JUNCTURE WEALTH STRATEGIES, LLC

Q3 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
130
Total value ($000)
$298,483
Net value change ($000)
+16,999 (6.0%)
New positions
20
Sold out positions
15
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 5,335 7.9%
SCHB 2,681 8.9%
IDCC 1,054 49.4%
VGK 814 14.9%
MCHI 656 31.2%
DFAT 608 8.0%
URA 537 9.3%
GDX 516 41.1%
SIL 511 42.0%
RIO 458 NEW
Top Reduces (Value $000, Stocks/ETFs)
VBK -677 -21.8%
BMY -515 -100.0%
ONTO -501 -100.0%
LMT -479 -100.0%
AXON -443 -13.5%
VOT -413 -9.1%
KVUE -392 -100.0%
GILD -354 -41.2%
CPRX -338 -17.1%
KMB -326 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type