JUNCTURE WEALTH STRATEGIES, LLC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q1 2026
Holdings value ($000)
299,189
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/14/2026 133 299,189 13F-HR JUNCTURE WEALTH STRATEGIES, LLC
Q4 2025 1/27/2026 134 303,791 13F-HR JUNCTURE WEALTH STRATEGIES, LLC
Q3 2025 10/14/2025 130 298,483 13F-HR JUNCTURE WEALTH STRATEGIES, LLC
Q2 2025 7/8/2025 125 281,484 13F-HR JUNCTURE WEALTH STRATEGIES, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 39.02 K 13.0% 0 109.4 K -109.4 K
ETFs 258.9 K 86.5% 104.9 K 0 104.9 K
Debt 1.309 K 0.4% 0 61 -61
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Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
299,189
Holdings
133
QoQ value change ($000)
-4,602 (-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.