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Portfolio (Quarterly) Guide ↗

JUNCTURE WEALTH STRATEGIES, LLC

· CIK 0001632866
13F Portfolio $384M AUM 179 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 59 New 48 Added 60 Reduced 14 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UPS UNITED PARCEL SVCS INC Industrials 4,126.0 $444K 0.12% +1K +43.7% $107.50 -1.7%
42 TFI SPDR SERIES TRUST 8,303.0 $380K 0.10% +413.0 +5.2% $45.80 -2.2%
43 AEP AMERICAN ELEC PWR CO INC Utilities 2,769.0 $379K 0.10% +210.0 +8.2% $136.81 -10.3%
44 NVS NOVARTIS AG Healthcare 1,998.0 $313K 0.08% +51.0 +2.6% $156.72 -1.3%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 7,193.0 $305K 0.08% +2K +43.2% $42.34 +16.7%
46 EOG EOG RES INC Energy 2,192.0 $284K 0.07% +263.0 +13.6% $129.73 +11.4%
47 ITOT ISHARES TR 1,658.0 $272K 0.07% +146.0 +9.7% $164.27 +2.9%
48 MDT MEDTRONIC PLC Healthcare 3,216.0 $252K 0.07% +585.0 +22.2% $78.23 +15.0%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Financial Services 20.5%
Healthcare 13.9%
Industrials 6.3%
Consumer Cyclical 5.7%
Energy 4.7%
Consumer Defensive 4.1%
Communication Services 2.3%
Basic Materials 2.1%
Utilities 0.6%