Turn8 Private Wealth
Latest statistics and disclosures from Turn8 Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JEPI, GOOGL, MSFT, TSM, LQD, and represent 21.91% of Turn8 Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: CNQ, PPA, VTI, FXI, PANW, MSFT, EEM, BABA, LQD, JEPI.
- Started 12 new stock positions in EEM, VTI, ABVE, BIDU, JPST, CNQ, TD, ABT, PANW, PPA. GOOG, IBIT.
- Reduced shares in these 10 stocks: , AAPL, SIEGY, , SPY, J, XLE, CCJ, Vanguard Us Total Mkt Etf, PLTR.
- Sold out of its positions in COST, PLTR, SIEGY, TSLA, Vanguard Us Total Mkt Etf, WM, CRSP.
- Turn8 Private Wealth was a net buyer of stock by $23M.
- Turn8 Private Wealth has $160M in assets under management (AUM), dropping by 14.68%.
- Central Index Key (CIK): 0002070026
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Portfolio Holdings for Turn8 Private Wealth
Turn8 Private Wealth holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 5.2 | $8.2M | +22% | 145k | 56.68 |
|
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $7.1M | +7% | 25k | 287.55 |
|
| Microsoft Corporation (MSFT) | 4.3 | $6.8M | +61% | 18k | 370.18 |
|
| Taiwan Semicon Man Sp/adr Sponsored ADR (TSM) | 4.1 | $6.6M | +6% | 20k | 337.95 |
|
| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 4.0 | $6.3M | +39% | 58k | 108.99 |
|
| State St Egy Slct Sct Etf Etf (XLE) | 3.8 | $6.1M | -20% | 99k | 61.26 |
|
| Marathon Petroleum Corp (MPC) | 3.6 | $5.7M | +12% | 23k | 244.19 |
|
| Ishares China Lrg Cap Etf Etf (FXI) | 3.5 | $5.6M | +123% | 156k | 35.90 |
|
| Wal-Mart Stores (WMT) | 3.4 | $5.4M | +9% | 44k | 124.27 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $5.1M | +9% | 30k | 174.40 |
|
| Rbc Cad (RY) | 3.2 | $5.1M | +12% | 31k | 161.19 |
|
| Goldman Sachs (GS) | 3.2 | $5.1M | +7% | 6.0k | 845.94 |
|
| Canadian Natural Resources (CNQ) | 3.0 | $4.8M | NEW | 100k | 48.63 |
|
| Alibaba Group Holding- Sponsored ADR (BABA) | 2.9 | $4.7M | +70% | 37k | 125.47 |
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.6M | +17% | 16k | 294.16 |
|
| Berkshire Hathaway (BRK.B) | 2.8 | $4.5M | +16% | 9.3k | 479.19 |
|
| Amazon (AMZN) | 2.7 | $4.4M | +9% | 21k | 208.27 |
|
| Cameco Corporation (CCJ) | 2.6 | $4.2M | -19% | 39k | 108.42 |
|
| Invesco Aerospace & Defense Etf Etf (PPA) | 2.6 | $4.1M | NEW | 25k | 165.71 |
|
| Blackrock (BLK) | 2.4 | $3.9M | +14% | 4.0k | 961.79 |
|
| Vanguard Total Stock Market ETF (VTI) | 2.3 | $3.8M | NEW | 12k | 320.81 |
|
| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.3 | $3.7M | +2% | 66k | 55.53 |
|
| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 2.2 | $3.6M | +35% | 74k | 48.46 |
|
| Visa (V) | 2.2 | $3.5M | +15% | 12k | 302.28 |
|
| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 2.2 | $3.5M | +40% | 36k | 99.28 |
|
| Ishares 0-5 Year Investmt Etf (SLQD) | 1.9 | $3.0M | +28% | 60k | 50.50 |
|
| Pdd Holdings Sponsored ADR (PDD) | 1.8 | $3.0M | +18% | 29k | 102.19 |
|
| Apollo Global Mgmt (APO) | 1.8 | $2.9M | +7% | 26k | 111.41 |
|
| Palo Alto Networks (PANW) | 1.7 | $2.7M | NEW | 17k | 160.30 |
|
| Ishares Msci Emerging Market Etf (EEM) | 1.6 | $2.6M | NEW | 45k | 56.80 |
|
| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 1.3 | $2.1M | +32% | 21k | 100.67 |
|
| Qifu Holdings Sponsored ADR (QFIN) | 1.1 | $1.8M | +11% | 138k | 12.91 |
|
| Vanguard Div Appr Etf Etf (VIG) | 1.0 | $1.7M | +53% | 7.7k | 215.00 |
|
| Select Sector Spdr Tr Etf (XLU) | 0.9 | $1.5M | +45% | 33k | 45.90 |
|
| Bank Of Montreal Cadcom (BMO) | 0.9 | $1.5M | 11k | 135.00 |
|
|
| Baidu (BIDU) | 0.9 | $1.4M | NEW | 13k | 111.38 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.8 | $1.2M | NEW | 32k | 38.41 |
|
| Paccar (PCAR) | 0.7 | $1.2M | +60% | 10k | 115.46 |
|
| State Street Spdr Etf Etf (SPY) | 0.7 | $1.1M | -72% | 1.7k | 650.30 |
|
| Jacobs Engineering Group (J) | 0.6 | $1.0M | -68% | 8.1k | 127.28 |
|
| Abbott Laboratories (ABT) | 0.6 | $1.0M | NEW | 10k | 102.70 |
|
| Apple (AAPL) | 0.6 | $885k | -80% | 3.5k | 253.73 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $573k | +27% | 5.9k | 97.14 |
|
| Jp Morg Ult-shrt Incm Etf Etf (JPST) | 0.3 | $479k | NEW | 9.5k | 50.58 |
|
| Ishares Core S&p Total Us Etf (ITOT) | 0.3 | $414k | +31% | 2.9k | 142.56 |
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $413k | NEW | 1.4k | 287.20 |
|
| Tor Dom Bk Cad (TD) | 0.2 | $383k | NEW | 4.1k | 93.07 |
|
| Facebook Inc cl a (META) | 0.2 | $284k | -34% | 496.00 | 572.58 |
|
| Vanguard Total Bond Market ETF (BND) | 0.2 | $265k | +22% | 3.6k | 73.57 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $201k | 1.7k | 118.37 |
|
|
| Above Food Ingredients (ABVE) | 0.0 | $27k | NEW | 26k | 1.03 |
|
Past Filings by Turn8 Private Wealth
SEC 13F filings are viewable for Turn8 Private Wealth going back to 2025
- 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