§ 13F · FUND PROFILE
JUNCTURE WEALTH STRATEGIES, LLC.
AUM · $384M (13F)Positions · 179Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 182K | $62M | 16.2% | −11% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 1.23M | $36M | 9.2% | −3% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 335K | $18M | 4.8% | −8% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 70K | $15M | 3.9% | +59% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 324K | $10M | 2.7% | −16% |
| 6 | AGG | ISHARES TR | 100K | $10M | 2.6% | +8% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 137K | $10M | 2.5% | ±0% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 108K | $9M | 2.3% | +7% |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | 84K | $7M | 1.9% | −2% |
| 10 | SDY | SPDR SERIES TRUST | 45K | $7M | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JUNCTURE SIGNAL
AC read
JUNCTURE WEALTH STRATEGIES, LLC is a Other fund managing $384 million in assets. The fund runs a portfolio of 179 positions.
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