§ 13F · FUND PROFILE
JUNCTURE WEALTH STRATEGIES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $298M (13F)Positions · 130Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 203K | $61M | 20.3% | −14% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 1.27M | $32M | 10.6% | −1% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 365K | $18M | 5.9% | −7% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 387K | $12M | 4.0% | ±0% |
| 5 | AGG | ISHARES TR | 92K | $9M | 3.1% | +5% |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 137K | $9M | 2.9% | −4% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 44K | $8M | 2.8% | NEW |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 101K | $8M | 2.8% | +5% |
| 9 | SPYV | SPDR SERIES TRUST | 131K | $7M | 2.5% | −9% |
| 10 | VGK | VANGUARD INTL EQUITY INDEX F | 86K | $7M | 2.4% | −1% |
§ 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 $298 million in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed