Turn8 Private Wealth Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$160.0M
Q ending 2026-03-31
Prior quarter
$139.5M
Q ending 2025-12-31
Change
+14.7% QoQ · +25.1% YoY
Positions
51
reported holdings
Largest positions
All 51 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Jpmorgan Eqt Prem Icm Etf | JEPI | Shares | $8.2M | 145K |
| Alphabet Inc Cl-A | GOOGL | Shares | $7.1M | 25K |
| Microsoft Corp | MSFT | Shares | $6.8M | 18K |
| Taiwan Semicon Man Sp/Adr | TSM | Shares | $6.6M | 19K |
| Ishares Investment Grade Corporate | LQD | Shares | $6.3M | 58K |
| State St Egy Slct Sct Etf | XLE | Shares | $6.1M | 99K |
| Marathon Petroleum Corp | MPC | Shares | $5.7M | 23K |
| Ishares China Lrg Cap Etf | FXI | Shares | $5.6M | 156K |
| Walmart Inc | WMT | Shares | $5.4M | 44K |
| Nvidia Corp | NVDA | Shares | $5.1M | 29K |
| Royal Bank Of Canada | RY | Shares | $5.1M | 31K |
| Goldman Sachs Group Inc | GS | Shares | $5.1M | 6K |
| Canadian Nat Res Ltd F | CNQ | Shares | $4.8M | 100K |
| Alibaba Group Holding-Adr | BABA | Shares | $4.7M | 37K |
| Jp Morgan Chase & Co | JPM | Shares | $4.6M | 16K |
| Berkshire Hathaway-B-New | BRK/B | Shares | $4.5M | 9K |
| Amazon Com Inc | AMZN | Shares | $4.4M | 21K |
| Cameco Corp | CCJ | Shares | $4.2M | 39K |
| Invesco Aerospace & Defense Etf | PPA | Shares | $4.1M | 25K |
| Blackrock Inc-New | BLK | Shares | $3.9M | 4K |
| Vanguard Ttl Stk Mrkt Etf | VTI | Shares | $3.8M | 12K |
| Jp Morg Nsdq Eq Prem Etf | JEPQ | Shares | $3.7M | 66K |
| Ishares Core 1-5Y Usd Bnd | ISTB | Shares | $3.6M | 74K |
| Visa Inc Class-A | V | Shares | $3.5M | 12K |
| Ishrs Core Us Agg Bnd Etf | AGG | Shares | $3.5M | 36K |
| Ishares 0-5 Year Investmt | SLQD | Shares | $3.0M | 60K |
| Pdd Holdings Inc Adr | PDD | Shares | $3.0M | 29K |
| Apollo Global Mgmt Inc | APO | Shares | $2.9M | 26K |
| Palo Alto Networks Inc | PANW | Shares | $2.7M | 17K |
| Ishares Msci Emerging Market | EEM | Shares | $2.6M | 45K |
| Ishs 0-3 Mth Treas Bd Etf | SGOV | Shares | $2.1M | 21K |
| Qifu Holdings Inc Adr | QFIN | Shares | $1.8M | 138K |
| Vanguard Div Appr Etf | VIG | Shares | $1.7M | 8K |
| Select Sector Spdr Tr | XLU | Shares | $1.5M | 33K |
| Bank Of Montreal | BMO | Shares | $1.5M | 11K |
| Baidu Inc Ads | BIDU | Shares | $1.4M | 13K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.2M | 32K |
| Paccar Inc | PCAR | Shares | $1.2M | 10K |
| State Street Spdr Etf | SPY | Shares | $1.1M | 2K |
| Jacob Solutions Inc | J | Shares | $1.0M | 8K |
| Abbott Laboratories . | ABT | Shares | $1.0M | 10K |
| Apple Inc | AAPL | Shares | $885K | 3K |
| Ishares Msci Eafe Etf | EFA | Shares | $573K | 6K |
| Jp Morg Ult-Shrt Incm Etf | JPST | Shares | $479K | 9K |
| Ishares Core S&P Total Us | ITOT | Shares | $414K | 3K |
| Alphabet Inc Cl-C | GOOG | Shares | $413K | 1K |
| Toronto Dominion Bank | TD | Shares | $383K | 4K |
| Meta Platforms Inc Cl-A | META | Shares | $284K | 496 |
| Vanguard Total Bnd Mk Etf | BND | Shares | $265K | 4K |
| Shopify Inc Cl-A Svs | SHOP | Shares | $201K | 2K |
| Above Food Ingredients | ABVEF | Shares | $27K | 26K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.