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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 $146.90 million in total holdings as of September 30, 2026.
  • Turn8 Private Wealth Inc. owns shares of 54 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 11.84% of the portfolio was purchased this quarter.
  • About 15.82% of the portfolio was sold this quarter.
  • This quarter, Turn8 Private Wealth Inc. has purchased 54 new stocks and bought additional shares in 28 stocks.
  • Turn8 Private Wealth Inc. sold shares of 12 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Microsoft
$9,360,413
Alphabet
$7,226,073
NVIDIA
$6,032,886

Largest New Holdings this Quarter

11135F101 - Broadcom
$4,496,600 Holding
81369Y209 - Health Care Select Sector SPDR Fund
$1,684,200 Holding
438516205 - HONEYWELL INTL INC
$929,592 Holding
219350105 - Corning
$780,332 Holding

Largest Purchases this Quarter

Broadcom
12,804 shares (about $4.50M)
LIST FD ROUNDHILL MAG ETF
27,525 shares (about $1.97M)
Health Care Select Sector SPDR Fund
10,000 shares (about $1.68M)
HONEYWELL INTL INC
4,407 shares (about $929.59K)

Largest Sales this Quarter

Marathon Petroleum
16,959 shares (about $6.71M)
Microsoft
3,860 shares (about $1.98M)
Visa
5,101 shares (about $1.83M)
Taiwan Semiconductor Manufacturing
2,668 shares (about $1.22M)
Palo Alto Networks
2,367 shares (about $940.43K)

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
Microsoft Corporation stock logo
MSFT
Microsoft
$9,360,413$1,979,791 ▼-17.5%18,2506.4%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$7,424,469$166,074 ▲2.3%132,0615.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,226,073$644,122 ▼-8.2%21,0014.9%Communication Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,896,009$1,217,077 ▼-15.0%15,1174.7%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,032,886$41,337 ▼-0.7%26,4164.1%Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$5,828,329$48,186 ▼-0.8%29,6344.0%Finance
WALMART INC
$5,212,881$856,516 ▲19.7%50,1623.5%COM
LIST FD ROUNDHILL MAG ETF
$5,055,937$1,973,267 ▲64.0%70,5253.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,867,134$41,415 ▲0.9%5,4063.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,864,554$109,873 ▲2.3%19,5253.3%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,863,472$940,433 ▼-16.2%12,2413.3%Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$4,679,426$734,366 ▲18.6%45,7963.2%ETF
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$4,678,723$6,960 ▼-0.1%99,4933.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,616,709$59,549 ▲1.3%13,9553.1%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$4,496,600$4,496,600 ▲New Holding12,8043.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,282,888$75,191 ▲1.8%8,6012.9%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$4,069,9920.0%66,4382.8%ETF
BLACKROCK INC-NEW
$3,873,762$81,497 ▲2.1%3,6602.6%COM
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,794,441$56,458 ▲1.5%35,2842.6%Consumer Discretionary
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$3,771,336$494,320 ▲15.1%24,3912.6%ETF
Cameco Corporation stock logo
CCJ
Cameco
$3,564,614$174,243 ▲5.1%41,1202.4%Energy
Biogen Inc. stock logo
BIIB
Biogen
$3,146,960$421,040 ▲15.4%13,9322.1%Healthcare
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$3,100,285$629,477 ▲25.5%71,0262.1%Healthcare
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$2,801,584$430,635 ▲18.2%59,2931.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,544,281$273,696 ▲12.1%26,9121.7%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$2,423,978$376,703 ▲18.4%48,9941.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,081,109$109,650 ▼-5.0%5,5611.4%ETF
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$1,904,662$15,382 ▲0.8%11,3921.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,749,1340.0%2,4121.2%Communication Services
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,684,200$1,684,200 ▲New Holding10,0001.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,516,748$166,350 ▲12.3%6,5011.0%ETF
Baidu, Inc. stock logo
BIDU
Baidu
$1,200,978$71,668 ▲6.3%13,8250.8%Communication Services
ISHARES BITCOIN TRUST ETF
$1,186,577$186,756 ▲18.7%25,0650.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,141,4000.0%5,0000.8%ETF
Qfin Holdings Inc. - Sponsored ADR stock logo
QFIN
Qfin
$1,001,931$99,542 ▲11.0%149,5420.7%Finance
ISHS 0-3 MTH TREAS BD ETF
$986,289$208,313 ▼-17.4%9,7960.7%ETF
HONEYWELL INTL INC
$929,592$929,592 ▲New Holding4,4070.6%COM
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$877,436$877,436 ▲New Holding45,4630.6%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$871,308$37,705 ▲4.5%22,0920.6%ETF
Apple Inc. stock logo
AAPL
Apple
$849,201$36,299 ▲4.5%2,5500.6%Technology
Corning Incorporated stock logo
GLW
Corning
$780,332$780,332 ▲New Holding5,0750.5%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$700,094$3,813 ▲0.5%9180.5%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$599,061$6,705,924 ▼-91.8%1,5150.4%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$598,614$2,805 ▲0.5%5,7620.4%ETF
Visa Inc. stock logo
V
Visa
$449,163$1,832,944 ▼-80.3%1,2500.3%Finance
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$307,576$307,576 ▲New Holding1,6500.2%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$305,456$15,131 ▼-4.7%1,8370.2%ETF
KEEL INFRASTRUCTURE CORP
$282,400$282,400 ▲New Holding80,0000.2%COM
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$265,457$2,469 ▲0.9%2,2580.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$244,9920.0%7190.2%Communication Services
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$243,424$2,468 ▲1.0%4,8330.2%ETF
SHOPIFY INC CL-A SVS
$232,360$232,360 ▲New Holding1,5640.2%COM
PALANTIR TECHS INC CL-A
$225,395$225,395 ▲New Holding1,2050.2%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$209,2720.0%8000.1%Healthcare
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$4,566,084 ▼-100.0%00.0%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$0$2,912,667 ▼-100.0%00.0%ETF
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$0$1,354,886 ▼-100.0%00.0%Finance
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$0$193,555 ▼-100.0%00.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$0$150,564 ▼-100.0%00.0%ETF
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$0$139,404 ▼-100.0%00.0%Healthcare
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$0$103,004 ▼-100.0%00.0%ETF
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$0$62,755 ▼-100.0%00.0%Finance
Zentek Ltd. stock logo
ZTEK
Zentek
$0$3,065 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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