Sponsored

The Analysis of JUNCTURE WEALTH STRATEGIES, LLC's Holdings & P&L

Currently, JUNCTURE WEALTH STRATEGIES, LLC holds 133 types of securities in its portfolio with a total value $299.2M. In the most recent quarter, they have increased their positions in N/A (+43.9K shares, valued at $8.4M), EEM (+49.8K shares, valued at $2.8M), XME (+12.6K shares, valued at $1.4M); decreased their positions in VV (-32.8K shares, valued at $9.8M), VNQ (-16.3K shares, valued at $1.4M), IDCC (-4.4K shares, valued at $1.3M); initiated new positions in N/A (+43.9K shares, valued at $8.4M), EEM (+49.8K shares, valued at $2.8M), XME (+12.6K shares, valued at $1.4M).

1M P&L

+11.5M+3.75%

3M P&L

+4.9M+1.57%

HY P&L

+17.8M+5.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A254.7M

89.3%

2Biotechnology3.0M

1.0%

3Semiconductors2.6M

0.9%

Top Industries by Stock Count

1N/A67 stocks

54.5%

2Banks - Regional5 stocks

4.1%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS203.1K shares-13.91%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR1.3M shares-0.52%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST365.4K shares-6.78%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR387.3K shares0.10%2026-03-312026-04-15

AGG ISHARES TR92.2K shares5.02%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST136.6K shares-3.87%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T43.9K sharesnew addition2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS100.9K shares4.74%2026-03-312026-04-15

Sponsored

SPYV SPDR SERIES TRUST130.8K shares-8.84%2026-03-312026-04-15

VGK VANGUARD INTL EQUITY INDEX F86.1K shares-0.82%2026-03-312026-04-15

XYLD GLOBAL X FDS173.6K shares0.17%2026-03-312026-04-15

URA GLOBAL X FDS100.2K shares-5.22%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T25.5K shares14.44%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS52.7K shares1.97%2026-03-312026-04-15

IGSB ISHARES TR75.5K shares2.79%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T5.9K shares-10.09%2026-03-312026-04-15

Sponsored

VOT VANGUARD INDEX FDS12.9K shares-2.00%2026-03-312026-04-15

MCHI ISHARES TR57.5K shares27.41%2026-03-312026-04-15

FLIN FRANKLIN TEMPLETON ETF TR89.1K shares10.89%2026-03-312026-04-15

EEM ISHARES TR49.8K sharesnew addition2026-03-312026-04-15

KBWB INVESCO EXCH TRADED FD TR II32.1K shares2.57%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR77.2K shares-3.07%2026-03-312026-04-15

GDX VANECK ETF TRUST23.9K shares19.23%2026-03-312026-04-15

SIL GLOBAL X FDS23.9K shares13.18%2026-03-312026-04-15

Sponsored

VBK VANGUARD INDEX FDS7.0K shares-0.09%2026-03-312026-04-15

FBT FIRST TR EXCHANGE-TRADED FD10.4K shares-2.03%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR79.2K shares-2.51%2026-03-312026-04-15

NVDA NVIDIA CORPORATION10.9K shares2.51%2026-03-312026-04-15

FDN FIRST TR EXCHANGE-TRADED FD7.9K shares0.30%2026-03-312026-04-15

VUG VANGUARD INDEX FDS4.2K shares17.33%2026-03-312026-04-15

IVV ISHARES TR2.8K shares0.91%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR61.1K shares115.10%2026-03-312026-04-15

Sponsored

CPRX CATALYST PHARMACEUTICALS INC71.8K shares-14.86%2026-03-312026-04-15

SUB ISHARES TR16.6K shares-1.49%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR60.7K shares-2.54%2026-03-312026-04-15

AXON AXON ENTERPRISE INC3.7K shares-1.12%2026-03-312026-04-15

VTI VANGUARD INDEX FDS4.8K shares-6.15%2026-03-312026-04-15

LIT GLOBAL X FDS20.0K shares306.31%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS16.6K shares-49.49%2026-03-312026-04-15

REMX VANECK ETF TRUST16.7K shares260.70%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION6.9K shares-7.05%2026-03-312026-04-15

SOXX ISHARES TR4.2K shares-6.47%2026-03-312026-04-15

IDCC INTERDIGITAL INC4.5K shares-49.33%2026-03-312026-04-15

XME SPDR SERIES TRUST12.6K sharesnew addition2026-03-312026-04-15

SPYD SPDR SERIES TRUST29.1K shares-4.72%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS16.7K shares-3.95%2026-03-312026-04-15

MUB ISHARES TR11.6K shares-5.87%2026-03-312026-04-15

SHM SPDR SERIES TRUST25.2K shares-2.26%2026-03-312026-04-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares-6.52%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.8K shares5.85%2026-03-312026-04-15

CSCO CISCO SYS INC15.0K shares-0.35%2026-03-312026-04-15

MDYV SPDR SERIES TRUST11.5K shares-21.38%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC6.0K sharesnew addition2026-03-312026-04-15

IWF ISHARES TR2.2K shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares0.10%2026-03-312026-04-15

XOM EXXON MOBIL CORP5.1K shares2.42%2026-03-312026-04-15

Sponsored

RIO RIO TINTO PLC8.9K shares-3.32%2026-03-312026-04-15

GMED GLOBUS MED INC9.5K shares5.61%2026-03-312026-04-15

MSFT MICROSOFT CORP2.2K shares4.87%2026-03-312026-04-15

META META PLATFORMS INC1.4K shares-0.07%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR33.5K shares-0.49%2026-03-312026-04-15

FITB FIFTH THIRD BANCORP16.0K shares90.29%2026-03-312026-04-15

DVY ISHARES TR4.7K shares-2.92%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.5K shares-10.84%2026-03-312026-04-15

Sponsored

HALO HALOZYME THERAPEUTICS INC10.7K shares-2.68%2026-03-312026-04-15

TLT ISHARES TR7.5K shares99.55%2026-03-312026-04-15

TSLA TESLA INC1.7K shares-1.36%2026-03-312026-04-15

GILD GILEAD SCIENCES INC4.5K shares0.00%2026-03-312026-04-15

TPR TAPESTRY INC4.3K shares0.00%2026-03-312026-04-15

NBIX NEUROCRINE BIOSCIENCES INC4.5K shares-5.28%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC2.9K shares0.35%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR4.5K shares-16.60%2026-03-312026-04-15

Sponsored

IJH ISHARES TR8.8K shares0.00%2026-03-312026-04-15

MELI MERCADOLIBRE INC341 shares-4.75%2026-03-312026-04-15

NTRS NORTHERN TR CORP4.1K shares-2.18%2026-03-312026-04-15

XSD SPDR SERIES TRUST1.7K shares5.73%2026-03-312026-04-15

SPYG SPDR SERIES TRUST5.2K shares-16.10%2026-03-312026-04-15

VTV VANGUARD INDEX FDS2.6K shares7.79%2026-03-312026-04-15

IJS ISHARES TR4.0K shares-9.81%2026-03-312026-04-15

ETON ETON PHARMACEUTICALS INC19.2K shares0.97%2026-03-312026-04-15

Sponsored

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL9.5K shares16.25%2026-03-312026-04-15

SPIB SPDR SERIES TRUST13.4K shares-5.62%2026-03-312026-04-15

IWB ISHARES TR1.2K shares0.00%2026-03-312026-04-15

MDYG SPDR SERIES TRUST4.5K shares88.18%2026-03-312026-04-15

SPSB SPDR SERIES TRUST14.1K shares-0.16%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC3.5K shares-4.14%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC3.9K shares36.75%2026-03-312026-04-15

ABBV ABBVIE INC1.8K shares-0.85%2026-03-312026-04-15

Sponsored

SHOP SHOPIFY INC3.2K shares-17.38%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC2.9K shares12.50%2026-03-312026-04-15

RF REGIONS FINANCIAL CORP NEW13.9K shares6.10%2026-03-312026-04-15

ZETA ZETA GLOBAL HOLDINGS CORP22.8K shares-8.75%2026-03-312026-04-15

ATI ATI INC2.5K shares0.00%2026-03-312026-04-15

SMB VANECK ETF TRUST20.5K shares-0.16%2026-03-312026-04-15

PTCT PTC THERAPEUTICS INC5.1K shares10.16%2026-03-312026-04-15

COP CONOCOPHILLIPS2.7K sharesnew addition2026-03-312026-04-15

Sponsored

NVS NOVARTIS AG2.3K shares17.26%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR7.0K shares-4.26%2026-03-312026-04-15

HRL HORMEL FOODS CORP15.3K shares2.00%2026-03-312026-04-15

TFI SPDR SERIES TRUST7.5K shares-4.55%2026-03-312026-04-15

SLYG SPDR SERIES TRUST3.4K sharesnew addition2026-03-312026-04-15

KO COCA COLA CO4.4K shares-0.84%2026-03-312026-04-15

IJR ISHARES TR2.7K shares1.60%2026-03-312026-04-15

PRK PARK NATL CORP2.0K shares0.00%2026-03-312026-04-15

Sponsored

WMT WALMART INC2.6K shares-1.04%2026-03-312026-04-15

ORCL ORACLE CORP2.1K shares0.24%2026-03-312026-04-15

DINO HF SINCLAIR CORP5.0K shares-5.40%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC3.5K shares33.45%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.2K shares-5.73%2026-03-312026-04-15

EOG EOG RES INC2.1K shares6.38%2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL752 shares-1.31%2026-03-312026-04-15

PGR PROGRESSIVE CORP1.4K shares-0.07%2026-03-312026-04-15

Sponsored

JPM JPMORGAN CHASE & CO945 shares14.27%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC798 shares8.87%2026-03-312026-04-15

CTRA COTERRA ENERGY INC7.7K shares-0.58%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC5.3K shares5.16%2026-03-312026-04-15

COPX GLOBAL X FDS3.3K sharesnew addition2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-0.59%2026-03-312026-04-15

WFC WELLS FARGO & CO3.1K shares-0.06%2026-03-312026-04-15

BAC BANK AMERICA CORP5.1K shares0.00%2026-03-312026-04-15

Sponsored

XLC SELECT SECTOR SPDR TR2.2K shares-5.90%2026-03-312026-04-15

PHM PULTE GROUP INC2.0K shares0.00%2026-03-312026-04-15

STT STATE STR CORP1.9K shares0.00%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC682 sharesnew addition2026-03-312026-04-15

PLD PROLOGIS INC.1.7K shares0.00%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-03-312026-04-15

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-04-15

ITOT ISHARES TR1.5K shares0.00%2026-03-312026-04-15

Sponsored

DGRW WISDOMTREE TR2.4K shares0.00%2026-03-312026-04-15

USB US BANCORP4.1K shares1.24%2026-03-312026-04-15

BKR BAKER HUGHES COMPANY3.4K sharesnew addition2026-03-312026-04-15

AUPH AURINIA PHARMACEUTICALS INC10.1K sharesnew addition2026-03-312026-04-15

SENSTAR TECHNOLOGIES CORP SENSTAR TECHNOLOGIES CORP34.4K shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS

-13.91%

Shares203.1K

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

-0.52%

Shares1.3M

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

-6.78%

Shares365.4K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

0.10%

Shares387.3K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

5.02%

Shares92.2K

Event2026-03-31

Filed2026-04-15

DFAT

DIMENSIONAL ETF TRUST

-3.87%

Shares136.6K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

New

Shares43.9K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

4.74%

Shares100.9K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

-8.84%

Shares130.8K

Event2026-03-31

Filed2026-04-15

VGK

VANGUARD INTL EQUITY INDEX F

-0.82%

Shares86.1K

Event2026-03-31

Filed2026-04-15

XYLD

GLOBAL X FDS

0.17%

Shares173.6K

Event2026-03-31

Filed2026-04-15

URA

GLOBAL X FDS

-5.22%

Shares100.2K

Event2026-03-31

Filed2026-04-15

PPA

INVESCO EXCHANGE TRADED FD T

14.44%

Shares25.5K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

1.97%

Shares52.7K

Event2026-03-31

Filed2026-04-15

IGSB

ISHARES TR

2.79%

Shares75.5K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-10.09%

Shares5.9K

Event2026-03-31

Filed2026-04-15

VOT

VANGUARD INDEX FDS

-2.00%

Shares12.9K

Event2026-03-31

Filed2026-04-15

MCHI

ISHARES TR

27.41%

Shares57.5K

Event2026-03-31

Filed2026-04-15

FLIN

FRANKLIN TEMPLETON ETF TR

10.89%

Shares89.1K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

New

Shares49.8K

Event2026-03-31

Filed2026-04-15

KBWB

INVESCO EXCH TRADED FD TR II

2.57%

Shares32.1K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-3.07%

Shares77.2K

Event2026-03-31

Filed2026-04-15

GDX

VANECK ETF TRUST

19.23%

Shares23.9K

Event2026-03-31

Filed2026-04-15

SIL

GLOBAL X FDS

13.18%

Shares23.9K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

-0.09%

Shares7.0K

Event2026-03-31

Filed2026-04-15

FBT

FIRST TR EXCHANGE-TRADED FD

-2.03%

Shares10.4K

Event2026-03-31

Filed2026-04-15

SCHO

SCHWAB STRATEGIC TR

-2.51%

Shares79.2K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

2.51%

Shares10.9K

Event2026-03-31

Filed2026-04-15

FDN

FIRST TR EXCHANGE-TRADED FD

0.30%

Shares7.9K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

17.33%

Shares4.2K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

0.91%

Shares2.8K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

115.10%

Shares61.1K

Event2026-03-31

Filed2026-04-15

CPRX

CATALYST PHARMACEUTICALS INC

-14.86%

Shares71.8K

Event2026-03-31

Filed2026-04-15

SUB

ISHARES TR

-1.49%

Shares16.6K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

-2.54%

Shares60.7K

Event2026-03-31

Filed2026-04-15

AXON

AXON ENTERPRISE INC

-1.12%

Shares3.7K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-6.15%

Shares4.8K

Event2026-03-31

Filed2026-04-15

LIT

GLOBAL X FDS

306.31%

Shares20.0K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

-49.49%

Shares16.6K

Event2026-03-31

Filed2026-04-15

REMX

VANECK ETF TRUST

260.70%

Shares16.7K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-7.05%

Shares6.9K

Event2026-03-31

Filed2026-04-15

SOXX

ISHARES TR

-6.47%

Shares4.2K

Event2026-03-31

Filed2026-04-15

IDCC

INTERDIGITAL INC

-49.33%

Shares4.5K

Event2026-03-31

Filed2026-04-15

XME

SPDR SERIES TRUST

New

Shares12.6K

Event2026-03-31

Filed2026-04-15

SPYD

SPDR SERIES TRUST

-4.72%

Shares29.1K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-3.95%

Shares16.7K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

-5.87%

Shares11.6K

Event2026-03-31

Filed2026-04-15

SHM

SPDR SERIES TRUST

-2.26%

Shares25.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-6.52%

Shares2.0K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

5.85%

Shares3.8K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

-0.35%

Shares15.0K

Event2026-03-31

Filed2026-04-15

MDYV

SPDR SERIES TRUST

-21.38%

Shares11.5K

Event2026-03-31

Filed2026-04-15

PANW

PALO ALTO NETWORKS INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.10%

Shares1.9K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

2.42%

Shares5.1K

Event2026-03-31

Filed2026-04-15

RIO

RIO TINTO PLC

-3.32%

Shares8.9K

Event2026-03-31

Filed2026-04-15

GMED

GLOBUS MED INC

5.61%

Shares9.5K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

4.87%

Shares2.2K

Event2026-03-31

Filed2026-04-15