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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 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 69,798.0 $14.9M 3.86% NEW $212.77 +4.1%
2 SDY SPDR SERIES TRUST 44,771.0 $6.8M 1.77% NEW $152.18 +3.5%
3 EEM ISHARES TR 71,746.0 $4.9M 1.28% NEW $68.41 -1.2%
4 VLUE ISHARES TR 18,364.0 $3.7M 0.95% NEW $199.81 +0.7%
5 JIRE J P MORGAN EXCHANGE TRADED F 40,004.0 $3.3M 0.86% NEW $82.49 +3.1%
6 PANW PALO ALTO NETWORKS INC Technology 8,455.0 $2.9M 0.75% NEW $341.02 +12.3%
7 XME SPDR SERIES TRUST 25,506.0 $2.7M 0.71% NEW $106.93 +15.0%
8 COPX GLOBAL X FDS 23,939.0 $1.8M 0.48% NEW $76.97 +25.3%
9 MU MICRON TECHNOLOGY INC Technology 1,157.0 $1.3M 0.35% NEW $1154.29 -19.0%
10 APH AMPHENOL CORP Technology 7,331.0 $1.3M 0.34% NEW $176.32 -8.5%
11 AMD ADVANCED MICRO DEVICES INC Technology 1,946.0 $1.1M 0.29% NEW $580.91 -17.9%
12 SNDK SANDISK CORP Technology 475.0 $1.1M 0.28% NEW $2273.73 -34.7%
13 MS MORGAN STANLEY Financial Services 4,326.0 $904K 0.23% NEW $209.04 +2.8%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 952.0 $890K 0.23% NEW $935.34 -0.1%
15 MA MASTERCARD INCORPORATED Financial Services 1,575.0 $809K 0.21% NEW $513.60 +15.2%
16 SIMO SILICON MOTION TECHNOLOGY CO Technology 2,418.0 $806K 0.21% NEW $333.33 -23.5%
17 AIP ARTERIS INC Technology 15,709.0 $763K 0.20% NEW $48.59 -51.4%
18 UBND VICTORY PORTFOLIOS II 34,906.0 $758K 0.20% NEW $21.73 -1.3%
19 LLY ELI LILLY & CO Healthcare 612.0 $734K 0.19% NEW $1199.43 -1.9%
20 JEPI J P MORGAN EXCHANGE TRADED F 12,890.0 $728K 0.19% NEW $56.48 +2.4%
Page 1 of 3  ·  59 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%