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Portfolio (Quarterly) Guide ↗

JUNCTURE WEALTH STRATEGIES, LLC

· CIK 0001632866
13F Portfolio $304M AUM 134 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 43 Added 56 Reduced 9 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 17,386.0 $1.4M 0.45% -1K -7.3% $78.81 -1.3%
22 SOXX ISHARES TR 4,526.0 $1.4M 0.45% -391.0 -8.0% $301.15 +64.7%
23 MUB ISHARES TR 12,342.0 $1.3M 0.43% -3K -17.7% $107.11 -1.0%
24 AVGO BROADCOM INC Technology 3,609.0 $1.2M 0.41% -243.0 -6.3% $346.06 +21.6%
25 CYBERARK SOFTWARE LTD 2,786.0 $1.2M 0.41% -48.0 -1.7% $446.06
26 SHM SPDR SERIES TRUST 25,791.0 $1.2M 0.41% -5K -15.9% $47.99 -0.6%
27 MDYV SPDR SERIES TRUST 14,604.0 $1.2M 0.41% -537.0 -3.5% $84.65 +5.3%
28 MSFT MICROSOFT CORP Technology 2,114.0 $1.0M 0.34% -153.0 -6.8% $483.72 -12.8%
29 BERKSHIRE HATHAWAY INC DEL 1,944.0 $977K 0.32% -92.0 -4.5% $502.65
30 META META PLATFORMS INC Communication Services 1,422.0 $939K 0.31% -175.0 -11.0% $660.11 -7.0%
31 GOOG ALPHABET INC Communication Services 2,777.0 $871K 0.29% -190.0 -6.4% $313.80 +25.3%
32 HALO HALOZYME THERAPEUTICS INC Healthcare 10,975.0 $739K 0.24% -139.0 -1.2% $67.30 -0.3%
33 MELI MERCADOLIBRE INC Consumer Cyclical 358.0 $721K 0.24% -37.0 -9.4% $2014.26 -23.2%
34 DVY ISHARES TR 4,833.0 $682K 0.23% -214.0 -4.2% $141.14 +8.0%
35 SCHH SCHWAB STRATEGIC TR 32,174.0 $672K 0.22% -1K -3.7% $20.89 +11.3%
36 SPYG SPDR SERIES TRUST 6,175.0 $659K 0.22% -2K -20.1% $106.70 +10.2%
37 TPR TAPESTRY INC Consumer Cyclical 4,250.0 $543K 0.18% -42.0 -1.0% $127.77 +1.2%
38 IJS ISHARES TR 4,487.0 $510K 0.17% -380.0 -7.8% $113.72 +11.0%
39 ABBV ABBVIE INC Healthcare 1,774.0 $405K 0.13% -88.0 -4.7% $228.50 -8.4%
40 XLF SELECT SECTOR SPDR TR 7,363.0 $403K 0.13% -41.0 -0.6% $54.77 -5.5%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Financial Services 25.1%
Healthcare 16.5%
Industrials 6.9%
Energy 6.1%
Consumer Cyclical 5.9%
Communication Services 5.2%
Consumer Defensive 3.4%
Basic Materials 1.9%
Utilities 0.8%