Turn8 Private Wealth Inc. has disclosed its latest investment holdings, revealing a total value of approximately $146.9 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and portfolio management.

Turn8 Private Wealth Inc., based in Pointe Claire, A8, is classified under the SIC as an investment management firm. The company has filed multiple reports in recent months, with the latest being a 13F-HR on November 5, 2026. This filing highlights the firm's investment approach and its response to market trends.

The filing mentions that the report includes a total of 54 entries, indicating a diverse portfolio. Notable holdings include major companies such as Microsoft, Amazon, and Alphabet, showcasing Turn8's focus on technology and healthcare sectors. The report states, "The total value of holdings is $146,901,897," underscoring the firm's substantial investments.

This update may affect various stakeholders, including investors and competitors in the wealth management industry. The detailed breakdown of holdings can influence investor sentiment and inform competitive strategies among firms in the same sector.

Looking ahead, the filing does not specify any upcoming actions or events related to this report.

Detailed Portfolio Insights

The filing reveals a total of 54 entries in Turn8 Private Wealth Inc.'s portfolio, reflecting a strategic approach to diversification. Among the holdings, notable companies include AbbVie Inc., Alibaba Group Holding, and NVIDIA Corp, indicating a strong emphasis on both healthcare and technology sectors.

Specific holdings include 800 shares of AbbVie Inc. valued at approximately $209,272, and 35,284 shares of Alibaba Group Holding valued at around $3,794,441. Additionally, the firm holds 26,416 shares of NVIDIA Corp, valued at approximately $6,032,886. This diverse range of investments demonstrates Turn8's commitment to capturing growth across various industries.

The filing emphasizes that all reported holdings are under the investment discretion of Turn8 Private Wealth Inc., with sole voting authority on each position.

Furthermore, the report outlines that Turn8 Private Wealth Inc. has no other included managers, underscoring the firm's independent investment strategy. The Chief Investment Officer, Craig McFadzean, has signed off on the report, affirming the accuracy and completeness of the disclosed information.

While the filing provides extensive details on the firm's current holdings and investment strategies, it does not include any forward-looking statements or insights into potential market adjustments or changes in investment strategy.