SEC Form 13F

Turn8 Private Wealth Inc. 13F Holdings

Inspect Turn8 Private Wealth Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-04T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-04
Reported value
$149,869,692
Positions
54

Read this manager's filing book

Step 1 of 3

Disclosed positions

Turn8 Private Wealth Inc.: source evidence dated 2026-08-04T03:59:59.999Z.

Issuer
MICROSOFT CORP
Ticker
MSFT
Class
COM
Reported value
$9,357,042
Reported amount
22,110
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002070026-26-000003
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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MICROSOFT CORPMSFTCOM$9,357,04222,110SHNone
ALPHABET INC CL-AGOOGLCOM$8,158,25222,873SHNone
TAIWAN SEMICON MAN SP/ADRTSMSponsored ADR$7,757,01017,785SHNone
JPMORGAN EQT PREM ICM ETFJEPIETF$7,393,480129,107SHNone
ROYAL BANK OF CANADARYCOM$6,172,22029,879SHNone
GOLDMAN SACHS GROUP INCGSCOM$5,440,2215,360SHNone
NVIDIA CORPNVDACOM$5,331,03426,597SHNone
MARATHON PETROLEUM CORPMPCCOM$5,191,40818,474SHNone
PALO ALTO NETWORKS INCPANWCOM$4,916,37114,608SHNone
AMAZON COM INCAMZNCOM$4,880,88119,084SHNone
WALMART INCWMTCOM$4,703,56941,920SHNone
JP MORGAN CHASE & COJPMCOM$4,664,29213,775SHNone
STATE ST EGY SLCT SCT ETFXLEETF$4,566,08480,760SHNone
CANADIAN NAT RES LTD FCNQCOM$4,383,59599,641SHNone
BERKSHIRE HATHAWAY-B-NEWBRK.BCOM$4,277,9138,450SHNone
ISHARES INVESTMENT GRADE CORPORATE BOND ETFLQDETF$4,211,05838,609SHNone
JP MORG NSDQ EQ PREM ETFJEPQETF$4,083,27966,438SHNone
ALIBABA GROUP HOLDING-ADRBABASponsored ADR$3,848,43434,759SHNone
INVESCO AEROSPACE & DEFENSE ETFPPAETF$3,718,50521,194SHNone
BLACKROCK INC-NEWBLKCOM$3,688,7583,583SHNone
CAMECO CORPCCJCOM$3,563,91939,110SHNone
ISHARES CHINA LRG CAP ETFFXIETF$2,912,66780,545SHNone
LIST FD ROUNDHILL MAG ETFMAGSETF$2,836,28043,000SHNone
BOSTON SCIENTIFIC CORPBSXCOM$2,534,97156,605SHNone
BIOGEN INCBIIBCOM$2,532,68512,068SHNone
ISHARES CORE 1-5Y USD BNDISTBETF$2,421,12950,179SHNone
ISHRS CORE US AGG BND ETFAGGETF$2,377,20324,017SHNone
VISA INC CLASS-AVCOM$2,236,5656,351SHNone
VANGUARD TTL STK MRKT ETFVTICOM$2,166,2145,854SHNone
ISHARES 0-5 YEAR INVESTMTSLQDETF$2,084,31141,380SHNone
QIFU HOLDINGS INC ADRQFINSponsored ADR$2,002,955134,685SHNone
BANK OF MONTREALBMOCOM$1,993,28011,300SHNone
BAIDU INC ADSBIDUCOM$1,458,10413,000SHNone
VANGUARD DIV APPR ETFVIGETF$1,369,5575,788SHNone
APOLLO GLOBAL MGMT INCAPOCOM$1,354,88611,452SHNone
META PLATFORMS INC CL-AMETACOM$1,345,4952,412SHNone
ISHS 0-3 MTH TREAS BD ETFSGOVETF$1,194,45011,865SHNone
ISHARES S&P 500 VALUE ETFIVEETF$1,158,5505,000SHNone
SELECT SECTOR SPDR TRXLUETF$958,30621,136SHNone
APPLE INCAAPLCOM$706,3282,441SHNone
ISHARES BITCOIN TRUST ETFIBITETF$703,08521,120SHNone
STATE STREET SPDR ETFSPYETF$681,801913SHNone
ISHARES MSCI EAFE ETFEFAETF$595,7525,735SHNone
ISHARES CORE S&P TOTAL USITOTETF$316,7131,928SHNone
TORONTO DOMINION BANKTDCOM$271,4512,237SHNone
ALPHABET INC CL-CGOOGCOM$254,044719SHNone
JP MORG ULT-SHRT INCM ETFJPSTETF$241,9264,784SHNone
ABBVIE INCABBVCOM$201,312800SHNone
ISHARES MSCI CANADA ETFEWCETF$193,5553,358SHNone
VANGUARD TOTAL BND MK ETFBNDCOM$150,5642,051SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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