Turn8 Private Wealth
POINTE CLAIRE, A8files as Turn8 Private Wealth Inc.
$150m in 54 US stocks at the end of 30 June 2026. The top 10 are 43.1% of the money. It changed about 16.7% of the portfolio this quarter.
Value
$150m
Stocks
54
Top 10 share
43.1%
Turnover
16.7%
What changed this quarter
New
Bought for the first time this quarter.
- Listed FDS TRMAGS1.9% of the fund
- Boston ScientificBSX1.7% of the fund
- BiogenBIIB1.7% of the fund
- Ishares TRIVE0.8% of the fund
- AbbVieABBV0.1% of the fund
- IsharesEWC0.1% of the fund
- CRISPR Therapeutics AGCRSP<0.1% of the fund
- Dimensional ETF TrustDFAC<0.1% of the fund
- SoFi TechnologiesSOFI<0.1% of the fund
- ZentekZTEKF<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT6.2% of the fund+20%
- Meta PlatformsMETA0.9% of the fund+386%
Cut
Sold some of their stake.
- AlphabetGOOGL5.4% of the fund-7%
- Taiwan Semiconductor ManufacturingTSM5.2% of the fund-9%
- J P Morgan Exchange Traded FJEPI4.9% of the fund-11%
- Royal Bank of CanadaRY4.1% of the fund-5%
- Goldman Sachs GroupGS3.6% of the fund-10%
- NvidiaNVDA3.6% of the fund-10%
- Marathon PetroleumMPC3.5% of the fund-21%
- Palo Alto NetworksPANW3.3% of the fund-14%
- Amazon.comAMZN3.3% of the fund-9%
- WalmartWMT3.1% of the fund-4%
- JPMorgan ChaseJPM3.1% of the fund-11%
- Select Sector Spdr TRXLE3.0% of the fund-18%
- Berkshire HathawayBRK-B2.9% of the fund-9%
- Ishares TRLQD2.8% of the fund-34%
- Alibaba Group HldgBABA2.6% of the fund-7%
- Invesco Exchange Traded FD TPPA2.5% of the fund-14%
- BlackRockBLK2.5% of the fund-11%
- Ishares TRFXI1.9% of the fund-48%
- Ishares TRISTB1.6% of the fund-32%
- Ishares TRAGG1.6% of the fund-32%
- VisaV1.5% of the fund-46%
- Vanguard Index FDSVTI1.4% of the fund-50%
- Ishares TRSLQD1.4% of the fund-31%
- Qfin HoldingsQFIN1.3% of the fund-2%
- Vanguard Specialized FundsVIG0.9% of the fund-25%
Sold out
Sold their entire stake.
- PDD HoldingsPDD-100%
- Ishares TREEM-100%
- PaccarPCAR-100%
- Jacobs SolutionsJ-100%
- Abbott LaboratoriesABT-100%
- ShopifySHOP-100%
- Above Food IngredientsABVEF-100%
Holdings
- J P Morgan Exchange Traded FJEPI
- Share
- 4.9%
- Value
- $7m
- Shares
- 129,107
-11%
- Royal Bank of CanadaRY
- Share
- 4.1%
- Value
- $6m
- Shares
- 29,879
-5%
- Select Sector Spdr TRXLE
- Share
- 3.0%
- Value
- $5m
- Shares
- 80,760
-18%
- Canadian Natural ResourcesCNQ
- Share
- 2.9%
- Value
- $4m
- Shares
- 99,641
Held
- Ishares TRLQD
- Share
- 2.8%
- Value
- $4m
- Shares
- 38,609
-34%
- J P Morgan Exchange Traded FJEPQ
- Share
- 2.7%
- Value
- $4m
- Shares
- 66,438
Held
- Alibaba Group HldgBABA
- Share
- 2.6%
- Value
- $4m
- Shares
- 34,759
-7%
- Invesco Exchange Traded FD TPPA
- Share
- 2.5%
- Value
- $4m
- Shares
- 21,194
-14%
- CamecoCCJ
- Share
- 2.4%
- Value
- $4m
- Shares
- 39,110
Held
- Ishares TRFXI
- Share
- 1.9%
- Value
- $3m
- Shares
- 80,545
-48%
- Listed FDS TRMAGS
- Share
- 1.9%
- Value
- $3m
- Shares
- 43,000
New
- Ishares TRISTB
- Share
- 1.6%
- Value
- $2m
- Shares
- 50,179
-32%
- Ishares TRAGG
- Share
- 1.6%
- Value
- $2m
- Shares
- 24,017
-32%
- Vanguard Index FDSVTI
- Share
- 1.4%
- Value
- $2m
- Shares
- 5,854
-50%
- Ishares TRSLQD
- Share
- 1.4%
- Value
- $2m
- Shares
- 41,380
-31%
- Qfin HoldingsQFIN
- Share
- 1.3%
- Value
- $2m
- Shares
- 134,685
-2%
- Bank of Montreal /canBMO
- Share
- 1.3%
- Value
- $2m
- Shares
- 11,300
Held
- BaiduBIDU
- Share
- 1.0%
- Value
- $1m
- Shares
- 13,000
Held
- Vanguard Specialized FundsVIG
- Share
- 0.9%
- Value
- $1m
- Shares
- 5,788
-25%
- Ishares TRSGOV
- Share
- 0.8%
- Value
- $1m
- Shares
- 11,865
-43%
- Ishares TRIVE
- Share
- 0.8%
- Value
- $1m
- Shares
- 5,000
New
- Select Sector Spdr TRXLU
- Share
- 0.6%
- Value
- $958,306
- Shares
- 21,136
-36%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.5%
- Value
- $703,085
- Shares
- 21,120
-33%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $681,801
- Shares
- 913
-45%
- Ishares TREFA
- Share
- 0.4%
- Value
- $595,752
- Shares
- 5,735
-3%
- Ishares TRITOT
- Share
- 0.2%
- Value
- $316,713
- Shares
- 1,928
-34%
- Toronto Dominion BankTD
- Share
- 0.2%
- Value
- $271,451
- Shares
- 2,237
-46%
- J P Morgan Exchange Traded FJPST
- Share
- 0.2%
- Value
- $241,926
- Shares
- 4,784
-49%
- IsharesEWC
- Share
- 0.1%
- Value
- $193,555
- Shares
- 3,358
New
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $150,564
- Shares
- 2,051
-43%
- Dimensional ETF TrustDFAC
- Share
- <0.1%
- Value
- $103,004
- Shares
- 2,322
New
- ZentekZTEKF
- Share
- <0.1%
- Value
- $3,065
- Shares
- 6,700
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 6.2% | $9m | 22,110 | +20% |
| AlphabetGOOGL | 5.4% | $8m | 22,873 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 5.2% | $8m | 17,785 | -9% |
| J P Morgan Exchange Traded FJEPI | 4.9% | $7m | 129,107 | -11% |
| Royal Bank of CanadaRY | 4.1% | $6m | 29,879 | -5% |
| Goldman Sachs GroupGS | 3.6% | $5m | 5,360 | -10% |
| NvidiaNVDA | 3.6% | $5m | 26,597 | -10% |
| Marathon PetroleumMPC | 3.5% | $5m | 18,474 | -21% |
| Palo Alto NetworksPANW | 3.3% | $5m | 14,608 | -14% |
| Amazon.comAMZN | 3.3% | $5m | 19,084 | -9% |
| WalmartWMT | 3.1% | $5m | 41,920 | -4% |
| JPMorgan ChaseJPM | 3.1% | $5m | 13,775 | -11% |
| Select Sector Spdr TRXLE | 3.0% | $5m | 80,760 | -18% |
| Canadian Natural ResourcesCNQ | 2.9% | $4m | 99,641 | Held |
| Berkshire HathawayBRK-B | 2.9% | $4m | 8,450 | -9% |
| Ishares TRLQD | 2.8% | $4m | 38,609 | -34% |
| J P Morgan Exchange Traded FJEPQ | 2.7% | $4m | 66,438 | Held |
| Alibaba Group HldgBABA | 2.6% | $4m | 34,759 | -7% |
| Invesco Exchange Traded FD TPPA | 2.5% | $4m | 21,194 | -14% |
| BlackRockBLK | 2.5% | $4m | 3,583 | -11% |
| CamecoCCJ | 2.4% | $4m | 39,110 | Held |
| Ishares TRFXI | 1.9% | $3m | 80,545 | -48% |
| Listed FDS TRMAGS | 1.9% | $3m | 43,000 | New |
| Boston ScientificBSX | 1.7% | $3m | 56,605 | New |
| BiogenBIIB | 1.7% | $3m | 12,068 | New |
| Ishares TRISTB | 1.6% | $2m | 50,179 | -32% |
| Ishares TRAGG | 1.6% | $2m | 24,017 | -32% |
| VisaV | 1.5% | $2m | 6,351 | -46% |
| Vanguard Index FDSVTI | 1.4% | $2m | 5,854 | -50% |
| Ishares TRSLQD | 1.4% | $2m | 41,380 | -31% |
| Qfin HoldingsQFIN | 1.3% | $2m | 134,685 | -2% |
| Bank of Montreal /canBMO | 1.3% | $2m | 11,300 | Held |
| BaiduBIDU | 1.0% | $1m | 13,000 | Held |
| Vanguard Specialized FundsVIG | 0.9% | $1m | 5,788 | -25% |
| Apollo Global ManagementAPO | 0.9% | $1m | 11,452 | -57% |
| Meta PlatformsMETA | 0.9% | $1m | 2,412 | +386% |
| Ishares TRSGOV | 0.8% | $1m | 11,865 | -43% |
| Ishares TRIVE | 0.8% | $1m | 5,000 | New |
| Select Sector Spdr TRXLU | 0.6% | $958,306 | 21,136 | -36% |
| AppleAAPL | 0.5% | $706,328 | 2,441 | -30% |
| Ishares Bitcoin Trust ETFIBIT | 0.5% | $703,085 | 21,120 | -33% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $681,801 | 913 | -45% |
| Ishares TREFA | 0.4% | $595,752 | 5,735 | -3% |
| Ishares TRITOT | 0.2% | $316,713 | 1,928 | -34% |
| Toronto Dominion BankTD | 0.2% | $271,451 | 2,237 | -46% |
| AlphabetGOOG | 0.2% | $254,044 | 719 | -50% |
| J P Morgan Exchange Traded FJPST | 0.2% | $241,926 | 4,784 | -49% |
| AbbVieABBV | 0.1% | $201,312 | 800 | New |
| IsharesEWC | 0.1% | $193,555 | 3,358 | New |
| Vanguard BD Index FDSBND | 0.1% | $150,564 | 2,051 | -43% |
| CRISPR Therapeutics AGCRSP | <0.1% | $139,404 | 2,556 | New |
| Dimensional ETF TrustDFAC | <0.1% | $103,004 | 2,322 | New |
| SoFi TechnologiesSOFI | <0.1% | $62,755 | 3,500 | New |
| ZentekZTEKF | <0.1% | $3,065 | 6,700 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 8.2% since 30 June 2025.
Where the money is
Financial services20.1%
Technology18.7%
Media & telecom6.5%
Energy6.4%
Health care3.6%
Retail & consumer3.3%
Everyday goods3.1%
Materials2.4%
Other35.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.