Juncture Wealth Strategies, LLC - Q32026 Holdings

Juncture Wealth Strategies, LLC holds 185 stocks with a total portfolio value of $ 390.3M as of Q32026. In Q32026, Juncture Wealth Strategies, LLC added 14 new positions, increased stakes in 85 stocks, reduced 72 holdings, and fully exited 8 positions. The largest holding is Vanguard Index Fds (VV), representing 14.54% of the total portfolio.