JUNCTURE WEALTH STRATEGIES, LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 299,189
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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.