account_balance
Investment manager · 13F filer · SEC CIK 1632866
Juncture Wealth Strategies, LLC
Reported value$390Mas of Sep 30, 2026
Positions185 14 new, 8 sold out
Top 10 weight45.7%VV alone is 15%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VVVanguard Index FDS
14.5%Trimmed −11%
SCHBSchwab Strategic Tr
9.1%
DFUVDimensional ETF Trust
4.5%Trimmed −5%
RSPInvesco Exchange Traded Fd T
3.8%
AGGiShares Tr
2.7%Added +13%
SCHDSchwab Strategic Tr
2.7%
VCITVanguard Scottsdale FDS
2.4%Added +8%
DFATDimensional ETF Trust
2.3%
VGKVanguard Intl Equity Index F
2.0%+6%
XYLDGlobal X FDS
1.7%
EEMiShares Tr
1.6%+27%
PDBCInvesco Actvely MNGD Etc Fd
1.6%
VVVanguard Index FDS
14.5%Trimmed −11%
SCHBSchwab Strategic Tr
9.1%
DFUVDimensional ETF Trust
4.5%
RSPInvesco Exchange Traded Fd T
3.8%
AGG2.7%
SCHD2.7%
VCIT2.4%
DFAT2.3%
VGK2.0%
XYLD
EEM1.6%
PDBC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VV Vanguard Index FDS 14.5% Trimmed −11%
SCHB Schwab Strategic Tr 9.1% Held
DFUV Dimensional ETF Trust 4.5% Trimmed −5%
RSP Invesco Exchange Traded Fd T 3.8% Held
AGG iShares Tr 2.7% Added +13%
SCHD Schwab Strategic Tr 2.7% Held
VCIT Vanguard Scottsdale FDS 2.4% Added +8%
DFAT Dimensional ETF Trust 2.3% Held
VGK Vanguard Intl Equity Index F 2.0% Added +6%
XYLD Global X FDS 1.7% Held
EEM iShares Tr 1.6% Added +27%
PDBC Invesco Actvely MNGD Etc Fd 1.6% New
What changed
Biggest moves since Jun 30, 2026
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