Turn8 Private Wealth as of June 30, 2026
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 | 22k | 423.20 | |
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $8.2M | 23k | 356.68 | |
| Taiwan Semicon Man Sp/adr Sponsored ADR (TSM) | 5.2 | $7.8M | 18k | 436.15 | |
| Jpmorgan Eqt Prem Icm Etf Etf (JEPI) | 4.9 | $7.4M | 129k | 57.27 | |
| Rbc Cad (RY) | 4.1 | $6.2M | 30k | 206.57 | |
| Goldman Sachs (GS) | 3.6 | $5.4M | 5.4k | 1014.97 | |
| NVIDIA Corporation (NVDA) | 3.6 | $5.3M | 27k | 200.44 | |
| Marathon Petroleum Corp (MPC) | 3.5 | $5.2M | 19k | 281.01 | |
| Palo Alto Networks (PANW) | 3.3 | $4.9M | 15k | 336.55 | |
| Amazon (AMZN) | 3.3 | $4.9M | 19k | 255.76 | |
| Wal-Mart Stores (WMT) | 3.1 | $4.7M | 42k | 112.20 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $4.7M | 14k | 338.61 | |
| State St Egy Slct Sct Etf Etf (XLE) | 3.0 | $4.6M | 81k | 56.54 | |
| Canadian Natural Resources (CNQ) | 2.9 | $4.4M | 100k | 43.99 | |
| Berkshire Hathaway (BRK.B) | 2.9 | $4.3M | 8.5k | 506.26 | |
| Ishares Investment Grade Corporate Bond Etf Etf (LQD) | 2.8 | $4.2M | 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 | 35k | 110.72 | |
| Invesco Aerospace & Defense Etf Etf (PPA) | 2.5 | $3.7M | 21k | 175.45 | |
| Blackrock (BLK) | 2.5 | $3.7M | 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 | 81k | 36.16 | |
| List Fd Roundhill Mag Etf Etf (MAGS) | 1.9 | $2.8M | 43k | 65.96 | |
| Boston Scientific Corporation (BSX) | 1.7 | $2.5M | 57k | 44.78 | |
| Biogen Idec (BIIB) | 1.7 | $2.5M | 12k | 209.87 | |
| Ishares Core 1-5y Usd Bnd Etf (ISTB) | 1.6 | $2.4M | 50k | 48.25 | |
| Ishrs Core Us Agg Bnd Etf Etf (AGG) | 1.6 | $2.4M | 24k | 98.98 | |
| Visa (V) | 1.5 | $2.2M | 6.4k | 352.16 | |
| Vanguard Total Stock Market ETF (VTI) | 1.4 | $2.2M | 5.9k | 370.04 | |
| Ishares 0-5 Year Investmt Etf (SLQD) | 1.4 | $2.1M | 41k | 50.37 | |
| Qifu Holdings Sponsored ADR (QFIN) | 1.3 | $2.0M | 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 | 5.8k | 236.62 | |
| Apollo Global Mgmt (APO) | 0.9 | $1.4M | 12k | 118.31 | |
| Facebook Inc cl a (META) | 0.9 | $1.3M | 2.4k | 557.83 | |
| Ishs 0-3 Mth Treas Bd Etf Etf (SGOV) | 0.8 | $1.2M | 12k | 100.67 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.8 | $1.2M | 5.0k | 231.71 | |
| Select Sector Spdr Tr Etf (XLU) | 0.6 | $958k | 21k | 45.34 | |
| Apple (AAPL) | 0.5 | $706k | 2.4k | 289.36 | |
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.5 | $703k | 21k | 33.29 | |
| State Street Spdr Etf Etf (SPY) | 0.5 | $682k | 913.00 | 746.77 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.4 | $596k | 5.7k | 103.88 | |
| Ishares Core S&p Total Us Etf (ITOT) | 0.2 | $317k | 1.9k | 164.27 | |
| Tor Dom Bk Cad (TD) | 0.2 | $272k | 2.2k | 121.35 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $254k | 719.00 | 353.33 | |
| Jp Morg Ult-shrt Incm Etf Etf (JPST) | 0.2 | $242k | 4.8k | 50.57 | |
| Abbvie (ABBV) | 0.1 | $201k | 800.00 | 251.64 | |
| Ishares Msci Canada Etf Etf (EWC) | 0.1 | $194k | 3.4k | 57.64 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $151k | 2.1k | 73.41 | |
| Crispr Therapeutics (CRSP) | 0.1 | $139k | 2.6k | 54.54 | |
| Dimensional Etf Trust (DFAC) | 0.1 | $103k | 2.3k | 44.36 | |
| Sofi Technologies (SOFI) | 0.0 | $63k | 3.5k | 17.93 | |
| Zentek (ZTEK) | 0.0 | $3.1k | 6.7k | 0.46 |
