JW

JUNCTURE WEALTH STRATEGIES, LLC

13F
JUNCTURE WEALTH STRATEGIES, LLC
Last update 2025-07-09 125 Stocks (11 new)
Value $281.00 Mil Turnover 10 %
Countries:
Top Holdings: VV(24.13%)SCHB(10.68%)DFUV(6.33%)SCHD(3.41%)SPYV(3.07%)
Summary Stock Picks Current Portfolio
JUNCTURE WEALTH STRATEGIES, LL... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
238,093
67,927.9
+1.08%
24.130
+0.26%
0.170
+19.83%
+8.10%
40,679.5
 
SCHB
Schwab U.S. Broad Market ETF
1,261,049
30,050.8
+60.44%
10.680
+4.02%
0.090
+20.01%
+7.37%
34,940.9
 
DFUV
Dimensional US Marketwide Value ETF
421,448
17,818.8
-12.05%
6.330
-0.92%
0.150
+12.26%
+4.97%
11,649.0
 
SCHD
Schwab US Dividend Equity ETF
361,853
9,589.1
+1.53%
3.410
+0.05%
0.010
+7.34%
+0.77%
70,469.5
 
SPYV
SPDR Portfolio S&P 500 Value ETF
165,137
8,643.3
-5.93%
3.070
-0.21%
0.030
+11.76%
+4.26%
26,844.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
80,677
8,003.2
+2.41%
2.840
+0.07%
0.010
+1.23%
+3.24%
127,979.5
 
DFAT
Dimensional U.S. Targeted Value ETF
141,421
7,631.1
-27.30%
2.710
-1.06%
0.070
+17.36%
+0.20%
10,960.9
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
86,751
7,193.4
+5.87%
2.560
+0.14%
0.010
+3.07%
+4.86%
53,338.9
 
XYLD
Global X S&P 500 Covered Call ETF
155,018
6,036.4
+3.25%
2.140
+0.07%
0.200
+6.14%
-1.59%
3,046.1
 
URA
Global X Uranium ETF
148,486
5,762.7
+1.23%
2.050
+0.02%
0.150
+78.97%
+52.84%
4,107.4
 

JUNCTURE WEALTH STRATEGIES, LLC's Historical Top Holdings Breakdowns

JUNCTURE WEALTH STRATEGIES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB
Schwab U.S. Broad Market ETF
2025-06-30
Add
Add
+4.02%
●
19.1 ($22.02) 23.83
$24.23
10.04%
Add 60.44%
1,261,049
475,070
VGK
Vanguard FTSE Europe ETF
2025-06-30
Add
Add
+1.64%
●
62.73 ($73.73) 78.42
$77.17
4.67%
Add 574.52%
70,265
59,848
SDS
ProShares UltraShort S&P500 -2x Shares
ProShares UltraShort S&P500 -2x Shares
2025-06-30
Sold Out
Sold Out
-1.23%
●
16.65 ($19.89) 26.78
$16.25
-18.30%
Sold Out
0
-148,061
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Reduce
Reduce
-1.06%
●
44.8 ($50.94) 53.97
$55.35
8.66%
Reduce -27.3%
141,421
-53,110
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Reduce
Reduce
-0.92%
●
36.25 ($40.18) 42.28
$42.58
5.97%
Reduce -12.05%
421,448
-57,731
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.53%
●
20.42 ($23.64) 25.3
$26.08
10.32%
Reduce -40.54%
85,408
-58,239
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.46%
●
22.92 ($26.38) 28.05
$28.76
9.02%
Reduce -31.55%
97,451
-44,911
TWM
ProShares UltraShort Russell2000 -2x Shares
ProShares UltraShort Russell2000 -2x Shares
2025-06-30
Sold Out
Sold Out
-0.45%
●
43.22 ($51.05) 68.95
$40.77
-20.14%
Sold Out
0
-21,340
FLIN
Franklin FTSE India ETF
2025-06-30
Add
Add
+0.39%
●
35.01 ($38.21) 39.98
$39.09
2.30%
Add 67.77%
67,640
27,324
KBWB
Invesco KBW Bank ETF
2025-06-30
Add
Add
+0.38%
●
53.5 ($63.4) 71.62
$73.78
16.37%
Add 106.88%
28,572
14,761

JUNCTURE WEALTH STRATEGIES, LLC Total Holding History ($B)

To

JUNCTURE WEALTH STRATEGIES, LLC's Asset Allocation

To

JUNCTURE WEALTH STRATEGIES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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JUNCTURE WEALTH STRATEGIES, LLC's Hypothetical Growth since 2025-06-30

JUNCTURE WEALTH STRATEGIES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

JUNCTURE WEALTH STRATEGIES, LLC's Holdings Heat Map

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JUNCTURE WEALTH STRATEGIES, LLC's Holdings Bubble Chart

JUNCTURE WEALTH STRATEGIES, LLC News

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