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: $390.3M185 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$658K	0.2%	6,658 SH	New
ABBVIE INC	COM	$2.5M	0.6%Prev: 0.1%	9,559 SH	Increased+7,697 SH
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.3%	1,884 SH	New
ALPHABET INC	CAP STK CL C	$764K	0.2%Prev: 0.2%	2,243 SH	Increased-724 SH
ALTRIA GROUP INC	COM	$271K	0.1%	4,028 SH	New
AMERICAN ELEC PWR CO INC	COM	$329K	0.1%Prev: 0.1%	2,769 SH	Increased-121 SH
AMPHENOL CORP	CL A	$1.3M	0.3%	15,139 SH	New
ANALOG DEVICES INC	COM	$206K	0.1%	520 SH	New
ARTERIS INC	COM	$277K	0.1%	11,720 SH	New
ASTERA LABS INC	COM	$890K	0.2%Prev: 0.1%	2,499 SH	Increased+1,030 SH
ATI INC	COM	$471K	0.1%Prev: 0.1%	2,487 SH	Increased
ATLASSIAN CORPORATION	CL A	$544K	0.1%	3,032 SH	New
AURINIA PHARMACEUTICALS INC	COM	$526K	0.1%	32,478 SH	New
AXON ENTERPRISE INC	COM	$1.4M	0.4%Prev: 1.0%	3,349 SH	Decreased-612 SH
BANK OF AMER CORP	COM	$279K	0.1%	5,130 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$319K	0.1%Prev: 0.3%	641 SH	Decreased-1,395 SH
BLACKROCK INC	COM	$384K	0.1%	363 SH	New
BRAZE INC	COM CL A	$210K	0.1%	8,384 SH	New
BROADCOM INC	COM	$3.1M	0.8%Prev: 0.4%	8,704 SH	Increased+4,852 SH
CARIS LIFE SCIENCES INC	COM	$243K	0.1%	7,936 SH	New
CHEVRON CORPORATION	COM	$1.3M	0.3%	6,138 SH	New
CISCO SYS INC	COM	$1.5M	0.4%Prev: 0.3%	14,290 SH	Increased-620 SH
CITIGROUP INC	COM NEW	$443K	0.1%Prev: 0.1%	3,425 SH	Increased+101 SH
COCA COLA CO	COM	$447K	0.1%Prev: 0.1%	5,188 SH	Increased+793 SH
CONOCOPHILLIPS	COM	$321K	0.1%	2,563 SH	New
COSTCO WHOLESALE CORPORATION	COM	$885K	0.2%	972 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$436K	0.1%	2,236 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$17.5M	4.5%Prev: 5.9%	318,553 SH	Increased-73,001 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.1M	2.3%Prev: 2.8%	137,257 SH	Increased-4,275 SH
ECOLAB INC	COM	$301K	0.1%	1,095 SH	New
ELI LILLY & CO	COM	$672K	0.2%	581 SH	New
EOG RES INC	COM	$316K	0.1%	2,292 SH	New
ETON PHARMACEUTICALS INC	COM	$1.4M	0.4%Prev: 0.1%	27,978 SH	Increased+11,010 SH
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.2%	8,828 SH	Increased+4,697 SH
FIFTH THIRD BANCORP	COM	$721K	0.2%Prev: 0.2%	14,258 SH	Increased+3,465 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$2.5M	0.6%Prev: 0.8%	8,513 SH	Increased+271 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$2.9M	0.7%Prev: 0.6%	10,683 SH	Increased-113 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$3.9M	1.0%Prev: 0.9%	115,343 SH	Increased+42,355 SH
FRIEDMAN INDS INC	COM	$321K	0.1%	8,391 SH	New
GENMAB A/S	SPONSORED ADS	$372K	0.1%	10,424 SH	New
GENUINE PARTS CO	COM	$305K	0.1%	2,425 SH	New
GILEAD SCIENCES INC	COM	$629K	0.2%Prev: 0.2%	4,221 SH	Increased-337 SH
GLOBAL X FDS	GLOBAL X COPPER	$2.3M	0.6%	27,197 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$3.5M	0.9%Prev: 0.6%	41,059 SH	Increased+16,948 SH
GLOBAL X FDS	GLOBAL X URANIUM	$4.1M	1.1%Prev: 2.1%	102,918 SH	Decreased-29,241 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$2.4M	0.6%	35,751 SH	New
GLOBAL X FDS	S&P 500 COVERED	$6.6M	1.7%Prev: 2.1%	160,049 SH	Increased-448 SH
GLOBUS MED INC	CL A	$681K	0.2%Prev: 0.2%	9,091 SH	Increased+470 SH
GOLDMAN SACHS GROUP INC	COM	$349K	0.1%	388 SH	New
HALOZYME THERAPEUTICS INC	COM	$1.3M	0.3%Prev: 0.3%	11,625 SH	Increased+511 SH
HEALTHEQUITY INC	COM	$366K	0.1%	4,142 SH	New
HF SINCLAIR CORP	COM	$505K	0.1%Prev: 0.1%	4,708 SH	Increased-57 SH
HONEYWELL INTL INC	COM	$221K	0.1%	1,047 SH	New
HORMEL FOODS CORP	COM	$314K	0.1%Prev: 0.1%	15,723 SH	Increased+4,316 SH
IMMUNOCORE HLDGS PLC	ADS	$207K	0.1%	6,821 SH	New
INCYTE CORP	COM	$593K	0.2%	4,885 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$449K	0.1%	2,953 SH	New
INTERDIGITAL INC	COM	$205K	0.1%Prev: 1.1%	630 SH	Decreased-8,601 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$6.1M	1.6%	314,643 SH	New
INVESCO EXCH TRADED FD TR II	KBW BK ETF	$2.8M	0.7%Prev: 0.8%	32,149 SH	Increased+2,011 SH
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$4.3M	1.1%	27,652 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.8M	3.8%	71,026 SH	New
INVESCO QQQ TR	UNIT SER 1	$4.9M	1.3%	6,635 SH	New
ISHARES TR	20 YR TR BD ETF	$869K	0.2%	11,167 SH	New
ISHARES TR	CORE S&P MCP ETF	$673K	0.2%Prev: 0.2%	9,349 SH	Increased+523 SH
ISHARES TR	CORE S&P SCP ETF	$4.1M	1.1%Prev: 0.1%	30,295 SH	Increased+27,625 SH
ISHARES TR	CORE S&P TTL STK	$276K	0.1%Prev: 0.1%	1,658 SH	Increased+146 SH
ISHARES TR	CORE S&P500 ETF	$5.7M	1.5%Prev: 0.6%	7,464 SH	Increased+4,675 SH
ISHARES TR	CORE US AGGBD ET	$10.7M	2.7%Prev: 2.7%	113,074 SH	Increased+32,005 SH
ISHARES TR	ISHARES SEMICDTR	$2.1M	0.5%Prev: 0.4%	3,636 SH	Increased-1,281 SH
ISHARES TR	ISHS 1-5YR INVS	$4.0M	1.0%Prev: 1.3%	77,560 SH	Increased+6,082 SH
ISHARES TR	MSCI CHINA ETF	$4.3M	1.1%Prev: 0.9%	82,542 SH	Increased+40,693 SH
ISHARES TR	MSCI EMG MKT ETF	$6.1M	1.6%	91,251 SH	New
ISHARES TR	MSCI USA QLT FCT	$690K	0.2%	3,104 SH	New
ISHARES TR	MSCI USA VALUE	$3.8M	1.0%	19,091 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.3%Prev: 0.5%	12,961 SH	Decreased-2,035 SH
ISHARES TR	RUS 1000 ETF	$461K	0.1%Prev: 0.2%	1,107 SH	Increased-127 SH
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.3%Prev: 0.2%	8,796 SH	Increased+7,317 SH
ISHARES TR	RUS TOP 200 ETF	$224K	0.1%	1,177 SH	New
ISHARES TR	S&P 500 GRWT ETF	$225K	0.1%	1,581 SH	New
ISHARES TR	SELECT DIVID ETF	$539K	0.1%Prev: 0.2%	3,547 SH	Decreased-1,500 SH
ISHARES TR	SHRT NAT MUN ETF	$1.6M	0.4%Prev: 0.6%	15,282 SH	Decreased-2,289 SH
ISHARES TR	SP SMCP600VL ETF	$313K	0.1%Prev: 0.2%	2,442 SH	Decreased-2,425 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$658K	0.2%	11,700 SH	New
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$3.4M	0.9%	40,940 SH	New
JOHNSON & JOHNSON	COM	$325K	0.1%Prev: 0.1%	1,229 SH	Increased-217 SH
JPMORGAN CHASE & CO	COM	$1.3M	0.3%	3,858 SH	New
KINIKSA PHARMACEUTICALS INTL	ORD SHS CL A	$1.3M	0.3%Prev: 0.1%	17,549 SH	Increased+10,685 SH
KULICKE & SOFFA INDS INC	COM	$346K	0.1%	3,667 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$417K	0.1%	1,759 SH	New
LOWES COS INC	COM	$307K	0.1%	1,664 SH	New
MASTERCARD INCORPORATED	CL A	$890K	0.2%	1,614 SH	New
MEDICAL PROPERTIES TRUST INC	COM	$51K	0.0%	14,760 SH	New
MEDTRONIC PLC	SHS	$347K	0.1%Prev: 0.1%	4,016 SH	Decreased+83 SH
MERCADOLIBRE INC	COM	$505K	0.1%	292 SH	New
META PLATFORMS INC	CL A	$765K	0.2%Prev: 0.4%	1,056 SH	Decreased-541 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.3%	1,067 SH	New
MICROSOFT CORP	COM	$2.3M	0.6%Prev: 0.4%	4,422 SH	Increased+2,155 SH
MIRUM PHARMACEUTICALS INC	COM	$456K	0.1%	5,330 SH	New
MONGODB INC	CL A	$276K	0.1%	792 SH	New
MONSTER BEVERAGE CORP NEW	COM	$487K	0.1%	11,696 SH	New
MORGAN STANLEY	COM NEW	$839K	0.2%	4,463 SH	New
NEUROCRINE BIOSCIENCES INC	COM	$753K	0.2%Prev: 0.2%	5,307 SH	Increased+636 SH
NEWMONT CORP	COM	$229K	0.1%	1,988 SH	New
NORTHERN TR CORP	COM	$664K	0.2%Prev: 0.2%	3,920 SH	Increased-292 SH
NOVARTIS AG	SPONSORED ADR	$313K	0.1%	2,198 SH	New
NVIDIA CORPORATION	COM	$3.4M	0.9%Prev: 0.7%	14,806 SH	Increased+3,333 SH
ODDITY TECH LTD	SHS CL A	$506K	0.1%	27,119 SH	New
OPERA LTD	SPONSORED ADS	$572K	0.1%	32,476 SH	New
ORACLE CORP	COM	$303K	0.1%Prev: 0.2%	2,208 SH	Decreased+100 SH
OREILLY AUTOMOTIVE INC	COM	$514K	0.1%	6,015 SH	New
PALO ALTO NETWORKS INC	COM	$3.3M	0.8%	8,259 SH	New
PARK NATL CORP	COM	$360K	0.1%Prev: 0.1%	2,015 SH	Increased-26 SH
PNC FINL SVCS GROUP INC	COM	$536K	0.1%Prev: 0.2%	2,410 SH	Increased-244 SH
PROGRESSIVE CORP	COM	$295K	0.1%Prev: 0.1%	1,425 SH	Decreased-3 SH
PTC THERAPEUTICS INC	COM	$634K	0.2%Prev: 0.1%	9,793 SH	Increased+5,691 SH
PULTE GROUP INC	COM	$701K	0.2%Prev: 0.1%	6,038 SH	Increased+4,019 SH
REGIONS FINANCIAL CORP NEW	COM	$369K	0.1%Prev: 0.1%	13,734 SH	Increased+4,301 SH
RIGEL PHARMACEUTICALS INC	COM	$220K	0.1%	4,561 SH	New
RIO TINTO PLC	SPONSORED ADR	$808K	0.2%Prev: 0.2%	8,585 SH	Increased+1,643 SH
SAMSARA INC	COM CL A	$596K	0.2%Prev: 0.1%	15,640 SH	Increased+8,358 SH
SANDISK CORP	COM	$1.1M	0.3%	641 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.8M	0.5%Prev: 0.7%	75,586 SH	Decreased-7,387 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$837K	0.2%Prev: 0.2%	37,871 SH	Increased+6,915 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$35.4M	9.1%Prev: 11.0%	1,208,643 SH	Increased-64,498 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.5M	2.7%Prev: 3.3%	322,879 SH	Increased-42,680 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	0.5%Prev: 0.3%	52,280 SH	Increased+23,909 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.3M	0.6%Prev: 0.9%	67,549 SH	Decreased-20,945 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.7M	0.4%Prev: 0.7%	52,882 SH	Decreased-19,134 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$226K	0.1%	245 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$363K	0.1%	6,794 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$845K	0.2%	4,319 SH	New
SENSTAR TECHNOLOGIES CORP	COM	$56K	0.0%Prev: 0.1%	34,375 SH	Decreased
SHOPIFY INC	CL A SUB VTG SHS	$555K	0.1%Prev: 0.2%	3,744 SH	Increased+146 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$637K	0.2%	2,276 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$2.5M	0.6%	16,300 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$415K	0.1%	12,870 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$1.3M	0.3%	28,870 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$420K	0.1%	14,194 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$360K	0.1%	8,419 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$581K	0.1%	4,720 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$5.6M	1.4%	91,094 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$4.8M	1.2%	32,991 SH	New
SPDR SERIES TRUST	ST STR SP METAL	$2.1M	0.5%	20,696 SH	New
SPDR SERIES TRUST	ST STR SP SEMI	$481K	0.1%	908 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$503K	0.1%	4,811 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$560K	0.1%	6,326 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.2M	0.3%	26,686 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$624K	0.2%	5,830 SH	New
STATE STR CORP	COM	$291K	0.1%Prev: 0.1%	1,668 SH	Increased-300 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	1.2%	5,896 SH	New
SUPERNUS PHARMACEUTICALS	COM	$292K	0.1%	6,778 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$312K	0.1%	685 SH	New
TAPESTRY INC	COM	$466K	0.1%Prev: 0.2%	4,051 SH	Decreased-241 SH
TESLA INC	COM	$569K	0.1%Prev: 0.3%	1,604 SH	Decreased-150 SH
TEXAS INSTRS INC	COM	$690K	0.2%	2,465 SH	New
TEXTRON INC	COM	$289K	0.1%	3,791 SH	New
THE CAMPBELLS COMPANY	COM	$268K	0.1%Prev: 0.1%	13,500 SH	Decreased+3,075 SH
THERMO FISHER SCIENTIFIC INC	COM	$280K	0.1%	415 SH	New
UNION PAC CORP	COM	$369K	0.1%	1,356 SH	New
UNITED PARCEL SVCS INC	CL B	$442K	0.1%	4,726 SH	New
US BANCORP	COM NEW	$217K	0.1%	3,761 SH	New
VALERO ENERGY CORP	COM	$273K	0.1%	705 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$3.7M	1.0%Prev: 0.6%	42,409 SH	Increased+19,199 SH
VANECK ETF TRUST	RARE EAR STR ETF	$1.7M	0.4%	25,731 SH	New
VANECK ETF TRUST	VANECK SHRT MUNI	$345K	0.1%Prev: 0.2%	20,396 SH	Decreased-10,995 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.2M	0.3%Prev: 0.5%	15,971 SH	Decreased-2,795 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.0M	0.8%Prev: 0.5%	33,575 SH	Increased+30,658 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$56.8M	14.5%Prev: 24.5%	161,292 SH	Decreased-76,683 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.5M	0.9%Prev: 1.4%	11,968 SH	Decreased-2,061 SH
VANGUARD INDEX FDS	MID CAP ETF	$204K	0.1%	2,604 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.3%Prev: 0.4%	1,690 SH	Decreased-390 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.3M	0.6%Prev: 0.8%	6,938 SH	Decreased-1,225 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.5%Prev: 0.6%	4,764 SH	Increased-376 SH
VANGUARD INDEX FDS	VALUE ETF	$431K	0.1%Prev: 0.1%	1,995 SH	Decreased-380 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.8M	2.0%Prev: 2.1%	89,380 SH	Increased+10,939 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$9.2M	2.4%Prev: 2.5%	117,383 SH	Increased+28,812 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.2M	1.1%Prev: 1.4%	54,559 SH	Increased+2,594 SH
VERICEL CORP	COM	$399K	0.1%	9,929 SH	New
VERIZON COMMUNICATIONS INC	COM	$313K	0.1%Prev: 0.1%	6,825 SH	Increased-181 SH
VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$656K	0.2%	31,741 SH	New
WALMART INC	COM	$243K	0.1%Prev: 0.1%	2,336 SH	Decreased-391 SH
WELLS FARGO & CO	COM	$250K	0.1%	3,129 SH	New
WESTERN DIGITAL CORP	COM	$399K	0.1%	877 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$1.1M	0.3%Prev: 0.2%	34,391 SH	Increased+11,233 SH

Sold (vs prior filing)

ABBOTT LABS — $203K
ARTISAN PARTNERS ASSET MGMT — $427K
BANK AMERICA CORP — $265K
CATALYST PHARMACEUTICALS INC — $1.6M
CHEVRON CORP NEW — $987K
COMERICA INC — $321K
CORCEPT THERAPEUTICS INC — $614K
CYBERARK SOFTWARE LTD — $1.4M
ETHAN ALLEN INTERIORS INC — $368K
FMC CORP — $319K
HUBSPOT INC — $326K
INSULET CORP — $372K
JANUS HENDERSON GROUP PLC — $200K
JPMORGAN CHASE & CO. — $387K
LUMEN TECHNOLOGIES INC — $95K
MERCADOLIBRE INC — $923K
RAMBUS INC DEL — $206K
RAVE RESTAURANT GROUP INC — $80K
SCHWAB STRATEGIC TR — $721K
SELECT SECTOR SPDR TR — $265K
… and 21 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