SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Turn8 Private Wealth Inc.

CIK 0002070026 · 277 LAKESHORE ROAD, SUITE 2, POINTE CLAIRE, H9S4L2 · 514-600-1467

Reported Value
$139M
Q3 2025
Positions
44
Filings on Record
6
2019–present window
Filed
Nov 7, 2025
original filing

Summary

Turn8 Private Wealth Inc. reported $139M in U.S.-listed holdings across 44 positions for Q3 2025.

Its largest position, Jpmorgan Eqt Prem Icm Etf, represents 4.9% of the portfolio.

Compared with Q2 2025, the fund opened 4 new positions and exited 4.

Portfolio Metrics

Turnover
+9.2%
vs prior filed quarter
Top-10 Concentration
+37.5%
share of reported value
Largest Position
+4.9%
Jpmorgan Eqt Prem Icm Etf
New / Exited
4 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $128MQ1 ’25Q2 ’25: $138MQ2 ’25Q3 ’25: $139MQ3 ’25Q4 ’25: $140MQ4 ’25Q1 ’26: $160MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 62.3%ETP: 28.9%ADR: 8.8%
  • Common Stock · 62.3% · $87M
  • ETP · 28.9% · $40M
  • ADR · 8.8% · $12M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VANGUARD US TOTAL MKT ETFNEW+6.7K6.7K+$598,184$598,184
STCKSTACK CAPITAL GROUP INCNEW+34.0K34.0K+$332,710$332,710
SHOPSHOPIFY INC CL-A SVSNEW+1.7K1.7K+$259,115$259,115
PLTRPALANTIR TECHS INC CL-ANEW+1.2K1.2K+$219,816$219,816
EQIXEQUINIX INC REITSOLD OUT3.7K0$3M$0
ACCENTURE PLC CL-ASOLD OUT4.8K0$1M$0
GIB/ACGI INC CL-A SUB VTGSOLD OUT10.1K0$1M$0
JPMORGAN ULTRA SHORT INCOME ETFSOLD OUT6.6K0$334,115$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

44 positions
#IssuerClass% PortfolioValueShares
1JPMORGAN EQT PREM ICM ETFETF4.90%$7M119.6K
2MSFTMICROSOFT CORPhistory →COM4.17%$6M11.3K
3XLEENERGY SELECT SEC SPDRhistory →ETF3.96%$6M61.8K
4GOOGLALPHABET INC CL-Ahistory →COM3.90%$5M22.4K
5TSMTAIWAN SEMICON MAN SP/ADRhistory →COM3.69%$5M18.4K
6NVDANVIDIA CORPhistory →COM3.61%$5M26.9K
7ISHARES INVESTMENT GRADE CORPORATE BOND ETFETF3.44%$5M42.9K
8RYROYAL BANK OF CANADAhistory →COM3.36%$5M31.8K
9AAPLAPPLE INChistory →COM3.26%$5M17.9K
10GSGOLDMAN SACHS GROUP INChistory →COM3.19%$4M5.6K
11AMZNAMAZON COM INChistory →COM3.02%$4M19.2K
12JPMJP MORGAN CHASE & COhistory →COM3.00%$4M13.3K
13WMTWALMART INChistory →COM2.97%$4M40.1K
14BLKBLACKROCK INC-NEWhistory →COM2.94%$4M3.5K
15CCOCAMECO CORPhistory →COM2.94%$4M48.8K
16LMTLOCKHEED MARTIN CORPhistory →COM2.94%$4M8.2K
17BRK/BBERKSHIRE HATHAWAY-B-NEWhistory →COM2.90%$4M8.0K
18MPCMARATHON PETROLEUM CORPhistory →COM2.88%$4M20.8K
19JJACOB SOLUTIONS INChistory →COM2.80%$4M26.0K
20BABAALIBABA GROUP HOLDING-ADRhistory →Sponsored ADR2.77%$4M21.6K
21SPDR S&P 500 ETFETF2.76%$4M5.8K
22WMWASTE MANAGEMENT INChistory →COM2.68%$4M16.9K
23COSTCOSTCO WHOLESALE CORPhistory →COM2.58%$4M3.9K
24JP MORG NSDQ EQ PREM ETFETF2.57%$4M64.8K
25VVISA INC CLASS-Ahistory →COM2.50%$3M10.2K
26APOAPOLLO GLOBAL MGMT INChistory →COM2.38%$3M24.9K
27PDDPDD HOLDINGS INC ADRhistory →Sponsored ADR2.32%$3M24.4K
28UNPUNION PACIFIC CORPhistory →COM2.22%$3M13.1K
29ISHARES CHINA LRG CAP ETFETF2.06%$3M69.7K
30ISHARES CORE 1-5Y USD BNDETF1.92%$3M54.8K
31ISHRS CORE US AGG BND ETFETF1.80%$3M25.0K
32ISHARES 0-5 YEAR INVESTMTETF1.72%$2M47.1K
33ISHS 0-3 MTH TREAS BD ETFETF1.11%$2M15.4K
34BMOBANK OF MONTREALhistory →COM1.03%$1M11.0K
35VANGUARD DIV APPR ETFETF0.78%$1M5.0K
36XLUSECTOR SPDR TR- UTILITIESETF0.72%$1M11.5K
37PCARPACCAR INCCOM0.45%$625,6106.4K
38VANGUARD US TOTAL MKT ETFETF0.43%$598,1846.7K
39ISHARES MSCI EAFE ETFETF0.34%$473,6665.1K
40STCKSTACK CAPITAL GROUP INCCOM0.24%$332,71034.0K
41ISHARES CORE S&P TOTAL USETF0.23%$319,9932.2K
42SHOPSHOPIFY INC CL-A SVSCOM0.19%$259,1151.7K
43PLTRPALANTIR TECHS INC CL-ACOM0.16%$219,8161.2K
44VANGUARD TOTAL BND MK ETFETF0.16%$217,2342.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$160M51Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$140M46Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$139M44Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$138M44Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$128M51May 28, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.