§ 13F · FUND PROFILE
Turn8 Private Wealth Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $139M (13F)Positions · 44Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQT PREM ICM ETF | 145K | $8M | 5.2% | +22% |
| 2 | GOOGL | ALPHABET INC CL-A | 25K | $7M | 4.4% | +7% |
| 3 | MSFT | MICROSOFT CORP | 18K | $7M | 4.3% | +61% |
| 4 | TSM | TAIWAN SEMICON MAN SP/ADR | 19K | $7M | 4.1% | +6% |
| 5 | LQD | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | 58K | $6M | 4.0% | +40% |
| 6 | XLE | STATE ST EGY SLCT SCT ETF | 99K | $6M | 3.8% | −20% |
| 7 | MPC | MARATHON PETROLEUM CORP | 23K | $6M | 3.6% | +12% |
| 8 | FXI | ISHARES CHINA LRG CAP ETF | 156K | $6M | 3.5% | +124% |
| 9 | WMT | WALMART INC | 44K | $5M | 3.4% | +10% |
| 10 | NVDA | NVIDIA CORP | 29K | $5M | 3.2% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TURN8 SIGNAL
AC read
Turn8 Private Wealth Inc. is a Other fund managing $139 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed