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Turn8 Private Wealth Inc.
RIA/Wealth
Turn8 Private Wealth Inc. is a RIA/Wealth led by Craig Stuart Mcfadzean, reporting $259.7M in AUM as of Q3 2025 with JEPI as the largest holding (5% allocation).
PresidentCraig Stuart Mcfadzean
- Portfolio Value
- $138.4M
- Positions
- 42
- Top Holding
- JEPI at 4.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Turn8 Private Wealth Inc.'s portfolio (37.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $6.8M | 4.94% | +$26.8K Bought | — 119.6K shares | |
Software - Infrastructure Technology | $5.8M | 4.20% | -$59.6K Sold | 0.00% 11.3K shares | |
ETF ETF | $5.5M | 3.99% | — | — 61.8K shares | |
Internet Content & Information Communication Services | $5.4M | 3.93% | -$248.4K Sold | 0.00% 22.4K shares | |
Semiconductors Technology | $5.1M | 3.72% | -$139.6K Sold | — 18.4K shares | |
Semiconductors Technology | $5.0M | 3.63% | -$171.3K Sold | 0.00% 26.9K shares | |
ETF ETF | $4.8M | 3.46% | -$367.3K Sold | — 42.9K shares | |
Banks - Diversified Financial Services | $4.7M | 3.38% | +$110.6K Bought | 0.00% 31.8K shares | |
Consumer Electronics Technology | $4.5M | 3.29% | -$49.4K Sold | 0.00% 17.9K shares | |
Financial - Capital Markets Financial Services | $4.5M | 3.22% | -$113.9K Sold | 0.00% 5.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Turn8 Private Wealth Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+50.3% | |
+14.62% | |
+14.15% | |
+7.63% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-46.46% |
Analytics
Portfolio insights and performance metrics for Turn8 Private Wealth Inc.
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