Turn8 Private Wealth
Latest statistics and disclosures from Turn8 Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, TSM, JEPI, RY, and represent 25.91% of Turn8 Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: MAGS, BSX, BIIB, MSFT, IVE, META, ABBV, EWC, CRSP, DFAC.
- Started 10 new stock positions in EWC, BSX, BIIB, CRSP, DFAC, SOFI, MAGS, ABBV, IVE, ZTEK.
- Reduced shares in these 10 stocks: PDD, FXI, EEM, VTI, LQD, V, APO, MPC, PCAR, ISTB.
- Sold out of its positions in ABT, Above Food Ingredients, EEM, J, PCAR, PDD, SHOP.
- Turn8 Private Wealth was a net seller of stock by $-25M.
- Turn8 Private Wealth has $150M in assets under management (AUM), dropping by -6.35%.
- Central Index Key (CIK): 0002070026
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Portfolio Holdings for Turn8 Private Wealth
Turn8 Private Wealth holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.2 | $9.4M | +20% | 22k | 423.20 |
|
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $8.2M | -7% | 23k | 356.68 |
|
| Taiwan Semicon Man Sp/adr Sponsored ADR (TSM) | 5.2 | $7.8M | -8% | 18k | 436.15 |
|
| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 4.9 | $7.4M | -11% | 129k | 57.27 |
|
| Rbc Cad (RY) | 4.1 | $6.2M | -4% | 30k | 206.57 |
|
| Goldman Sachs (GS) | 3.6 | $5.4M | -10% | 5.4k | 1014.97 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $5.3M | -9% | 27k | 200.44 |
|
| Marathon Petroleum Corp (MPC) | 3.5 | $5.2M | -20% | 19k | 281.01 |
|
| Palo Alto Networks (PANW) | 3.3 | $4.9M | -13% | 15k | 336.55 |
|
| Amazon (AMZN) | 3.3 | $4.9M | -9% | 19k | 255.76 |
|
| Wal-Mart Stores (WMT) | 3.1 | $4.7M | -4% | 42k | 112.20 |
|
| JPMorgan Chase & Co. (JPM) | 3.1 | $4.7M | -11% | 14k | 338.61 |
|
| State St Egy Slct Sct Etf Etf (XLE) | 3.0 | $4.6M | -18% | 81k | 56.54 |
|
| Canadian Natural Resources (CNQ) | 2.9 | $4.4M | 100k | 43.99 |
|
|
| Berkshire Hathaway (BRK.B) | 2.9 | $4.3M | -9% | 8.5k | 506.26 |
|
| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 2.8 | $4.2M | -33% | 39k | 109.07 |
|
| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.7 | $4.1M | 66k | 61.46 |
|
|
| Alibaba Group Holding- Sponsored ADR (BABA) | 2.6 | $3.8M | -6% | 35k | 110.72 |
|
| Invesco Aerospace & Defense Etf Etf (PPA) | 2.5 | $3.7M | -14% | 21k | 175.45 |
|
| Blackrock (BLK) | 2.5 | $3.7M | -10% | 3.6k | 1029.52 |
|
| Cameco Corporation (CCJ) | 2.4 | $3.6M | 39k | 91.13 |
|
|
| Ishares China Lrg Cap Etf Etf (FXI) | 1.9 | $2.9M | -48% | 81k | 36.16 |
|
| List Fd Roundhill Mag Etf Etf (MAGS) | 1.9 | $2.8M | NEW | 43k | 65.96 |
|
| Boston Scientific Corporation (BSX) | 1.7 | $2.5M | NEW | 57k | 44.78 |
|
| Biogen Idec (BIIB) | 1.7 | $2.5M | NEW | 12k | 209.87 |
|
| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 1.6 | $2.4M | -32% | 50k | 48.25 |
|
| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 1.6 | $2.4M | -32% | 24k | 98.98 |
|
| Visa (V) | 1.5 | $2.2M | -45% | 6.4k | 352.16 |
|
| Vanguard Total Stock Market ETF (VTI) | 1.4 | $2.2M | -50% | 5.9k | 370.04 |
|
| Ishares 0-5 Year Investmt Etf (SLQD) | 1.4 | $2.1M | -31% | 41k | 50.37 |
|
| Qifu Holdings Sponsored ADR (QFIN) | 1.3 | $2.0M | -2% | 135k | 14.87 |
|
| Bank Of Montreal Cadcom (BMO) | 1.3 | $2.0M | 11k | 176.40 |
|
|
| Baidu (BIDU) | 1.0 | $1.5M | 13k | 112.16 |
|
|
| Vanguard Div Appr Etf Etf (VIG) | 0.9 | $1.4M | -25% | 5.8k | 236.62 |
|
| Apollo Global Mgmt (APO) | 0.9 | $1.4M | -56% | 12k | 118.31 |
|
| Facebook Inc cl a (META) | 0.9 | $1.3M | +386% | 2.4k | 557.83 |
|
| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 0.8 | $1.2M | -43% | 12k | 100.67 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.8 | $1.2M | NEW | 5.0k | 231.71 |
|
| Select Sector Spdr Tr Etf (XLU) | 0.6 | $958k | -36% | 21k | 45.34 |
|
| Apple (AAPL) | 0.5 | $706k | -30% | 2.4k | 289.36 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.5 | $703k | -33% | 21k | 33.29 |
|
| State Street Spdr Etf Etf (SPY) | 0.5 | $682k | -45% | 913.00 | 746.77 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $596k | -2% | 5.7k | 103.88 |
|
| Ishares Core S&p Total Us Etf (ITOT) | 0.2 | $317k | -33% | 1.9k | 164.27 |
|
| Tor Dom Bk Cad (TD) | 0.2 | $272k | -45% | 2.2k | 121.35 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $254k | -50% | 719.00 | 353.33 |
|
| Jp Morg Ult-shrt Incm Etf Etf (JPST) | 0.2 | $242k | -49% | 4.8k | 50.57 |
|
| Abbvie (ABBV) | 0.1 | $201k | NEW | 800.00 | 251.64 |
|
| Ishares Msci Canada Etf Etf (EWC) | 0.1 | $194k | NEW | 3.4k | 57.64 |
|
| Vanguard Total Bond Market ETF (BND) | 0.1 | $151k | -43% | 2.1k | 73.41 |
|
| Crispr Therapeutics (CRSP) | 0.1 | $139k | NEW | 2.6k | 54.54 |
|
| Dimensional Etf Trust (DFAC) | 0.1 | $103k | NEW | 2.3k | 44.36 |
|
| Sofi Technologies (SOFI) | 0.0 | $63k | NEW | 3.5k | 17.93 |
|
| Zentek (ZTEK) | 0.0 | $3.1k | NEW | 6.7k | 0.46 |
|
Past Filings by Turn8 Private Wealth
SEC 13F filings are viewable for Turn8 Private Wealth going back to 2025
- Turn8 Private Wealth 2026 Q2 filed Aug. 3, 2026
- Turn8 Private Wealth 2026 Q1 filed April 27, 2026
- 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