account_balance

Investment manager · 13F filer · SEC CIK 2070026

Turn8 Private Wealth Inc.

Reported value$147Mas of Sep 30, 2026
Positions54 9 new, 9 sold out
Top 10 weight42.7%MSFT alone is 6%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
MSFT Microsoft Corp 6.4% Trimmed −17%
JEPI JPMorgan Eqt Prem Icm ETF 5.1% Added +2%
GOOGL Alphabet Inc. 4.9% Trimmed −8%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.7% Trimmed −15%NVDA NVIDIA Corp 4.1% HeldRY Royal Bank of Canada 4.0% HeldWMT Walmart Inc. 3.5% Added +20%
MAGS List Fd Roundhill Mag ETF 3.4% Added +64%
GS Goldman Sachs Group Inc 3.3% HeldAMZN Amazon.com Inc 3.3% Added +2%PANW Palo Alto Networks Inc 3.3% Trimmed −16%
LQD iShares Investment Grade Corporate Bond ETF 3.2% Added +19%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • AVGO $4.5M
  • XLV $1.68M
  • HON $930K
  • PDBC $877K
arrow_upwardAdded
arrow_downwardTrimmed
  • MPC −92%
  • V −80%
  • MSFT −17%
  • SGOV −17%
remove_circleSold out
  • XLE $4.57M
  • FXI $2.91M
  • APO $1.35M
  • EWC $194K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist