Juncture Wealth Strategies, LLC ETF holdings
Scottsdale, AZ
Reported $317.6M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$317.6M
ETFs held
76
Change from prior quarter
+20.1%
With price moves
ETFs as a share of its 13F
82.6%
of $384.4M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VV | Vanguard Morningstar Large-Cap ETF | $62.5M | 181,619 | −21,459 shares |
| SCHB | Schwab U.S. Broad Market ETF | $35.5M | 1,226,246 | −40,635 shares |
| DFUV | Dimensional US Marketwide Value ETF | $18.4M | 334,724 | −30,664 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $14.9M | 69,798 | +25,856 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $10.3M | 323,518 | −63,831 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $9.9M | 100,001 | +7,819 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $9.6M | 136,848 | +230 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $8.9M | 108,280 | +7,373 shares |
| VGK | Vanguard FTSE Europe ETF | $7.4M | 83,967 | −2,154 shares |
| SDY | State Street SPDR S&P Dividend ETF | $6.8M | 44,771 | New position |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001632866. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Juncture Wealth Strategies, LLC own?
Juncture Wealth Strategies, LLC reported 76 ETF positions worth $317.6M in its Form 13F for June 30, 2026. The largest was VV, at $62.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.