Turn8 Private Wealth Inc. Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$139.3B
Holdings
44
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JEPIJPMORGAN EQT PREM ICM ETF | 119,619 | $6.8B | 4.90% | |
| 2 | MSFTMICROSOFT CORP | 11,307 | $5.8B | 4.17% | |
| 3 | XLEENERGY SELECT SEC SPDR | 61,800 | $5.5B | 3.96% | |
| 4 | GOOGLALPHABET INC CL-A | 22,374 | $5.4B | 3.90% | |
| 5 | TSMTAIWAN SEMICON MAN SP/ADR | 18,411 | $5.1B | 3.69% | |
| 6 | NVDANVIDIA CORP | 26,949 | $5.0B | 3.61% | |
| 7 | LQDISHARES INVESTMENT GRADE CORPORATE BOND ETF | 42,944 | $4.8B | 3.44% | |
| 8 | RYROYAL BANK OF CANADA | 31,756 | $4.7B | 3.36% | |
| 9 | AAPLAPPLE INC | 17,858 | $4.5B | 3.26% | |
| 10 | GSGOLDMAN SACHS GROUP INC | 5,589 | $4.5B | 3.19% | |
| 11 | AMZNAMAZON COM INC | 19,190 | $4.2B | 3.02% | |
| 12 | JPMJP MORGAN CHASE & CO | 13,269 | $4.2B | 3.00% | |
| 13 | WMTWALMART INC | 40,147 | $4.1B | 2.97% | |
| 14 | BLKBLACKROCK INC-NEW | 3,515 | $4.1B | 2.94% | |
| 15 | CCOCAMECO CORP | 48,768 | $4.1B | 2.94% | |
| 16 | LMTLOCKHEED MARTIN CORP | 8,194 | $4.1B | 2.94% | |
| 17 | BRK/BBERKSHIRE HATHAWAY-B-NEW | 8,034 | $4.0B | 2.90% | |
| 18 | MPCMARATHON PETROLEUM CORP | 20,787 | $4.0B | 2.88% | |
| 19 | JJACOB SOLUTIONS INC | 25,993 | $3.9B | 2.80% | |
| 20 | BABAALIBABA GROUP HOLDING-ADR | 21,580 | $3.9B | 2.77% | |
| 21 | SPYSPDR S&P 500 ETF | 5,762 | $3.8B | 2.76% | |
| 22 | WMWASTE MANAGEMENT INC | 16,909 | $3.7B | 2.68% | |
| 23 | COSTCOSTCO WHOLESALE CORP | 3,881 | $3.6B | 2.58% | |
| 24 | JEPQJP MORG NSDQ EQ PREM ETF | 64,758 | $3.6B | 2.57% | |
| 25 | VVISA INC CLASS-A | 10,217 | $3.5B | 2.50% | |
| 26 | APOAPOLLO GLOBAL MGMT INC | 24,857 | $3.3B | 2.38% | |
| 27 | PDDPDD HOLDINGS INC ADR | 24,446 | $3.2B | 2.32% | |
| 28 | UNPUNION PACIFIC CORP | 13,112 | $3.1B | 2.22% | |
| 29 | FXIISHARES CHINA LRG CAP ETF | 69,695 | $2.9B | 2.06% | |
| 30 | ISTBISHARES CORE 1-5Y USD BND | 54,835 | $2.7B | 1.92% | |
| 31 | AGGISHRS CORE US AGG BND ETF | 25,045 | $2.5B | 1.80% | |
| 32 | SLQDISHARES 0-5 YEAR INVESTMT | 47,057 | $2.4B | 1.72% | |
| 33 | SGOVISHS 0-3 MTH TREAS BD ETF | 15,386 | $1.5B | 1.11% | |
| 34 | BMOBANK OF MONTREAL | 11,018 | $1.4B | 1.03% | |
| 35 | VIGVANGUARD DIV APPR ETF | 5,041 | $1.1B | 0.78% | |
| 36 | XLUSECTOR SPDR TR- UTILITIES | 11,517 | $1.0B | 0.72% | |
| 37 | PCARPACCAR INC | 6,363 | $625.6M | 0.45% | |
| 38 | VUNVANGUARD US TOTAL MKT ETF | 6,704 | $598.2M | 0.43% | |
| 39 | EFAISHARES MSCI EAFE ETF | 5,073 | $473.7M | 0.34% | |
| 40 | STCKSTACK CAPITAL GROUP INC | 34,000 | $332.7M | 0.24% | |
| 41 | ITOTISHARES CORE S&P TOTAL US | 2,197 | $320.0M | 0.23% | |
| 42 | SHOPSHOPIFY INC CL-A SVS | 1,743 | $259.1M | 0.19% | |
| 43 | PLTRPALANTIR TECHS INC CL-A | 1,205 | $219.8M | 0.16% | |
| 44 | BNDVANGUARD TOTAL BND MK ETF | 2,921 | $217.2M | 0.16% |