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CIK: 0002070026
Total reported value
$149.9M
$149.9M
46 檔
20.4%
In Q4 2025, Turn8 Private Wealth Inc.'s U.S. equity holdings reached a combined market value of $149.9M, distributed across 46 disclosed stock positions.
Turn8 Private Wealth Inc. executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.16% | +1.00% | +2.78% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.89% | -0.22% | -0.38% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.99% | +1.07% | -0.40% | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 3.96% | -0.73% | +100.00% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | +1.98% | +0.88% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | +0.35% | +0.30% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.51% | +0.47% | -0.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.08% | -0.35% | |
| 9 | RY | Royal Bank Of Canada | Stock-Financials | 3.41% | +0.96% | -12.04% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.28% | -1.14% | -3.29% | |
| 11 | CCJ | Cameco CORP | Stock-Energy | 3.20% | -0.27% | -0.06% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 3.19% | -0.26% | -0.38% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | +0.52% | -0.07% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.05% | +0.25% | -0.38% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | -0.23% | +3.58% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | +0.06% | -0.22% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 2.69% | +0.05% | -0.34% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 2.66% | — | -0.18% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.59% | +0.41% | +0.14% | |
| 20 | SIEGY | Siemens Ag-spons Adr | Stock-Other | 2.57% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | -0.73% | -0.29% | |
| 22 | APO | Apollo Global Management Inc | Stock-Financials | 2.54% | -0.93% | -1.66% | |
| 23 | J | Jacobs Solutions Inc | Stock-Industrials | 2.46% | -0.64% | EXIT | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.42% | -0.10% | -0.04% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.36% | — | -1.65% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.30% | -0.36% | +1.58% | |
| 27 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.99% | -1.85% | EXIT | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.91% | -0.62% | -0.09% | |
| 29 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.91% | -1.55% | -0.31% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.81% | -0.62% | +0.84% | |
| 31 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.71% | -0.51% | -0.22% | |
| 32 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 1.70% | +0.23% | — | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.13% | -0.51% | +2.53% | |
| 34 | BMO | Bank Of Montreal | Stock-Financials | 1.04% | +0.38% | +0.94% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.13% | +0.20% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | -0.31% | +97.72% | |
| 37 | PCAR | Paccar Inc | Stock-Industrials | 0.50% | -0.74% | EXIT | |
| 38 | VUN | Vanguard US Total Market Ind | ETF-Other | 0.44% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | +0.72% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.32% | +0.04% | -8.75% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | -0.05% | +0.41% | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.20% | -0.13% | EXIT | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.07% | +0.41% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | — | — | |
| 45 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.10% | +0.09% | NEW | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | +2.78% | Add |
| 2 | GS | Goldman Sachs Group Inc | +0.3% | -0.41% | Trim |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.40% | Trim |
| 4 | CCJ | Cameco CORP | +0.3% | -0.06% | Trim |
| 5 | WMT | Walmart Inc | +0.2% | -0.38% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -0.35% | Trim |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.58% | Add |
| 8 | APO | Apollo Global Management Inc | +0.2% | -1.66% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | -0.07% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.1% | -0.29% | Trim |
| 11 | RY | Royal Bank Of Canada | +0.1% | -12.04% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.38% | Trim |
| 13 | PCAR | Paccar Inc | +0.1% | +0.33% | Add |
| 14 | JEPQ | JPM Nasdaq Equity Premium | 0% | +0.14% | Add |
| 15 | SGOV | Ishares 0-3 Month Treasury B | 0% | +2.53% | Add |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.20% | Add |
| 17 | SHOP | Shopify Inc - Class A | 0% | -2.58% | Trim |
| 18 | VUN | Vanguard US Total Market Ind | 0% | — | Unchanged |
| 19 | AGG | Ishares Core U.s. Aggregate | 0% | +0.84% | Add |
| 20 | BMO | Bank Of Montreal | 0% | +0.94% | Add |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.41% | Add |
| 22 | NVDA | Nvidia CORP | — | +0.30% | Add |
| 23 | XLE | Ss Energy Select Sector | — | +100.00% | Add |
| 24 | BND | Vanguard Total Bond Market | — | +0.41% | Add |
| 25 | SLQD | Ishares 0-5 Yr Inv Grd CORP | 0% | -0.22% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.22% | Trim |
| 27 | JEPI | Jpmorgan Equity Premium Inco | 0% | -0.38% | Trim |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | -0.09% | Trim |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +97.72% | Add |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | -8.75% | Trim |
| 32 | WM | Waste Management Inc | 0% | -0.18% | Trim |
| 33 | FXI | Ishares China Large-cap ETF | -0.2% | -0.31% | Trim |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -3.29% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.2% | -1.65% | Trim |
| 36 | BLK | Blackrock Inc | -0.3% | -0.34% | Trim |
| 37 | MSFT | Microsoft CORP | -0.3% | +0.88% | Add |
| 38 | PDD | Pdd Holdings Inc | -0.3% | — | Unchanged |
| 39 | J | Jacobs Solutions Inc | -0.3% | -0.30% | Trim |
| 40 | MPC | Marathon Petroleum CORP | -0.5% | -0.04% | Trim |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +1.58% | Add |
| 42 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 43 | SIEGY | Siemens Ag-spons Adr | — | NEW | New buy |
| 44 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 45 | QFIN | Qfin Holdings Inc-adr | — | NEW | New buy |
| 46 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 47 | STCGF | Stack Capital Group Inc | — | EXIT | Sold out |
| 48 | CRSP | CRISPR Therapeutics AG | — | NEW | New buy |
| 49 | TSLA | Tesla Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Turn8 Private Wealth Inc. reported a total U.S. public equity portfolio value of $149.9M across 46 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, JEPI, TSM) accounted for 20.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SIEGY
市值: $3.6M
Top Position Liquidated / Trimmed
LMT
前期市值: $4.1M
During Q4 2025, Turn8 Private Wealth Inc.'s top holdings by market value included GOOGL (5.2%)、JEPI (4.9%)、TSM (4.0%). The largest single position, GOOGL, represented 5.2% of total portfolio value.
In Q4 2025, Turn8 Private Wealth Inc. made 46 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 23 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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