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JACK BARKER

Juncture Wealth Strategies, Llc

Assets Managed
$384.392M
Holdings
179
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
28.48%(2Q avg: 13.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Juncture Wealth Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Juncture Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 384.392M in assets, with a quarterly growth rate of 28.48% and a 2-quarter average growth rate of 13.49%. The portfolio is managed by JACK BARKER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -10.56%
16.25%
$62.46M
181,619 shares@ $343.91 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.2%
9.24%
$35.512M
1.226M shares@ $28.96 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -8.39%
4.8%
$18.413M
334,724 shares@ $55.01 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 58.85%
3.87%
$14.851M
69,798 shares@ $212.77 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -16.47%
2.67%
$10.259M
323,518 shares@ $31.72 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 8.49%
2.58%
$9.898M
100,001 shares@ $98.99 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 0.17%
2.49%
$9.566M
136,848 shares@ $69.9 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.31%
2.33%
$8.949M
108,280 shares@ $82.65 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -2.5%
1.94%
$7.434M
83,967 shares@ $88.55 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
New Position
1.78%
$6.813M
44,771 shares@ $152.19 avg price

1-10 of 179