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
+19.88%
+8.14%
40,696.4
 
SCHB
Schwab U.S. Broad Market ETF
1,261,049
30,050.8
+60.44%
10.680
+4.02%
0.090
+19.96%
+7.33%
34,926.4
 
DFUV
Dimensional US Marketwide Value ETF
421,448
17,818.8
-12.05%
6.330
-0.92%
0.150
+12.40%
+5.10%
11,664.0
 
SCHD
Schwab US Dividend Equity ETF
361,853
9,589.1
+1.53%
3.410
+0.05%
0.010
+7.46%
+0.89%
70,547.8
 
SPYV
SPDR Portfolio S&P 500 Value ETF
165,137
8,643.3
-5.93%
3.070
-0.21%
0.030
+11.83%
+4.32%
26,860.1
 
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
+1.27%
+3.27%
128,025.1
 
DFAT
Dimensional U.S. Targeted Value ETF
141,421
7,631.1
-27.30%
2.710
-1.06%
0.070
+17.52%
+0.34%
10,975.8
 
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
+3.09%
+4.87%
53,345.4
 
XYLD
Global X S&P 500 Covered Call ETF
155,018
6,036.4
+3.25%
2.140
+0.07%
0.200
+6.03%
-1.69%
3,043.0
 
URA
Global X Uranium ETF
148,486
5,762.7
+1.23%
2.050
+0.02%
0.150
+79.23%
+53.06%
4,113.4
 

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
10.06%
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
$77.52
5.14%
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
$16.23
-18.40%
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
$55.42
8.80%
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
$42.63
6.11%
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
$26.14
10.58%
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
$28.77
9.08%
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
$40.53
-20.61%
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
$73.69
16.23%
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

  • 1

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

Size field:

JUNCTURE WEALTH STRATEGIES, LLC's Holdings Bubble Chart

JUNCTURE WEALTH STRATEGIES, LLC News

  • 1

Discussions on JUNCTURE WEALTH STRATEGIES, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.