SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Turn8 Private Wealth Inc.

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

Reported Value
$140M
Q4 2025
Positions
46
Filings on Record
6
2019–present window
Filed
Feb 10, 2026
original filing

Summary

Turn8 Private Wealth Inc. reported $140M in U.S.-listed holdings across 46 positions for Q4 2025.

Its largest position, GOOGL, represents 5.2% of the portfolio.

Compared with Q3 2025, the fund opened 5 new positions and exited 3.

Portfolio Metrics

Turnover
+8.1%
vs prior filed quarter
Top-10 Concentration
+39.2%
share of reported value
Largest Position
+5.2%
Alphabet Inc Cl A
New / Exited
5 / 3
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: 58.6%ETP: 28.7%ADR: 12.6%Other: 0.1%
  • Common Stock · 58.6% · $82M
  • ETP · 28.7% · $40M
  • ADR · 12.6% · $18M
  • Other · 0.1% · $134,036

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SIEBSIEMENS AG SPON ADRNEW+25.7K25.7K+$4M$4M
QFINQIFU HOLDINGS INC ADRNEW+123.2K123.2K+$2M$2M
METAMETA PLATFORMS INC CL-ANEW+763763+$503,648$503,648
CRISPR THERAPEUTICS AGNEW+2.6K2.6K+$134,036$134,036
TSLATESLA INCNEW+275275+$123,673$123,673
LMTLOCKHEED MARTIN CORPSOLD OUT8.2K0$4M$0
UNPUNION PACIFIC CORPSOLD OUT13.1K0$3M$0
STCKSTACK CAPITAL GROUP INCSOLD OUT34.0K0$332,710$0

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

Holdings — Q4 2025

46 positions
#IssuerClass% PortfolioValueShares
1GOOGLALPHABET INC CL-Ahistory →COM5.16%$7M23.0K
2JPMORGAN EQT PREM ICM ETFETF4.89%$7M119.2K
3TSMTAIWAN SEMICON MAN SP/ADRhistory →COM3.99%$6M18.3K
4XLEENERGY SELECT SEC SPDRhistory →ETF3.96%$6M123.6K
5MSFTMICROSOFT CORPhistory →COM3.92%$5M11.4K
6NVDANVIDIA CORPhistory →COM3.61%$5M27.0K
7GSGOLDMAN SACHS GROUP INChistory →COM3.51%$5M5.6K
8AAPLAPPLE INChistory →COM3.47%$5M17.8K
9RYROYAL BANK OF CANADAhistory →COM3.41%$5M27.9K
10ISHARES INVESTMENT GRADE CORPORATE BOND ETFETF3.28%$5M41.5K
11CCOCAMECO CORPhistory →COM3.20%$4M48.7K
12WMTWALMART INChistory →COM3.19%$4M40.0K
13AMZNAMAZON COM INChistory →COM3.17%$4M19.2K
14JPMJP MORGAN CHASE & COhistory →COM3.05%$4M13.2K
15SPDR S&P 500 ETFETF2.92%$4M6.0K
16BRK/BBERKSHIRE HATHAWAY-B-NEWhistory →COM2.89%$4M8.0K
17BLKBLACKROCK INC-NEWhistory →COM2.69%$4M3.5K
18WMWASTE MANAGEMENT INChistory →COM2.66%$4M16.9K
19JP MORG NSDQ EQ PREM ETFETF2.59%$4M64.8K
20SIEBSIEMENS AG SPON ADRhistory →Sponsored ADR2.57%$4M25.7K
21VVISA INC CLASS-Ahistory →COM2.56%$4M10.2K
22APOAPOLLO GLOBAL MGMT INChistory →COM2.54%$4M24.4K
23JJACOB SOLUTIONS INChistory →COM2.46%$3M25.9K
24MPCMARATHON PETROLEUM CORPhistory →COM2.42%$3M20.8K
25COSTCOSTCO WHOLESALE CORPhistory →COM2.36%$3M3.8K
26BABAALIBABA GROUP HOLDING-ADRhistory →Sponsored ADR2.30%$3M21.9K
27PDDPDD HOLDINGS INC ADRhistory →Sponsored ADR1.99%$3M24.4K
28ISHARES CORE 1-5Y USD BNDETF1.91%$3M54.8K
29ISHARES CHINA LRG CAP ETFETF1.91%$3M69.5K
30ISHRS CORE US AGG BND ETFETF1.81%$3M25.3K
31ISHARES 0-5 YEAR INVESTMTETF1.71%$2M47.0K
32QFINQIFU HOLDINGS INC ADRhistory →AMERICAN DEP1.70%$2M123.2K
33ISHS 0-3 MTH TREAS BD ETFETF1.13%$2M15.8K
34BMOBANK OF MONTREALhistory →COM1.04%$1M11.1K
35VANGUARD DIV APPR ETFETF0.80%$1M5.1K
36XLUSECTOR SPDR TR- UTILITIESETF0.70%$972,09322.8K
37PCARPACCAR INCCOM0.50%$699,1116.4K
38VANGUARD US TOTAL MKT ETFETF0.44%$611,2456.7K
39METAMETA PLATFORMS INC CL-ACOM0.36%$503,648763
40ISHARES MSCI EAFE ETFETF0.32%$444,5224.6K
41ISHARES CORE S&P TOTAL USETF0.24%$328,0102.2K
42SHOPSHOPIFY INC CL-A SVSCOM0.20%$273,5631.7K
43VANGUARD TOTAL BND MK ETFETF0.16%$217,2472.9K
44PLTRPALANTIR TECHS INC CL-ACOM0.15%$214,1181.2K
45CRISPR THERAPEUTICS AGCOM0.10%$134,0362.6K
46TSLATESLA INCCOM0.09%$123,673275

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 ↗.