Turn8 Private Wealth Inc.

Q3 2026 13F-HR Holdings

Location
Pointe Claire, A8
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$146,902
Net value change ($000)
-2,968 (-2.0%)
New positions
9
Sold out positions
9
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
AVGO 4,497 NEW
MAGS 2,220 78.3%
XLV 1,684 NEW
HON 930 NEW
PDBC 877 NEW
GLW 780 NEW
NVDA 702 13.2%
BIIB 614 24.2%
BSX 565 22.3%
WMT 509 10.8%
Top Reduces (Value $000, Stocks/ETFs)
MPC -4,592 -88.5%
XLE -4,566 -100.0%
FXI -2,913 -100.0%
V -1,788 -79.9%
APO -1,355 -100.0%
QFIN -1,001 -50.0%
GOOGL -932 -11.4%
TSM -861 -11.1%
GS -573 -10.5%
RY -344 -5.6%
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