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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB STRATEGIC TR 57,031.0 $2.1M 0.54% -5K -8.4% $36.13 -3.8%
42 AXON AXON ENTERPRISE INC Industrials 3,415.0 $1.9M 0.50% -329.0 -8.8% $560.61 +9.0%
43 SCHO SCHWAB STRATEGIC TR 77,123.0 $1.9M 0.48% -4K -5.1% $24.14 -0.1%
44 COPX GLOBAL X FDS 23,939.0 $1.8M 0.48% NEW $76.97 +25.3%
45 MSFT MICROSOFT CORP Technology 4,904.0 $1.8M 0.48% +3K +132.0% $373.02 +35.4%
46 SCHG SCHWAB STRATEGIC TR 53,054.0 $1.8M 0.47% +25K +86.9% $33.84 +6.0%
47 VTI VANGUARD INDEX FDS 4,700.0 $1.7M 0.45% -407.0 -8.0% $370.04 +2.9%
48 CSCO CISCO SYS INC Technology 14,450.0 $1.7M 0.44% -592.0 -3.9% $117.46 -4.5%
49 SUB ISHARES TR 15,748.0 $1.7M 0.44% -1K -6.7% $106.47 -0.1%
50 MUB ISHARES TR 13,723.0 $1.5M 0.38% +1K +11.2% $107.62 -2.1%
51 MU MICRON TECHNOLOGY INC Technology 1,157.0 $1.3M 0.35% NEW $1154.29 -19.0%
52 BSV VANGUARD BD INDEX FDS 16,603.0 $1.3M 0.34% -783.0 -4.5% $77.91 -0.3%
53 APH AMPHENOL CORP Technology 7,331.0 $1.3M 0.34% NEW $176.32 -8.5%
54 ALAB ASTERA LABS INC Technology 2,613.0 $1.3M 0.33% +799.0 +44.0% $483.02 -37.0%
55 XOM EXXON MOBIL CORP Energy 9,149.0 $1.3M 0.33% +4K +82.7% $136.73 +14.4%
56 JPM JPMORGAN CHASE & CO Financial Services 3,809.0 $1.2M 0.32% +3K +360.6% $327.33 +8.2%
57 SPYD SPDR SERIES TRUST 25,821.0 $1.2M 0.32% -5K -15.5% $47.71 +4.8%
58 VOO VANGUARD INDEX FDS 1,792.0 $1.2M 0.32% -356.0 -16.6% $686.75 +3.2%
59 SHM SPDR SERIES TRUST 24,605.0 $1.2M 0.31% -1K -4.6% $47.97 -0.4%
60 KINIKSA PHARMACEUTICALS INTL 17,824.0 $1.1M 0.30% +10K +118.8% $63.95
Page 3 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%