Turn8 Private Wealth Inc.

Q1 2026 13F-HR Holdings

Location
Pointe Claire, A8
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$160,036
Net value change ($000)
+20,490 (14.7%)
New positions
12
Sold out positions
7
Turnover %
21.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CNQ 4,844 NEW
PPA 4,092 NEW
VTI 3,756 NEW
FXI 2,927 110.0%
PANW 2,709 NEW
EEM 2,556 NEW
MPC 2,314 68.5%
LQD 1,752 38.3%
BABA 1,470 45.8%
BIDU 1,448 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,953 -81.7%
WM -3,708 -100.0%
SIEGY -3,591 -100.0%
COST -3,292 -100.0%
SPY -2,984 -73.3%
J -2,405 -70.1%
VUN -611 -100.0%
APO -605 -17.1%
QFIN -599 -25.2%
CCJ -227 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type