You're signed outSign in or to get full access.
Turn8 Private Wealth Inc.
TURN8 Private Wealth Inc. is a registered investment adviser based in Pointe Claire, Quebec, Canada. Founded in 2013, the firm manages assets for individuals (including high-net-worth individuals) and pooled investment vehicles, with a total of 5 employees, most of whom are investment professionals. They offer discretionary investment management and serve both U.S. and non-U.S. clients.
Investment Strategy
TURN8 Private Wealth Inc. primarily allocates assets across equities in multiple sectors, with an emphasis on diversified holdings in major North American and global companies. The firm manages investment portfolios on a discretionary basis, serving high net-worth individuals and pooled investment vehicles, and aims to provide tailored solutions balancing growth, risk management, and client objectives.
Latest 13F Filing Activity
Turn8 Private Wealth Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $138M. The fund increased holdings in SPDR S&P 500 Etf, Cameco Corp., Ishares China Large-cap Etf among other positions. Turn8 Private Wealth Inc. reduced exposure to Camden Property Trust, CDN Natural Resources LTD, Prologis Inc. among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 4.91% | $6.8M | 10,762 | $611.58 | $617.85 | +$6.2M |
J JEPI | JPMORGAN EQT PREM ICM ETF | 4.90% | $6.8M | 119,149 | $57.43 | $56.85 | +$1.0M |
M MSFT | MICROSOFT CORP | 4.17% | $5.8M | 11,423 | $422.94 | $497.41 | +$1.6M |
C CCJ | CAMECO CORP | 4.03% | $5.6M | 54,660 | $48.71 | $74.23 | +$2.9M |
R RY | ROYAL BANK OF CANADA | 3.99% | $5.5M | 31,006 | $119.60 | $131.55 | +$2.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more