Institutional filer · SEC 13F · Q1 2025
Turn8 Private Wealth Inc.
The reported 13F portfolio of Turn8 Private Wealth Inc. (CIK 2070026) - top holdings, how concentrated the book is, and what changed last quarter.
- $127.9M
- Reported book
- 51
- Positions
- #273
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Turn8 Private Wealth Inc. ranks #273 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $127.9M across 51 positions, a broadly diversified portfolio.
- $127.9M
- reported 13F value
- 51
- disclosed positions
- 4.5%
- in JPMORGAN EQT PREM ICM
- #273
- of 360 filers
Top-5 share 19.2% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Turn8 Private Wealth Inc. ranks #273 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Turn8 Private Wealth Inc. sits by disclosed position count
Turn8 Private Wealth Inc. reports 51 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Turn8 Private Wealth Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
51 267th of 360 higher than 93 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Turn8 Private Wealth Inc. reports a book ($0.13B) concentrated across only 51 disclosed positions -- fewer than the 68-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2070026 · Q1 2025 $128M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #273/360
- POS-FOCUS 51 names
- CONC-MID 19% top-5
- LEAD-MIX 4.5% top
- PHOTO-FINISH Clear Retirement Adv…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Clear Retirement Advice LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Turn8 Private Wealth Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$127.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | JPMORGAN EQT PREM ICM ETF | $5.8M | 4.5% |
| 2 | ENERGY SELECT SEC SPDR | $5.7M | 4.5% |
| 3 | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $5.0M | 3.9% |
| 4 | MICROSOFT CORP | $4.1M | 3.2% |
| 5 | BERKSHIRE HATHAWAY-B-NEW | $4.0M | 3.1% |
| 6 | APPLE INC | $3.7M | 2.9% |
| 7 | WASTE MANAGEMENT INC | $3.7M | 2.9% |
| 8 | JP MORGAN CHASE & CO | $3.6M | 2.8% |
| 9 | AMAZON COM INC | $3.5M | 2.8% |
| 10 | ROYAL BANK OF CANADA | $3.5M | 2.7% |
| 11 | WALMART INC | $3.4M | 2.7% |
| 12 | COSTCO WHOLESALE CORP | $3.4M | 2.6% |
| 13 | GOLDMAN SACHS GROUP INC | $3.4M | 2.6% |
| 14 | ALPHABET INC CL-A | $3.4M | 2.6% |
| 15 | LOCKHEED MARTIN CORP | $3.3M | 2.6% |
| 16 | UNION PACIFIC CORP | $3.3M | 2.6% |
| 17 | VISA INC CLASS-A | $3.3M | 2.6% |
| 18 | NVIDIA CORP | $3.3M | 2.6% |
| 19 | BLACKROCK INC-NEW | $3.2M | 2.5% |
| 20 | MARATHON PETROLEUM CORP | $3.2M | 2.5% |
| 21 | APOLLO GLOBAL MGMT INC | $3.2M | 2.5% |
| 22 | ACCENTURE PLC CL-A | $3.0M | 2.4% |
| 23 | TAIWAN SEMICON MAN SP/ADR | $3.0M | 2.4% |
| 24 | ISHARES CORE US AGG BD ET | $3.0M | 2.4% |
| 25 | CAMDEN PROPERTY TRUST | $3.0M | 2.3% |
Latest Quarter Trades · Q1 2025
New positions (51)
Frequently Asked Questions
- How big is Turn8 Private Wealth Inc.'s 13F portfolio?
- Turn8 Private Wealth Inc. reports $127.9M of long US-equity positions across 51 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Turn8 Private Wealth Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Turn8 Private Wealth Inc. ranks #273 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Turn8 Private Wealth Inc.'s largest position?
- Turn8 Private Wealth Inc.'s largest reported position is JPMORGAN EQT PREM ICM ETF at $5.8M, about 4.5% of its reported book as of Q1 2025.
- What did Turn8 Private Wealth Inc. trade last quarter?
- In its Q1 2025 filing, Turn8 Private Wealth Inc. opened 51 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Turn8 Private Wealth Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($127.9M here).
Similar holding count
Nearest filers by number of disclosed positions (51 here).
Using this filing
- The rankings sort every tracked filer the same way Turn8 Private Wealth Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Clear Retirement Advice LLC reported the nearest book value ($128.6M) this quarter, a useful scale comparison for Turn8 Private Wealth Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.