Juncture Wealth Strategies, LLC reported 108 positions worth $72.26M for the quarter ended Sep 30, 2026, up 9.7% on the prior quarter. It opened 11 new positions, added to 51, trimmed 38 and exited 3. Its largest holding is Nvidia Corp at 4.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +13.6K | +510.3% | $2.06M | 3.4% |
| ABBV AbbVie Inc. | +7,824 | +451.0% | $2.05M | 3.46% |
| ABT Abbott Laboratories | +6,658 | – | $657.98K | 0.911% |
| WDC Western Digital Corp | +877 | – | $398.58K | 0.552% |
| SNDK Sandisk Corp | +166 | +34.9% | $288.83K | 1.54% |
| TMO Thermo Fisher Scientific Inc. | +415 | – | $280.18K | 0.388% |
| VLO Valero Energy Corp | +705 | – | $273.30K | 0.378% |
| CPB CAMPBELL'S Co | +13.5K | – | $267.71K | 0.37% |
| CAI Caris Life Sciences, Inc. | +7,936 | – | $243.08K | 0.336% |
| NEM NEWMONT Corp | +1,988 | – | $229.32K | 0.317% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -1,305 | -67.1% | $650.18K | 0.442% |
| IDCC InterDigital, Inc. | -1,042 | -62.3% | $339.76K | 0.284% |
| MSFT Microsoft Corp | -482 | -9.8% | $247.19K | 3.14% |
| UBER Uber Technologies, Inc | -3,318 | -100.0% | $239.43K | Exited |
| HONA Honeywell Aerospace Inc. | -1,057 | -100.0% | $233.68K | Exited |
| APAM Artisan Partners Asset Management Inc. | -6,386 | -100.0% | $220.51K | Exited |
| META Meta Platforms, Inc. | -204 | -16.2% | $147.87K | 1.06% |
| GMED Globus Medical Inc | -1,601 | -15.0% | $119.91K | 0.942% |
| MU Micron Technology Inc | -90 | -7.8% | $95.88K | 1.57% |
| AIP Arteris, Inc. | -3,989 | -25.4% | $94.30K | 0.383% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ABT Abbott Laboratories | +6,658 | $657.98K | 0.911% |
| WDC Western Digital Corp | +877 | $398.58K | 0.552% |
| TMO Thermo Fisher Scientific Inc. | +415 | $280.18K | 0.388% |
| VLO Valero Energy Corp | +705 | $273.30K | 0.378% |
| CPB CAMPBELL'S Co | +13.5K | $267.71K | 0.37% |
| CAI Caris Life Sciences, Inc. | +7,936 | $243.08K | 0.336% |
| NEM NEWMONT Corp | +1,988 | $229.32K | 0.317% |
| RIGL Rigel Pharmaceuticals Inc | +4,561 | $219.61K | 0.304% |
| USB Us Bancorp \De\ | +3,761 | $217.26K | 0.301% |
| BRZE Braze, Inc. | +8,384 | $210.44K | 0.291% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 14.8K | $3.38M | 4.68% | +393 | +2.7% | Added | 0% |
| 2 | PANW Palo Alto Networks Inc | Technology | 8,259 | $3.28M | 4.54% | -196 | -2.3% | Reduced | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 8,704 | $3.06M | 4.23% | -162 | -1.8% | Reduced | 0% |
| 4 | ABBV AbbVie Inc. | Healthcare | 9,559 | $2.50M | 3.46% | +7,824 | +451.0% | Added | 0% |
| 5 | SPCX Space Exploration Technologies Corp | Industrials | 16.3K | $2.46M | 3.4% | +13.6K | +510.3% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 4,422 | $2.27M | 3.14% | -482 | -9.8% | Reduced | 0% |
| 7 | CSCO Cisco Systems, Inc. | Technology | 14.3K | $1.54M | 2.13% | -160 | -1.1% | Reduced | 0% |
| 8 | ETON Eton Pharmaceuticals, Inc. | Healthcare | 28.0K | $1.44M | 1.99% | -871 | -3.0% | Reduced | 0.1% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 8,828 | $1.44M | 1.99% | -321 | -3.5% | Reduced | 0% |
| 10 | AXON Axon Enterprise, Inc. | Technology | 3,349 | $1.42M | 1.96% | -66 | -1.9% | Reduced | 0% |
| 11 | KNSA Kiniksa Pharmaceuticals International, plc | Healthcare | 17.5K | $1.31M | 1.81% | -275 | -1.5% | Reduced | 0.02% |
| 12 | HALO Halozyme Therapeutics, Inc. | Healthcare | 11.6K | $1.28M | 1.78% | -240 | -2.0% | Reduced | 0.01% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 3,858 | $1.28M | 1.77% | +49 | +1.3% | Added | 0% |
| 14 | APH Amphenol Corp | Industrials | 15.1K | $1.28M | 1.77% | +477 | +3.3% | Added | 0% |
| 15 | CVX Chevron Corp | Energy | 6,138 | $1.25M | 1.73% | +176 | +3.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Juncture Wealth Strategies.
As of its Q3 2026 13F filing, Juncture Wealth Strategies, LLC’s five largest positions were Nvidia Corp (NVDA) at 4.7%, Palo Alto Networks Inc (PANW) at 4.5%, Broadcom Inc. (AVGO) at 4.2%, AbbVie Inc. (ABBV) at 3.5%, Space Exploration Technologies Corp (SPCX) at 3.4% of the reported portfolio.
Juncture Wealth Strategies, LLC reported a 13F portfolio worth $72.26M across 108 positions for Q3 2026. That is up 9.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($2.06M), AbbVie Inc. ($2.05M), Abbott Laboratories ($657.98K). It opened 11 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($650.18K), InterDigital, Inc. ($339.76K), Microsoft Corp ($247.19K). It exited 3 positions entirely.
From the Form 13F-HR reports Juncture Wealth Strategies, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.