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Juncture Wealth Strategies, LLC
Juncture Wealth Strategies is an experienced and exceptional wealth management firm dedicated to working closely with clients towards their success. They serve affluent families, successful young professionals, and business owners, offering financial planning, portfolio management, and other investment advisory services.
Latest 13F Filing Activity
Juncture Wealth Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 129 equity positions with a total 13F market value of $298M. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, Interdigital Inc. among other positions. Juncture Wealth Strategies, LLC reduced exposure to Vanguard Index FDS, Bristol-myers Squibb Co., Onto Innovation Inc. among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 24.55% | $73.3M | 237,975 | $211.38 | $307.86 | +$5.3M |
S SCHB | SCHWAB STRATEGIC TR | 10.97% | $32.7M | 1,273,141 | $18.65 | $25.71 | +$2.7M |
D DFUV | DIMENSIONAL ETF TRUST | 5.86% | $17.5M | 391,554 | $34.94 | $44.69 | -$320.3K |
S SCHD | SCHWAB STRATEGIC TR | 3.34% | $10.0M | 365,559 | $20.74 | $27.30 | +$390.7K |
S SPYV | SPDR SERIES TRUST | 2.81% | $8.4M | 151,695 | $31.26 | $55.33 | -$250.0K |
Industry Allocation
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