Institutional Fund
Juncture Wealth Strategies, LLC
Scottsdale, AZCIK 16328665 filings on record
Portfolio Value
$299.19M
Q1 2026
Holdings
133
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.5%
from $303.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds20.3%
- Schwab Strategic Tr10.6%
- Dimensional ETF Trust5.9%
- Schwab Strategic Tr4.0%
- Ishares Tr3.1%
- Dimensional ETF Trust2.9%
- Other53.3%
Portfolio Holdings
133 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 203.1K | $60.69M | 20.3% | −32.8K | Reduced |
| 2 | Schwab Strategic Tr | 1.27M | $31.80M | 10.6% | −6.7K | Reduced |
| 3 | Dimensional ETF Trust | 365.4K | $17.71M | 5.9% | −26.6K | Reduced |
| 4 | Schwab Strategic Tr | 387.3K | $11.88M | 4.0% | +375 | Added |
| 5 | Ishares Tr | 92.2K | $9.15M | 3.1% | +4.4K | Added |
| 6 | Dimensional ETF Trust | 136.6K | $8.53M | 2.9% | −5.5K | Reduced |
| 7 | Invesco Exchange Traded Fd T | 43.9K | $8.43M | 2.8% | +43.9K | New |
| 8 | Vanguard Scottsdale Fds | 100.9K | $8.35M | 2.8% | +4.6K | Added |
| 9 | Spdr Series Trust | 130.8K | $7.40M | 2.5% | −12.7K | Reduced |
| 10 | Vanguard Intl Equity Index F | 86.1K | $7.10M | 2.4% | −712 | Reduced |
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