Juncture Wealth Strategies, LLC

Juncture Wealth Strategies, LLC reported 185 holdings worth US$390M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 6, 2026

Juncture Wealth Strategies, LLC reported 185 holdings worth US$390M as of Sep 30, 2026. Largest: Nvidia Corporation, Palo Alto Networks, Inc. and Broadcom Inc. Filed Oct 6, 2026 (Form 13F).

Holdings
185
Value as reported
US$390M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation14,806US$3.38M0.87%
Palo Alto Networks, Inc.8,259US$3.28M0.84%
Broadcom Inc.8,704US$3.06M0.78%
Abbvie Inc.9,559US$2.5M0.64%
Space Exploration Technologies Corp16,300US$2.46M0.63%
Microsoft Corp.4,422US$2.27M0.58%
Cisco Systems, Inc.14,290US$1.54M0.39%
Eton Pharmaceuticals, Inc.27,978US$1.44M0.37%
Exxon Mobil Corporation8,828US$1.44M0.37%
Axon Enterprise, Inc.3,349US$1.42M0.36%
Halozyme Therapeutics, Inc.11,625US$1.28M0.33%
Jp Morgan Chase & Co.3,858US$1.28M0.33%
Amphenol Corporation15,139US$1.28M0.33%
Chevron Corporation6,138US$1.25M0.32%
Advanced Micro Devices Inc1,884US$1.15M0.30%
Micron Technology, Inc.1,067US$1.14M0.29%
Sandisk Corporation641US$1.12M0.29%
Zeta Global Holdings Corp.34,391US$1.09M0.28%
Mastercard Incorporated1,614US$890K0.23%
Astera Labs, Inc.2,499US$890K0.23%
Costco Wholesale Corporation972US$885K0.23%
Morgan Stanley4,463US$839K0.22%
Rio Tinto Plc8,585US$808K0.21%
Meta Platforms, Inc.1,056US$765K0.20%
Alphabet Inc (google) Class C2,243US$764K0.20%
Neurocrine Biosciences, Inc.5,307US$753K0.19%
Fifth Third Bancorp14,258US$721K0.18%
Pultegroup, Inc.6,038US$701K0.18%
Texas Instruments Incorporated2,465US$690K0.18%
Globus Medical, Inc.9,091US$681K0.17%
Eli Lilly And Company581US$672K0.17%
Northern Trust Corporation3,920US$664K0.17%
Abbott Laboratories6,658US$658K0.17%
Ptc Therapeutics, Inc.9,793US$634K0.16%
Gilead Sciences, Inc.4,221US$629K0.16%
Samsara Inc.15,640US$596K0.15%
Incyte Corporation4,885US$593K0.15%
Tesla, Inc.1,604US$569K0.15%
Shopify Inc.3,744US$555K0.14%
Atlassian Corporation3,032US$544K0.14%
Pnc Financial Services Group, Inc. (the)2,410US$536K0.14%
Aurinia Pharmaceuticals Inc32,478US$526K0.13%
O'reilly Automotive, Inc.6,015US$514K0.13%
Hf Sinclair Corporation4,708US$505K0.13%
Mercadolibre, Inc.292US$505K0.13%
Monster Beverage Corporation11,696US$487K0.12%
Ati Inc.2,487US$471K0.12%
Tapestry, Inc.4,051US$466K0.12%
Mirum Pharmaceuticals, Inc.5,330US$456K0.12%
Intercontinental Exchange Inc.2,953US$449K0.12%
Coca-cola Company (the)5,188US$447K0.11%
Citigroup, Inc.3,425US$443K0.11%
United Parcel Service, Inc.4,726US$442K0.11%
Credo Technology Group Holding Ltd2,236US$436K0.11%
L3harris Technologies, Inc.1,759US$417K0.11%
Western Digital Corporation877US$399K0.10%
Vericel Corporation9,929US$399K0.10%
Blackrock, Inc.363US$384K0.10%
Genmab A/s10,424US$372K0.10%
Regions Financial Corporation13,734US$369K0.09%
Union Pacific Corporation1,356US$369K0.09%
Healthequity, Inc.4,142US$366K0.09%
Park National Corporation2,015US$360K0.09%
Goldman Sachs Group, Inc. (the)388US$349K0.09%
Kulicke And Soffa Industries, Inc.3,667US$346K0.09%
American Electric Power Company, Inc.2,769US$329K0.08%
Johnson & Johnson1,229US$325K0.08%
Conocophillips2,563US$321K0.08%
Friedman Industries Inc.8,391US$321K0.08%
Berkshire Hathaway Inc.641US$319K0.08%
Eog Resources, Inc.2,292US$316K0.08%
Hormel Foods Corporation15,723US$314K0.08%
Novartis Ag2,198US$313K0.08%
Verizon Communications Inc.6,825US$313K0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.685US$312K0.08%
Lowe's Companies, Inc.1,664US$307K0.08%
Genuine Parts Company2,425US$305K0.08%
Oracle Corporation2,208US$303K0.08%
Ecolab Inc.1,095US$301K0.08%
Progressive Corporation (the)1,425US$295K0.08%
Supernus Pharmaceuticals, Inc.6,778US$292K0.07%
State Street Corporation1,668US$291K0.07%
Textron Inc.3,791US$289K0.07%
Thermo Fisher Scientific Inc415US$280K0.07%
Bank Of America Corporation5,130US$279K0.07%
Arteris, Inc.11,720US$277K0.07%
Mongodb, Inc.792US$276K0.07%
Valero Energy Corporation705US$273K0.07%
Altria Group, Inc.4,028US$271K0.07%
The Campbell's Company13,500US$268K0.07%
Wells Fargo & Company3,129US$250K0.06%
Caris Life Sciences, Inc.7,936US$243K0.06%
Walmart Inc.2,336US$243K0.06%
Newmont Corporation1,988US$229K0.06%
Rigel Pharmaceuticals, Inc.4,561US$220K0.06%
U.s. Bancorp3,761US$217K0.06%
Braze, Inc.8,384US$210K0.05%
Analog Devices, Inc.520US$206K0.05%
Interdigital, Inc.630US$205K0.05%
Senstar Technologies Corporation34,375US$55,6880.01%

Every holding of Juncture Wealth Strategies, LLC

Source

View original at SEC

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