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Turn8 Private Wealth Inc. Top Holdings and 13F Report (2026)

About Turn8 Private Wealth Inc.

Investment Activity

  • Turn8 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 New Holdings this Quarter

136385101 - Canadian Natural Resources
$4,844,000 Holding
46137V100 - Invesco Aerospace & Defense ETF
$4,092,000 Holding
922908769 - Vanguard Total Stock Market ETF
$3,756,000 Holding
697435105 - Palo Alto Networks
$2,709,000 Holding
464287234 - 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 Time

Map of 500 Largest Holdings ofTurn8 Private Wealth Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,244,000$1,489,835 22.1%145,4485.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,103,000$490,556 7.4%24,7024.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,812,000$2,589,759 61.3%18,4024.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,584,000$386,618 6.2%19,4824.1%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$6,328,000$1,801,632 39.8%58,0634.0%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,057,000$1,514,250 -20.0%98,8803.8%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$5,693,000$619,017 12.2%23,3143.6%Energy
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$5,587,000$3,092,555 124.0%155,6133.5%ETF
WALMART INC
$5,444,000$473,851 9.5%43,8073.4%COM
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,143,000$428,685 9.1%29,4893.2%Computer and Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$5,059,000$556,899 12.4%31,3863.2%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,057,000$348,525 7.4%5,9783.2%Finance
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$4,844,000$4,844,000 New Holding99,6103.0%Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$4,683,000$1,932,722 70.3%37,3242.9%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,571,000$682,752 17.6%15,5392.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,468,000$626,785 16.3%9,3242.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,389,000$395,289 9.9%21,0742.7%Retail/Wholesale
Cameco Corporation stock logo
CCJ
Cameco
$4,238,000$1,046,516 -19.8%39,0872.6%Basic Materials
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$4,092,000$4,092,000 New Holding24,6942.6%ETF
BLACKROCK INC-NEW
$3,851,000$481,856 14.3%4,0042.4%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,756,000$3,756,000 New Holding11,7082.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,689,000$88,230 2.5%66,4382.3%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$3,591,000$936,132 35.3%74,1002.2%Manufacturing
Visa Inc. stock logo
V
Visa
$3,546,000$466,714 15.2%11,7312.2%Business Services
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,532,000$1,024,574 40.9%35,5762.2%Finance
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$3,037,000$665,957 28.1%60,1421.9%Manufacturing
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$2,958,000$459,856 18.4%28,9461.8%Retail/Wholesale
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$2,934,000$210,566 7.7%26,3351.8%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,709,000$2,709,000 New Holding16,9001.7%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,556,000$2,556,000 New Holding45,0001.6%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,100,000$511,913 32.2%20,8601.3%ETF
Qfin Holdings Inc. - Sponsored ADR stock logo
QFIN
Qfin
$1,776,000$185,001 11.6%137,5671.1%Business Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,663,000$577,051 53.1%7,7351.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,518,000$472,720 45.2%33,0690.9%ETF
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$1,514,000$12,555 0.8%11,2150.9%Finance
Baidu, Inc. stock logo
BIDU
Baidu
$1,448,000$1,448,000 New Holding13,0000.9%Computer and Technology
ISHARES BITCOIN TRUST ETF
$1,214,000$1,214,000 New Holding31,6090.8%ETF
PACCAR Inc. stock logo
PCAR
PACCAR
$1,183,000$445,905 60.5%10,2460.7%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,086,000$2,794,987 -72.0%1,6700.7%Finance
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$1,028,000$2,270,331 -68.8%8,0770.6%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,027,000$1,027,000 New Holding10,0000.6%Medical
Apple Inc. stock logo
AAPL
Apple
$885,000$3,630,073 -80.4%3,4880.6%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$573,000$123,362 27.4%5,8990.4%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$479,000$479,000 New Holding9,4700.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$414,000$99,508 31.6%2,9040.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$413,000$413,000 New Holding1,4380.3%Computer and Technology
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$383,000$383,000 New Holding4,1150.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$284,000$152,879 -35.0%4960.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$265,000$49,218 22.8%3,6020.2%ETF
SHOPIFY INC CL-A SVS
$201,0000.0%1,6980.1%COM
ABOVE FOOD INGREDIENTS
$27,000$27,000 New Holding26,2910.0%COM
Waste Management, Inc. stock logo
WM
Waste Management
$0$3,708,485 -100.0%00.0%Business Services
Siemens AG stock logo
SIEGY
Siemens
$0$3,591,396 -100.0%00.0%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$3,291,551 -100.0%00.0%Retail/Wholesale
VANGUARD US TOTAL MKT ETF
$0$611,245 -100.0%00.0%ETF
PALANTIR TECHS INC CL-A
$0$214,118 -100.0%00.0%COM
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$0$134,036 -100.0%00.0%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$0$123,673 -100.0%00.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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