Turn8 Private Wealth Inc.
CIK: 0002070026SEC EDGAR →
Portfolio Value
$139.5M
Holdings
46
As of
Q4 2025
New Positions
4
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CL-A | 22,996 | $7.2M | 5.16% |
| 2 | JPMORGAN EQT PREM ICM ETF | 119,163 | $6.8M | 4.89% |
| 3 | TAIWAN SEMICON MAN SP/ADR | 18,338 | $5.6M | 3.99% |
| 4 | ENERGY SELECT SEC SPDR | 123,600 | $5.5M | 3.96% |
| 5 | MICROSOFT CORP | 11,406 | $5.5M | 3.92% |
| 6 | NVIDIA CORP | 27,031 | $5.0M | 3.61% |
| 7 | GOLDMAN SACHS GROUP INC | 5,566 | $4.9M | 3.51% |
| 8 | APPLE INC | 17,795 | $4.8M | 3.47% |
| 9 | ROYAL BANK OF CANADA | 27,931 | $4.8M | 3.41% |
| 10 | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | 41,532 | $4.6M | 3.28% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $71.7M | 51.4% |
| Technology | 6 | $21.4M | 15.3% |
| Communication Services | 3 | $12.2M | 8.7% |
| Consumer Cyclical | 4 | $10.5M | 7.5% |
| Industrials | 3 | $7.8M | 5.6% |
| Consumer Defensive | 2 | $7.7M | 5.6% |
| Unknown | 2 | $4.6M | 3.3% |
| Energy | 1 | $3.4M | 2.4% |
| Healthcare | 1 | $134K | 0.1% |