1y return+15.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $120 against $127 in the S&P 500.2
Turn8 Private Wealth Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $9.4M | 6.2% | +20.1% |
| GOOGLAlphabet Inc Cl-a | $8.2M | 5.4% | −7.4% |
| TSMTaiwan Semicon Man Sp/adr | $7.8M | 5.2% | −8.7% |
| JEPIJpmorgan Eqt Prem Icm Etf | $7.4M | 4.9% | −11.2% |
| RYRoyal Bank Of Canada | $6.2M | 4.1% | −4.8% |
| GSGoldman Sachs Group Inc | $5.4M | 3.6% | −10.3% |
| NVDANvidia Corp | $5.3M | 3.6% | −9.8% |
| MPCMarathon Petroleum Corp | $5.2M | 3.5% | −20.8% |
| PANWPalo Alto Networks Inc | $4.9M | 3.3% | −13.6% |
| AMZNAmazon Com Inc | $4.9M | 3.3% | −9.4% |
| WMTWalmart Inc | $4.7M | 3.1% | −4.3% |
| JPMJp Morgan Chase & Co | $4.7M | 3.1% | −11.4% |
| XLEState St Egy Slct Sct Etf | $4.6M | 3.0% | −18.3% |
| CNQCanadian Nat Res Ltd F | $4.4M | 2.9% | |
| BRK/BBerkshire Hathaway-b-new | $4.3M | 2.9% | −9.4% |
| LQDIshares Investment Grade Corporate Bond Etf | $4.2M | 2.8% | −33.5% |
| JEPQJp Morg Nsdq Eq Prem Etf | $4.1M | 2.7% | |
| BABAAlibaba Group Holding-adr | $3.8M | 2.6% | −6.9% |
| PPAInvesco Aerospace & Defense Etf | $3.7M | 2.5% | −14.2% |
| BLKBlackrock Inc-new | $3.7M | 2.5% | −10.5% |
| CCJCameco Corp | $3.6M | 2.4% | |
| FXIIshares China Lrg Cap Etf | $2.9M | 1.9% | −48.2% |
| MAGSList Fd Roundhill Mag Etf | $2.8M | 1.9% | New |
| BSXBoston Scientific Corp | $2.5M | 1.7% | New |
| BIIBBiogen Inc | $2.5M | 1.7% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semicon Man Sp/adr | December 31, 2024 | +141.8% | $7.8M |
| PANWPalo Alto Networks Inc | March 31, 2026 | +112.7% | $4.9M |
| CCJCameco Corp | December 31, 2024 | +98.2% | $3.6M |
| GOOGLAlphabet Inc Cl-a | December 31, 2024 | +88.8% | $8.2M |
| MPCMarathon Petroleum Corp | December 31, 2024 | +83.3% | $5.2M |
| BMOBank Of Montreal | December 31, 2024 | +82.1% | $2.0M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $5.4M |
| RYRoyal Bank Of Canada | December 31, 2024 | +71.7% | $6.2M |
| NVDANvidia Corp | December 31, 2024 | +49.0% | $5.3M |
| JPMJp Morgan Chase & Co | December 31, 2024 | +36.6% | $4.7M |
Sold off last quarter
- PDDPdd Holdings Inc Adr was $3.0M
- EEMIshares Msci Emerging Market was $2.6M
- PCARPaccar Inc was $1.2M
- JJacob Solutions Inc was $1.0M
- ABTAbbott Laboratories . was $1.0M
- SHOPShopify Inc Cl-a Svs was $201K
- ABVEFAbove Food Ingredients was $27K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Turn8 Private Wealth Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2070026&type=13F-HR&dateb=&owner=include&count=40CIK 2070026
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2070026/000207002626000003/Filed August 3, 2026 · accession 0002070026-26-000003