15,709 SH	New
ARTISAN PARTNERS ASSET MGMT	CL A	$221K	0.1%	6,386 SH	New
ASTERA LABS INC	COM	$1.3M	0.3%	2,613 SH	New
ATI INC	COM	$490K	0.1%Prev: 0.1%	2,487 SH	Increased-297 SH
ATLASSIAN CORPORATION	CL A	$216K	0.1%Prev: 0.1%	2,771 SH	Decreased+1,331 SH
AURINIA PHARMACEUTICALS INC	COM	$581K	0.2%	34,232 SH	New
AXON ENTERPRISE INC	COM	$1.9M	0.5%Prev: 1.2%	3,415 SH	Decreased-554 SH
BANK OF AMER CORP	COM	$292K	0.1%	5,129 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$974K	0.3%Prev: 0.3%	1,946 SH	Increased-37 SH
BLACKROCK INC	COM	$342K	0.1%	356 SH	New
BROADCOM INC	COM	$3.3M	0.9%Prev: 0.4%	8,866 SH	Increased+5,007 SH
CATALYST PHARMACEUTICALS INC	COM	$579K	0.2%Prev: 0.7%	18,408 SH	Decreased-72,891 SH
CHEVRON CORPORATION	COM	$988K	0.3%	5,962 SH	New
CISCO SYS INC	COM	$1.7M	0.4%Prev: 0.4%	14,450 SH	Increased-318 SH
CITIGROUP INC	COM NEW	$458K	0.1%Prev: 0.2%	3,274 SH	Increased-2,050 SH
COCA COLA CO	COM	$354K	0.1%Prev: 0.1%	4,362 SH	Increased-32 SH
CONOCOPHILLIPS	COM	$237K	0.1%	2,277 SH	New
COSTCO WHOLESALE CORPORATION	COM	$890K	0.2%	952 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$633K	0.2%	2,328 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$18.4M	4.8%Prev: 6.3%	334,724 SH	Increased-86,724 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.6M	2.5%Prev: 2.7%	136,848 SH	Increased-4,573 SH
ECOLAB INC	COM	$292K	0.1%	1,047 SH	New
ELI LILLY & CO	COM	$734K	0.2%	612 SH	New
EOG RES INC	COM	$284K	0.1%	2,192 SH	New
ETON PHARMACEUTICALS INC	COM	$1.0M	0.3%	28,849 SH	New
EXXON MOBIL CORP	COM	$1.3M	0.3%Prev: 0.1%	9,149 SH	Increased+6,859 SH
FIFTH THIRD BANCORP	COM	$826K	0.2%Prev: 0.1%	14,657 SH	Increased+4,665 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.3M	0.6%Prev: 0.8%	8,565 SH	Decreased-255 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$2.7M	0.7%Prev: 0.6%	10,948 SH	Increased-125 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$4.1M	1.1%Prev: 1.0%	113,867 SH	Increased+46,227 SH
FRIEDMAN INDS INC	COM	$270K	0.1%	8,391 SH	New
GENMAB A/S	SPONSORED ADS	$202K	0.1%	7,341 SH	New
GENUINE PARTS CO	COM	$202K	0.1%	1,710 SH	New
GILEAD SCIENCES INC	COM	$548K	0.1%Prev: 0.3%	4,340 SH	Decreased-3,417 SH
GLOBAL X FDS	GLOBAL X COPPER	$1.8M	0.5%	23,939 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$2.9M	0.7%Prev: 0.4%	36,967 SH	Increased+11,701 SH
GLOBAL X FDS	GLOBAL X URANIUM	$4.4M	1.2%Prev: 2.0%	101,249 SH	Decreased-47,237 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$2.9M	0.8%	37,038 SH	New
GLOBAL X FDS	S&P 500 COVERED	$6.5M	1.7%Prev: 2.1%	159,001 SH	Increased+3,983 SH
GLOBUS MED INC	CL A	$845K	0.2%Prev: 0.2%	10,692 SH	Increased+3,371 SH
GOLDMAN SACHS GROUP INC	COM	$430K	0.1%	425 SH	New
HALOZYME THERAPEUTICS INC	COM	$929K	0.2%Prev: 0.2%	11,865 SH	Increased+1,331 SH
HEALTHEQUITY INC	COM	$367K	0.1%	4,065 SH	New
HF SINCLAIR CORP	COM	$328K	0.1%Prev: 0.1%	4,707 SH	Decreased-3,775 SH
HONEYWELL AEROSPACE INC	COM	$234K	0.1%	1,057 SH	New
HONEYWELL INTL INC	COM	$237K	0.1%	1,058 SH	New
HORMEL FOODS CORP	COM	$343K	0.1%	13,819 SH	New
INCYTE CORP	COM	$562K	0.1%	4,956 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$381K	0.1%	3,092 SH	New
INTERDIGITAL INC	COM	$473K	0.1%Prev: 0.8%	1,672 SH	Decreased-7,843 SH
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$3.0M	0.8%Prev: 0.7%	32,091 SH	Increased+3,519 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$4.9M	1.3%	27,881 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.9M	3.9%	69,798 SH	New
ISHARES TR	20 YR TR BD ETF	$650K	0.2%	7,517 SH	New
ISHARES TR	CORE S&P MCP ETF	$687K	0.2%Prev: 0.2%	8,915 SH	Increased-312 SH
ISHARES TR	CORE S&P SCP ETF	$4.6M	1.2%Prev: 0.1%	31,291 SH	Increased+28,386 SH
ISHARES TR	CORE S&P TTL STK	$272K	0.1%Prev: 0.1%	1,658 SH	Increased+146 SH
ISHARES TR	CORE S&P500 ETF	$5.5M	1.4%Prev: 0.6%	7,403 SH	Increased+4,690 SH
ISHARES TR	CORE US AGGBD ET	$9.9M	2.6%Prev: 2.8%	100,001 SH	Increased+19,324 SH
ISHARES TR	ISHARES SEMICDTR	$2.5M	0.7%Prev: 0.4%	3,966 SH	Increased-1,313 SH
ISHARES TR	ISHS 1-5YR INVS	$4.1M	1.1%Prev: 1.4%	77,852 SH	Increased+5,738 SH
ISHARES TR	MSCI CHINA ETF	$3.7M	1.0%Prev: 0.7%	73,062 SH	Increased+34,949 SH
ISHARES TR	MSCI EMG MKT ETF	$4.9M	1.3%	71,746 SH	New
ISHARES TR	MSCI USA QLT FCT	$681K	0.2%	3,104 SH	New
ISHARES TR	MSCI USA VALUE	$3.7M	1.0%	18,364 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.4%Prev: 0.6%	13,723 SH	Decreased-2,303 SH
ISHARES TR	RUS 1000 ETF	$505K	0.1%Prev: 0.1%	1,234 SH	Increased+321 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.2%	8,796 SH	Increased+7,476 SH
ISHARES TR	RUS TOP 200 ETF	$218K	0.1%	1,177 SH	New
ISHARES TR	RUSSELL 2000 ETF	$211K	0.1%Prev: 0.1%	701 SH	Decreased-307 SH
ISHARES TR	S&P 500 GRWT ETF	$217K	0.1%	1,581 SH	New
ISHARES TR	SELECT DIVID ETF	$638K	0.2%Prev: 0.2%	4,081 SH	Decreased-1,011 SH
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.4%Prev: 0.6%	15,748 SH	Decreased-313 SH
ISHARES TR	SP SMCP600VL ETF	$342K	0.1%Prev: 0.2%	2,501 SH	Decreased-2,741 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$728K	0.2%	12,890 SH	New
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$3.3M	0.9%	40,004 SH	New
JOHNSON & JOHNSON	COM	$312K	0.1%Prev: 0.1%	1,228 SH	Increased-87 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.3%	3,809 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$1.1M	0.3%	17,824 SH	New
KULICKE & SOFFA INDS INC	COM	$618K	0.2%	4,617 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$517K	0.1%	1,779 SH	New
LOWES COS INC	COM	$428K	0.1%	1,941 SH	New
MASTERCARD INCORPORATED	CL A	$809K	0.2%	1,575 SH	New
MEDICAL PROPERTIES TRUST INC	COM	$62K	0.0%	13,510 SH	New
MEDTRONIC PLC	SHS	$252K	0.1%Prev: 0.1%	3,216 SH	Decreased-150 SH
MERCADOLIBRE INC	COM	$435K	0.1%	256 SH	New
META PLATFORMS INC	CL A	$710K	0.2%Prev: 0.4%	1,260 SH	Decreased-356 SH
MICRON TECHNOLOGY INC	COM	$1.3M	0.3%	1,157 SH	New
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.4%	4,904 SH	Increased+2,577 SH
MIRUM PHARMACEUTICALS INC	COM	$564K	0.1%	4,815 SH	New
MONGODB INC	CL A	$241K	0.1%	718 SH	New
MONSTER BEVERAGE CORP NEW	COM	$558K	0.1%	5,804 SH	New
MORGAN STANLEY	COM NEW	$904K	0.2%	4,326 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$887K	0.2%Prev: 0.2%	5,262 SH	Increased+1,275 SH
NORTHERN TR CORP	COM	$681K	0.2%Prev: 0.2%	3,920 SH	Increased-292 SH
NOVARTIS AG	SPONSORED ADR	$313K	0.1%	1,998 SH	New
NVIDIA CORPORATION	COM	$2.9M	0.8%Prev: 0.7%	14,413 SH	Increased+2,726 SH
ODDITY TECH LTD	SHS CL A	$348K	0.1%	23,022 SH	New
OPERA LTD	SPONSORED ADS	$513K	0.1%	25,879 SH	New
ORACLE CORP	COM	$310K	0.1%Prev: 0.2%	2,113 SH	Decreased-45 SH
OREILLY AUTOMOTIVE INC	COM	$533K	0.1%	5,790 SH	New
PALO ALTO NETWORKS INC	COM	$2.9M	0.8%	8,455 SH	New
PARK NATL CORP	COM	$369K	0.1%Prev: 0.1%	2,015 SH	Increased-26 SH
PNC FINL SVCS GROUP INC	COM	$618K	0.2%Prev: 0.2%	2,509 SH	Increased+114 SH
PROGRESSIVE CORP	COM	$311K	0.1%Prev: 0.1%	1,425 SH	Decreased-4 SH
PTC THERAPEUTICS INC	COM	$863K	0.2%	10,577 SH	New
PULTE GROUP INC	COM	$818K	0.2%Prev: 0.1%	5,961 SH	Increased+3,942 SH
REGIONS FINANCIAL CORP NEW	COM	$366K	0.1%	12,132 SH	New
RIO TINTO PLC	SPONSORED ADR	$786K	0.2%	8,278 SH	New
SAMSARA INC	COM CL A	$445K	0.1%Prev: 0.2%	13,717 SH	Increased+3,029 SH
SANDISK CORP	COM	$1.1M	0.3%	475 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.9M	0.5%Prev: 0.8%	77,123 SH	Decreased-9,796 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$828K	0.2%Prev: 0.3%	35,795 SH	Increased+4,719 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$35.5M	9.2%Prev: 10.7%	1,226,246 SH	Increased-34,803 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.3M	2.7%Prev: 3.4%	323,518 SH	Increased-38,335 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	0.5%Prev: 0.3%	53,054 SH	Increased+26,128 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.6M	0.7%Prev: 1.0%	71,816 SH	Decreased-25,635 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.1M	0.5%Prev: 0.8%	57,031 SH	Decreased-28,377 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$236K	0.1%	245 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$343K	0.1%	6,405 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$799K	0.2%	4,193 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$66K	0.0%Prev: 0.1%	34,375 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$308K	0.1%Prev: 0.1%	2,695 SH	Decreased-591 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$806K	0.2%	2,418 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$456K	0.1%	2,671 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$430K	0.1%	12,849 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.2M	0.3%	24,605 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$424K	0.1%	14,123 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$380K	0.1%	8,303 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$615K	0.2%	5,166 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$6.3M	1.7%	104,363 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$6.8M	1.8%	44,771 SH	New
SPDR SERIES TRUST	ST STR SP METAL	$2.7M	0.7%	25,506 SH	New
SPDR SERIES TRUST	ST STR SP SEMI	$553K	0.1%	886 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$513K	0.1%	4,581 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$750K	0.2%	7,912 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.2M	0.3%	25,821 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$648K	0.2%	5,437 SH	New
STATE STR CORP	COM	$300K	0.1%Prev: 0.1%	1,768 SH	Decreased-1,700 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	1.2%	6,048 SH	New
SUPERNUS PHARMACEUTICALS	COM	$298K	0.1%	6,404 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$342K	0.1%	717 SH	New
TAPESTRY INC	COM	$608K	0.2%Prev: 0.2%	4,150 SH	Decreased-3,841 SH
TESLA INC	COM	$674K	0.2%Prev: 0.2%	1,603 SH	Increased-91 SH
TEXAS INSTRS INC	COM	$703K	0.2%	2,360 SH	New
TEXTRON INC	COM	$340K	0.1%	3,710 SH	New
THERAVANCE BIOPHARMA INC	COM	$293K	0.1%	17,234 SH	New
UBER TECHNOLOGIES INC	COM	$239K	0.1%	3,318 SH	New
UNION PAC CORP	COM	$375K	0.1%	1,377 SH	New
UNITED PARCEL SVCS INC	CL B	$444K	0.1%	4,126 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$2.8M	0.7%Prev: 0.4%	37,452 SH	Increased+13,305 SH
VANECK ETF TRUST	RARE EAR STR ETF	$2.9M	0.7%	32,288 SH	New
VANECK ETF TRUST	VANECK SHRT MUNI	$355K	0.1%Prev: 0.2%	20,463 SH	Decreased-11,499 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.3%Prev: 0.5%	16,603 SH	Decreased-536 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.8M	0.7%Prev: 0.4%	32,097 SH	Increased+29,690 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$62.5M	16.2%Prev: 24.1%	181,619 SH	Decreased-56,474 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.7M	1.0%Prev: 1.6%	12,028 SH	Decreased-3,920 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$543K	0.1%Prev: 1.1%	5,636 SH	Decreased-29,728 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.3%Prev: 0.4%	1,792 SH	Increased-301 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.5M	0.7%Prev: 1.1%	6,883 SH	Decreased-4,331 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.5%Prev: 0.6%	4,700 SH	Increased-440 SH
VANGUARD INDEX FDS	VALUE ETF	$453K	0.1%Prev: 0.2%	2,079 SH	Decreased-829 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.4M	1.9%Prev: 1.9%	83,967 SH	Increased+13,702 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$8.9M	2.3%Prev: 2.6%	108,280 SH	Increased+21,529 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	1.1%Prev: 1.5%	53,672 SH	Decreased-563 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$248K	0.1%Prev: 0.1%	1,047 SH	Decreased-411 SH
VERICEL CORP	COM	$369K	0.1%Prev: 0.1%	8,283 SH	Increased+3,565 SH
VERIZON COMMUNICATIONS INC	COM	$305K	0.1%Prev: 0.1%	7,193 SH	Decreased-2,457 SH
VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$758K	0.2%	34,906 SH	New
WALMART INC	COM	$264K	0.1%Prev: 0.1%	2,335 SH	Decreased-388 SH
WELLS FARGO & CO	COM	$260K	0.1%	3,148 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$635K	0.2%Prev: 0.1%	32,256 SH	Increased+15,800 SH

Sold (vs prior filing)

BANK AMERICA CORP — $243K
BRISTOL-MYERS SQUIBB CO — $515K
CHEVRON CORP NEW — $639K
CINTAS CORP — $200K
CORCEPT THERAPEUTICS INC — $449K
CULLEN FROST BANKERS INC — $267K
CYBERARK SOFTWARE LTD — $1.2M
FORTINET INC — $287K
FREEPORT-MCMORAN INC — $204K
HUBSPOT INC — $538K
INSULET CORP — $329K
ISHARES SILVER TR — $226K
KENVUE INC — $392K
KIMBERLY-CLARK CORP — $326K
LOCKHEED MARTIN CORP — $479K
MERCADOLIBRE INC — $1.0M
ONTO INNOVATION INC — $501K
RAVE RESTAURANT GROUP INC — $66K
SCHWAB STRATEGIC TR — $713K
SELECT SECTOR SPDR TR — $226K
… and 19 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