Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JUNCTURE WEALTH STRATEGIES, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

JUNCTURE WEALTH STRATEGIES, LLC (CIK 1632866) reported $384.4M across 179 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($62.5M, 16.25%), SCHB ($35.5M, 9.24%), DFUV ($18.4M, 4.79%), RSP ($14.9M, 3.86%), SCHD ($10.3M, 2.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VVVANGUARD INDEX FDS$62.5M16.25%181,619Trimmed
2SCHBSCHWAB STRATEGIC TR$35.5M9.24%1.2MTrimmed
3DFUVDIMENSIONAL ETF TRUST$18.4M4.79%334,724Trimmed
4RSPINVESCO EXCHANGE TRADED FD T$14.9M3.86%69,798Added
5SCHDSCHWAB STRATEGIC TR$10.3M2.67%323,518Trimmed
6AGGISHARES TR$9.9M2.57%100,001Added
7DFATDIMENSIONAL ETF TRUST$9.6M2.49%136,848Added
8VCITVANGUARD SCOTTSDALE FDS$8.9M2.33%108,280Added
9VGKVANGUARD INTL EQUITY INDEX F$7.4M1.93%83,967Trimmed
10SDYSPDR SERIES TRUST$6.8M1.77%44,771New
11XYLDGLOBAL X FDS$6.5M1.69%159,001Trimmed
12SPYVSPDR SERIES TRUST$6.3M1.65%104,363Trimmed
13IVVISHARES TR$5.5M1.44%7,403Added
14EEMISHARES TR$4.9M1.28%71,746Added
15PPAINVESCO EXCHANGE TRADED FD T$4.9M1.28%27,881Added
16IJRISHARES TR$4.6M1.21%31,291Added
17SPYSTATE STR SPDR S&P 500 ETF T$4.5M1.17%6,048Added
18URAGLOBAL X FDS$4.4M1.15%101,249Added
19VCSHVANGUARD SCOTTSDALE FDS$4.2M1.10%53,672Added
20IGSBISHARES TR$4.1M1.06%77,852Added
21FLINFRANKLIN TEMPLETON ETF TR$4.1M1.05%113,867Added
22MCHIISHARES TR$3.7M0.97%73,062Added
23VOTVANGUARD INDEX FDS$3.7M0.96%12,028Trimmed
24VLUEISHARES TR$3.7M0.95%18,364New
25AVGOBROADCOM INC$3.3M0.87%8,866Added

Source: SEC Form 13F filings · as of 2026-06-30