Latest JUNCTURE WEALTH STRATEGIES, LLC Stock Portfolio

JUNCTURE WEALTH STRATEGIES, LLC Performance:

2026 Q1: -1.38%YTD: -1.38%2025: 12.48%

Performance for 2026 Q1 is -1.38%, and YTD is -1.38%, and 2025 is 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 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, JUNCTURE WEALTH STRATEGIES, LLC reported an equity portfolio of $299.2 Millions as of 31 Mar, 2026.

The top stock holdings of JUNCTURE WEALTH STRATEGIES, LLC are VB, FNDA, DFAC. The fund has invested 20.3% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off CYBERARK SOFTWARE LTD (CYBR), SCHWAB STRATEGIC TR (FNDA) and ARTISAN PARTNERS ASSET MGMT (APAM) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), INTERDIGITAL INC (IDCC) and SPDR SERIES TRUST (BIL). JUNCTURE WEALTH STRATEGIES, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), VANECK ETF TRUST (BUZZ) and SCHWAB STRATEGIC TR (FNDA).

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

Our best estimate is that JUNCTURE WEALTH STRATEGIES, LLC made a return of -1.38% in the last quarter. In trailing 12 months, it's portfolio return was 14.4%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	8,433,350
ishares tr	2,827,920
spdr series trust	1,357,040
palo alto networks inc	954,225
conocophillips	350,592
spdr series trust	333,146
global x fds	255,620
micron technology inc	230,407

New stocks bought by JUNCTURE WEALTH STRATEGIES, LLC

Additions

Ticker	% Inc.
global x fds	306
vaneck etf trust	260
schwab strategic tr	115
ishares tr	99.55
fifth third bancorp	90.29
spdr series trust	88.18
united parcel svcs inc	36.75
medtronic plc	33.45

Additions to existing portfolio by JUNCTURE WEALTH STRATEGIES, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-49.49
interdigital inc	-49.33
spdr series trust	-21.38
shopify inc	-17.38
select sector spdr tr	-16.6
spdr series trust	-16.1
catalyst pharmaceuticals inc	-14.86
vanguard index fds	-13.91

JUNCTURE WEALTH STRATEGIES, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-672,111
the campbells company	-358,074
artisan partners asset mgmt	-480,732
samsara inc	-284,274
corcept therapeutics inc	-262,114
janus henderson group plc	-319,575
comerica inc	-476,811
cyberark software ltd	-1,242,720

JUNCTURE WEALTH STRATEGIES, LLC got rid off the above stocks

Sector Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 88.3% of it's holdings in Others sector.

Sector	%
Others	88.3
Technology	2.6
Healthcare	2.2
Financial Services	1.5
Utilities	1.2
Energy	1.2
Communication Services	1.1

Market Cap. Distribution

JUNCTURE WEALTH STRATEGIES, LLC has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	88.3
MEGA-CAP	4.4
LARGE-CAP	4.3
MID-CAP	2.7

Stocks belong to which Index?

About 10.8% of the stocks held by JUNCTURE WEALTH STRATEGIES, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	89.2
S&P 500	7.8
RUSSELL 2000	3

Top 5 Winners (%)		%
ETON	eton pharmaceuticals inc	45.6 %
STX	seagate technology hldngs pl	42.0 %
XOM	exxon mobil corp	40.3 %
EOG	eog res inc	36.1 %
CVX	chevron corporation	34.5 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	1.3 M
DFAC	dimensional etf trust	0.7 M
AGNG	global x fds	0.6 M
DFAC	dimensional etf trust	0.4 M
CVX	chevron corporation	0.4 M

Top 5 Losers (%)		%
	senstar technologies corp	-37.3 %
AXON	axon enterprise inc	-25.1 %
ORCL	oracle corp	-24.5 %
SHOP	shopify inc	-24.0 %
MSFT	microsoft corp	-23.1 %

Top 5 Losers ($)		$
VB	vanguard index fds	-3.5 M
FNDA	schwab strategic tr	-1.4 M
AXON	axon enterprise inc	-0.5 M
BUYZ	franklin templeton etf tr	-0.5 M
VB	vanguard index fds	-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 133 stocks in it's portfolio. About 57.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for JUNCTURE WEALTH STRATEGIES, LLC last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	1.33	75,466	3,966,490	added	2.79

AAXJ	ishares tr	0.59	16,625	1,770,560	reduced	-1.49

AAXJ	ishares tr	0.41	11,617	1,233,140	reduced	-5.87

ABBV	abbvie inc	0.13	1,759	382,672	reduced	-0.85

AEP	american elec pwr co inc	0.13	2,879	377,379	added	12.5

AFK	vaneck etf trust	0.73	23,882	2,191,620	added	19.23

AFK	vaneck etf trust	0.12	20,463	354,010	reduced	-0.16

AGNG	global x fds	2.27	173,562	6,791,490	added	0.17

AGNG	global x fds	1.62	100,233	4,854,290	reduced	-5.22

AGNG	global x fds	0.72	23,895	2,152,450	added	13.18

AGNG	global x fds	0.50	20,027	1,489,010	added	306

AGNG	global x fds	0.09	3,348	255,620	new

AMD	advanced micro devices inc	0.07	1,074	218,484	new

AMPS	ishares tr	1.08	57,463	3,228,280	added	27.41

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

APAM	artisan partners asset mgmt	0.00	0.00	0.00	sold off	-100

ATI	ati inc	0.12	2,487	361,759	unchanged	0.00

AUPH	aurinia pharmaceuticals inc	0.05	10,140	150,275	new

AVGO	broadcom inc	0.40	3,820	1,182,220	added	5.85

AXON	axon enterprise inc	0.52	3,702	1,572,200	reduced	-1.12