JUNCTURE WEALTH STRATEGIES, LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$303,791
Net value change ($000)
+5,308 (1.8%)
New positions
13
Sold out positions
9
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PPA 3,496 NEW
VGK 1,000 16.0%
VV 992 1.4%
DFUV 762 4.4%
XYLD 739 11.7%
SCHB 673 2.1%
AGG 640 7.9%
SCHD 635 6.4%
VCIT 619 8.3%
FLIN 378 13.9%
Top Reduces (Value $000, Stocks/ETFs)
KRE -2,212 -100.0%
URA -1,781 -28.3%
AXON -717 -25.2%
VOT -460 -11.2%
ETD -368 -100.0%
CORT -352 -57.3%
VNQ -349 -10.7%
IDCC -332 -10.4%
HUBS -326 -100.0%
VBK -321 -13.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type