Juncture Wealth Strategies, LLC filed its third-quarter 2026 Form 13F-HR with the Securities and Exchange Commission on October 6, 2026. The filing details the firm's equity holdings as of September 30, 2026. The firm is headquartered at 8777 E Via De Ventura Suite 120 in Scottsdale, Arizona.
The report lists 185 total holdings. The largest position by number of shares held is the Dimensional ETF Trust US Market-Wide Value ETF, with 3,185,53 shares. The firm also holds significant positions in the Dimensional ETF Trust US Targeted Value ETF (1,372,57 shares) and the Vanguard Index Funds Large Cap ETF (56,750,615 shares).
Among the individual stock holdings, the portfolio includes shares of Broadcom Inc., with 8,704 shares. Other notable individual stock positions include shares of NVIDIA Corporation (14,806 shares), Costco Wholesale Corporation (972 shares), and Eli Lilly & Co. (581 shares).
The filing indicates that all positions are held as sole voting and dispositive power.
