Turn8 Private Wealth
Latest statistics and disclosures from Turn8 Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, JEPI, TSM, XLE, MSFT, and represent 21.92% of Turn8 Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SIEGY, XLE, QFIN, META, XLU, GOOGL, SPY, CRSP, TSLA, BABA.
- Started 5 new stock positions in TSLA, QFIN, META, CRSP, SIEGY.
- Reduced shares in these 10 stocks: LMT, UNP, RY, STCGF, LQD, APO, COST, EFA, JEPI, TSM.
- Sold out of its positions in LMT, STCGF, UNP.
- Turn8 Private Wealth was a net buyer of stock by $1.8M.
- Turn8 Private Wealth has $140M in assets under management (AUM), dropping by 0.17%.
- Central Index Key (CIK): 0002070026
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Portfolio Holdings for Turn8 Private Wealth
Turn8 Private Wealth holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 5.2 | $7.2M | +2% | 23k | 313.02 |
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| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 4.9 | $6.8M | 119k | 57.24 |
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| Taiwan Semiconductor Mfg (TSM) | 4.0 | $5.6M | 18k | 303.89 |
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| Energy Select Sec Spdr Etf (XLE) | 4.0 | $5.5M | +100% | 124k | 44.71 |
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| Microsoft Corporation (MSFT) | 3.9 | $5.5M | 11k | 479.76 |
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| NVIDIA Corporation (NVDA) | 3.6 | $5.0M | 27k | 186.50 |
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| Goldman Sachs (GS) | 3.5 | $4.9M | 5.6k | 879.00 |
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| Apple (AAPL) | 3.5 | $4.8M | 18k | 271.86 |
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| Rbc Cad (RY) | 3.4 | $4.8M | -12% | 28k | 170.57 |
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| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 3.3 | $4.6M | -3% | 42k | 110.19 |
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| Cameco Corporation (CCJ) | 3.2 | $4.5M | 49k | 91.62 |
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| Wal-Mart Stores (WMT) | 3.2 | $4.5M | 40k | 111.41 |
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| Amazon (AMZN) | 3.2 | $4.4M | 19k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $4.3M | 13k | 322.22 |
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| Spdr S&p 500 Etf Etf (SPY) | 2.9 | $4.1M | +3% | 6.0k | 681.92 |
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| Berkshire Hathaway (BRK.B) | 2.9 | $4.0M | 8.0k | 502.65 |
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| Blackrock (BLK) | 2.7 | $3.7M | 3.5k | 1070.34 |
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| Waste Management (WM) | 2.7 | $3.7M | 17k | 219.71 |
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| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.6 | $3.6M | 65k | 55.82 |
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| Siemens Sponsored ADR (SIEGY) | 2.6 | $3.6M | NEW | 26k | 139.95 |
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| Visa (V) | 2.6 | $3.6M | 10k | 350.71 |
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| Apollo Global Mgmt (APO) | 2.5 | $3.5M | 24k | 144.76 |
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| Jacobs Engineering Group (J) | 2.5 | $3.4M | 26k | 132.46 |
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| Marathon Petroleum Corp (MPC) | 2.4 | $3.4M | 21k | 162.63 |
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| Costco Wholesale Corporation (COST) | 2.4 | $3.3M | 3.8k | 862.34 |
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| Alibaba Group Holding- Sponsored ADR (BABA) | 2.3 | $3.2M | 22k | 146.58 |
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| Pdd Holdings Sponsored ADR (PDD) | 2.0 | $2.8M | 24k | 113.39 |
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| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 1.9 | $2.7M | 55k | 48.75 |
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| Ishares China Lrg Cap Etf Etf (FXI) | 1.9 | $2.7M | 70k | 38.29 |
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| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 1.8 | $2.5M | 25k | 99.88 |
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| Ishares 0-5 Year Investmt Etf (SLQD) | 1.7 | $2.4M | 47k | 50.70 |
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| Qifu Holdings American Dep (QFIN) | 1.7 | $2.4M | NEW | 123k | 19.27 |
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| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 1.1 | $1.6M | +2% | 16k | 100.38 |
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| Bank Of Montreal Cadcom (BMO) | 1.0 | $1.4M | 11k | 129.94 |
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| Vanguard Div Appr Etf Etf (VIG) | 0.8 | $1.1M | 5.1k | 219.78 |
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| Sector Spdr Tr- Utilities Etf (XLU) | 0.7 | $972k | +97% | 23k | 42.69 |
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| Paccar (PCAR) | 0.5 | $699k | 6.4k | 109.51 |
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| Vanguard Us Total Mkt Etf Etf | 0.4 | $611k | 6.7k | 91.18 |
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| Facebook Inc cl a (META) | 0.4 | $504k | NEW | 763.00 | 660.09 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $445k | -8% | 4.6k | 96.03 |
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| Ishares Core S&p Total Us Etf (ITOT) | 0.2 | $328k | 2.2k | 148.69 |
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| Shopify Inc cl a (SHOP) | 0.2 | $274k | -2% | 1.7k | 161.11 |
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| Vanguard Total Bnd Mk Etf Etf (BND) | 0.2 | $217k | 2.9k | 74.07 |
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| Palantir Technologies (PLTR) | 0.2 | $214k | 1.2k | 177.69 |
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| Crispr Therapeutics (CRSP) | 0.1 | $134k | NEW | 2.6k | 52.44 |
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| Tesla Motors (TSLA) | 0.1 | $124k | NEW | 275.00 | 449.72 |
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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 Q4 filed Feb. 10, 2026
- 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