Turn8 Private Wealth Inc.

POINTE CLAIRE, A8 · CIK 2070026 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2013 · corporation

Assets managed$350.0m
Staff6 · 3 in investment roles
Main clients (by assets)Private funds 81%, High net worth individuals 18%, Individuals 1%
Form ADV · 2026-05-29SEC adviser record

Legal entityTURN8 Gestion privée Inc. (CA)

Others nearbyPierrefonds, Punta Gorda, FL

As an employer

Offices in2 countries

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Pointe Claire (main office)Canada	Canada	about 2
Port Charlotte, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$149.9m reported value -6.4% vs Q1 2026

54positions

43.1%in top 10

10 new 5 added 37 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	22,110	$9.4m6.24%	6.24%	Added +3.7k	+3,708 20.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,873	$8.2m5.44%	5.44%	Reduced -1.8k	-1,829 -7.4%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	17,785	$7.8m5.18%	5.18%	Reduced -1.7k	-1,697 -8.7%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	129,107	$7.4m4.93%	4.93%	Reduced -16.3k	-16,341 -11.2%
5	ROYAL BK CDA COM RY	RY	29,879	$6.2m4.12%	4.12%	Reduced -1.5k	-1,507 -4.8%
6	GOLDMAN SACHS GROUP INC COM GS	GS	5,360	$5.4m3.63%	3.63%	Reduced -618	-618 -10.3%
7	NVIDIA CORPORATION COM NVDA	NVDA	26,597	$5.3m3.56%	3.56%	Reduced -2.9k	-2,892 -9.8%
8	MARATHON PETE CORP COM MPC	MPC	18,474	$5.2m3.46%	3.46%	Reduced -4.8k	-4,840 -20.8%
9	PALO ALTO NETWORKS INC COM PANW	PANW	14,608	$4.9m3.28%	3.28%	Reduced -2.3k	-2,292 -13.6%
10	AMAZON COM INC COM AMZN	AMZN	19,084	$4.9m3.26%	3.26%	Reduced -2.0k	-1,990 -9.4%
11	WALMART INC COM WMT	WMT	41,920	$4.7m3.14%	3.14%	Reduced -1.9k	-1,887 -4.3%
12	JPMORGAN CHASE & CO COM JPM	JPM	13,775	$4.7m3.11%	3.11%	Reduced -1.8k	-1,764 -11.3%
13	SELECT SECTOR SPDR TR ENERGY XLE	XLE	80,760	$4.6m3.05%	3.05%	Reduced -18.1k	-18,120 -18.3%
14	CANADIAN NAT RES LTD COM CNQ	CNQ	99,641	$4.4m2.92%	2.92%	Added +31	+31 0.0%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,450	$4.3m2.85%	2.85%	Reduced -874	-874 -9.4%
16	ISHARES TR IBOXX INV CP ETF LQD	LQD	38,609	$4.2m2.81%	2.81%	Reduced -19.5k	-19,454 -33.5%
17	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	66,438	$4.1m2.72%	2.72%	Unchanged
18	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	34,759	$3.8m2.57%	2.57%	Reduced -2.6k	-2,565 -6.9%
19	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	21,194	$3.7m2.48%	2.48%	Reduced -3.5k	-3,500 -14.2%
20	BLACKROCK INC COM BLK	BLK	3,583	$3.7m2.46%	2.46%	Reduced -421	-421 -10.5%
21	CAMECO CORP COM CCJ	CCJ	39,110	$3.6m2.38%	2.38%	Added +23	+23 0.1%
22	ISHARES TR CHINA LG-CAP ETF FXI	FXI	80,545	$2.9m1.94%	1.94%	Reduced -75.1k	-75,068 -48.2%
23	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	43,000	$2.8m1.89%	1.89%	New
24	BOSTON SCIENTIFIC CORP COM BSX	BSX	56,605	$2.5m1.69%	1.69%	New
25	BIOGEN INC COM BIIB	BIIB	12,068	$2.5m1.69%	1.69%	New
26	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	50,179	$2.4m1.62%	1.62%	Reduced -23.9k	-23,921 -32.3%
27	ISHARES TR CORE US AGGBD ET AGG	AGG	24,017	$2.4m1.59%	1.59%	Reduced -11.6k	-11,559 -32.5%
28	VISA INC COM CL A V	V	6,351	$2.2m1.49%	1.49%	Reduced -5.4k	-5,380 -45.9%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,854	$2.2m1.45%	1.45%	Reduced -5.9k	-5,854 -50.0%
30	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	41,380	$2.1m1.39%	1.39%	Reduced -18.8k	-18,762 -31.2%
31	QIFU TECHNOLOGY INC AMERICAN DEP QFIN	QFIN	134,685	$2.0m1.34%	1.34%	Reduced -2.9k	-2,882 -2.1%
32	BANK MONTREAL QUE COM BMO	BMO	11,300	$2.0m1.33%	1.33%	Added +85	+85 0.8%
33	BAIDU INC SPON ADR REP A BIDU	BIDU	13,000	$1.5m0.97%	0.97%	Unchanged
34	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,788	$1.4m0.91%	0.91%	Reduced -1.9k	-1,947 -25.2%
35	APOLLO GLOBAL MGMT INC COM APO	APO	11,452	$1.4m0.90%	0.90%	Reduced -14.9k	-14,883 -56.5%
36	META PLATFORMS INC CL A META	META	2,412	$1.3m0.90%	0.90%	Added +1.9k	+1,916 386.3%
37	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	11,865	$1.2m0.80%	0.80%	Reduced -9.0k	-8,995 -43.1%
38	ISHARES TR S&P 500 VAL ETF IVE	IVE	5,000	$1.2m0.77%	0.77%	New
39	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	21,136	$958.3k0.64%	0.64%	Reduced -11.9k	-11,933 -36.1%
40	APPLE INC COM AAPL	AAPL	2,441	$706.3k0.47%	0.47%	Reduced -1.0k	-1,047 -30.0%
41	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	21,120	$703.1k0.47%	0.47%	Reduced -10.5k	-10,489 -33.2%
42	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	913	$681.8k0.45%	0.45%	Reduced -757	-757 -45.3%
43	ISHARES TR MSCI EAFE ETF EFA	EFA	5,735	$595.8k0.40%	0.40%	Reduced -164	-164 -2.8%
44	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,928	$316.7k0.21%	0.21%	Reduced -976	-976 -33.6%
45	TORONTO DOMINION BK ONT COM NEW TD	TD	2,237	$271.5k0.18%	0.18%	Reduced -1.9k	-1,878 -45.6%
46	ALPHABET INC CAP STK CL C GOOG	GOOG	719	$254.0k0.17%	0.17%	Reduced -719	-719 -50.0%
47	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,784	$241.9k0.16%	0.16%	Reduced -4.7k	-4,686 -49.5%
48	ABBVIE INC COM ABBV	ABBV	800	$201.3k0.13%	0.13%	New
49	ISHARES INC MSCI CDA ETF EWC	EWC	3,358	$193.6k0.13%	0.13%	New
50	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	2,051	$150.6k0.10%	0.10%	Reduced -1.6k	-1,551 -43.1%
51	CRISPR THERAPEUTICS AG NAMEN AKT CRSP	CRSP	2,556	$139.4k0.09%	0.09%	New
52	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	2,322	$103.0k0.07%	0.07%	New
53	SOFI TECHNOLOGIES INC COM SOFI	SOFI	3,500	$62.8k0.04%	0.04%	New
54	ZENTEK LTD COM ZTEKF	ZTEKF	6,700	$3.1k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PDD HOLDINGS INC PDD	PDD	28,946	$3.0m28.9k shares
ISHARES TR EEM	EEM	45,000	$2.6m45.0k shares
PACCAR INC PCAR	PCAR	10,246	$1.2m10.2k shares
JACOBS SOLUTIONS INC J	J	8,077	$1.0m8.1k shares
ABBOTT LABS ABT	ABT	10,000	$1.0m10.0k shares
SHOPIFY INC SHOP	SHOP	1,698	$201.0k1.7k shares
ABOVE FOOD INGREDIENTS INC ABVEF	ABVEF	26,291	$27.0k26.3k shares