Turn8 Private Wealth Inc. Top Holdings and 13F Report (2026) About Turn8 Private Wealth Inc.Investment ActivityTurn8 Private Wealth Inc. has $160.04 million in total holdings as of March 31, 2026.Turn8 Private Wealth Inc. owns shares of 51 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 28.54% of the portfolio was purchased this quarter.About 14.42% of the portfolio was sold this quarter.This quarter, Turn8 Private Wealth Inc. has purchased 46 new stocks and bought additional shares in 32 stocks.Turn8 Private Wealth Inc. sold shares of 6 stocks and completely divested from 7 stocks this quarter.Largest Holdings JPMorgan Equity Premium Income ETF $8,244,000Alphabet $7,103,000Microsoft $6,812,000Taiwan Semiconductor Manufacturing $6,584,000iShares iBoxx $ Investment Grade Corporate Bond ETF $6,328,000 Largest New Holdings this Quarter 136385101 - Canadian Natural Resources $4,844,000 Holding46137V100 - Invesco Aerospace & Defense ETF $4,092,000 Holding922908769 - Vanguard Total Stock Market ETF $3,756,000 Holding697435105 - Palo Alto Networks $2,709,000 Holding464287234 - iShares MSCI Emerging Markets ETF $2,556,000 Holding Largest Purchases this Quarter Canadian Natural Resources 99,610 shares (about $4.84M)Invesco Aerospace & Defense ETF 24,694 shares (about $4.09M)Vanguard Total Stock Market ETF 11,708 shares (about $3.76M)iShares China Large-Cap ETF 86,136 shares (about $3.09M)Palo Alto Networks 16,900 shares (about $2.71M) Largest Sales this Quarter Apple 14,307 shares (about $3.63M)SPDR S&P 500 ETF Trust 4,298 shares (about $2.79M)Jacobs Solutions 17,838 shares (about $2.27M)Energy Select Sector SPDR Fund 24,720 shares (about $1.51M)Cameco 9,652 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTurn8 Private Wealth Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJEPIJPMorgan Equity Premium Income ETF$8,244,000$1,489,835 ▲22.1%145,4485.2%ETFGOOGLAlphabet$7,103,000$490,556 ▲7.4%24,7024.4%Computer and TechnologyMSFTMicrosoft$6,812,000$2,589,759 ▲61.3%18,4024.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,584,000$386,618 ▲6.2%19,4824.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,328,000$1,801,632 ▲39.8%58,0634.0%FinanceXLEEnergy Select Sector SPDR Fund$6,057,000$1,514,250 ▼-20.0%98,8803.8%ETFMPCMarathon Petroleum$5,693,000$619,017 ▲12.2%23,3143.6%EnergyFXIiShares China Large-Cap ETF$5,587,000$3,092,555 ▲124.0%155,6133.5%ETFWALMART INC$5,444,000$473,851 ▲9.5%43,8073.4%COMNVDANVIDIA$5,143,000$428,685 ▲9.1%29,4893.2%Computer and TechnologyRYRoyal Bank Of Canada$5,059,000$556,899 ▲12.4%31,3863.2%FinanceGSThe Goldman Sachs Group$5,057,000$348,525 ▲7.4%5,9783.2%FinanceCNQCanadian Natural Resources$4,844,000$4,844,000 ▲New Holding99,6103.0%EnergyBABAAlibaba Group$4,683,000$1,932,722 ▲70.3%37,3242.9%Retail/WholesaleJPMJPMorgan Chase & Co.$4,571,000$682,752 ▲17.6%15,5392.9%FinanceBRK.BBerkshire Hathaway$4,468,000$626,785 ▲16.3%9,3242.8%FinanceAMZNAmazon.com$4,389,000$395,289 ▲9.9%21,0742.7%Retail/WholesaleCCJCameco$4,238,000$1,046,516 ▼-19.8%39,0872.6%Basic MaterialsPPAInvesco Aerospace & Defense ETF$4,092,000$4,092,000 ▲New Holding24,6942.6%ETFBLACKROCK INC-NEW$3,851,000$481,856 ▲14.3%4,0042.4%COMVTIVanguard Total Stock Market ETF$3,756,000$3,756,000 ▲New Holding11,7082.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,689,000$88,230 ▲2.5%66,4382.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,591,000$936,132 ▲35.3%74,1002.2%ManufacturingVVisa$3,546,000$466,714 ▲15.2%11,7312.2%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$3,532,000$1,024,574 ▲40.9%35,5762.2%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$3,037,000$665,957 ▲28.1%60,1421.9%ManufacturingPDDPDD$2,958,000$459,856 ▲18.4%28,9461.8%Retail/WholesaleAPOApollo Global Management$2,934,000$210,566 ▲7.7%26,3351.8%FinancePANWPalo Alto Networks$2,709,000$2,709,000 ▲New Holding16,9001.7%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$2,556,000$2,556,000 ▲New Holding45,0001.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$2,100,000$511,913 ▲32.2%20,8601.3%ETFQFINQfin$1,776,000$185,001 ▲11.6%137,5671.1%Business ServicesVIGVanguard Dividend Appreciation ETF$1,663,000$577,051 ▲53.1%7,7351.0%ETFXLUUtilities Select Sector SPDR Fund$1,518,000$472,720 ▲45.2%33,0690.9%ETFBMOBank Of Montreal$1,514,000$12,555 ▲0.8%11,2150.9%FinanceBIDUBaidu$1,448,000$1,448,000 ▲New Holding13,0000.9%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,214,000$1,214,000 ▲New Holding31,6090.8%ETFPCARPACCAR$1,183,000$445,905 ▲60.5%10,2460.7%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,086,000$2,794,987 ▼-72.0%1,6700.7%FinanceJJacobs Solutions$1,028,000$2,270,331 ▼-68.8%8,0770.6%Business ServicesABTAbbott Laboratories$1,027,000$1,027,000 ▲New Holding10,0000.6%MedicalAAPLApple$885,000$3,630,073 ▼-80.4%3,4880.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$573,000$123,362 ▲27.4%5,8990.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$479,000$479,000 ▲New Holding9,4700.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$414,000$99,508 ▲31.6%2,9040.3%ETFGOOGAlphabet$413,000$413,000 ▲New Holding1,4380.3%Computer and TechnologyTDToronto Dominion Bank$383,000$383,000 ▲New Holding4,1150.2%FinanceMETAMeta Platforms$284,000$152,879 ▼-35.0%4960.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$265,000$49,218 ▲22.8%3,6020.2%ETFSHOPIFY INC CL-A SVS$201,0000.0%1,6980.1%COMABOVE FOOD INGREDIENTS$27,000$27,000 ▲New Holding26,2910.0%COMWMWaste Management$0$3,708,485 ▼-100.0%00.0%Business ServicesSIEGYSiemens$0$3,591,396 ▼-100.0%00.0%IndustrialsCOSTCostco Wholesale$0$3,291,551 ▼-100.0%00.0%Retail/WholesaleVANGUARD US TOTAL MKT ETF$0$611,245 ▼-100.0%00.0%ETFPALANTIR TECHS INC CL-A$0$214,118 ▼-100.0%00.0%COMCRSPCRISPR Therapeutics$0$134,036 ▼-100.0%00.0%MedicalTSLATesla$0$123,673 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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