Turn8 Private Wealth Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Turn8 Private Wealth Inc. reported 54 stock positions worth $149.9 million. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Alphabet Class A (GOOGL, 5.4%) and Taiwan Semiconductor-SP ADR (TSM, 5.2%). Compared with Q1 2026, it opened 10 new positions, sold out of 7, added to 5 and reduced 37. The biggest buy was Microsoft (MSFT, shares +20%) and the biggest sale an exit from PDD (PDD).
- Most Recent 13F
- Q2 2026
- Location
- POINTE CLAIRE, A8
- CIK
- 0002070026
- Portfolio Value
- $149.9M (Q2 2026)
- SEC Filing
- 0002070026-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 54 stocks · $149.9M
| MSFT Microsoft Corp. | 6.24% | 22,110 | $9.4M | Add +20.1% |
| GOOGL Alphabet Inc. Class A | 5.44% | 22,873 | $8.2M | Reduce -7.4% |
| TSM Taiwan Semiconductor-SP ADR | 5.18% | 17,785 | $7.8M | Reduce -8.7% |
| JEPI JPMorgan Equity Premium Inco | 4.93% | 129,107 | $7.4M | Reduce -11.2% |
| RY Royal Bank of Canada | 4.12% | 29,879 | $6.2M | Reduce -4.8% |
| GS Goldman Sachs Group Inc. | 3.63% | 5,360 | $5.4M | Reduce -10.3% |
| NVDA Nvidia Corp. | 3.56% | 26,597 | $5.3M | Reduce -9.8% |
| MPC Marathon Petroleum Corp. | 3.46% | 18,474 | $5.2M | Reduce -20.8% |
| PANW Palo Alto Networks Inc. | 3.28% | 14,608 | $4.9M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 3.26% | 19,084 | $4.9M | Reduce -9.4% |
| WMT Walmart Inc. | 3.14% | 41,920 | $4.7M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 3.11% | 13,775 | $4.7M | Reduce -11.3% |
| XLE SS Energy Select Sector | 3.05% | 80,760 | $4.6M | Reduce -18.3% |
| CNQ Canadian Natural Resources | 2.92% | 99,641 | $4.4M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 8,450 | $4.3M | Reduce -9.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.81% | 38,609 | $4.2M | Reduce -33.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.72% | 66,438 | $4.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 2.57% | 34,759 | $3.8M | Reduce -6.9% |
| PPA Invesco Aerospace & Defense | 2.48% | 21,194 | $3.7M | Reduce -14.2% |
| BLK BlackRock Inc. | 2.46% | 3,583 | $3.7M | Reduce -10.5% |
| CCJ Cameco Corp. | 2.38% | 39,110 | $3.6M | Add +0.1% |
| FXI iShares China Large-Cap ETF | 1.94% | 80,545 | $2.9M | Reduce -48.2% |
| MAGS Roundhill Magnificent Seven | 1.89% | 43,000 | $2.8M | New |
| BSX Boston Scientific Corp. | 1.69% | 56,605 | $2.5M | New |
| BIIB Biogen Inc. | 1.69% | 12,068 | $2.5M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 1.62% | 50,179 | $2.4M | Reduce -32.3% |
| AGG iShares Core U.S. Aggregate | 1.59% | 24,017 | $2.4M | Reduce -32.5% |
| V Visa Inc. Class A | 1.49% | 6,351 | $2.2M | Reduce -45.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.45% | 5,854 | $2.2M | Reduce -50.0% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 1.39% | 41,380 | $2.1M | Reduce -31.2% |
| QFIN Qfin Holdings Inc.-ADR | 1.34% | 134,685 | $2.0M | Reduce -2.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 1.33% | 11,300 | $2.0M | Add +0.8% |
| BIDU Baidu Inc. - Spon ADR | 0.97% | 13,000 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 5,788 | $1.4M | Reduce -25.2% |
| APO Apollo Global Management Inc. | 0.90% | 11,452 | $1.4M | Reduce -56.5% |
| META Meta Platforms Inc. Class A | 0.90% | 2,412 | $1.3M | Add +386.3% |
| SGOV iShares 0-3 Month Treasury B | 0.80% | 11,865 | $1.2M | Reduce -43.1% |
| IVE iShares S&P 500 Value ETF | 0.77% | 5,000 | $1.2M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.64% | 21,136 | $958K | Reduce -36.1% |
| AAPL Apple Inc. | 0.47% | 2,441 | $706K | Reduce -30.0% |
| IBIT iShares Bitcoin Trust ETF | 0.47% | 21,120 | $703K | Reduce -33.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 913 | $682K | Reduce -45.3% |
| EFA iShares MSCI Eafe ETF | 0.40% | 5,735 | $596K | Reduce -2.8% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 1,928 | $317K | Reduce -33.6% |
| TD Toronto-Dominion Bank | 0.18% | 2,237 | $271K | Reduce -45.6% |
| GOOG Alphabet Inc. Class C | 0.17% | 719 | $254K | Reduce -50.0% |
| JPST JPMorgan Ultra-Short Income | 0.16% | 4,784 | $242K | Reduce -49.5% |
| ABBV Abbvie Inc. | 0.13% | 800 | $201K | New |
| EWC iShares MSCI Canada ETF | 0.13% | 3,358 | $194K | New |
| BND Vanguard Total Bond Market | 0.10% | 2,051 | $151K | Reduce -43.1% |
| CRSP Crispr Therapeutics AG | 0.09% | 2,556 | $139K | New |
| DFAC Dimensional US Core Equity 2 | 0.07% | 2,322 | $103K | New |
| SOFI Sofi Technologies Inc. | 0.04% | 3,500 | $63K | New |
| ZTEKF Zentek Ltd. | 0.00% | 6,700 | $3K | New |
Portfolio Sells Q1 2026 → Q2 2026
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.85 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −1.60 |
| FXI iShares China Large-Cap ETF | Reduce -48.2% | 1.94% | −1.55 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -33.5% | 2.81% | −1.14 |
| APO Apollo Global Management Inc. | Reduce -56.5% | 0.90% | −0.93 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -50.0% | 1.45% | −0.90 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.74 |
| XLE SS Energy Select Sector | Reduce -18.3% | 3.05% | −0.74 |
| V Visa Inc. Class A | Reduce -45.9% | 1.49% | −0.72 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.64 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.64 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -32.3% | 1.62% | −0.63 |
| AGG iShares Core U.S. Aggregate | Reduce -32.5% | 1.59% | −0.62 |
| SGOV iShares 0-3 Month Treasury B | Reduce -43.1% | 0.80% | −0.52 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -31.2% | 1.39% | −0.51 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.9% | 2.57% | −0.36 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -36.1% | 0.64% | −0.31 |
| IBIT iShares Bitcoin Trust ETF | Reduce -33.2% | 0.47% | −0.29 |
| WMT Walmart Inc. | Reduce -4.3% | 3.14% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -45.3% | 0.45% | −0.22 |
| JEPI JPMorgan Equity Premium Inco | Reduce -11.2% | 4.93% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -49.5% | 0.16% | −0.14 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -25.2% | 0.91% | −0.13 |
| MPC Marathon Petroleum Corp. | Reduce -20.8% | 3.46% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -50.0% | 0.17% | −0.09 |
| AAPL Apple Inc. | Reduce -30.0% | 0.47% | −0.08 |
| PPA Invesco Aerospace & Defense | Reduce -14.2% | 2.48% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -43.1% | 0.10% | −0.07 |
| TD Toronto-Dominion Bank | Reduce -45.6% | 0.18% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -33.6% | 0.21% | −0.05 |
| ABVEF Above Food Ingredients Inc. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -2.8% | 0.40% | +0.04 |
| BLK BlackRock Inc. | Reduce -10.5% | 2.46% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.4% | 2.85% | +0.06 |
| QFIN Qfin Holdings Inc.-ADR | Reduce -2.1% | 1.34% | +0.23 |
| JPM JPMorgan Chase & Co. | Reduce -11.3% | 3.11% | +0.26 |
| NVDA Nvidia Corp. | Reduce -9.8% | 3.56% | +0.34 |
| GS Goldman Sachs Group Inc. | Reduce -10.3% | 3.63% | +0.47 |
| AMZN Amazon.com Inc. | Reduce -9.4% | 3.26% | +0.51 |
| RY Royal Bank of Canada | Reduce -4.8% | 4.12% | +0.96 |
| GOOGL Alphabet Inc. Class A | Reduce -7.4% | 5.44% | +1.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.7% | 5.18% | +1.06 |
| PANW Palo Alto Networks Inc. | Reduce -13.6% | 3.28% | +1.59 |
Portfolio Buys Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Add +20.1% | 6.24% | +1.99 |
| MAGS Roundhill Magnificent Seven | New | 1.89% | +1.89 |
| BSX Boston Scientific Corp. | New | 1.69% | +1.69 |
| BIIB Biogen Inc. | New | 1.69% | +1.69 |
| IVE iShares S&P 500 Value ETF | New | 0.77% | +0.77 |
| META Meta Platforms Inc. Class A | Add +386.3% | 0.90% | +0.72 |
| BMO Bank of Montreal | Add +0.8% | 1.33% | +0.38 |
| ABBV Abbvie Inc. | New | 0.13% | +0.13 |
| EWC iShares MSCI Canada ETF | New | 0.13% | +0.13 |
| CRSP Crispr Therapeutics AG | New | 0.09% | +0.09 |
| DFAC Dimensional US Core Equity 2 | New | 0.07% | +0.07 |
| SOFI Sofi Technologies Inc. | New | 0.04% | +0.04 |
| ZTEKF Zentek Ltd. | New | 0.00% | +0.00 |
| CNQ Canadian Natural Resources | Add +0.0% | 2.92% | −0.10 |
| CCJ Cameco Corp. | Add +0.1% | 2.38% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $149.9M | MSFT, GOOGL, TSM, JEPI, RY |
| Q1 2026 | 51 | $160.0M | JEPI, GOOGL, MSFT, TSM, LQD |
| Q4 2025 | 46 | $139.5M | GOOGL, JEPI, TSM, XLE, MSFT |
| Q3 2025 | 44 | $139.3M | JEPI, MSFT, XLE, GOOGL, TSM |
| Q2 2025 | 44 | $138.5M | SPY, JEPI, MSFT, CCJ, RY |
| Q1 2025 | 51 | $127.9M | JEPI, XLE, LQD, MSFT, BRK.B |
| Q4 2024 | 45 | $140.3M | JEPI, XLI, XLE, RY, NVDA |