Turn8 Private Wealth Inc. 13F Holdings
CIK 0002070026
As of Sep 30, 2025, Turn8 Private Wealth Inc. reported 44 positions worth
CIK 0002070026
As of Sep 30, 2025, Turn8 Private Wealth Inc. reported 44 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 119,619 | $6.8M | 4.90% |
| MICROSOFT CORP | MSFT | Technology | 11,307 | $5.8M | 4.17% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 61,800 | $5.5M | 3.96% |
| ALPHABET INC | GOOGL | Equity | 22,374 | $5.4M | 3.90% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 18,411 | $5.1M | 3.69% |
| NVIDIA CORP | NVDA | Technology | 26,949 | $5.0M | 3.61% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 42,944 | $4.8M | 3.44% |
| ROYAL BANK OF CANADA | RY | Financial Services | 31,756 | $4.7M | 3.36% |
| APPLE INC | AAPL | Technology | 17,858 | $4.5M | 3.26% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 5,589 | $4.5M | 3.19% |
| AMAZON.COM INC | AMZN | Equity | 19,190 | $4.2M | 3.02% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,269 | $4.2M | 3.00% |
| WALMART INC | WMT | Consumer Defensive | 40,147 | $4.1M | 2.97% |
| BLACKROCK INC | BLK | Financial Services | 3,515 | $4.1M | 2.94% |
| CAMECO CORP | CCO | Basic Materials | 48,768 | $4.1M | 2.94% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 8,194 | $4.1M | 2.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,034 | $4.0M | 2.90% |
| MARATHON PETROLEUM CORP | MPC | Energy | 20,787 | $4.0M | 2.88% |
| JACOBS SOLUTIONS INC | J | Industrials | 25,993 | $3.9M | 2.80% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 21,580 | $3.9M | 2.77% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,762 | $3.8M | 2.76% |
| WASTE MANAGEMENT INC | WM | Industrials | 16,909 | $3.7M | 2.68% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 3,881 | $3.6M | 2.58% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 64,758 | $3.6M | 2.57% |
| VISA INC-CLASS A SHARES | V | Financial Services | 10,217 | $3.5M | 2.50% |