Turn8 Private Wealth as of Dec. 31, 2025
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 | 23k | 313.02 | |
| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 4.9 | $6.8M | 119k | 57.24 | |
| Taiwan Semiconductor Mfg (TSM) | 4.0 | $5.6M | 18k | 303.89 | |
| Energy Select Sec Spdr Etf (XLE) | 4.0 | $5.5M | 124k | 44.71 | |
| Microsoft Corporation (MSFT) | 3.9 | $5.5M | 11k | 479.76 | |
| NVIDIA Corporation (NVDA) | 3.6 | $5.0M | 27k | 186.50 | |
| Goldman Sachs (GS) | 3.5 | $4.9M | 5.6k | 879.00 | |
| Apple (AAPL) | 3.5 | $4.8M | 18k | 271.86 | |
| Rbc Cad (RY) | 3.4 | $4.8M | 28k | 170.57 | |
| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 3.3 | $4.6M | 42k | 110.19 | |
| Cameco Corporation (CCJ) | 3.2 | $4.5M | 49k | 91.62 | |
| Wal-Mart Stores (WMT) | 3.2 | $4.5M | 40k | 111.41 | |
| Amazon (AMZN) | 3.2 | $4.4M | 19k | 230.82 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $4.3M | 13k | 322.22 | |
| Spdr S&p 500 Etf Etf (SPY) | 2.9 | $4.1M | 6.0k | 681.92 | |
| Berkshire Hathaway (BRK.B) | 2.9 | $4.0M | 8.0k | 502.65 | |
| Blackrock (BLK) | 2.7 | $3.7M | 3.5k | 1070.34 | |
| Waste Management (WM) | 2.7 | $3.7M | 17k | 219.71 | |
| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.6 | $3.6M | 65k | 55.82 | |
| Siemens Sponsored ADR (SIEGY) | 2.6 | $3.6M | 26k | 139.95 | |
| Visa (V) | 2.6 | $3.6M | 10k | 350.71 | |
| Apollo Global Mgmt (APO) | 2.5 | $3.5M | 24k | 144.76 | |
| Jacobs Engineering Group (J) | 2.5 | $3.4M | 26k | 132.46 | |
| Marathon Petroleum Corp (MPC) | 2.4 | $3.4M | 21k | 162.63 | |
| Costco Wholesale Corporation (COST) | 2.4 | $3.3M | 3.8k | 862.34 | |
| Alibaba Group Holding- Sponsored ADR (BABA) | 2.3 | $3.2M | 22k | 146.58 | |
| Pdd Holdings Sponsored ADR (PDD) | 2.0 | $2.8M | 24k | 113.39 | |
| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 1.9 | $2.7M | 55k | 48.75 | |
| Ishares China Lrg Cap Etf Etf (FXI) | 1.9 | $2.7M | 70k | 38.29 | |
| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 1.8 | $2.5M | 25k | 99.88 | |
| Ishares 0-5 Year Investmt Etf (SLQD) | 1.7 | $2.4M | 47k | 50.70 | |
| Qifu Holdings American Dep (QFIN) | 1.7 | $2.4M | 123k | 19.27 | |
| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 1.1 | $1.6M | 16k | 100.38 | |
| Bank Of Montreal Cadcom (BMO) | 1.0 | $1.4M | 11k | 129.94 | |
| Vanguard Div Appr Etf Etf (VIG) | 0.8 | $1.1M | 5.1k | 219.78 | |
| Sector Spdr Tr- Utilities Etf (XLU) | 0.7 | $972k | 23k | 42.69 | |
| Paccar (PCAR) | 0.5 | $699k | 6.4k | 109.51 | |
| Vanguard Us Total Mkt Etf Etf | 0.4 | $611k | 6.7k | 91.18 | |
| Facebook Inc cl a (META) | 0.4 | $504k | 763.00 | 660.09 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $445k | 4.6k | 96.03 | |
| Ishares Core S&p Total Us Etf (ITOT) | 0.2 | $328k | 2.2k | 148.69 | |
| Shopify Inc cl a (SHOP) | 0.2 | $274k | 1.7k | 161.11 | |
| Vanguard Total Bnd Mk Etf Etf (BND) | 0.2 | $217k | 2.9k | 74.07 | |
| Palantir Technologies (PLTR) | 0.2 | $214k | 1.2k | 177.69 | |
| Crispr Therapeutics (CRSP) | 0.1 | $134k | 2.6k | 52.44 | |
| Tesla Motors (TSLA) | 0.1 | $124k | 275.00 | 449.72 |
