Institutions / Juncture Wealth Strategies, LLC
Juncture Wealth Strategies, LLC
CIK 1632866 · Institution · as of Dec 31, 2025
Portfolio value
$303.79M
Positions
134
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $74.25M | 24.4% |
| Schwab Strategic Tr | $33.40M | 11.0% |
| Dimensional ETF Trust | $18.26M | 6.0% |
| Schwab Strategic Tr | $10.61M | 3.5% |
| iShares Tr | $8.77M | 2.9% |
| Dimensional ETF Trust | $8.46M | 2.8% |
| SPDR Series Trust | $8.15M | 2.7% |
| Vanguard Scottsdale Fds | $8.07M | 2.7% |
| Vanguard Intl Equity Index F | $7.26M | 2.4% |
| Global X Fds | $7.04M | 2.3% |
| Global X Fds | $4.52M | 1.5% |
| SPDR S&P 500 ETF Tr | $4.48M | 1.5% |
| Vanguard Scottsdale Fds | $4.12M | 1.4% |
| iShares Tr | $3.88M | 1.3% |
| Vanguard Index Fds | $3.66M | 1.2% |
| Invesco Exchange Traded Fd T | $3.50M | 1.2% |
| Franklin Templeton ETF Tr | $3.10M | 1.0% |
| Vanguard Index Fds | $2.91M | 1.0% |
| InterDigital, Inc. | $2.85M | 0.9% |
| iShares Tr | $2.71M | 0.9% |
| Invesco Exch Traded Fd Tr II | $2.64M | 0.9% |
| Schwab Strategic Tr | $2.40M | 0.8% |
| First Trust Exchange-Traded Fund | $2.19M | 0.7% |
| First Tr Exchange-Traded Fd | $2.13M | 0.7% |
| Axon Enterprise Inc | $2.13M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.