JUNCTURE WEALTH STRATEGIES, LLC

RIA/Wealth

JUNCTURE WEALTH STRATEGIES, LLC is a RIA/Wealth based in Scottsdale, AZ led by Barry Scott Rhonemus, reporting $409.6M in AUM as of Q3 2025 with 85% ETF concentration, 60% concentrated in top 10 holdings, 25% allocation to VV, and minimal technology exposure.

CEOBarry Scott Rhonemus

Portfolio Value: $298.5M
Positions: 130
Top Holding: VV at 24.55%
Last Reported: Q3 2025

Address8777 E. Via De Ventura, Suite 120, Scottsdale, AZ, 85258, United States

Top Holdings

Largest long holdings in JUNCTURE WEALTH STRATEGIES, LLC's portfolio (59.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Large-Cap VV	ETF ETF	$73.3M	24.55%	-$36.3K Sold	— 238.0K shares	Q1 2023 Held for 2y 8m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$32.7M	10.97%	+$310.9K Bought	— 1.3M shares	Q1 2017 Held for 8y 8m
3 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$17.5M	5.86%	-$1.3M Sold	— 391.6K shares	Q2 2022 Held for 3y 5m
4 Schwab US Dividend Equity SCHD	ETF ETF	$10.0M	3.34%	+$101.2K Bought	— 365.6K shares	Q4 2014 Held for 10y 11m
5 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$8.4M	2.81%	-$743.7K Sold	— 151.7K shares	Q2 2019 Held for 6y 5m
6 Dimensional U.S. Targeted Value DFAT	ETF ETF	$8.2M	2.76%	+$6.5K Bought	— 141.5K shares	Q2 2021 Held for 4y 5m
7 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$8.1M	2.72%	+$39.3K Bought	— 81.1K shares	Q4 2014 Held for 10y 11m
8 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$7.4M	2.50%	+$153.1K Bought	— 88.6K shares	Q4 2016 Held for 8y 11m
9 XYLD Global X S&P 500 Covered Call XYLD	ETF ETF	$6.3M	2.11%	+$215.1K Bought	— 160.5K shares	Q2 2023 Held for 2y 5m
10 Global X Uranium URA	ETF ETF	$6.3M	2.11%	-$778.3K Sold	— 132.2K shares	Q1 2021 Held for 4y 8m