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Portfolio (Quarterly) Guide ↗

Turn8 Private Wealth Inc.

· CIK 0002070026
13F Portfolio $150M AUM 54 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 15 Added 19 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 22,110.0 $9.4M 6.24% +11K +93.8% $423.20 +21.3%
2 JEPI JPMORGAN EQT PREM ICM ETF 129,107.0 $7.4M 4.93% +10K +8.3% $57.27 +0.9%
3 RY ROYAL BANK OF CANADA Financial Services 29,879.0 $6.2M 4.12% +2K +7.0% $206.57 -1.1%
4 WMT WALMART INC Consumer Defensive 41,920.0 $4.7M 3.14% +2K +4.8% $112.20 -8.1%
5 JPM JP MORGAN CHASE & CO Financial Services 13,775.0 $4.7M 3.11% +557.0 +4.2% $338.61 +5.6%
6 BERKSHIRE HATHAWAY-B-NEW 8,450.0 $4.3M 2.85% +434.0 +5.4% $506.26
7 JEPQ JP MORG NSDQ EQ PREM ETF 66,438.0 $4.1M 2.73% +2K +2.5% $61.46 -2.1%
8 BABA ALIBABA GROUP HOLDING-ADR Consumer Cyclical 34,759.0 $3.8M 2.57% +13K +58.6% $110.72 +7.4%
9 BLK BLACKROCK INC-NEW Financial Services 3,583.0 $3.7M 2.46% +80.0 +2.3% $1029.52 +13.1%
10 FXI ISHARES CHINA LRG CAP ETF 80,545.0 $2.9M 1.94% +11K +15.9% $36.16 -1.8%
11 QFIN QIFU HOLDINGS INC ADR Financial Services 134,685.0 $2.0M 1.34% +11K +9.3% $14.87 -40.8%
12 BMO BANK OF MONTREAL Financial Services 11,300.0 $2.0M 1.33% +178.0 +1.6% $176.40 -2.6%
13 VIG VANGUARD DIV APPR ETF 5,788.0 $1.4M 0.91% +737.0 +14.6% $236.62 +2.7%
14 META META PLATFORMS INC CL-A Communication Services 2,412.0 $1.3M 0.90% +2K +216.1% $557.83 +3.6%
15 EFA ISHARES MSCI EAFE ETF 5,735.0 $596K 0.40% +1K +23.9% $103.88 +3.7%

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
Technology 28.4%
Financial Services 28.2%
Energy 13.3%
Communication Services 11.1%
Consumer Cyclical 8.8%
Healthcare 5.5%
Consumer Defensive 4.8%