13F Filings History of Turn8 Private Wealth Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$139,545,749
Signature - Title
Craig McFadzean - Chief Investment Officer
Location
Pointe Claire
Summary
This page shows a list of all the recent 13F filings made by Turn8 Private Wealth Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Turn8 Private Wealth Inc. reported 46 stock holdings with total value $139,545,749 as of Q4 2025. Top holdings included GOOGL, JEPI, TSM, XLE, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $139,545,749 +$10,504,285 -$8,687,011 +$1,817,274 GOOGL, JEPI, TSM, XLE, MSFT 13F-HR 10 Feb 2026, 10:46
Q3 2025 44 $139,305,242 +$4,135,021 -$12,452,187 -$8,317,166 JEPI, MSFT, XLE, GOOGL, TSM 13F-HR 07 Nov 2025, 12:52
Q2 2025 44 $137,805,336 +$15,974,425 -$21,422,229 -$5,447,804 SPY, JEPI, MSFT, CCJ, RY 13F-HR 07 Aug 2025, 18:01
Q1 2025 51 $127,918,281 +$15,293,713 -$18,277,280 -$2,983,567 JEPI, XLE, LQD, MSFT, BRKB 13F-HR 27 May 2025, 19:24
Q4 2024 45 $140,278,760 $0 $0 $0 JEPI, XLI, XLE, RY, NVDA 13F-HR 27 May 2025, 19:03