Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC reported 179 holdings worth US$384M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 9, 2026

Juncture Wealth Strategies, LLC reported 179 holdings worth US$384M as of Jun 30, 2026. Largest: Broadcom Inc., Nvidia Corporation and Palo Alto Networks, Inc. Filed Jul 9, 2026 (Form 13F).

Holdings
179
Value as reported
US$384M

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.8,866US$3.35M0.87%
Nvidia Corporation14,413US$2.88M0.75%
Palo Alto Networks, Inc.8,455US$2.88M0.75%
Axon Enterprise, Inc.3,415US$1.91M0.50%
Microsoft Corp.4,904US$1.83M0.48%
Cisco Systems, Inc.14,450US$1.7M0.44%
Micron Technology, Inc.1,157US$1.34M0.35%
Amphenol Corporation7,331US$1.29M0.34%
Astera Labs, Inc.2,613US$1.26M0.33%
Exxon Mobil Corporation9,149US$1.25M0.33%
Jp Morgan Chase & Co.3,809US$1.25M0.32%
Advanced Micro Devices Inc1,946US$1.13M0.29%
Sandisk Corporation475US$1.08M0.28%
Eton Pharmaceuticals, Inc.28,849US$1.04M0.27%
Chevron Corporation5,962US$988K0.26%
Berkshire Hathaway Inc.1,946US$974K0.25%
Halozyme Therapeutics, Inc.11,865US$929K0.24%
Morgan Stanley4,326US$904K0.24%
Costco Wholesale Corporation952US$890K0.23%
Neurocrine Biosciences, Inc.5,262US$887K0.23%
Ptc Therapeutics, Inc.10,577US$863K0.22%
Globus Medical, Inc.10,692US$845K0.22%
Fifth Third Bancorp14,657US$826K0.21%
Pultegroup, Inc.5,961US$818K0.21%
Mastercard Incorporated1,575US$809K0.21%
Rio Tinto Plc8,278US$786K0.20%
Alphabet Inc (google) Class C2,149US$768K0.20%
Arteris, Inc.15,709US$763K0.20%
Eli Lilly And Company612US$734K0.19%
Meta Platforms, Inc.1,260US$710K0.18%
Texas Instruments Incorporated2,360US$703K0.18%
Northern Trust Corporation3,920US$681K0.18%
Tesla, Inc.1,603US$674K0.18%
Zeta Global Holdings Corp.32,256US$635K0.17%
Credo Technology Group Holding Ltd2,328US$633K0.16%
Pnc Financial Services Group, Inc. (the)2,509US$618K0.16%
Kulicke And Soffa Industries, Inc.4,617US$618K0.16%
Tapestry, Inc.4,150US$608K0.16%
Aurinia Pharmaceuticals Inc34,232US$581K0.15%
Catalyst Pharmaceuticals, Inc.18,408US$579K0.15%
Mirum Pharmaceuticals, Inc.4,815US$564K0.15%
Incyte Corporation4,956US$562K0.15%
Monster Beverage Corporation5,804US$558K0.15%
Gilead Sciences, Inc.4,340US$548K0.14%
O'reilly Automotive, Inc.5,790US$533K0.14%
L3harris Technologies, Inc.1,779US$517K0.13%
Ati Inc.2,487US$490K0.13%
Interdigital, Inc.1,672US$473K0.12%
Citigroup, Inc.3,274US$458K0.12%
Space Exploration Technologies Corp2,671US$456K0.12%
Samsara Inc.13,717US$445K0.12%
United Parcel Service, Inc.4,126US$444K0.12%
Abbvie Inc.1,735US$437K0.11%
Mercadolibre, Inc.256US$435K0.11%
Goldman Sachs Group, Inc. (the)425US$430K0.11%
Lowe's Companies, Inc.1,941US$428K0.11%
Intercontinental Exchange Inc.3,092US$381K0.10%
American Electric Power Company, Inc.2,769US$379K0.10%
Union Pacific Corporation1,377US$375K0.10%
Park National Corporation2,015US$369K0.10%
Vericel Corporation8,283US$369K0.10%
Healthequity, Inc.4,065US$367K0.10%
Regions Financial Corporation12,132US$366K0.10%
Coca-cola Company (the)4,362US$354K0.09%
Hormel Foods Corporation13,819US$343K0.09%
Taiwan Semiconductor Manufacturing Co., Ltd.717US$342K0.09%
Blackrock, Inc.356US$342K0.09%
Textron Inc.3,710US$340K0.09%
Hf Sinclair Corporation4,707US$328K0.09%
Novartis Ag1,998US$313K0.08%
Johnson & Johnson1,228US$312K0.08%
Progressive Corporation (the)1,425US$311K0.08%
Oracle Corporation2,113US$310K0.08%
Shopify Inc.2,695US$308K0.08%
Verizon Communications Inc.7,193US$305K0.08%
State Street Corporation1,768US$300K0.08%
Supernus Pharmaceuticals, Inc.6,404US$298K0.08%
Theravance Biopharma, Inc.17,234US$293K0.08%
Bank Of America Corporation5,129US$292K0.08%
Ecolab Inc.1,047US$292K0.08%
Altria Group, Inc.3,978US$286K0.07%
Eog Resources, Inc.2,192US$284K0.07%
Friedman Industries Inc.8,391US$270K0.07%
Walmart Inc.2,335US$264K0.07%
Wells Fargo & Company3,148US$260K0.07%
Mongodb, Inc.718US$241K0.06%
Uber Technologies, Inc.3,318US$239K0.06%
Conocophillips2,277US$237K0.06%
Artisan Partners Asset Management Inc.6,386US$221K0.06%
Atlassian Corporation2,771US$216K0.06%
Analog Devices, Inc.520US$207K0.05%
Genuine Parts Company1,710US$202K0.05%
Genmab A/s7,341US$202K0.05%
Senstar Technologies Corporation34,375US$66,3440.02%
Medical Properties Trust, Inc.13,510US$62,4150.02%
Baker Hughes Company0US$00.00%
Coterra Energy Inc.0US$00.00%
Newmont Corporation0US$00.00%
Prologis, Inc.0US$00.00%
U.s. Bancorp0US$00.00%

Source

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