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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 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYD SPDR SERIES TRUST 30,544.0 $1.3M 0.43% +1K +4.4% $43.25 +8.3%
42 AVGO BROADCOM INC Technology 3,609.0 $1.2M 0.41% -243.0 -6.3% $346.06 +21.6%
43 CYBERARK SOFTWARE LTD 2,786.0 $1.2M 0.41% -48.0 -1.7% $446.06
44 SHM SPDR SERIES TRUST 25,791.0 $1.2M 0.41% -5K -15.9% $47.99 -0.6%
45 MDYV SPDR SERIES TRUST 14,604.0 $1.2M 0.41% -537.0 -3.5% $84.65 +5.3%
46 CSCO CISCO SYS INC Technology 15,042.0 $1.2M 0.38% +132.0 +0.9% $77.03 +53.5%
47 CVX CHEVRON CORP NEW Energy 7,451.0 $1.1M 0.37% +1K +17.2% $152.41 +25.4%
48 IWF ISHARES TR 2,199.0 $1.0M 0.34% +720.0 +48.7% $473.30 -73.8%
49 MSFT MICROSOFT CORP Technology 2,114.0 $1.0M 0.34% -153.0 -6.8% $483.72 -12.8%
50 BERKSHIRE HATHAWAY INC DEL 1,944.0 $977K 0.32% -92.0 -4.5% $502.65
51 META META PLATFORMS INC Communication Services 1,422.0 $939K 0.31% -175.0 -11.0% $660.11 -7.0%
52 SCHG SCHWAB STRATEGIC TR 28,383.0 $926K 0.30% $32.62 +4.8%
53 GOOG ALPHABET INC Communication Services 2,777.0 $871K 0.29% -190.0 -6.4% $313.80 +25.3%
54 TSLA TESLA INC Consumer Cyclical 1,759.0 $791K 0.26% $449.72 -6.1%
55 GLOBUS MED INC 9,020.0 $788K 0.26% +399.0 +4.6% $87.31
56 SCHZ SCHWAB STRATEGIC TR 33,695.0 $787K 0.26% +3K +8.8% $23.37 -2.0%
57 XLK SELECT SECTOR SPDR TR 5,356.0 $771K 0.25% +3K +98.2% $143.97 +21.1%
58 HALO HALOZYME THERAPEUTICS INC Healthcare 10,975.0 $739K 0.24% -139.0 -1.2% $67.30 -0.3%
59 RIO RIO TINTO PLC Basic Materials 9,211.0 $737K 0.24% +2K +32.7% $80.03 +29.6%
60 MELI MERCADOLIBRE INC Consumer Cyclical 358.0 $721K 0.24% -37.0 -9.4% $2014.26 -23.2%
Page 3 of 7  ·  134 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%