Turn8 Private Wealth as of March 31, 2026
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 | 145k | 56.68 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $7.1M | 25k | 287.55 | |
| Microsoft Corporation (MSFT) | 4.3 | $6.8M | 18k | 370.18 | |
| Taiwan Semicon Man Sp/adr Sponsored ADR (TSM) | 4.1 | $6.6M | 20k | 337.95 | |
| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 4.0 | $6.3M | 58k | 108.99 | |
| State St Egy Slct Sct Etf Etf (XLE) | 3.8 | $6.1M | 99k | 61.26 | |
| Marathon Petroleum Corp (MPC) | 3.6 | $5.7M | 23k | 244.19 | |
| Ishares China Lrg Cap Etf Etf (FXI) | 3.5 | $5.6M | 156k | 35.90 | |
| Wal-Mart Stores (WMT) | 3.4 | $5.4M | 44k | 124.27 | |
| NVIDIA Corporation (NVDA) | 3.2 | $5.1M | 30k | 174.40 | |
| Rbc Cad (RY) | 3.2 | $5.1M | 31k | 161.19 | |
| Goldman Sachs (GS) | 3.2 | $5.1M | 6.0k | 845.94 | |
| Canadian Natural Resources (CNQ) | 3.0 | $4.8M | 100k | 48.63 | |
| Alibaba Group Holding- Sponsored ADR (BABA) | 2.9 | $4.7M | 37k | 125.47 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $4.6M | 16k | 294.16 | |
| Berkshire Hathaway (BRK.B) | 2.8 | $4.5M | 9.3k | 479.19 | |
| Amazon (AMZN) | 2.7 | $4.4M | 21k | 208.27 | |
| Cameco Corporation (CCJ) | 2.6 | $4.2M | 39k | 108.42 | |
| Invesco Aerospace & Defense Etf Etf (PPA) | 2.6 | $4.1M | 25k | 165.71 | |
| Blackrock (BLK) | 2.4 | $3.9M | 4.0k | 961.79 | |
| Vanguard Total Stock Market ETF (VTI) | 2.3 | $3.8M | 12k | 320.81 | |
| Jp Morg Nsdq Eq Prem Etf Etf (JEPQ) | 2.3 | $3.7M | 66k | 55.53 | |
| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 2.2 | $3.6M | 74k | 48.46 | |
| Visa (V) | 2.2 | $3.5M | 12k | 302.28 | |
| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 2.2 | $3.5M | 36k | 99.28 | |
| Ishares 0-5 Year Investmt Etf (SLQD) | 1.9 | $3.0M | 60k | 50.50 | |
| Pdd Holdings Sponsored ADR (PDD) | 1.8 | $3.0M | 29k | 102.19 | |
| Apollo Global Mgmt (APO) | 1.8 | $2.9M | 26k | 111.41 | |
| Palo Alto Networks (PANW) | 1.7 | $2.7M | 17k | 160.30 | |
| Ishares Msci Emerging Market Etf (EEM) | 1.6 | $2.6M | 45k | 56.80 | |
| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 1.3 | $2.1M | 21k | 100.67 | |
| Qifu Holdings Sponsored ADR (QFIN) | 1.1 | $1.8M | 138k | 12.91 | |
| Vanguard Div Appr Etf Etf (VIG) | 1.0 | $1.7M | 7.7k | 215.00 | |
| Select Sector Spdr Tr Etf (XLU) | 0.9 | $1.5M | 33k | 45.90 | |
| Bank Of Montreal Cadcom (BMO) | 0.9 | $1.5M | 11k | 135.00 | |
| Baidu (BIDU) | 0.9 | $1.4M | 13k | 111.38 | |
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.8 | $1.2M | 32k | 38.41 | |
| Paccar (PCAR) | 0.7 | $1.2M | 10k | 115.46 | |
| State Street Spdr Etf Etf (SPY) | 0.7 | $1.1M | 1.7k | 650.30 | |
| Jacobs Engineering Group (J) | 0.6 | $1.0M | 8.1k | 127.28 | |
| Abbott Laboratories (ABT) | 0.6 | $1.0M | 10k | 102.70 | |
| Apple (AAPL) | 0.6 | $885k | 3.5k | 253.73 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $573k | 5.9k | 97.14 | |
| Jp Morg Ult-shrt Incm Etf Etf (JPST) | 0.3 | $479k | 9.5k | 50.58 | |
| Ishares Core S&p Total Us Etf (ITOT) | 0.3 | $414k | 2.9k | 142.56 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $413k | 1.4k | 287.20 | |
| Tor Dom Bk Cad (TD) | 0.2 | $383k | 4.1k | 93.07 | |
| Facebook Inc cl a (META) | 0.2 | $284k | 496.00 | 572.58 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $265k | 3.6k | 73.57 | |
| Shopify Inc cl a (SHOP) | 0.1 | $201k | 1.7k | 118.37 | |
| Above Food Ingredients (ABVE) | 0.0 | $27k | 26k | 1.03 |
