Turn8 Private Wealth Inc.
SEC Form 13F institutional filer · CIK 0002070026
13F-HR · 25 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
63.9%
Turn8 Private Wealth Inc. — $90.6M AUM allocation strategy
Turn8 Private Wealth Inc. files SEC Form 13F and reports $90.6M of long US equity value across 25 reported holdings for 2026-03-31.
Its largest sector bet is Financials 31.5%, followed by Information Technology 16.2% and Communication Services 7.9%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Turn8 Private Wealth Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$90.6M
total across 25 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +30.3K sh · +$2.02M+$XLU +10.3K sh · +$546K+$MSFT +7K sh · +$1.34M
Biggest trims (shares)
−$XLE −24.7K sh · +$531K−$J −17.8K sh · −$2.4M−$AAPL −14.3K sh · −$3.95M
Exited to nil (held last quarter, gone now)
$WM ($3.71M last qtr)$COST ($3.29M last qtr)$PLTR ($214K last qtr)$TSLA ($124K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks12.0%—
- Systems Software10.6%—
- Interactive Media & Services7.9%—
- Oil & Gas Refining & Marketing6.2%—
- Consumer Staples Merchandise Retail6.0%—
- Semiconductors5.7%—
- Investment Banking & Brokerage5.6%—
- Diversified Banks5.1%—
- Other holdings41.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 24.7K | $7.1M | +1.71K | 7.8% |
| $MSFT | Microsoft Corporation | 18.4K | $6.81M | +7K | 7.5% |
| $MPC | Marathon Petroleum Corporation | 23.3K | $5.69M | +2.54K | 6.3% |
| $WMT | Walmart Inc | 43.8K | $5.44M | +3.81K | 6.0% |
| $NVDA | NVIDIA Corporation | 29.5K | $5.14M | +2.46K | 5.7% |
| $GS | Goldman Sachs Group Inc | 5.98K | $5.06M | +412 | 5.6% |
| $JPM | JP Morgan Chase & Co | 15.5K | $4.57M | +2.32K | 5.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 9.32K | $4.47M | +1.31K | 4.9% |
…and 17 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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