Turn8 Private Wealth Inc. - Portfolio overview

Turn8 Private Wealth Inc. has 56 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JEPI - JPMORGAN EQT PREM ICM ETF, 4.72%
2. GOOGL - ALPHABET INC CL-A, 4.06%
3. MSFT - MICROSOFT CORP, 3.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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