JUNCTURE WEALTH STRATEGIES, LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$384,392
Net value change ($000)
+85,203 (28.5%)
New positions
53
Sold out positions
7
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SDY 6,813 NEW
RSP 6,418 76.1%
IJR 4,310 1302.1%
IVV 3,731 205.8%
SCHB 3,713 11.7%
VLUE 3,669 NEW
JIRE 3,300 NEW
AVGO 2,167 183.3%
EEM 2,080 73.6%
PANW 1,929 202.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -1,625 -13.7%
CPRX -1,199 -67.4%
SPYV -1,056 -14.3%
VNQ -928 -63.1%
IDCC -899 -65.5%
CVX -445 -31.1%
URA -429 -8.8%
XYLD -305 -4.5%
CTRA -269 -100.0%
XLC -240 -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