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Portfolio (Quarterly) Guide ↗

Turn8 Private Wealth Inc.

· CIK 0002070026
13F Portfolio $140M AUM 46 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 9 Added 6 Reduced 3 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC CL-A Communication Services 22,996.0 $7.2M 5.16% +622.0 +2.8% $313.03 +23.8%
2 JEPI JPMORGAN EQT PREM ICM ETF 119,163.0 $6.8M 4.89% $57.24 -2.0%
3 TSM TAIWAN SEMICON MAN SP/ADR Technology 18,338.0 $5.6M 3.99% $303.89 +32.2%
4 XLE ENERGY SELECT SEC SPDR 123,600.0 $5.5M 3.96% +62K +100.0% $44.71 +32.3%
5 MSFT MICROSOFT CORP Technology 11,406.0 $5.5M 3.92% +99.0 +0.9% $479.76 -12.6%
6 NVDA NVIDIA CORP Technology 27,031.0 $5.0M 3.61% $186.50 +17.7%
7 GS GOLDMAN SACHS GROUP INC Financial Services 5,566.0 $4.9M 3.51% $879.00 +12.4%
8 AAPL APPLE INC Technology 17,795.0 $4.8M 3.47% $271.86 +12.2%
9 RY ROYAL BANK OF CANADA Financial Services 27,931.0 $4.8M 3.41% -4K -12.0% $170.57 +9.8%
10 LQD ISHARES INVESTMENT GRADE CORPORATE BOND ETF 41,532.0 $4.6M 3.28% -1K -3.3% $110.19 -1.8%
11 CCJ CAMECO CORP Energy 48,739.0 $4.5M 3.20% $91.62 +15.0%
12 WMT WALMART INC Consumer Defensive 39,994.0 $4.5M 3.19% $111.41 +17.4%
13 AMZN AMAZON COM INC Consumer Cyclical 19,176.0 $4.4M 3.17% $230.82 +16.3%
14 JPM JP MORGAN CHASE & CO Financial Services 13,218.0 $4.3M 3.05% $322.22 -6.0%
15 SPY SPDR S&P 500 ETF Financial Services 5,968.0 $4.1M 2.92% +206.0 +3.6% $681.92 +8.9%
16 BERKSHIRE HATHAWAY-B-NEW 8,016.0 $4.0M 2.89% $502.65
17 BLK BLACKROCK INC-NEW Financial Services 3,503.0 $3.7M 2.69% $1070.34 -0.6%
18 WM WASTE MANAGEMENT INC Industrials 16,879.0 $3.7M 2.66% $219.71 -0.1%
19 JEPQ JP MORG NSDQ EQ PREM ETF 64,849.0 $3.6M 2.59% $55.82 +7.7%
20 SIEMENS AG SPON ADR 25,662.0 $3.6M 2.57% NEW $139.95
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Technology 22.3%
Consumer Cyclical 11.0%
Energy 8.2%
Industrials 8.2%
Consumer Defensive 8.1%
Communication Services 8.0%
Healthcare 0.1%