Turn8 Private Wealth Inc. holds a diversified book of 54 reported positions worth $149.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Roundhill Magnificent Seven and trimmed Alphabet Inc-CL A. Their largest long position is Microsoft Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +27% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Turn8 Private Wealth Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Turn8 Private Wealth Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Turn8 Private Wealth Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 54 | $4.5B |
| Marest Capital, LLC | 13 / 54 | $183.6M |
| BlueSpruce Investments, LP | 7 / 54 | $589.3M |
| Hoffman, Alan N Investment Management | 7 / 54 | $153.1M |
| Voyager Global Management LP | 6 / 54 | $3.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 54 | $415.2M |
| Ramsey Quantitative Systems | 5 / 54 | $95.6M |
| Claar Advisors LLC | 6 / 54 | $249.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Turn8 Private Wealth Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $9.4M | 22.1K | 6.2% | ▲+20% Added · +4K sh | |
| 2 | Alphabet Inc CL-A COM | $8.2M | 22.9K | 5.4% | ▼−7.4% Reduced · −2K sh | |
| 3 | Taiwan Semicon Man SP Sponsored ADR | $7.8M | 17.8K | 5.2% | ▼−8.7% Reduced · −2K sh | |
| 4 | JPMorgan Eqt Prem Icm ETF ETF | $7.4M | 129.1K | 4.9% | ▼−11% Reduced · −16K sh | |
| 5 | Royal Bank Of Canada COM | $6.2M | 29.9K | 4.1% | ▼−4.8% Reduced · −2K sh | |
| 6 | Goldman Sachs Group Inc COM | $5.4M | 5.4K | 3.6% | ▼−10% Reduced · −618 sh | |
| 7 | Nvidia Corp COM | $5.3M | 26.6K | 3.6% | ▼−9.8% Reduced · −3K sh | |
| 8 | Marathon Petroleum Corp COM | $5.2M | 18.5K | 3.5% | ▼−21% Reduced · −5K sh | |
| 9 | Palo Alto Networks Inc COM | $4.9M | 14.6K | 3.3% | ▼−14% Reduced · −2K sh | |
| 10 | Amazon Com Inc COM | $4.9M | 19.1K | 3.3% | ▼−9.4% Reduced · −2K sh | |
| 11 | Walmart Inc COM | $4.7M | 41.9K | 3.1% | ▼−4.3% Reduced · −2K sh | |
| 12 | JP Morgan Chase & Co COM | $4.7M | 13.8K | 3.1% | ▼−11% Reduced · −2K sh | |
| 13 | State ST Egy SLCT SCT ETF ETF | $4.6M | 80.8K | 3.0% | ▼−18% Reduced · −18K sh | |
| 14 | Canadian Nat Res Ltd F COM | $4.4M | 99.6K | 2.9% | ▲~0% Added · +31 sh | |
| 15 | Berkshire Hathaway-B-New COM | $4.3M | 8.4K | 2.9% | ▼−9.4% Reduced · −874 sh | |
| 16 | Ishares Investment Grade Corporate Bond ETF ETF | $4.2M | 38.6K | 2.8% | ▼−34% Reduced · −19K sh | |
| 17 | JP Morg NSDQ Eq Prem ETF ETF | $4.1M | 66.4K | 2.7% | —Held | |
| 18 | Alibaba Group Holding-ADR Sponsored ADR | $3.8M | 34.8K | 2.6% | ▼−6.9% Reduced · −3K sh | |
| 19 | Invesco Aerospace & Defense ETF ETF | $3.7M | 21.2K | 2.5% | ▼−14% Reduced · −4K sh | |
| 20 | BlackRock Inc-New COM | $3.7M | 3.6K | 2.5% | ▼−11% Reduced · −421 sh | |
| 21 | Cameco Corp COM | $3.6M | 39.1K | 2.4% | ▲+0.1% Added · +23 sh | |
| 22 | Ishares China LRG Cap ETF ETF | $2.9M | 80.5K | 1.9% | ▼−48% Reduced · −75K sh | |
| 23 | List FD Roundhill Mag ETF ETF | $2.8M | 43.0K | 1.9% | ▲New New position | |
| 24 | Boston Scientific Corp COM | $2.5M | 56.6K | 1.7% | ▲New New position | |
| 25 | Biogen Inc COM | $2.5M | 12.1K | 1.7% | ▲New New position | |
| 26 | Ishares Core 1-5Y Usd BND ETF | $2.4M | 50.2K | 1.6% | ▼−32% Reduced · −24K sh | |
| 27 | Ishrs Core US Agg BND ETF ETF | $2.4M | 24.0K | 1.6% | ▼−32% Reduced · −12K sh | |
| 28 | Visa Inc Class-A COM | $2.2M | 6.4K | 1.5% | ▼−46% Reduced · −5K sh | |
| 29 | Vanguard TTL STK MRKT ETF COM | $2.2M | 5.9K | 1.4% | ▼−50% Reduced · −6K sh | |
| 30 | Ishares 0-5 Year Investmt ETF | $2.1M | 41.4K | 1.4% | ▼−31% Reduced · −19K sh | |
| 31 | Qifu Holdings Inc ADR Sponsored ADR | $2.0M | 134.7K | 1.3% | ▼−2.1% Reduced · −3K sh | |
| 32 | Bank Of Montreal COM | $2.0M | 11.3K | 1.3% | ▲+0.8% Added · +85 sh | |
| 33 | Baidu Inc Ads COM | $1.5M | 13.0K | 1.0% | —Held | |
| 34 | Vanguard Div Appr ETF ETF | $1.4M | 5.8K | 0.9% | ▼−25% Reduced · −2K sh | |
| 35 | Apollo Global Mgmt Inc COM | $1.4M | 11.5K | 0.9% | ▼−57% Reduced · −15K sh | |
| 36 | Meta Platforms Inc CL-A COM | $1.3M | 2.4K | 0.9% | ▲+386% Added · +2K sh | |
| 37 | Ishs 0-3 MTH Treas BD ETF ETF | $1.2M | 11.9K | 0.8% | ▼−43% Reduced · −9K sh | |
| 38 | Ishares S&P 500 Value ETF ETF | $1.2M | 5.0K | 0.8% | ▲New New position | |
| 39 | Select Sector SPDR TR ETF | $958K | 21.1K | 0.6% | ▼−36% Reduced · −12K sh | |
| 40 | Apple Inc COM | $706K | 2.4K | 0.5% | ▼−30% Reduced · −1K sh | |
| 41 | Ishares Bitcoin Trust ETF ETF | $703K | 21.1K | 0.5% | ▼−33% Reduced · −10K sh | |
| 42 | State Street SPDR ETF ETF | $682K | 913 | 0.5% | ▼−45% Reduced · −757 sh | |
| 43 | Ishares Msci Eafe ETF ETF | $596K | 5.7K | 0.4% | ▼−2.8% Reduced · −164 sh | |
| 44 | Ishares Core S&P Total US ETF | $317K | 1.9K | 0.2% | ▼−34% Reduced · −976 sh | |
| 45 | Toronto Dominion Bank COM | $271K | 2.2K | 0.2% | ▼−46% Reduced · −2K sh | |
| 46 | Alphabet Inc CL-C COM | $254K | 719 | 0.2% | ▼−50% Reduced · −719 sh | |
| 47 | JP Morg Ult-SHRT Incm ETF ETF | $242K | 4.8K | 0.2% | ▼−49% Reduced · −5K sh | |
| 48 | Abbvie Inc COM | $201K | 800 | 0.1% | ▲New New position | |
| 49 | Ishares Msci Canada ETF ETF | $194K | 3.4K | 0.1% | ▲New New position | |
| 50 | Vanguard Total BND MK ETF COM | $151K | 2.1K | 0.1% | ▼−43% Reduced · −2K sh |
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Use Arkolith to show Turn8 Private Wealth Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 54 | $149.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 51 | $160.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 46 | $139.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 44 | $139.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 44 | $138.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 58d | 51 | $127.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 28, 2025 | 148d | 45 | $140.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.