StockDriftsStockDriftsTop 50 Juncture Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 16.25% | 181.6K | $62.5M | -10.57%(-21.46K) | $202.83(+75.77%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 9.24% | 1.23M | $35.5M | -3.21%(-40.63K) | $17.98(+66.91%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.79% | 334.7K | $18.4M | -8.39%(-30.66K) | $34.67(+66.00%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.86% | 69.8K | $14.9M | +58.84%(+25.86K) | $194.96(+13.75%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.67% | 323.5K | $10.3M | -16.48%(-63.83K) | $21.30(+61.28%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.57% | 100.0K | $9.9M | +8.48%(+7.82K) | $103.41(-5.81%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.49% | 136.8K | $9.6M | +0.17%(+230) | $49.23(+46.97%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.33% | 108.3K | $8.9M | +7.31%(+7.37K) | $84.22(-3.65%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 1.93% | 84.0K | $7.4M | -2.50%(-2.15K) | $74.31(+24.07%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 1.77% | 44.8K | $6.8M | new | $148.34(+6.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.81% | +39.78% | +5.50% | +30.67% |
| Top 20 Holdings Unweighted | +6.52% | +20.85% | +3.16% | +16.84% |
Juncture Wealth Strategies LLC reports $384.39M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are VV (16.3%), SCHB (9.2%) and DFUV (4.8%). The top 20 holdings account for 60.93% of reported assets. Its disclosed equity book has returned +39.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Juncture Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632866). View Juncture Wealth Strategies LLC’s 13F filings on SEC