Turn8 Private Wealth Inc.

CIK 0002070026 · POINTE CLAIRE, null · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

Turn8 Private Wealth Inc. reported 54 positions worth $149.9M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: MSFT (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$149.9M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.1%
Est. Net Flow (Q)
2026 Q2
10 / 54 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$9.4M6.24%22,110
2GOOGLALPHABET INC CL-ASH$8.2M5.44%22,873
3TSMTAIWAN SEMICON MAN SP/ADRSH$7.8M5.18%17,785
4JEPIJPMORGAN EQT PREM ICM ETFSH$7.4M4.93%129,107
5RYROYAL BANK OF CANADASH$6.2M4.12%29,879
6GSGOLDMAN SACHS GROUP INCSH$5.4M3.63%5,360
7NVDANVIDIA CORPSH$5.3M3.56%26,597
8MPCMARATHON PETROLEUM CORPSH$5.2M3.46%18,474
9PANWPALO ALTO NETWORKS INCSH$4.9M3.28%14,608
10AMZNAMAZON COM INCSH$4.9M3.26%19,084

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Turn8 Private Wealth Inc. hold as of Q2 2026?

Turn8 Private Wealth Inc. reported 54 positions worth $149.9M in its Q2 2026 13F filing. Largest positions: MSFT (6.2%), GOOGL (5.4%), TSM (5.2%), JEPI (4.9%) and RY (4.1%).

What did Turn8 Private Wealth Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Turn8 Private Wealth Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.