1y return+18.2%S&P 500 +20.9%
3y return+42.2%S&P 500 +68.5%
5y return+29.9%S&P 500 +74.5%
10y return+92.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $193 against $357 in the S&P 500.2
Juncture Wealth Strategies, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VVVanguard Index Fds | $62.5M | 16.2% | −10.6% |
| SCHBSchwab Strategic Tr | $35.5M | 9.2% | −3.2% |
| DFUVDimensional Etf Trust | $18.4M | 4.8% | −8.4% |
| RSPInvesco Exchange Traded Fd T | $14.9M | 3.9% | +58.8% |
| SCHDSchwab Strategic Tr | $10.3M | 2.7% | −16.5% |
| AGGIshares Tr | $9.9M | 2.6% | +8.5% |
| Dimensional Etf TrustCUSIP 25434V609 | $9.6M | 2.5% | |
| VCITVanguard Scottsdale Fds | $8.9M | 2.3% | +7.3% |
| VGKVanguard Intl Equity Index F | $7.4M | 1.9% | −2.5% |
| SDYSpdr Series Trust | $6.8M | 1.8% | New |
| XYLDGlobal X Fds | $6.5M | 1.7% | −8.4% |
| SPYVSpdr Series Trust | $6.3M | 1.7% | −20.2% |
| IVVIshares Tr | $5.5M | 1.4% | +166.8% |
| PPAInvesco Exchange Traded Fd T | $4.9M | 1.3% | +9.1% |
| EEMIshares Tr | $4.9M | 1.3% | +44.1% |
| IJRIshares Tr | $4.6M | 1.2% | +1075.5% |
| SPYState Str Spdr S&p 500 Etf T | $4.5M | 1.2% | +2.4% |
| URAGlobal X Fds | $4.4M | 1.2% | +1.0% |
| VCSHVanguard Scottsdale Fds | $4.2M | 1.1% | +1.8% |
| IGSBIshares Tr | $4.1M | 1.1% | +3.2% |
| FLINFranklin Templeton Etf Tr | $4.1M | 1.1% | +27.8% |
| MCHIIshares Tr | $3.7M | 1.0% | +27.1% |
| VOTVanguard Index Fds | $3.7M | 1.0% | −6.4% |
| VLUEIshares Tr | $3.7M | 1.0% | New |
| AVGOBroadcom Inc | $3.3M | 0.9% | +132.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SOXXIshares Tr | June 30, 2020 | +609.7% | $2.5M |
| SILGlobal X Fds | December 31, 2024 | +143.8% | $2.9M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $4.5M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $35.5M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $3.3M |
| URAGlobal X Fds | March 31, 2021 | +132.1% | $4.4M |
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $2.8M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $2.9M |
| IJRIshares Tr | June 30, 2020 | +117.2% | $4.6M |
| PANWPalo Alto Networks Inc | March 31, 2026 | +112.7% | $2.9M |
Sold off last quarter
- CTRACoterra Energy Inc was $269K
- XLCSelect Sector Spdr Tr was $240K
- PLDPrologis Inc. was $223K
- NEMNewmont Corp was $216K
- DGRWWisdomtree Tr was $215K
- USBUs Bancorp was $213K
- BKRBaker Hughes Company was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +6.9% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +0.7% | +7.0% |
| December 31, 2022 | +2.4% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −10.1% | −16.5% |
| March 31, 2022 | −3.4% | −4.9% |
| December 31, 2021 | +2.9% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Juncture Wealth Strategies, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1632866&type=13F-HR&dateb=&owner=include&count=40CIK 1632866
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1632866/000163286626000004/Filed July 9, 2026 · accession 0001632866-26-000004