Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Turn8 Private Wealth Inc. (CIK 2070026) reported $149.9M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($9.4M, 6.24%), GOOGL ($8.2M, 5.44%), TSM ($7.8M, 5.18%), JEPI ($7.4M, 4.93%), RY ($6.2M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $9.4M | 6.24% | 22,110 | Added |
| 2 | GOOGL | ALPHABET INC CL-A | $8.2M | 5.44% | 22,873 | Trimmed |
| 3 | TSM | TAIWAN SEMICON MAN SP/ADR | $7.8M | 5.18% | 17,785 | Trimmed |
| 4 | JEPI | JPMORGAN EQT PREM ICM ETF | $7.4M | 4.93% | 129,107 | Trimmed |
| 5 | RY | ROYAL BANK OF CANADA | $6.2M | 4.12% | 29,879 | Trimmed |
| 6 | GS | GOLDMAN SACHS GROUP INC | $5.4M | 3.63% | 5,360 | Trimmed |
| 7 | NVDA | NVIDIA CORP | $5.3M | 3.56% | 26,597 | Trimmed |
| 8 | MPC | MARATHON PETROLEUM CORP | $5.2M | 3.46% | 18,474 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS INC | $4.9M | 3.28% | 14,608 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $4.9M | 3.26% | 19,084 | Trimmed |
| 11 | WMT | WALMART INC | $4.7M | 3.14% | 41,920 | Trimmed |
| 12 | JPM | JP MORGAN CHASE & CO | $4.7M | 3.11% | 13,775 | Trimmed |
| 13 | XLE | STATE ST EGY SLCT SCT ETF | $4.6M | 3.05% | 80,760 | Trimmed |
| 14 | CNQ | CANADIAN NAT RES LTD F | $4.4M | 2.92% | 99,641 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY-B-NEW | $4.3M | 2.85% | 8,450 | Trimmed |
| 16 | LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $4.2M | 2.81% | 38,609 | Trimmed |
| 17 | JEPQ | JP MORG NSDQ EQ PREM ETF | $4.1M | 2.72% | 66,438 | Hold |
| 18 | BABA | ALIBABA GROUP HOLDING-ADR | $3.8M | 2.57% | 34,759 | Trimmed |
| 19 | PPA | INVESCO AEROSPACE & DEFENSE ETF | $3.7M | 2.48% | 21,194 | Trimmed |
| 20 | BLK | BLACKROCK INC-NEW | $3.7M | 2.46% | 3,583 | Trimmed |
| 21 | CCJ | CAMECO CORP | $3.6M | 2.38% | 39,110 | Added |
| 22 | FXI | ISHARES CHINA LRG CAP ETF | $2.9M | 1.94% | 80,545 | Trimmed |
| 23 | MAGS | LIST FD ROUNDHILL MAG ETF | $2.8M | 1.89% | 43,000 | New |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $2.5M | 1.69% | 56,605 | New |
| 25 | BIIB | BIOGEN INC | $2.5M | 1.69% | 12,068 | New |
Source: SEC Form 13F filings · as of 2026-06-30