Turn8 Private Wealth
Latest statistics and disclosures from Turn8 Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPI, MSFT, XLE, GOOGL, TSM, and represent 20.63% of Turn8 Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: Vanguard Us Total Mkt Etf, SGOV, JEPQ, Stack Capital Group, LMT, SHOP, PLTR, BRK.B, COST, WM.
- Started 4 new stock positions in Vanguard Us Total Mkt Etf, PLTR, Stack Capital Group, SHOP.
- Reduced shares in these 10 stocks: SPY, EQIX, , GIB, CCJ, UNP, AGG, LQD, JPST, GOOGL.
- Sold out of its positions in GIB, EQIX, JPST, ACN.
- Turn8 Private Wealth was a net seller of stock by $-8.3M.
- Turn8 Private Wealth has $139M in assets under management (AUM), dropping by 0.61%.
- Central Index Key (CIK): 0002070026
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Portfolio Holdings for Turn8 Private Wealth
Turn8 Private Wealth holds 44 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 4.9 | $6.8M | 120k | 57.10 |
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| Microsoft Corporation (MSFT) | 4.2 | $5.8M | 11k | 513.78 |
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| Energy Select Sec Spdr Etf (XLE) | 4.0 | $5.5M | 62k | 89.34 |
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| Alphabet Inc Class A cs (GOOGL) | 3.9 | $5.4M | -4% | 22k | 243.10 |
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| Taiwan Semiconductor Mfg (TSM) | 3.7 | $5.1M | -2% | 18k | 279.29 |
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| NVIDIA Corporation (NVDA) | 3.6 | $5.0M | -3% | 27k | 186.58 |
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| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 3.4 | $4.8M | -7% | 43k | 111.47 |
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| Rbc Cad (RY) | 3.4 | $4.7M | +2% | 32k | 147.48 |
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| Apple (AAPL) | 3.3 | $4.5M | 18k | 254.63 |
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| Goldman Sachs (GS) | 3.2 | $4.5M | -2% | 5.6k | 796.35 |
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| Amazon (AMZN) | 3.0 | $4.2M | 19k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $4.2M | -2% | 13k | 315.43 |
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| Wal-Mart Stores (WMT) | 3.0 | $4.1M | 40k | 103.06 |
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| Blackrock (BLK) | 2.9 | $4.1M | 3.5k | 1165.87 |
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| Cameco Corporation (CCJ) | 2.9 | $4.1M | -10% | 49k | 83.98 |
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| Lockheed Martin Corporation (LMT) | 2.9 | $4.1M | +7% | 8.2k | 499.21 |
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| Berkshire Hathaway (BRK.B) | 2.9 | $4.0M | +5% | 8.0k | 502.74 |
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| Marathon Petroleum Corp (MPC) | 2.9 | $4.0M | +4% | 21k | 192.74 |
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| Jacobs Engineering Group (J) | 2.8 | $3.9M | 26k | 149.86 |
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| Alibaba Group Holding- Sponsored ADR (BABA) | 2.8 | $3.9M | +4% | 22k | 178.73 |
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| Spdr S&p 500 Etf Etf (SPY) | 2.8 | $3.8M | -46% | 5.8k | 666.18 |
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| Waste Management (WM) | 2.7 | $3.7M | +4% | 17k | 220.83 |
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| Costco Wholesale Corporation (COST) | 2.6 | $3.6M | +5% | 3.9k | 925.63 |
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| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.6 | $3.6M | +14% | 65k | 55.29 |
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| Visa (V) | 2.5 | $3.5M | +3% | 10k | 341.38 |
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| Apollo Global Mgmt (APO) | 2.4 | $3.3M | +4% | 25k | 133.27 |
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| Pdd Holdings Sponsored ADR (PDD) | 2.3 | $3.2M | 24k | 132.17 |
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| Union Pacific Corporation (UNP) | 2.2 | $3.1M | -11% | 13k | 236.37 |
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| Ishares China Lrg Cap Etf Etf (FXI) | 2.1 | $2.9M | +2% | 70k | 41.14 |
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| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 1.9 | $2.7M | -5% | 55k | 48.84 |
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| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 1.8 | $2.5M | -13% | 25k | 100.25 |
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| Ishares 0-5 Year Investmt Etf (SLQD) | 1.7 | $2.4M | -4% | 47k | 50.83 |
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| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 1.1 | $1.5M | +50% | 15k | 100.70 |
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| Bank Of Montreal Cadcom (BMO) | 1.0 | $1.4M | 11k | 130.39 |
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| Vanguard Div Appr Etf Etf (VIG) | 0.8 | $1.1M | 5.0k | 215.79 |
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| Sector Spdr Tr- Utilities Etf (XLU) | 0.7 | $1.0M | 12k | 87.21 |
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| Paccar (PCAR) | 0.4 | $626k | -8% | 6.4k | 98.32 |
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| Vanguard Us Total Mkt Etf Etf | 0.4 | $598k | NEW | 6.7k | 89.23 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $474k | +14% | 5.1k | 93.37 |
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| Stack Capital Group | 0.2 | $333k | NEW | 34k | 9.79 |
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| Ishares Core S&p Total Us Etf (ITOT) | 0.2 | $320k | 2.2k | 145.65 |
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| Shopify Inc cl a (SHOP) | 0.2 | $259k | NEW | 1.7k | 148.66 |
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| Palantir Technologies (PLTR) | 0.2 | $220k | NEW | 1.2k | 182.42 |
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| Vanguard Total Bnd Mk Etf Etf (BND) | 0.2 | $217k | 2.9k | 74.37 |
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Past Filings by Turn8 Private Wealth
SEC 13F filings are viewable for Turn8 Private Wealth going back to 2025
- Turn8 Private Wealth 2025 Q3 filed Nov. 7, 2025
- Turn8 Private Wealth 2025 Q2 filed Aug. 8, 2025
- Turn8 Private Wealth 2024 Q4 filed May 28, 2025
- Turn8 Private Wealth 2025 Q1 filed May 28, 2025