Turn8 Private Wealth Inc.
13F Reported Value
ⓘ$160.0M
Holdings
51
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Turn8 Private Wealth Inc. disclosed 51 positions worth $160.0M in its Form 13F-HR for Q1 2026, followed by $GOOG and $MSFT. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $CNQ and a full exit from $WM. The portfolio is most concentrated in Other (34.0% of disclosed assets). All figures are sourced directly from Turn8 Private Wealth Inc.’s Form 13F-HR filing with the SEC under CIK 2070026.
AI Fund Analysis
Stable
$GOOG
$MSFT
$TSM
$BABA
$BMOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
JPMORGAN EQT PREM ICM ETF
—Quality
$8.2M145,448 sh- 80.2#45
Quality
$7.1M24,702 sh - 83.7#15
Quality
$6.8M18,402 sh - $6.6M19,482 sh
ISHARES INVESTMENT GRADE CORPORATE BOND ETF
—Quality
$6.3M58,063 shSTATE ST EGY SLCT SCT ETF
—Quality
$6.1M98,880 sh- 50.7
Quality
$5.7M23,314 sh ISHARES CHINA LRG CAP ETF
—Quality
$5.6M155,613 sh- 63.2
Quality
$5.4M43,807 sh - 90.2
Quality
$5.1M29,489 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JPMORGAN EQT PREM ICM ETF | — | $8.2M | 145,448 |
| Alphabet Inc.$GOOG | 80.2#45 | $7.1M | 24,702 |
| MICROSOFT CORP$MSFT | 83.7#15 | $6.8M | 18,402 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $6.6M | 19,482 |
| ISHARES INVESTMENT GRADE CORPORATE BOND ETF | — | $6.3M | 58,063 |
| STATE ST EGY SLCT SCT ETF | — | $6.1M | 98,880 |
 Marathon Petroleum Corp$MPC | 50.7 | $5.7M | 23,314 |
| ISHARES CHINA LRG CAP ETF | — | $5.6M | 155,613 |
 Walmart Inc.$WMT | 63.2 | $5.4M | 43,807 |
 NVIDIA CORP$NVDA | 90.2 | $5.1M | 29,489 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Turn8 Private Wealth Inc.'s 51 positions.
Showing top 10 of 51 holdings.
Sector Allocation
Other
$54.5M
Financials
$38.5M
Technology
$31.6M
Energy
$10.5M
Industrials
$9.9M
Consumer Discretionary
$9.8M
Materials
$4.2M
Healthcare
$1.0M
Full Holdings — Turn8 Private Wealth Inc. (Q1 2026)
All 51 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | JPMORGAN EQT PREM ICM ETF | $8.2M | 5.2% | +22% | — |
| 2 | $GOOG | Alphabet Inc. | $7.1M | 4.4% | +7% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $6.8M | 4.3% | +61% | 83.7 |
| 4 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.6M | 4.1% | +6% | — |
| 5 | — | ISHARES INVESTMENT GRADE CORPORATE BOND ETF | $6.3M | 4.0% | +40% | — |
| 6 | — | STATE ST EGY SLCT SCT ETF | $6.1M | 3.8% | -20% | — |
| 7 | $MPC | Marathon Petroleum Corp | $5.7M | 3.6% | +12% | 50.7 |
| 8 | — | ISHARES CHINA LRG CAP ETF | $5.6M | 3.5% | +124% | — |
| 9 | $WMT | Walmart Inc. | $5.4M | 3.4% | +10% | 63.2 |
| 10 | $NVDA | NVIDIA CORP | $5.1M | 3.2% | +9% | 90.2 |
| 11 |  $RY | ROYAL BANK OF CANADA | $5.1M | 3.2% | +12% | — |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $5.1M | 3.2% | +7% | — |
| 13 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $4.8M | 3.0% | NEW | — |
| 14 | $BABA | Alibaba Group Holding Ltd | $4.7M | 2.9% | +70% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $4.6M | 2.9% | +18% | 35.6 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.5M | 2.8% | +16% | 64.5 |
| 17 |  $AMZN | AMAZON COM INC | $4.4M | 2.7% | +10% | 74.6 |
| 18 |  $CCJ | CAMECO CORP | $4.2M | 2.6% | -20% | — |
| 19 |  $IVZ | Invesco Ltd. | $4.1M | 2.6% | NEW | — |
| 20 |  $BLK | BlackRock, Inc. | $3.9M | 2.4% | +14% | 70.3 |
| 21 | — | VANGUARD TTL STK MRKT ETF | $3.8M | 2.4% | NEW | — |
| 22 | — | JP MORG NSDQ EQ PREM ETF | $3.7M | 2.3% | +2% | — |
| 23 | — | ISHARES CORE 1-5Y USD BND | $3.6M | 2.2% | +35% | — |
| 24 |  $V | VISA INC. | $3.5M | 2.2% | +15% | 83.5 |
| 25 | — | ISHRS CORE US AGG BND ETF | $3.5M | 2.2% | +41% | — |
| 26 | — | ISHARES 0-5 YEAR INVESTMT | $3.0M | 1.9% | +28% | — |
| 27 |  $PDD | PDD Holdings Inc. | $3.0M | 1.9% | +18% | — |
| 28 |  $APO | Apollo Global Management, Inc. | $2.9M | 1.8% | +8% | 55.7 |
| 29 |  $PANW | Palo Alto Networks Inc | $2.7M | 1.7% | NEW | 66.5 |
| 30 | — | ISHARES MSCI EMERGING MARKET | $2.6M | 1.6% | NEW | — |
| 31 | — | ISHS 0-3 MTH TREAS BD ETF | $2.1M | 1.3% | +32% | — |
| 32 |  $QFIN | Qfin Holdings, Inc. | $1.8M | 1.1% | +12% | — |
| 33 | — | VANGUARD DIV APPR ETF | $1.7M | 1.0% | +53% | — |
| 34 | — | SELECT SECTOR SPDR TR | $1.5M | 0.9% | +45% | — |
| 35 | $BMO | BANK OF MONTREAL /CAN/ | $1.5M | 0.9% | +1% | — |
| 36 |  $BIDU | Baidu, Inc. | $1.4M | 0.9% | NEW | — |
| 37 |  $IBIT | iShares Bitcoin Trust ETF | $1.2M | 0.8% | NEW | — |
| 38 |  $PCAR | PACCAR INC | $1.2M | 0.7% | +60% | 56.5 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.7% | -72% | — |
| 40 |  $J | JACOBS SOLUTIONS INC. | $1.0M | 0.6% | -69% | 47.7 |
| 41 |  $ABT | ABBOTT LABORATORIES | $1.0M | 0.6% | NEW | 67 |
| 42 |  $AAPL | Apple Inc. | $885,000 | 0.6% | -80% | 76.1 |
| 43 | — | ISHARES MSCI EAFE ETF | $573,000 | 0.4% | +27% | — |
| 44 | — | JP MORG ULT-SHRT INCM ETF | $479,000 | 0.3% | NEW | — |
| 45 | — | ISHARES CORE S&P TOTAL US | $414,000 | 0.3% | +32% | — |
| 46 |  $GOOGL | Alphabet Inc. | $413,000 | 0.3% | NEW | 80.2 |
| 47 |  $TD | TORONTO DOMINION BANK | $383,000 | 0.2% | NEW | — |
| 48 |  $META | Meta Platforms, Inc. | $284,000 | 0.2% | -35% | 80.9 |
| 49 | — | VANGUARD TOTAL BND MK ETF | $265,000 | 0.2% | +23% | — |
| 50 |  $SHOP | SHOPIFY INC. | $201,000 | 0.1% | +0% | — |
| 51 |  $ABVE | Above Food Ingredients Inc. | $27,000 | 0.0% | NEW | — |
New Positions (11)
$CNQ CANADIAN NATURAL RESOURCES Ltd$4.8M$IVZ Invesco Ltd.$4.1M$PANW Palo Alto Networks Inc$2.7M$BIDU Baidu, Inc.$1.4M$IBIT iShares Bitcoin Trust ETF$1.2M$ABT ABBOTT LABORATORIES$1.0M$TD TORONTO DOMINION BANK$383,000$ABVE Above Food Ingredients Inc.$27,000
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