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Latest JUNCTURE WEALTH STRATEGIES, LLC Stock Portfolio

$384Million | No. of Holdings #179

JUNCTURE WEALTH STRATEGIES, LLC Performance

2026 Q2+6.86%
YTD+5.39%
2025+12.48%

About JUNCTURE WEALTH STRATEGIES, LLC and 13F Hedge Fund Stock Holdings

JUNCTURE WEALTH STRATEGIES, LLC is a hedge fund based in Scottsdale, AZ. On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, JUNCTURE WEALTH STRATEGIES, LLC reported an equity portfolio of $384.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of JUNCTURE WEALTH STRATEGIES, LLC are VB, FNDA, DFAC. The fund has invested 16.2% of it's portfolio in VANGUARD INDEX FDS and 9.2% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off COTERRA ENERGY INC (CTRA), SELECT SECTOR SPDR TR (XLB) and PROLOGIS INC. (PLD) stocks. They significantly reduced their stock positions in CATALYST PHARMACEUTICALS INC (CPRX), SEAGATE TECHNOLOGY HLDNGS PL (STX) and VANGUARD INDEX FDS (VB). JUNCTURE WEALTH STRATEGIES, LLC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (IBCE) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and GLOBAL X FDS (AGNG).
JUNCTURE WEALTH STRATEGIES, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$384Million
  as of Jul 09, 2026

JUNCTURE WEALTH STRATEGIES, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that JUNCTURE WEALTH STRATEGIES, LLC made a return of 6.86% in the last quarter. In trailing 12 months, it's portfolio return was 14.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust6,813,250
ishares tr3,669,310
j p morgan exchange traded f3,299,930
amphenol corp1,292,600
astera labs inc1,262,130
sandisk corp1,080,020
morgan stanley904,307
costco wholesale corporation890,448
New stocks bought by JUNCTURE WEALTH STRATEGIES, LLC

Additions

Ticker% Inc.
ishares tr1,075
vanguard index fds668
global x fds615
jpmorgan chase & co303
ishares tr300
aurinia pharmaceuticals inc237
pulte group inc195
ishares tr166
Additions to existing portfolio by JUNCTURE WEALTH STRATEGIES, LLC

Reductions

Ticker% Reduced
catalyst pharmaceuticals inc-74.37
seagate technology hldngs pl-67.42
vanguard index fds-66.02
interdigital inc-63.2
spdr series trust-46.69
ishares tr-38.2
spdr series trust-31.09
mercadolibre inc-24.93
JUNCTURE WEALTH STRATEGIES, LLC reduced stake in above stock

Sold off

Ticker$ Sold
coterra energy inc-269,137
us bancorp-212,721
baker hughes company-208,791
wisdomtree tr-214,593
select sector spdr tr-240,455
newmont corp-216,285
prologis inc.-222,591
JUNCTURE WEALTH STRATEGIES, LLC got rid off the above stocks

Sector Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 84% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Utilities
  • Industrials
Sector%
Others84
Technology5.6
Healthcare2.7
Financial Services2.2
Utilities1.1
Industrials1.1

Market Cap. Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 12.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED84
MEGA-CAP6.6
LARGE-CAP6
MID-CAP2.5

Stocks belong to which Index?

About 14.4% of the stocks held by JUNCTURE WEALTH STRATEGIES, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others85.5
S&P 50011.3
RUSSELL 20003.1
Top 5 Winners (%)%
MU
micron technology inc
128.4 %
AMD
advanced micro devices inc
101.7 %
STX
seagate technology hldngs pl
97.0 %
IJR
ishares tr
92.0 %
PANW
palo alto networks inc
82.3 %
Top 5 Winners ($)$
VB
vanguard index fds
8.7 M
FNDA
schwab strategic tr
4.8 M
DFAC
dimensional etf trust
2.3 M
PANW
palo alto networks inc
1.3 M
IJR
ishares tr
1.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-69.7 %
IJR
ishares tr
-60.3 %
senstar technologies corp
-36.3 %
COP
conocophillips
-19.7 %
CVX
chevron corporation
-18.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-6.4 M
IJR
ishares tr
-1.7 M
AFK
vaneck etf trust
-0.5 M
AGNG
global x fds
-0.5 M
AGNG
global x fds
-0.4 M

JUNCTURE WEALTH STRATEGIES, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JUNCTURE WEALTH STRATEGIES, LLC

JUNCTURE WEALTH STRATEGIES, LLC has 179 stocks in it's portfolio. About 47.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for JUNCTURE WEALTH STRATEGIES, LLC last quarter.

$384.39MTotal Value
186Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of JUNCTURE WEALTH STRATEGIES, LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
1.06%77,852
$4.08M
1.06%
increased 3.16 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.44%15,748
$1.68M
0.44%
decreased 5.28 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.38%13,723
$1.48M
0.38%
increased 18.13 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
JUNCTURE WEALTH STRATEGIES, LLC's holding in Vaneck Etf Trust over time
0.74%37,452
$2.83M
0.74%
increased 56.82 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
JUNCTURE WEALTH STRATEGIES, LLC's holding in Vaneck Etf Trust over time
0.09%20,463
$355.0K
0.09%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
1.69%159,001
$6.49M
1.69%
decreased 8.39 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
1.15%101,249
$4.42M
1.15%
increased 1.01 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.75%37,038
$2.90M
0.75%
increased 84.94 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.74%36,967
$2.86M
0.74%
increased 54.71 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.48%23,939
$1.84M
0.48%
increased 615.02 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.06%1,177
$217.7K
0.06%
new position