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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 2 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLIN FRANKLIN TEMPLETON ETF TR 113,867.0 $4.1M 1.05% +34K +41.8% $35.57 +0.8%
22 MCHI ISHARES TR 73,062.0 $3.7M 0.97% +28K +62.0% $51.02 +8.6%
23 VOT VANGUARD INDEX FDS 12,028.0 $3.7M 0.96% -1K -8.3% $306.30 -0.1%
24 VLUE ISHARES TR 18,364.0 $3.7M 0.95% NEW $199.81 +1.0%
25 AVGO BROADCOM INC Technology 8,866.0 $3.3M 0.87% +5K +145.7% $377.74 -1.2%
26 JIRE J P MORGAN EXCHANGE TRADED F 40,004.0 $3.3M 0.86% NEW $82.49 +3.6%
27 KBWB INVESCO EXCH TRADED FD TR II 32,091.0 $3.0M 0.78% +789.0 +2.5% $92.98 +3.7%
28 LIT GLOBAL X FDS 37,038.0 $2.9M 0.75% +32K +651.4% $78.28 -0.9%
29 NVDA NVIDIA CORPORATION Technology 14,413.0 $2.9M 0.75% +4K +35.8% $200.09 +12.6%
30 PANW PALO ALTO NETWORKS INC Technology 8,455.0 $2.9M 0.75% NEW $341.02 +5.6%
31 SIL GLOBAL X FDS 36,967.0 $2.9M 0.74% +16K +75.1% $77.46 +33.5%
32 REMX VANECK ETF TRUST 32,288.0 $2.9M 0.74% +28K +596.9% $88.50 -10.1%
33 GDX VANECK ETF TRUST 37,452.0 $2.8M 0.73% +17K +87.0% $75.45 +36.8%
34 VUG VANGUARD INDEX FDS 32,097.0 $2.8M 0.72% +29K +801.4% $86.14 +3.2%
35 XME SPDR SERIES TRUST 25,506.0 $2.7M 0.71% NEW $106.93 +14.8%
36 FBT FIRST TR EXCHANGE-TRADED FD 10,948.0 $2.7M 0.71% +321.0 +3.0% $247.89 +9.2%
37 SCHM SCHWAB STRATEGIC TR 71,816.0 $2.6M 0.69% -8K -9.8% $36.87 -2.5%
38 SOXX ISHARES TR 3,966.0 $2.5M 0.66% -560.0 -12.4% $640.78 -18.9%
39 VBK VANGUARD INDEX FDS 6,883.0 $2.5M 0.66% -93.0 -1.3% $365.70 -2.3%
40 FDN FIRST TR EXCHANGE-TRADED FD 8,565.0 $2.3M 0.59% +654.0 +8.3% $264.72 +11.3%
Page 2 of 9  ·  179 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%