Juncture Wealth Strategies, LLC - Q42025 Holdings

Juncture Wealth Strategies, LLC holds 134 stocks with a total portfolio value of $ 303.79M as of Q42025. In Q42025, Juncture Wealth Strategies, LLC added 13 new positions, increased stakes in 49 stocks, reduced 61 holdings, and fully exited 9 positions. The largest holding is Vanguard Index Fds (VV), representing 24.44% of the total portfolio.