JUNCTURE WEALTH STRATEGIES, LLC - Portfolio overview

JUNCTURE WEALTH STRATEGIES, LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VV - VANGUARD INDEX FDS, 19.66%
  2. SCHB - SCHWAB STRATEGIC TR, 10.30%
  3. DFUV - DIMENSIONAL ETF TRUST, 5.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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