Juncture Wealth Strategies, LLC

13F filer · CIK 0001632866

Reported Jul 9, 2026

13F portfolio value$384MU.S. long equity reported on 13F

Positions109Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight7.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026109 positions
SPYSPDR S&P 500 ETF Trust	$4.52M	1.17%	Not reported	Not reported	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$3.68M	0.96%	Not reported	Not reported	Q4 2014
VLUEiSHARES TRUST	$3.67M	0.95%	Not reported	New	Q2 2026
AVGOBroadcom Inc.	$3.35M	0.87%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$2.88M	0.75%	0.00%	Not reported	Q3 2021
PANWPalo Alto Networks Inc	$2.88M	0.75%	0.00%	Not reported	Q2 2019
SILGolden Minerals Co	$2.86M	0.74%	Not reported	Not reported	Q4 2019
REMXRemedytemp Inc	$2.86M	0.74%	Not reported	Not reported	Q4 2025
AXONAxon Enterprise, Inc.	$1.91M	0.50%	0.00%	Not reported	Q2 2017
MSFTMicrosoft Corp	$1.83M	0.48%	0.00%	Not reported	Q2 2021
CSCOCisco Systems, Inc.	$1.7M	0.44%	0.00%	Not reported	Q4 2014
MUMicron Technology Inc	$1.34M	0.35%	0.00%	New	Q2 2026
BSVNBank7 Corp.	$1.29M	0.34%	0.17%	Not reported	Q4 2016
APHAmphenol Corp	$1.29M	0.34%	0.00%	New	Q2 2026
ALABAstera Labs, Inc.	$1.26M	0.33%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$1.25M	0.33%	0.00%	Not reported	Q3 2021
JPMJPMorgan Chase & Co	$1.25M	0.32%	0.00%	Not reported	Q3 2025
KNSAKiniksa Pharmaceuticals International, plc	$1.14M	0.30%	Not reported	Not reported	Q3 2025
AMDAdvanced Micro Devices Inc	$1.13M	0.29%	0.00%	Not reported	Q3 2020
SNDKSandisk Corp	$1.08M	0.28%	0.00%	New	Q2 2026
ETONEton Pharmaceuticals, Inc.	$1.04M	0.27%	0.10%	Not reported	Q3 2025
CVXChevron Corp	$988K	0.26%	0.00%	Not reported	Q2 2022
BRK.BBerkshire Hathaway Inc	$974K	0.25%	Not reported	Not reported	Q2 2021
HALOHalozyme Therapeutics, Inc.	$929K	0.24%	0.01%	Not reported	Q1 2024
MSMorgan Stanley	$904K	0.24%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$890K	0.23%	0.00%	Not reported	Q4 2021
NBIXNeurocrine Biosciences Inc	$887K	0.23%	0.01%	Not reported	Q4 2023
PTCTPTC Therapeutics, Inc.	$863K	0.22%	0.01%	Not reported	Q3 2025
GMEDGlobus Medical Inc	$845K	0.22%	0.01%	Not reported	Q1 2024
FITBFifth Third Bancorp	$826K	0.21%	0.00%	Not reported	Q1 2024
PHMPultegroup Inc	$818K	0.21%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$809K	0.21%	0.00%	New	Q2 2026
SIMOSilicon Motion Technology CORP	$806K	0.21%	0.00%	Not reported	Q4 2021
RIORio Tinto PLC	$786K	0.20%	0.00%	Not reported	Q1 2019
GOOGAlphabet Inc.	$768K	0.20%	Not reported	Not reported	Q2 2023
AIPArteris, Inc.	$763K	0.20%	0.03%	New	Q2 2026
LLYELI LILLY & Co	$734K	0.19%	0.00%	Not reported	Q4 2014
METAMeta Platforms, Inc.	$710K	0.18%	Not reported	Not reported	Q3 2021
TXNTexas Instruments Inc	$703K	0.18%	0.00%	New	Q2 2026
NTRSNorthern Trust Corp	$681K	0.18%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$674K	0.18%	0.00%	Not reported	Q3 2021
ZETAZeta Global Holdings Corp.	$635K	0.17%	Not reported	Not reported	Q2 2024
CRDOCredo Technology Group Holding Ltd	$633K	0.16%	0.00%	New	Q2 2026
PNCPNC Financial Services Group, Inc.	$618K	0.16%	0.00%	Not reported	Q2 2024
KLICKulicke & Soffa Industries Inc	$618K	0.16%	0.01%	Not reported	Q3 2018
TPRTapestry, Inc.	$608K	0.16%	0.00%	Not reported	Q4 2024
AUPHAurinia Pharmaceuticals Inc.	$581K	0.15%	0.03%	New	Q2 2026
CPRXCatalyst Pharmaceuticals, Inc.	$579K	0.15%	0.02%	Not reported	Q2 2023
MIRMMirum Pharmaceuticals, Inc.	$564K	0.15%	0.01%	New	Q2 2026
INCYIncyte Corp	$562K	0.15%	0.00%	New	Q2 2026

Q4 2025Reported Jan 27, 202671 positions
SPYSPDR S&P 500 ETF Trust	$4.48M	1.48%	Not reported	+1.0%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$3.66M	1.21%	Not reported	-6.5%	Q4 2014
IDCCInterDigital, Inc.	$2.85M	0.94%	0.03%	-2.9%	Q1 2018
AXONAxon Enterprise, Inc.	$2.13M	0.70%	0.00%	-5.5%	Q2 2017
NVDANvidia Corp	$1.98M	0.65%	0.00%	-7.5%	Q3 2021
CPRXCatalyst Pharmaceuticals, Inc.	$1.97M	0.65%	0.07%	+1.1%	Q2 2023
SILGolden Minerals Co	$1.76M	0.58%	Not reported	-12.4%	Q4 2019
BSVNBank7 Corp.	$1.37M	0.45%	0.18%	-7.4%	Q4 2016
AVGOBroadcom Inc.	$1.25M	0.41%	0.00%	-6.3%	Q2 2024
CSCOCisco Systems, Inc.	$1.16M	0.38%	0.00%	+0.9%	Q4 2014
CVXChevron Corp	$1.14M	0.37%	0.00%	+17.3%	Q2 2022
MSFTMicrosoft Corp	$1.02M	0.34%	0.00%	-6.8%	Q2 2021
BRK.BBerkshire Hathaway Inc	$977K	0.32%	Not reported	-4.5%	Q2 2021
METAMeta Platforms, Inc.	$939K	0.31%	Not reported	-11.0%	Q3 2021
GOOGAlphabet Inc.	$871K	0.29%	Not reported	-6.4%	Q2 2023
TSLATesla, Inc.	$791K	0.26%	0.00%	+0.3%	Q3 2021
GMEDGlobus Medical Inc	$788K	0.26%	0.01%	+4.6%	Q1 2024
HALOHalozyme Therapeutics, Inc.	$739K	0.24%	0.01%	-1.3%	Q1 2024
RIORio Tinto PLC	$737K	0.24%	0.00%	+32.7%	Q1 2019
MELIMercadolibre Inc	$721K	0.24%	0.00%	-9.4%	Q1 2024
NBIXNeurocrine Biosciences Inc	$680K	0.22%	0.00%	+2.7%	Q4 2023
SHOPShopify Inc.	$624K	0.21%	0.00%	+7.8%	Q1 2024
XOMExxonMobil Holdings Corp	$603K	0.20%	0.00%	+21.2%	Q3 2021
PNCPNC Financial Services Group, Inc.	$598K	0.20%	0.00%	+8.0%	Q2 2024
NTRSNorthern Trust Corp	$575K	0.19%	0.00%	Not reported	Q2 2024
GILDGilead Sciences, Inc.	$557K	0.18%	0.00%	-0.4%	Q1 2019
TPRTapestry, Inc.	$543K	0.18%	0.00%	-1.0%	Q4 2024
ZETAZeta Global Holdings Corp.	$508K	0.17%	Not reported	+7.9%	Q2 2024
APAMArtisan Partners Asset Management Inc.	$481K	0.16%	0.01%	+19.9%	Q2 2023
CMAComerica Inc	$477K	0.16%	0.00%	+17.1%	Q3 2025
CCitigroup Inc	$423K	0.14%	0.00%	+9.0%	Q2 2024
ORCLOracle Corp	$411K	0.14%	0.00%	Not reported	Q2 2023
ABBVAbbVie Inc.	$405K	0.13%	0.00%	-4.7%	Q3 2025
FITBFifth Third Bancorp	$392K	0.13%	0.00%	-22.3%	Q1 2024
PODDInsulet Corp	$380K	0.13%	0.00%	+10.9%	Q3 2019
CPBCAMPBELL'S Co	$358K	0.12%	0.00%	+23.2%	Q3 2025
HRLHormel Foods Corp	$356K	0.12%	Not reported	+31.6%	Q3 2025
RFRegions Financial Corp	$355K	0.12%	0.00%	+39.0%	Q3 2022
PTCTPTC Therapeutics, Inc.	$355K	0.12%	0.01%	+13.9%	Q3 2025
REMXRemedytemp Inc	$342K	0.11%	Not reported	New	Q4 2025
KNSAKiniksa Pharmaceuticals International, plc	$336K	0.11%	Not reported	+18.7%	Q3 2025
PGRProgressive Corp	$325K	0.11%	0.00%	-0.1%	Q4 2022
ETONEton Pharmaceuticals, Inc.	$321K	0.11%	0.07%	+12.0%	Q3 2025
KOCoca Cola Co	$307K	0.10%	0.00%	0.0%	Q4 2014
PRKPark National Corp	$307K	0.10%	0.01%	-1.3%	Q4 2024
ALABAstera Labs, Inc.	$302K	0.10%	0.00%	+23.5%	Q3 2025
UNHUnitedhealth Group Inc	$300K	0.10%	0.00%	-7.4%	Q4 2022
AEPAmerican Electric Power Co Inc	$295K	0.10%	0.00%	-11.5%	Q1 2015
WFCWells Fargo & Company	$294K	0.10%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$288K	0.09%	0.00%	-5.1%	Q4 2022

Q3 2025Reported Oct 14, 202570 positions
SPYSPDR S&P 500 ETF Trust	$4.34M	1.45%	Not reported	-2.2%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$4.12M	1.38%	Not reported	-12.0%	Q4 2014
IDCCInterDigital, Inc.	$3.19M	1.07%	0.04%	-3.0%	Q1 2018
AXONAxon Enterprise, Inc.	$2.84M	0.95%	0.01%	-0.2%	Q2 2017
NVDANvidia Corp	$2.14M	0.72%	0.00%	-1.8%	Q3 2021
SILGolden Minerals Co	$1.73M	0.58%	Not reported	-4.6%	Q4 2019
CPRXCatalyst Pharmaceuticals, Inc.	$1.64M	0.55%	0.07%	-8.7%	Q2 2023
BSVNBank7 Corp.	$1.48M	0.50%	0.20%	+9.5%	Q4 2016
AVGOBroadcom Inc.	$1.27M	0.43%	0.00%	-0.2%	Q2 2024
MSFTMicrosoft Corp	$1.17M	0.39%	0.00%	-2.6%	Q2 2021
METAMeta Platforms, Inc.	$1.17M	0.39%	Not reported	-1.2%	Q3 2021
BRK.BBerkshire Hathaway Inc	$1.02M	0.34%	Not reported	+2.7%	Q2 2021
CSCOCisco Systems, Inc.	$1.02M	0.34%	0.00%	+1.0%	Q4 2014
CVXChevron Corp	$987K	0.33%	0.00%	+42.3%	Q2 2022
MELIMercadolibre Inc	$923K	0.31%	0.00%	-1.5%	Q1 2024
HALOHalozyme Therapeutics, Inc.	$815K	0.27%	0.01%	+5.5%	Q1 2024
TSLATesla, Inc.	$780K	0.26%	0.00%	+3.5%	Q3 2021
GOOGAlphabet Inc.	$723K	0.24%	Not reported	-8.3%	Q2 2023
NBIXNeurocrine Biosciences Inc	$656K	0.22%	0.00%	+17.2%	Q4 2023
CORTCorcept Therapeutics Inc	$614K	0.21%	0.01%	+20.9%	Q2 2020
ORCLOracle Corp	$593K	0.20%	0.00%	-2.3%	Q2 2023
NTRSNorthern Trust Corp	$567K	0.19%	0.00%	Not reported	Q2 2024
SHOPShopify Inc.	$535K	0.18%	0.00%	+9.5%	Q1 2024
PNCPNC Financial Services Group, Inc.	$533K	0.18%	0.00%	+10.8%	Q2 2024
GILDGilead Sciences, Inc.	$506K	0.17%	0.00%	-41.2%	Q1 2019
GMEDGlobus Medical Inc	$494K	0.17%	0.01%	+17.8%	Q1 2024
TPRTapestry, Inc.	$486K	0.16%	0.00%	-46.3%	Q4 2024
FITBFifth Third Bancorp	$481K	0.16%	0.00%	+8.0%	Q1 2024
XOMExxonMobil Holdings Corp	$466K	0.16%	0.00%	+80.4%	Q3 2021
ZETAZeta Global Holdings Corp.	$460K	0.15%	Not reported	+40.7%	Q2 2024
RIORio Tinto PLC	$458K	0.15%	0.00%	Not reported	Q1 2019
ABBVAbbVie Inc.	$431K	0.14%	0.00%	New	Q3 2025
APAMArtisan Partners Asset Management Inc.	$427K	0.14%	0.01%	Not reported	Q2 2023
JPMJPMorgan Chase & Co	$387K	0.13%	0.00%	New	Q3 2025
MDTMedtronic plc	$375K	0.13%	0.00%	+16.8%	Q2 2024
PODDInsulet Corp	$372K	0.12%	0.00%	+15.1%	Q3 2019
ETONEton Pharmaceuticals, Inc.	$369K	0.12%	0.06%	New	Q3 2025
ETDEthan Allen Interiors Inc	$368K	0.12%	0.05%	Not reported	Q2 2023
PGRProgressive Corp	$353K	0.12%	0.00%	-0.1%	Q4 2022
UNHUnitedhealth Group Inc	$339K	0.11%	0.00%	+15.7%	Q4 2022
CCitigroup Inc	$337K	0.11%	0.00%	-37.6%	Q2 2024
PRKPark National Corp	$332K	0.11%	0.01%	Not reported	Q4 2024
CPBCAMPBELL'S Co	$329K	0.11%	0.00%	New	Q3 2025
HUBSHubspot Inc	$326K	0.11%	0.00%	-27.9%	Q1 2017
AEPAmerican Electric Power Co Inc	$325K	0.11%	0.00%	-15.5%	Q1 2015
CMAComerica Inc	$321K	0.11%	0.00%	New	Q3 2025
FMCFMC Corp	$319K	0.11%	0.01%	Not reported	Q2 2024
VZVerizon Communications Inc	$308K	0.10%	0.00%	-27.4%	Q1 2025
KOCoca Cola Co	$291K	0.10%	0.00%	0.0%	Q4 2014
ALABAstera Labs, Inc.	$288K	0.10%	0.00%	New	Q3 2025

Q2 2025Reported Jul 8, 202566 positions
VOTVan Kampen Municipal Opportunity Trust II	$4.54M	1.61%	Not reported	-12.2%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$4.11M	1.46%	Not reported	+0.8%	Q4 2018
AXONAxon Enterprise, Inc.	$3.29M	1.17%	0.01%	-4.4%	Q2 2017
IDCCInterDigital, Inc.	$2.13M	0.76%	0.04%	-1.3%	Q1 2018
CPRXCatalyst Pharmaceuticals, Inc.	$1.98M	0.70%	0.07%	-5.0%	Q2 2023
NVDANvidia Corp	$1.85M	0.66%	0.00%	-4.6%	Q3 2021
BSVNBank7 Corp.	$1.35M	0.48%	0.18%	-0.4%	Q4 2016
SILGolden Minerals Co	$1.22M	0.43%	Not reported	+5.2%	Q4 2019
METAMeta Platforms, Inc.	$1.19M	0.42%	Not reported	+2.9%	Q3 2021
MSFTMicrosoft Corp	$1.16M	0.41%	0.00%	-3.2%	Q2 2021
AVGOBroadcom Inc.	$1.06M	0.38%	0.00%	-4.9%	Q2 2024
MELIMercadolibre Inc	$1.05M	0.37%	0.00%	-2.2%	Q1 2024
CSCOCisco Systems, Inc.	$1.02M	0.36%	0.00%	+0.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$963K	0.34%	Not reported	-1.5%	Q2 2021
GILDGilead Sciences, Inc.	$860K	0.31%	0.00%	-9.0%	Q1 2019
TPRTapestry, Inc.	$702K	0.25%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$639K	0.23%	0.00%	+8.3%	Q2 2022
GOOGAlphabet Inc.	$574K	0.20%	Not reported	+6.0%	Q2 2023
HALOHalozyme Therapeutics, Inc.	$548K	0.19%	0.01%	-15.0%	Q1 2024
HUBSHubspot Inc	$538K	0.19%	0.00%	-30.5%	Q1 2017
TSLATesla, Inc.	$538K	0.19%	0.00%	+25.0%	Q3 2021
NTRSNorthern Trust Corp	$534K	0.19%	0.00%	Not reported	Q2 2024
BMYBristol Myers Squibb Co	$515K	0.18%	0.00%	-2.3%	Q1 2024
NBIXNeurocrine Biosciences Inc	$501K	0.18%	0.00%	-41.0%	Q4 2023
ONTOOnto Innovation Inc.	$501K	0.18%	0.01%	-36.4%	Q2 2020
LMTLockheed Martin Corp	$479K	0.17%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$472K	0.17%	0.00%	+0.1%	Q2 2023
CCitigroup Inc	$453K	0.16%	0.00%	Not reported	Q2 2024
CORTCorcept Therapeutics Inc	$449K	0.16%	0.01%	+10.4%	Q2 2020
PNCPNC Financial Services Group, Inc.	$446K	0.16%	0.00%	+4.3%	Q2 2024
GMEDGlobus Medical Inc	$432K	0.15%	0.01%	-28.9%	Q1 2024
IOTSamsara Inc.	$425K	0.15%	Not reported	-35.2%	Q1 2024
VZVerizon Communications Inc	$418K	0.15%	0.00%	+109.8%	Q1 2025
FITBFifth Third Bancorp	$411K	0.15%	0.00%	0.0%	Q1 2024
KVUEKenvue Inc.	$392K	0.14%	0.00%	+2.2%	Q4 2024
PGRProgressive Corp	$381K	0.14%	0.00%	Not reported	Q4 2022
SHOPShopify Inc.	$379K	0.13%	0.00%	+5.5%	Q1 2024
STTState Street Corp	$369K	0.13%	0.00%	Not reported	Q2 2024
AEPAmerican Electric Power Co Inc	$355K	0.13%	0.00%	+7.4%	Q1 2015
DINOHF Sinclair Corp	$348K	0.12%	0.00%	+4.9%	Q2 2024
PRKPark National Corp	$341K	0.12%	0.01%	Not reported	Q4 2024
PODDInsulet Corp	$329K	0.12%	0.00%	-21.4%	Q3 2019
KMBKimberly Clark Corp	$326K	0.12%	0.00%	+0.1%	Q1 2015
KOCoca Cola Co	$311K	0.11%	0.00%	0.0%	Q4 2014
MDTMedtronic plc	$293K	0.10%	0.00%	Not reported	Q2 2024
TEAMAtlassian Corp	$292K	0.10%	Not reported	-8.2%	Q4 2024
WFCWells Fargo & Company	$292K	0.10%	0.00%	Not reported	Q4 2022
FTNTFortinet, Inc.	$287K	0.10%	0.00%	Not reported	Q4 2015
VVisa Inc.	$281K	0.10%	0.00%	Not reported	Q2 2021
CFRCullen/Frost Bankers, Inc.	$267K	0.10%	0.00%	Not reported	Q2 2024

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