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Latest JUNCTURE WEALTH STRATEGIES, LLC Stock Portfolio

$390Million | No. of Holdings #185

JUNCTURE WEALTH STRATEGIES, LLC Performance

2026 Q3-0.98%
YTD+4.35%
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 2026-10-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, JUNCTURE WEALTH STRATEGIES, LLC reported an equity portfolio of $390.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of JUNCTURE WEALTH STRATEGIES, LLC are VB, FNDA, DFAC. The fund has invested 14.5% of it's portfolio in VANGUARD INDEX FDS and 9.1% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off CATALYST PHARMACEUTICALS INC (CPRX), VANGUARD INDEX FDS (VB) and THERAVANCE BIOPHARMA INC (TBPH) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, INTERDIGITAL INC (IDCC) and SPDR SERIES TRUST (BIL). JUNCTURE WEALTH STRATEGIES, LLC opened new stock positions in INVESCO ACTVELY MNGD ETC FD (PDBC), INVESCO QQQ TR (QQQ) and ABBOTT LABORATORIES (ABT). The fund showed a lot of confidence in some stocks as they added substantially to SPACE EXPLORATION TECHN CORP, ABBVIE INC (ABBV) and AMPHENOL CORP (APH).
JUNCTURE WEALTH STRATEGIES, LLC Equity Portfolio Value
Last Reported on: 06 Oct, 2026
$390Million
  as of Oct 06, 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 -0.98% in the last quarter. In trailing 12 months, it's portfolio return was 5.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco actvely mngd etc fd6,072,610
invesco qqq tr4,908,410
abbott laboratories657,982
western digital corp398,575
thermo fisher scientific inc280,180
valero energy corp273,296
the campbells company267,705
caris life sciences inc243,080
New stocks bought by JUNCTURE WEALTH STRATEGIES, LLC

Additions

Ticker% Inc.
space exploration techn corp510
abbvie inc450
amphenol corp106
monster beverage corp new101
ishares tr48.56
genmab a/s42.00
genuine parts co41.81
shopify inc38.92
Additions to existing portfolio by JUNCTURE WEALTH STRATEGIES, LLC

Reductions

Ticker% Reduced
berkshire hathaway inc del-67.06
interdigital inc-62.32
spdr series trust-26.31
arteris inc-25.39
kulicke & soffa inds inc-20.58
vaneck etf trust-20.31
spdr series trust-20.05
spdr series trust-18.86
JUNCTURE WEALTH STRATEGIES, LLC reduced stake in above stock

Sold off

Ticker$ Sold
catalyst pharmaceuticals inc-578,563
theravance biopharma inc-292,978
artisan partners asset mgmt-220,510
vanguard index fds-543,479
uber technologies inc-239,427
honeywell aerospace inc-233,682
vanguard specialized funds-247,741
ishares tr-210,615
JUNCTURE WEALTH STRATEGIES, LLC got rid off the above stocks

Sector Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 83.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Utilities
  • Energy
Sector%
Others83.2
Technology5.8
Healthcare3.3
Financial Services2.1
Utilities1.2
Energy1.1

Market Cap. Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 14.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED83.2
MEGA-CAP9.1
LARGE-CAP5.4
MID-CAP1.4

Stocks belong to which Index?

About 15.3% 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%
Others84.7
S&P 50012.3
RUSSELL 20003
Top 5 Winners (%)%
TEAM
atlassian corporation
118.2 %
ZETA
zeta global holdings corp
57.5 %
DINO
hf sinclair corp
54.1 %
ETON
eton pharmaceuticals inc
41.6 %
HALO
halozyme therapeutics inc
40.6 %
Top 5 Winners ($)$
VB
vanguard index fds
1.4 M
MSFT
microsoft corp
0.7 M
AFK
vaneck etf trust
0.5 M
PANW
palo alto networks inc
0.5 M
ETON
eton pharmaceuticals inc
0.4 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.5 %
AIP
arteris inc
-44.8 %
APH
amphenol corp
-44.8 %
CRDO
credo technology group holdi
-27.8 %
KLIC
kulicke & soffa inds inc
-26.5 %
Top 5 Losers ($)$
APH
amphenol corp
-1.0 M
BUZZ
vaneck etf trust
-0.7 M
CSD
invesco exchange traded fd t
-0.6 M
BNDW
vanguard scottsdale fds
-0.5 M
MNST
monster beverage corp new
-0.5 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 185 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. VB was the most profitable stock for JUNCTURE WEALTH STRATEGIES, LLC last quarter.

$390.30MTotal Value
193Positions
06 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of JUNCTURE WEALTH STRATEGIES, LLC, last reported on 06 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
1.02%77,560
$3.97M
1.02%
decreased 0.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.41%15,282
$1.60M
0.41%
decreased 2.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.34%12,961
$1.31M
0.34%
decreased 5.55 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
JUNCTURE WEALTH STRATEGIES, LLC's holding in Vaneck Etf Trust over time
0.95%42,409
$3.72M
0.95%
increased 13.24 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
JUNCTURE WEALTH STRATEGIES, LLC's holding in Vaneck Etf Trust over time
0.09%20,396
$345.1K
0.09%
decreased 0.33 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
1.7%160,049
$6.65M
1.7%
increased 0.66 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
1.05%102,918
$4.10M
1.05%
increased 1.65 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.9%41,059
$3.53M
0.9%
increased 11.07 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.63%35,751
$2.45M
0.63%
decreased 3.47 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
JUNCTURE WEALTH STRATEGIES, LLC's holding in Global X Fds over time
0.59%27,197
$2.30M
0.59%
increased 13.61 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
JUNCTURE WEALTH STRATEGIES, LLC's holding in Ishares Tr over time
0.06%1,177
$223.8K
0.06%
unchanged 0 percentunchanged