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JUNCTURE WEALTH STRATEGIES, LLC
Period ended Sep 30, 2026 · Latest filing Oct 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $390,300,906
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · LARGE CAP ETF · 922908637 · shares: $56,750,615
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $35,425,337
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $17,520,400
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $14,774,789
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $10,690,016
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $10,503,248
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $9,192,263
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $9,119,355
- VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF · 922042874 · shares: $7,758,151
- GLOBAL X FDS · S&P 500 COVERED · 37954Y475 · shares: $6,645,236
Reported holdings
185 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TESLA INC | COM | 88160R101 | — | 1,604 shares | $568,951 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 6,326 shares | $559,884 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 3,744 shares | $555,235 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 3,032 shares | $543,607 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 3,547 shares | $539,392 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 2,410 shares | $535,671 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 | — | 32,478 shares | $525,981 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 6,015 shares | $513,762 |
| ODDITY TECH LTD | SHS CL A | M7518J104 | — | 27,119 shares | $506,041 |
| HF SINCLAIR CORP | COM | 403949100 | — | 4,708 shares | $505,279 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 292 shares | $504,731 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 4,811 shares | $502,894 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 11,696 shares | $486,806 |
| SPDR SERIES TRUST | ST STR SP SEMI | 78464A862 | — | 908 shares | $480,895 |
| ATI INC | COM | 01741R102 | — | 2,487 shares | $471,038 |
| TAPESTRY INC | COM | 876030107 | — | 4,051 shares | $466,018 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,107 shares | $460,656 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 5,330 shares | $455,608 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,953 shares | $448,969 |
| COCA COLA CO | COM | 191216100 | — | 5,188 shares | $446,540 |
| CITIGROUP INC | COM NEW | 172967424 | — | 3,425 shares | $443,411 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 4,726 shares | $441,597 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 2,236 shares | $435,550 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 1,995 shares | $431,080 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 14,194 shares | $420,000 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 1,759 shares | $416,513 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 12,870 shares | $415,444 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 877 shares | $398,575 |
| VERICEL CORP | COM | 92346J108 | — | 9,929 shares | $398,550 |
| BLACKROCK INC | COM | 09290D101 | — | 363 shares | $384,170 |
| GENMAB A/S | SPONSORED ADS | 372303206 | — | 10,424 shares | $371,876 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 13,734 shares | $369,164 |
| UNION PAC CORP | COM | 907818108 | — | 1,356 shares | $369,047 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 4,142 shares | $366,401 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 6,794 shares | $362,822 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 8,419 shares | $360,081 |
| PARK NATL CORP | COM | 700658107 | — | 2,015 shares | $360,000 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 388 shares | $349,414 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 4,016 shares | $346,555 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 3,667 shares | $345,615 |
| VANECK ETF TRUST | VANECK SHRT MUNI | 92189F528 | — | 20,396 shares | $345,100 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 2,769 shares | $328,545 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,229 shares | $325,445 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 2,563 shares | $320,759 |
| FRIEDMAN INDS INC | COM | 358435105 | — | 8,391 shares | $320,536 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 641 shares | $319,362 |
| EOG RES INC | COM | 26875P101 | — | 2,292 shares | $315,746 |
| HORMEL FOODS CORP | COM | 440452100 | — | 15,723 shares | $313,519 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 2,198 shares | $313,369 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,825 shares | $313,085 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 2,442 shares | $312,820 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 685 shares | $312,490 |
| LOWES COS INC | COM | 548661107 | — | 1,664 shares | $306,686 |
| GENUINE PARTS CO | COM | 372460105 | — | 2,425 shares | $304,920 |
| ORACLE CORP | COM | 68389X105 | — | 2,208 shares | $303,203 |
| ECOLAB INC | COM | 278865100 | — | 1,095 shares | $300,682 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,425 shares | $295,452 |
| SUPERNUS PHARMACEUTICALS | COM | 868459108 | — | 6,778 shares | $291,725 |
| STATE STR CORP | COM | 857477103 | — | 1,668 shares | $291,216 |
| TEXTRON INC | COM | 883203101 | — | 3,791 shares | $288,874 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 415 shares | $280,180 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,130 shares | $279,247 |
| ARTERIS INC | COM | 04302A104 | — | 11,720 shares | $277,061 |
| MONGODB INC | CL A | 60937P106 | — | 792 shares | $276,099 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 1,658 shares | $275,692 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 705 shares | $273,296 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,028 shares | $271,273 |
| THE CAMPBELLS COMPANY | COM | 134429109 | — | 13,500 shares | $267,705 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,129 shares | $250,455 |
| CARIS LIFE SCIENCES INC | COM | 142152107 | — | 7,936 shares | $243,080 |
| WALMART INC | COM | 931142103 | — | 2,336 shares | $242,740 |
| NEWMONT CORP | COM | 651639106 | — | 1,988 shares | $229,324 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 245 shares | $225,992 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 1,581 shares | $224,913 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 | — | 1,177 shares | $223,818 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,047 shares | $220,854 |
| RIGEL PHARMACEUTICALS INC | COM | 766559702 | — | 4,561 shares | $219,612 |
| US BANCORP | COM NEW | 902973304 | — | 3,761 shares | $217,263 |
| BRAZE INC | COM CL A | 10576N102 | — | 8,384 shares | $210,438 |
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | — | 6,821 shares | $206,608 |
| ANALOG DEVICES INC | COM | 032654105 | — | 520 shares | $206,334 |
| INTERDIGITAL INC | COM | 45867G101 | — | 630 shares | $205,424 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 2,604 shares | $204,206 |
| SENSTAR TECHNOLOGIES CORP | COM | 81728N100 | — | 34,375 shares | $55,688 |
| MEDICAL PROPERTIES TRUST INC | COM | 58463J304 | — | 14,760 shares | $51,071 |