Turn8 Private Wealth Inc. Portfolio Stock Holdings
Turn8 Private Wealth Inc. disclosed 54 stock positions valued at approximately $149.9 million in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, ALPHABET INC CL-A, and TAIWAN SEMICON MAN SP/ADR. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 54
- Portfolio Value
- $149.9M
Holdings by Sector
Turn8 Private Wealth Inc. Portfolio Holdings in Q2 2026
53 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 6.24% | 22,110 | +3,708 | +20.15% | $9,357,042 |
| ALPHABET INC CL-A | GOOGL | Communication Services | 5.44% | 22,873 | -1,829 | -7.40% | $8,158,252 |
| TAIWAN SEMICON MAN SP/ADR | TSM | Technology | 5.18% | 17,785 | -1,697 | -8.71% | $7,757,010 |
| JPMORGAN EQT PREM ICM ETF | JEPI | Other | 4.93% | 129,107 | -16,341 | -11.23% | $7,393,480 |
| ROYAL BANK OF CANADA | RY | Financial Services | 4.12% | 29,879 | -1,507 | -4.80% | $6,172,220 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3.63% | 5,360 | -618 | -10.34% | $5,440,221 |
| NVIDIA CORP | NVDA | Technology | 3.56% | 26,597 | -2,892 | -9.81% | $5,331,034 |
| MARATHON PETROLEUM CORP | MPC | Energy | 3.46% | 18,474 | -4,840 | -20.76% | $5,191,408 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.28% | 14,608 | -2,292 | -13.56% | $4,916,371 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.26% | 19,084 | -1,990 | -9.44% | $4,880,881 |
| WALMART INC | WMT | Consumer Defensive | 3.14% | 41,920 | -1,887 | -4.31% | $4,703,569 |
| JP MORGAN CHASE & CO | JPM | Financial Services | 3.11% | 13,775 | -1,764 | -11.35% | $4,664,292 |
| STATE ST EGY SLCT SCT ETF | XLE | Other | 3.05% | 80,760 | -18,120 | -18.33% | $4,566,084 |
| CANADIAN NAT RES LTD F | CNQ | Energy | 2.92% | 99,641 | +31 | +0.03% | $4,383,595 |
| BERKSHIRE HATHAWAY-B-NEW | BRK-B | Financial Services | 2.85% | 8,450 | -874 | -9.37% | $4,277,913 |
| ISHARES INVESTMENT GRADE CORPORATE BOND ETF | LQD | Other | 2.81% | 38,609 | -19,454 | -33.50% | $4,211,058 |
| JP MORG NSDQ EQ PREM ETF | JEPQ | Other | 2.72% | 66,438 | - | - | $4,083,279 |
| ALIBABA GROUP HOLDING-ADR | BABA | Consumer Cyclical | 2.57% | 34,759 | -2,565 | -6.87% | $3,848,434 |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | Other | 2.48% | 21,194 | -3,500 | -14.17% | $3,718,505 |
| BLACKROCK INC-NEW | BLK | Other | 2.46% | 3,583 | -421 | -10.51% | $3,688,758 |
| CAMECO CORP | CCJ | Energy | 2.38% | 39,110 | +23 | +0.06% | $3,563,919 |
| ISHARES CHINA LRG CAP ETF | FXI | Other | 1.94% | 80,545 | -75,068 | -48.24% | $2,912,667 |
| LIST FD ROUNDHILL MAG ETF | MAGS | Other | 1.89% | 43,000 | +43,000 | +100.00% | $2,836,280 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.69% | 56,605 | +56,605 | +100.00% | $2,534,971 |
| BIOGEN INC | BIIB | Healthcare | 1.69% | 12,068 | +12,068 | +100.00% | $2,532,685 |
| ISHARES CORE 1-5Y USD BND | ISTB | Other | 1.62% | 50,179 | -23,921 | -32.28% | $2,421,129 |
| ISHRS CORE US AGG BND ETF | AGG | Other | 1.59% | 24,017 | -11,559 | -32.49% | $2,377,203 |
| VISA INC CLASS-A | V | Financial Services | 1.49% | 6,351 | -5,380 | -45.86% | $2,236,565 |
| VANGUARD TTL STK MRKT ETF | VTI | Other | 1.45% | 5,854 | -5,854 | -50.00% | $2,166,214 |
| ISHARES 0-5 YEAR INVESTMT | SLQD | Other | 1.39% | 41,380 | -18,762 | -31.20% | $2,084,311 |
| QIFU HOLDINGS INC ADR | QFIN | Financial Services | 1.34% | 134,685 | -2,882 | -2.09% | $2,002,955 |
| BANK OF MONTREAL | BMO | Financial Services | 1.33% | 11,300 | +85 | +0.76% | $1,993,280 |
| BAIDU INC ADS | BIDU | Communication Services | 0.97% | 13,000 | - | - | $1,458,104 |
| VANGUARD DIV APPR ETF | VIG | Other | 0.91% | 5,788 | -1,947 | -25.17% | $1,369,557 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.90% | 11,452 | -14,883 | -56.51% | $1,354,886 |
| META PLATFORMS INC CL-A | META | Communication Services | 0.90% | 2,412 | +1,916 | +386.29% | $1,345,495 |
| ISHS 0-3 MTH TREAS BD ETF | SGOV | Other | 0.80% | 11,865 | -8,995 | -43.12% | $1,194,450 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.77% | 5,000 | +5,000 | +100.00% | $1,158,550 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.64% | 21,136 | -11,933 | -36.09% | $958,306 |
| APPLE INC | AAPL | Technology | 0.47% | 2,441 | -1,047 | -30.02% | $706,328 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.47% | 21,120 | -10,489 | -33.18% | $703,085 |
| STATE STREET SPDR ETF | SPY | Other | 0.45% | 913 | -757 | -45.33% | $681,801 |
| ISHARES MSCI EAFE ETF | EFA | Other | 0.40% | 5,735 | -164 | -2.78% | $595,752 |
| ISHARES CORE S&P TOTAL US | ITOT | Other | 0.21% | 1,928 | -976 | -33.61% | $316,713 |
| TORONTO DOMINION BANK | TD | Financial Services | 0.18% | 2,237 | -1,878 | -45.64% | $271,451 |
| ALPHABET INC CL-C | GOOG | Communication Services | 0.17% | 719 | -719 | -50.00% | $254,044 |
| JP MORG ULT-SHRT INCM ETF | JPST | Other | 0.16% | 4,784 | -4,686 | -49.48% | $241,926 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 800 | +800 | +100.00% | $201,312 |
| ISHARES MSCI CANADA ETF | EWC | Other | 0.13% | 3,358 | +3,358 | +100.00% | $193,555 |
| VANGUARD TOTAL BND MK ETF | BND | Other | 0.10% | 2,051 | -1,551 | -43.06% | $150,564 |
| DIMENSIONAL US CORE EQ 2 | DFAC | Other | 0.07% | 2,322 | +2,322 | +100.00% | $103,004 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.04% | 3,500 | +3,500 | +100.00% | $62,755 |
| ZENTEK LTD | ZTEK | Healthcare | 0.00% | 6,700 | +6,700 | +100.00% | $3,065 |