Juncture Wealth Strategies
Juncture Wealth Strategies reported 185 stocks worth $390M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are VV (14.5%), SCHB (9.1%) and DFUV (4.5%). Compared with Q2 2026, the fund opened new positions in PDBC, QQQ and ABT, added to RSP, AGG and VCIT, trimmed VV, SCHB and DFUV and sold out of VNQ, VIG and UBER.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VV Vanguard Large Cap ETF | $56.8M | 14.5% | 161K | −20K (−11%) | 8 of 8 | |
| 2 |  SCHB Schwab US Broad Market ETF | $35.4M | 9.1% | 1.2M | −18K (−1%) | 8 of 8 | |
| 3 |  DFUV Dimensional US Marketwide Value ETF | $17.5M | 4.5% | 319K | −16K (−5%) | 8 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $14.8M | 3.8% | 71K | +1,228 (+2%) | 3 of 8 | |
| 5 |  AGG Ishares TR | $10.7M | 2.7% | 113K | +13K (+13%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $10.5M | 2.7% | 323K | −639 (−0%) | 8 of 8 | |
| 7 |  VCIT Vanguard Scottsdale Fds | $9.2M | 2.4% | 117K | +9,103 (+8%) | 8 of 8 | |
| 8 | DIMENSIONAL U S TARGETED | $9.1M | 2.3% | 137K | +409 (+0%) | 8 of 8 | |
| 9 |  VGK Vanguard Ftse Europe | $7.8M | 2.0% | 89K | +5,413 (+6%) | 7 of 8 | |
| 10 |  XYLD Global X | $6.6M | 1.7% | 160K | +1,048 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CATALYST PHARMACEUTICALS INC | $579K | 18K |
 VNQ Vanguard Index Fds | $543K | 5,636 |
THERAVANCE BIOPHARMA INC | $293K | 17K |
 VIG Vanguard Dividend Appreciation ETF | $248K | 1,047 |
 UBER Uber Technologies Inc | $239K | 3,318 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 6, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Juncture Wealth Strategies 13F FAQ
What does Juncture Wealth Strategies own?
Juncture Wealth Strategies reported 185 stocks worth $390M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are VV (14.5%), SCHB (9.1%) and DFUV (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Juncture Wealth Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 80 added to, 72 trimmed and 8 sold out. New positions include PDBC, QQQ and ABT. It sold all of VNQ, VIG and UBER.
When will Juncture Wealth Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Juncture Wealth Strategies's portfolio worth?
The Q3 2026 filing reports $390M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.