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 $160.0M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JEPI ($8.2M, 5.15%), GOOGL ($7.1M, 4.44%), MSFT ($6.8M, 4.26%), TSM ($6.6M, 4.11%), LQD ($6.3M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQT PREM ICM ETF | $8.2M | 5.15% | 145,448 | Added |
| 2 | GOOGL | ALPHABET INC CL-A | $7.1M | 4.44% | 24,702 | Added |
| 3 | MSFT | MICROSOFT CORP | $6.8M | 4.26% | 18,402 | Added |
| 4 | TSM | TAIWAN SEMICON MAN SP/ADR | $6.6M | 4.11% | 19,482 | Added |
| 5 | LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $6.3M | 3.95% | 58,063 | Added |
| 6 | XLE | STATE ST EGY SLCT SCT ETF | $6.1M | 3.78% | 98,880 | Trimmed |
| 7 | MPC | MARATHON PETROLEUM CORP | $5.7M | 3.56% | 23,314 | Added |
| 8 | FXI | ISHARES CHINA LRG CAP ETF | $5.6M | 3.49% | 155,613 | Added |
| 9 | WMT | WALMART INC | $5.4M | 3.40% | 43,807 | Added |
| 10 | NVDA | NVIDIA CORP | $5.1M | 3.21% | 29,489 | Added |
| 11 | GS | GOLDMAN SACHS GROUP INC | $5.1M | 3.16% | 5,978 | Added |
| 12 | RY | ROYAL BANK OF CANADA | $5.1M | 3.16% | 31,386 | Added |
| 13 | CNQ | CANADIAN NAT RES LTD F | $4.8M | 3.03% | 99,610 | New |
| 14 | BABA | ALIBABA GROUP HOLDING-ADR | $4.7M | 2.93% | 37,324 | Added |
| 15 | JPM | JP MORGAN CHASE & CO | $4.6M | 2.86% | 15,539 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY-B-NEW | $4.5M | 2.79% | 9,324 | Added |
| 17 | AMZN | AMAZON COM INC | $4.4M | 2.74% | 21,074 | Added |
| 18 | CCJ | CAMECO CORP | $4.2M | 2.65% | 39,087 | Trimmed |
| 19 | PPA | INVESCO AEROSPACE & DEFENSE ETF | $4.1M | 2.56% | 24,694 | New |
| 20 | BLK | BLACKROCK INC-NEW | $3.9M | 2.41% | 4,004 | Added |
| 21 | VTI | VANGUARD TTL STK MRKT ETF | $3.8M | 2.35% | 11,708 | New |
| 22 | JEPQ | JP MORG NSDQ EQ PREM ETF | $3.7M | 2.31% | 66,438 | Added |
| 23 | ISTB | ISHARES CORE 1-5Y USD BND | $3.6M | 2.24% | 74,100 | Added |
| 24 | V | VISA INC CLASS-A | $3.5M | 2.22% | 11,731 | Added |
| 25 | AGG | ISHRS CORE US AGG BND ETF | $3.5M | 2.21% | 35,576 | Added |
Source: SEC Form 13F filings · as of 2026-03-31