Juncture Wealth Strategies
$384M 13F equity value
186 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Juncture Wealth Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 181,619 | $62M | 16.2% |
| SCHB | SCHWAB STRATEGIC TR | 1,226,246 | $36M | 9.2% |
| DFUV | DIMENSIONAL ETF TRUST | 334,724 | $18M | 4.8% |
| RSP | INVESCO EXCHANGE TRADED FD T | 69,798 | $15M | 3.9% |
| SCHD | SCHWAB STRATEGIC TR | 323,518 | $10M | 2.7% |
| AGG | ISHARES TR | 100,001 | $10M | 2.6% |
| DFAT | DIMENSIONAL ETF TRUST | 136,848 | $10M | 2.5% |
| VCIT | VANGUARD SCOTTSDALE FDS | 108,280 | $9M | 2.3% |
| VGK | VANGUARD INTL EQUITY INDEX F | 83,967 | $7M | 1.9% |
| SDY | SPDR SERIES TRUST | 44,771 | $7M | 1.8% |
Track Juncture Wealth Strategies's 13F portfolio: $384M in reported holdings, 186 positions. Top holdings and quarterly changes on SentiSense.
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