DOSSIER · 13F-HR · Q2 2026

JUNCTURE WEALTH STRATEGIES, LLC

$384M in tracked AUM across 179 positions as of Q2 2026.

JW
CIK 0001632866 · last filed Jun 30, 2026
Total AUM
$384M
as of Q2 2026
Holdings
179
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JUNCTURE WEALTH STRATEGIES, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VV
VANGUARD INDEX FDS
$62M182K16.2%
02
SCHB
SCHWAB STRATEGIC TR
$36M1.2M9.2%
03
DFUV
DIMENSIONAL ETF TRUST
$18M335K4.8%
04
RSP
INVESCO EXCHANGE TRADED FD T
$15M70K3.9%
05
SCHD
SCHWAB STRATEGIC TR
$10M324K2.7%
06
AGG
ISHARES TR
$10M100K2.6%
07
DFAT
DIMENSIONAL ETF TRUST
$10M137K2.5%
08
VCIT
VANGUARD SCOTTSDALE FDS
$9M108K2.3%
09
VGK
VANGUARD INTL EQUITY INDEX F
$7M84K1.9%
10
SDY
SPDR SERIES TRUST
$7M45K1.8%

Filing history

2026Q2Jun 30
$384M 28.5%
179 positionsView →
2026Q1Mar 31
$299M 1.5%
133 positionsView →
2025Q4Dec 31
$304M 1.8%
134 positionsView →
2025Q3Sep 30
$298M 6.0%
130 positionsView →
2025Q2Jun 30
$281M 9.3%
125 positionsLocked
2025Q1Mar 31
$257M 4.1%
122 positionsLocked
2024Q4Dec 31
$268M 3.9%
130 positionsLocked
2024Q3Sep 30
$258M 8.2%
120 positionsLocked
2024Q2Jun 30
$239M 2.7%
112 positionsLocked
2024Q1Mar 31
$232M 5.5%
109 positionsLocked
2023Q4Dec 31
$220M 7.7%
105 positionsLocked
2023Q3Sep 30
$205M 4.2%
113 positionsLocked
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