Turn8 Private Wealth Inc.

CIK

2070026

Location

POINTE CLAIRE, A8

Portfolio Value

Small $144,304,429

Diversification

Diversified

Filing Date

Global Rank

#7,521 / 8,795 ▼ 634 · as of Jun 2026

Top Industry

Semiconductors 13.6%

Period ended 3 months ago

Filed Aug 3, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.8%

+2.6 pts

Top 5

37.3%

+7.0 pts

Top 10

56.1%

+6.2 pts

HHI

479

Diversified+79

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.7%	$42,856,692	11
Financial Services	22.0%	$31,781,855	11
Technology	19.2%	$27,750,794	5
Energy	8.8%	$12,642,810	3
Communication Services	7.8%	$11,272,593	3
Consumer Cyclical	5.5%	$7,884,648	2
Healthcare	3.7%	$5,367,178	5
Consumer Defensive	3.3%	$4,747,859	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+3,708	22,110	$8,247,472
META	Meta Platforms, Inc.	+1,916	2,412	$1,358,655
BMO	Bank Of Montreal /Can/	+85	11,300	$1,996,710
CNQ	CANADIAN NATURAL RESOURCES Ltd	+31	99,641	$3,935,819
CCJ	Cameco Corp	+23	39,110	$3,983,744
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−150,541	262,616	$17,073,914
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−30,053	101,896	$5,247,469
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−21,027	200,329	$11,617,168
APO	Apollo Global Management, Inc.	−14,883	11,452	$1,354,886
IBIT	iShares Bitcoin Trust ETF	−10,489	21,120	$703,084
VB	Vanguard Morningstar Small-Cap ETF	−5,854	5,854	$2,166,214
V	Visa Inc.	−5,380	6,351	$2,178,964
MPC	Marathon Petroleum Corp	−4,840	18,474	$4,723,247
ABI	VictoryShares Pioneer Asset-Based Income ETF	−3,500	21,194	$3,743,920
NVDA	Nvidia Corp	−2,892	26,597	$5,321,793
QFIN	Qfin Holdings, Inc.	−2,882	134,685	$2,129,369
BABA	Alibaba Group Holding Ltd	−2,565	34,759	$3,336,168
GOOGL	Alphabet Inc.	−2,548	23,592	$8,428,168
PANW	Palo Alto Networks Inc	−2,292	14,608	$4,981,620
AMZN	Amazon Com Inc	−1,990	19,084	$4,548,480
VIG	Vanguard Dividend Appreciation ETF	−1,947	5,788	$1,369,556
WMT	Walmart Inc.	−1,887	41,920	$4,747,859
TD	Toronto Dominion Bank	−1,878	2,237	$271,638
JPM	Jpmorgan Chase & Co	−1,764	13,775	$4,508,970
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,697	17,785	$8,493,582
BIV	Vanguard Intermediate-Term Bond ETF	−1,551	2,051	$150,563
RY	Royal Bank Of Canada	−1,507	29,879	$6,184,056
AAPL	Apple Inc.	−1,047	2,441	$706,327
BRK-B	Berkshire Hathaway Inc	−874	8,450	$4,228,295
SPY	Spdr S&P 500 ETF Trust	−757	913	$681,801
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
BIIB	Biogen Inc.	12,068	$2,607,412
BSX	Boston Scientific Corp	56,605	$2,415,901
ABBV	AbbVie Inc.	800	$201,312
CRSP	CRISPR Therapeutics AG	2,556	$139,404
DCOR	Dimensional US Core Equity 1 ETF	2,322	$103,003
SOFI	SoFi Technologies, Inc.	3,500	$62,755
ZTEKF	Zentek Ltd.	6,700	$3,149
BCDF	Horizon Kinetics Blockchain Development ETF	43,000	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PDD	PDD Holdings Inc.	28,946	$2,957,702
BKF	iShares MSCI BIC ETF	45,000	$2,555,550
PCAR	Paccar Inc	10,246	$1,183,413
J	Jacobs Solutions Inc.	8,077	$1,028,040
ABT	Abbott Laboratories	10,000	$1,026,700
SHOP	Shopify Inc.	1,698	$201,416
ABVEF	Above Food Ingredients Inc.	26,291	$26,553
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $144,304,429 total · filing declares 54 positions · $149,869,692 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	262,616	-150,541	$17,073,914	—	11.83%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	200,329	-21,027	$11,617,168	−6.4%	8.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	17,785	-1,697	$8,493,582	+29.0%	5.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,592	-2,548	$8,428,168	+12.1%	5.84%
MSFT	Microsoft Corp Technology	Added	22,110	+3,708	$8,247,472	+21.1%	5.72%
RY	Royal Bank Of Canada Financial Services	Reduced	29,879	-1,507	$6,184,056	+21.8%	4.29%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,360	-618	$5,420,943	+7.2%	3.76%
NVDA	Nvidia Corp Technology	Reduced	26,597	-2,892	$5,321,793	+3.5%	3.69%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	101,896	-30,053	$5,247,469	−30.7%	3.64%
PANW	Palo Alto Networks Inc Technology	Reduced	14,608	-2,292	$4,981,620	+83.9%	3.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	41,920	-1,887	$4,747,859	−12.8%	3.29%
MPC	Marathon Petroleum Corp Energy	Reduced	18,474	-4,840	$4,723,247	−17.0%	3.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,084	-1,990	$4,548,480	+3.6%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,775	-1,764	$4,508,970	−1.4%	3.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,450	-874	$4,228,295	−5.4%	2.93%
CCJ	Cameco Corp Energy	Added	39,110	+23	$3,983,744	−6.2%	2.76%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	99,641	+31	$3,935,819	−18.9%	2.73%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	21,194	-3,500	$3,743,920	−8.5%	2.59%
BLK	BlackRock, Inc. Financial Services	Reduced	3,583	-421	$3,445,269	−10.5%	2.39%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	34,759	-2,565	$3,336,168	−28.8%	2.31%
BIIB	Biogen Inc. Healthcare	NEW	12,068	NEW	$2,607,412	NEW	1.81%
BSX	Boston Scientific Corp Healthcare	NEW	56,605	NEW	$2,415,901	NEW	1.67%
V	Visa Inc. Financial Services	Reduced	6,351	-5,380	$2,178,964	−38.5%	1.51%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	5,854	-5,854	$2,166,214	−42.3%	1.50%
QFIN	Qfin Holdings, Inc. Financial Services	Reduced	134,685	-2,882	$2,129,369	+19.9%	1.48%
BMO	Bank Of Montreal /Can/ Financial Services	Added	11,300	+85	$1,996,710	+31.5%	1.38%
BIDU	Baidu, Inc. Communication Services	Held	13,000	0	$1,485,770	+2.6%	1.03%
VIG	Vanguard Dividend Appreciation ETF	Reduced	5,788	-1,947	$1,369,556	−17.7%	0.95%
META	Meta Platforms, Inc. Communication Services	Added	2,412	+1,916	$1,358,655	+378.8%	0.94%
APO	Apollo Global Management, Inc. Financial Services	Reduced	11,452	-14,883	$1,354,886	−53.8%	0.94%
AAPL	Apple Inc. Technology	Reduced	2,441	-1,047	$706,327	−20.2%	0.49%
IBIT	iShares Bitcoin Trust ETF	Reduced	21,120	-10,489	$703,084	−42.1%	0.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	913	-757	$681,801	−37.2%	0.47%
TD	Toronto Dominion Bank Financial Services	Reduced	2,237	-1,878	$271,638	−29.3%	0.19%
ABBV	AbbVie Inc. Healthcare	NEW	800	NEW	$201,312	NEW	0.14%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	2,051	-1,551	$150,563	−43.2%	0.10%
CRSP	CRISPR Therapeutics AG Healthcare	NEW	2,556	NEW	$139,404	NEW	0.10%
DCOR	Dimensional US Core Equity 1 ETF	NEW	2,322	NEW	$103,003	NEW	0.07%
SOFI	SoFi Technologies, Inc. Financial Services	NEW	3,500	NEW	$62,755	NEW	0.04%
ZTEKF	Zentek Ltd. Healthcare	NEW	6,700	NEW	$3,149	NEW	0.00%
BCDF	Horizon Kinetics Blockchain Development ETF	NEW	43,000	NEW	$0	NEW	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.