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CIK: 0002070026
Total reported value
$149.9M
$149.9M
51 檔
23.4%
The Q1 2026 SEC filing reveals that Turn8 Private Wealth Inc. held a total portfolio value of $149.9M, covering 51 public equity positions.
In Q1 2026, Turn8 Private Wealth Inc. displayed an active expansion posture, initiating 12 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.15% | -0.22% | +22.06% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.44% | +1.00% | +7.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | +1.98% | +61.34% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.11% | +1.07% | +6.24% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.95% | -1.14% | +39.80% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 3.78% | -0.73% | -20.00% | |
| 7 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.56% | -0.10% | +12.20% | |
| 8 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 3.49% | -1.55% | +123.98% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.40% | -0.26% | +9.53% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | +0.35% | +9.09% | |
| 11 | RY | Royal Bank Of Canada | Stock-Financials | 3.16% | +0.96% | +12.37% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.16% | +0.47% | +7.40% | |
| 13 | CNQ | Canadian Natural Resources | Stock-Energy | 3.03% | -0.11% | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.93% | -0.36% | +70.27% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.86% | +0.25% | +17.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.79% | +0.06% | +16.32% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | +0.52% | +9.90% | |
| 18 | CCJ | Cameco CORP | Stock-Energy | 2.65% | -0.27% | -19.80% | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-Other | 2.56% | -0.08% | — | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 2.41% | +0.05% | +14.30% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.35% | -0.90% | — | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.31% | +0.41% | +2.45% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.24% | -0.62% | +35.26% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.73% | +15.16% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.21% | -0.62% | +40.86% | |
| 26 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.90% | -0.51% | +28.09% | |
| 27 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.85% | -1.85% | EXIT | |
| 28 | APO | Apollo Global Management Inc | Stock-Financials | 1.83% | -0.93% | +7.73% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.69% | +1.59% | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.60% | -1.60% | EXIT | |
| 31 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.31% | -0.51% | +32.23% | |
| 32 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 1.11% | +0.23% | +11.63% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.04% | -0.13% | +53.14% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.95% | -0.31% | +45.22% | |
| 35 | BMO | Bank Of Montreal | Stock-Financials | 0.95% | +0.38% | +0.84% | |
| 36 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.90% | +0.07% | — | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.76% | -0.29% | — | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.74% | -0.74% | EXIT | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.23% | -72.02% | |
| 40 | J | Jacobs Solutions Inc | Stock-Industrials | 0.64% | -0.64% | EXIT | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.64% | EXIT | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.55% | -0.08% | -80.40% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.36% | +0.04% | +27.44% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.30% | -0.14% | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | -0.05% | +31.64% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | -0.09% | — | |
| 47 | TD | Toronto-dominion Bank | Stock-Financials | 0.24% | -0.06% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | +0.72% | -34.99% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.07% | +22.81% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.13% | -0.13% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FXI | Ishares China Large-cap ETF | +1.6% | +123.98% | Add |
| 2 | MPC | Marathon Petroleum CORP | +1.1% | +12.20% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +39.80% | Add |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +70.27% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +40.86% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +61.34% | Add |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | +35.26% | Add |
| 8 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +22.06% | Add |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +45.22% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +53.14% | Add |
| 11 | PCAR | Paccar Inc | +0.2% | +60.49% | Add |
| 12 | WMT | Walmart Inc | +0.2% | +9.53% | Add |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +28.09% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +32.23% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.24% | Add |
| 16 | EFA | Ishares Msci Eafe ETF | 0% | +27.44% | Add |
| 17 | ITOT | Ishares Core S&p Total U.s. | 0% | +31.64% | Add |
| 18 | BND | Vanguard Total Bond Market | 0% | +22.81% | Add |
| 19 | SHOP | Shopify Inc - Class A | -0.1% | — | Unchanged |
| 20 | BMO | Bank Of Montreal | -0.1% | +0.84% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +16.32% | Add |
| 22 | PDD | Pdd Holdings Inc | -0.1% | +18.41% | Add |
| 23 | XLE | Ss Energy Select Sector | -0.2% | -20.00% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.2% | -34.99% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | -0.2% | +17.56% | Add |
| 26 | RY | Royal Bank Of Canada | -0.3% | +12.37% | Add |
| 27 | BLK | Blackrock Inc | -0.3% | +14.30% | Add |
| 28 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | +2.45% | Add |
| 29 | V | Visa Inc-class A Shares | -0.3% | +15.16% | Add |
| 30 | GS | Goldman Sachs Group Inc | -0.4% | +7.40% | Add |
| 31 | NVDA | Nvidia CORP | -0.4% | +9.09% | Add |
| 32 | AMZN | Amazon.com Inc | -0.4% | +9.90% | Add |
| 33 | CCJ | Cameco CORP | -0.6% | -19.80% | Trim |
| 34 | QFIN | Qfin Holdings Inc-adr | -0.6% | +11.63% | Add |
| 35 | APO | Apollo Global Management Inc | -0.7% | +7.73% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | -0.7% | +7.42% | Add |
| 37 | J | Jacobs Solutions Inc | -1.8% | -68.83% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2.2% | -72.02% | Trim |
| 39 | AAPL | Apple Inc | -2.9% | -80.40% | Trim |
| 40 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 41 | PPA | Invesco Aerospace & Defense | — | NEW | New buy |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 43 | WM | Waste Management Inc | — | EXIT | Sold out |
| 44 | SIEGY | Siemens Ag-spons Adr | — | EXIT | Sold out |
| 45 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 46 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 47 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 48 | BIDU | Baidu Inc - Spon Adr | — | NEW | New buy |
| 49 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 50 | ABT | Abbott Laboratories | — | 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 51 disclosed positions in Q1 2026.
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 JEPI, GOOGL, MSFT) accounted for 23.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CNQ
市值: $4.8M
Top Position Liquidated / Trimmed
WM
前期市值: $3.7M
During Q1 2026, Turn8 Private Wealth Inc.'s top holdings by market value included JEPI (5.2%)、GOOGL (4.4%)、MSFT (4.3%). The largest single position, JEPI, represented 5.2% of total portfolio value.
In Q1 2026, Turn8 Private Wealth Inc. made 57 total portfolio adjustments, initiating 12 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 7 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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