Latest JUNCTURE WEALTH STRATEGIES, LLC Stock Portfolio

JUNCTURE WEALTH STRATEGIES, LLC Performance:

2025 Q4: 1.09%YTD: 12.09%2024: -4.7%

Performance for 2025 Q4 is 1.09%, and YTD is 12.09%, and 2024 is -4.7%.

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

JUNCTURE WEALTH STRATEGIES, LLC is a hedge fund based in SCOTTSDALE, AZ. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $314.5 Millions. In it's latest 13F Holdings report, JUNCTURE WEALTH STRATEGIES, LLC reported an equity portfolio of $303.8 Millions as of 31 Dec, 2025.

The top stock holdings of JUNCTURE WEALTH STRATEGIES, LLC are VB, FNDA, DFAC. The fund has invested 24.4% of it's portfolio in VANGUARD INDEX FDS and 11% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), ETHAN ALLEN INTERIORS INC (ETD) and HUBSPOT INC (HUBS) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), MEDTRONIC PLC (MDT) and JPMORGAN CHASE & CO. (JPM). JUNCTURE WEALTH STRATEGIES, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), VANECK ETF TRUST (BUZZ) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), JANUS HENDERSON GROUP PLC (JHG) and ISHARES TR (IJR).

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

Our best estimate is that JUNCTURE WEALTH STRATEGIES, LLC made a return of 1.09% in the last quarter. In trailing 12 months, it's portfolio return was 12.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	3,495,980
vaneck etf trust	342,471
ishares tr	328,332
global x fds	319,695
united parcel service inc	284,774
novartis ag	268,433
taiwan semiconductor mfg ltd	222,751
us bancorp del	215,574

New stocks bought by JUNCTURE WEALTH STRATEGIES, LLC

Additions

Ticker	% Inc.
select sector spdr tr	98.15
janus henderson group plc	49.29
ishares tr	48.68
regions financial corp new	38.96
rio tinto plc	32.69
hormel foods corp	31.63
astera labs inc	23.49
the campbells company	23.24

Additions to existing portfolio by JUNCTURE WEALTH STRATEGIES, LLC

Reductions

Ticker	% Reduced
vaneck etf trust	-34.71
medtronic plc	-33.1
jpmorgan chase & co.	-32.6
verizon communications inc	-28.29
fifth third bancorp	-22.32
spdr series trust	-20.54
spdr series trust	-20.11
global x fds	-19.98

JUNCTURE WEALTH STRATEGIES, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-2,211,580
rave restaurant group inc	-79,877
ultralife corp	-124,649
lumen technologies inc	-94,853
ethan allen interiors inc	-368,250
fmc corp	-319,317
rambus inc del	-206,316
abbott labs	-203,212

JUNCTURE WEALTH STRATEGIES, LLC got rid off the above stocks

Sector Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 87.9% of it's holdings in Others sector.

Sector	%
Others	87.9
Healthcare	2.4
Technology	2.3
Financial Services	1.9
Communication Services	1.6

Market Cap. Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 7.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	87.9
LARGE-CAP	4
MEGA-CAP	3.7
MID-CAP	2.8
SMALL-CAP	1.5

Stocks belong to which Index?

About 11% of the stocks held by JUNCTURE WEALTH STRATEGIES, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89
S&P 500	7.5
RUSSELL 2000	3.5

Top 5 Winners (%)		%
GMED	globus med inc	50.7 %
ATI	ati inc	41.1 %
GOOG	alphabet inc	27.9 %
CMA	comerica inc	24.4 %
PTCT	ptc therapeutics inc	22.0 %

Top 5 Winners ($)		$
VB	vanguard index fds	1.6 M
DFAC	dimensional etf trust	0.7 M
FNDA	schwab strategic tr	0.7 M
VEU	vanguard intl equity index f	0.3 M
CPRX	catalyst pharmaceuticals inc	0.3 M

Top 5 Losers (%)		%
CORT	corcept therapeutics inc	-57.9 %
XLB	select sector spdr tr	-41.9 %
ORCL	oracle corp	-30.7 %
ETON	eton pharmaceuticals inc	-21.3 %
AXON	axon enterprise inc	-20.3 %

Top 5 Losers ($)		$
AGNG	global x fds	-0.6 M
AXON	axon enterprise inc	-0.6 M
XLB	select sector spdr tr	-0.6 M
CORT	corcept therapeutics inc	-0.4 M
AMPS	ishares tr	-0.3 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 134 stocks in it's portfolio. About 60.7% of the portfolio is in top 10 stocks. AGNG proved to be the most loss making stock for the portfolio. VB was the most profitable stock for JUNCTURE WEALTH STRATEGIES, LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	1.28	73,415	3,882,180	added	2.71

AAXJ	ishares tr	0.59	16,876	1,800,670	reduced	-3.96

AAXJ	ishares tr	0.44	12,342	1,321,950	reduced	-17.7

ABBV	abbvie inc	0.13	1,774	405,356	reduced	-4.73

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.10	2,559	295,078	reduced	-11.45

AFK	vaneck etf trust	0.57	20,031	1,718,030	reduced	-13.7

AFK	vaneck etf trust	0.12	20,495	356,818	reduced	-34.71

AGNG	global x fds	2.32	173,271	7,039,990	added	7.96

AGNG	global x fds	1.49	105,752	4,518,780	reduced	-19.98

AGNG	global x fds	0.58	21,112	1,763,310	reduced	-12.44

AGNG	global x fds	0.10	4,929	319,695	new

AMPS	ishares tr	0.89	45,102	2,709,290	added	7.77

AOA	ishares tr	0.07	1,177	200,832	new

APAM	artisan partners asset mgmt	0.16	11,800	480,732	added	19.91

ATI	ati inc	0.09	2,487	285,408	unchanged	0.00

AVGO	broadcom inc	0.41	3,609	1,248,920	reduced	-6.31

AXON	axon enterprise inc	0.70	3,744	2,126,330	reduced	-5.48

BAC	bank america corp	0.09	5,129	282,095	unchanged	0.00

BGLD	first tr exchange-traded fd	0.72	10,627	2,194,690	reduced	-1.57