Filed: 7/8/2025ACC: 0001632866-25-000004
📋 What this filing means
JUNCTURE WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $281.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$281.48M
Total AUM (reported)
4.65M
Total Shares
Allocation by class
LARGE CAP ETF$67.93M24.1%
US BRD MKT ETF$30.05M10.7%
COM$28.56M10.1%
US MKTWIDE VALUE$17.82M6.3%
US DIVIDEND EQ$9.59M3.4%
PRTFLO S&P500 VL$8.64M3.1%
CORE US AGGBD ET$8.00M2.8%
Portfolio Concentration
Top 3$115.80M41.1%
4–10$52.86M18.8%
11–25$48.07M17.1%
Rest$64.76M23.0%
Top 3 weight
41.1%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 4.65M
Sole
Full voting authority
4.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings125
Rows:
VANGUARD INDEX FDS
SOLEShares238.09K
TypeSH
Market value$67.93M
24.13%
Sole
238.09K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.26M
TypeSH
Market value$30.05M
10.68%
Sole
1.26M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares421.45K
TypeSH
Market value$17.82M
6.33%
Sole
421.45K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares361.85K
TypeSH
Market value$9.59M
3.41%
Sole
361.85K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares165.14K
TypeSH
Market value$8.64M
3.07%
Sole
165.14K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.68K
TypeSH
Market value$8.00M
2.84%
Sole
80.68K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares141.42K
TypeSH
Market value$7.63M
2.71%
Sole
141.42K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares86.75K
TypeSH
Market value$7.19M
2.56%
Sole
86.75K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares155.02K
TypeSH
Market value$6.04M
2.14%
Sole
155.02K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares148.49K
TypeSH
Market value$5.76M
2.05%
Sole
148.49K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares70.27K
TypeSH
Market value$5.45M
1.93%
Sole
70.27K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.95K
TypeSH
Market value$4.54M
1.61%
Sole
15.95K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares54.23K
TypeSH
Market value$4.31M
1.53%
Sole
54.23K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.66K
TypeSH
Market value$4.11M
1.46%
Sole
6.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.11K
TypeSH
Market value$3.80M
1.35%
Sole
72.11K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares3.97K
TypeSH
Market value$3.29M
1.17%
Sole
3.97K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares35.36K
TypeSH
Market value$3.15M
1.12%
Sole
35.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares11.21K
TypeSH
Market value$3.11M
1.10%
Sole
11.21K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares97.45K
TypeSH
Market value$2.73M
0.97%
Sole
97.45K
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares67.64K
TypeSH
Market value$2.69M
0.96%
Sole
67.64K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares8.82K
TypeSH
Market value$2.38M
0.84%
Sole
8.82K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares85.41K
TypeSH
Market value$2.16M
0.77%
Sole
85.41K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares9.52K
TypeSH
Market value$2.13M
0.76%
Sole
9.52K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares86.92K
TypeSH
Market value$2.12M
0.75%
Sole
86.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.11K
TypeSH
Market value$2.10M
0.75%
Sole
38.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 238.09K | SH | $67.93M 24.13% | 238.09K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.26M | SH | $30.05M 10.68% | 1.26M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 421.45K | SH | $17.82M 6.33% | 421.45K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 361.85K | SH | $9.59M 3.41% | 361.85K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 165.14K | SH | $8.64M 3.07% | 165.14K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 80.68K | SH | $8.00M 2.84% | 80.68K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 141.42K | SH | $7.63M 2.71% | 141.42K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 86.75K | SH | $7.19M 2.56% | 86.75K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | S&P 500 COVERED | 155.02K | SH | $6.04M 2.14% | 155.02K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 148.49K | SH | $5.76M 2.05% | 148.49K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 70.27K | SH | $5.45M 1.93% | 70.27K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 15.95K | SH | $4.54M 1.61% | 15.95K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 54.23K | SH | $4.31M 1.53% | 54.23K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.66K | SH | $4.11M 1.46% | 6.66K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 72.11K | SH | $3.80M 1.35% | 72.11K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 3.97K | SH | $3.29M 1.17% | 3.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 35.36K | SH | $3.15M 1.12% | 35.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 11.21K | SH | $3.11M 1.10% | 11.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 97.45K | SH | $2.73M 0.97% | 97.45K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 67.64K | SH | $2.69M 0.96% | 67.64K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | DJ INTERNT IDX | 8.82K | SH | $2.38M 0.84% | 8.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 85.41K | SH | $2.16M 0.77% | 85.41K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 9.52K | SH | $2.13M 0.76% | 9.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 86.92K | SH | $2.12M 0.75% | 86.92K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI CHINA ETF | 38.11K | SH | $2.10M 0.75% | 38.11K | 0.00 | 0.00 |
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