Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1632866) reported $299.2M across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($60.7M, 20.28%), SCHB ($31.8M, 10.63%), DFUV ($17.7M, 5.92%), SCHD ($11.9M, 3.97%), AGG ($9.2M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $60.7M | 20.28% | 203,078 | Trimmed |
| 2 | SCHB | SCHWAB STRATEGIC TR | $31.8M | 10.63% | 1.3M | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $17.7M | 5.92% | 365,388 | Trimmed |
| 4 | SCHD | SCHWAB STRATEGIC TR | $11.9M | 3.97% | 387,349 | Added |
| 5 | AGG | ISHARES TR | $9.2M | 3.06% | 92,182 | Added |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $8.5M | 2.85% | 136,618 | Trimmed |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $8.4M | 2.82% | 43,942 | New |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $8.4M | 2.79% | 100,907 | Added |
| 9 | SPYV | SPDR SERIES TRUST | $7.4M | 2.47% | 130,783 | Trimmed |
| 10 | VGK | VANGUARD INTL EQUITY INDEX F | $7.1M | 2.37% | 86,121 | Trimmed |
| 11 | XYLD | GLOBAL X FDS | $6.8M | 2.27% | 173,562 | Added |
| 12 | URA | GLOBAL X FDS | $4.9M | 1.62% | 100,233 | Trimmed |
| 13 | PPA | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.41% | 25,544 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.2M | 1.40% | 52,716 | Added |
| 15 | IGSB | ISHARES TR | $4.0M | 1.33% | 75,466 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.28% | 5,909 | Trimmed |
| 17 | VOT | VANGUARD INDEX FDS | $3.3M | 1.11% | 12,857 | Trimmed |
| 18 | MCHI | ISHARES TR | $3.2M | 1.08% | 57,463 | Added |
| 19 | FLIN | FRANKLIN TEMPLETON ETF TR | $3.0M | 0.99% | 89,080 | Added |
| 20 | EEM | ISHARES TR | $2.8M | 0.95% | 49,796 | New |
| 21 | KBWB | INVESCO EXCH TRADED FD TR II | $2.5M | 0.85% | 32,107 | Added |
| 22 | SCHM | SCHWAB STRATEGIC TR | $2.4M | 0.80% | 77,211 | Trimmed |
| 23 | GDX | VANECK ETF TRUST | $2.2M | 0.73% | 23,882 | Added |
| 24 | SIL | GLOBAL X FDS | $2.2M | 0.72% | 23,895 | Added |
| 25 | VBK | VANGUARD INDEX FDS | $2.1M | 0.70% | 6,970 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31