JUNCTURE WEALTH STRATEGIES, LLC
•CIK: 1632866•Filing: Q4 2025
**JUNCTURE WEALTH STRATEGIES, LLC** manages $304M across a diversified portfolio of 134 positions. The strategy exhibits significant concentration in technology and broad market exposure, highlighted by the top holding in VV at $74.3M. Notable allocations include substantial positions in SCHB ($33.4M) and DFUV ($18.3M), alongside core fixed income and dividend plays such as SCHD ($10.6M) and AGG ($8.8M). This structure suggests a mandate balancing high-growth thematic bets with established income-generating assets.
Total AUM
$303.8M
QoQ Performance
+1.8%
Positions
86
Top 10 Concentration
60.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
SCHB
DFUV
VV24.4%
SCHB11.0%
DFUV6.0%
SCHD3.5%
AGG2.9%
DFAT2.8%
SPYV2.7%
VCIT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.6%
ETF2.5%
Technology2.5%
Financial0.9%
Healthcare0.6%
Consumer0.4%
Energy0.3%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW13 new positions
↑49 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023