13F Insight
DOSSIER · 13F-HR · Q3 2026

Terra Nova Asset Management LLC

$155M in tracked AUM across 95 positions as of Q3 2026.

TN
CIK 0001658652 · last filed Sep 30, 2026
Total AUM
$155M
as of Q3 2026
Holdings
95
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Terra Nova Asset Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$9M25K5.6%02
SGOL
ETFS GOLD TR
$8M196K5.0%03
MSFT
MICROSOFT CORP
$7M14K4.5%04
GEV
GE VERNOVA INC
$6M6K3.6%05
MU
MICRON TECHNOLOGY INC
$5M5K3.3%06
IYW
ISHARES TR
$5M18K3.0%07
XLC
SELECT SECTOR SPDR TR
$5M42K3.0%08
AAPL
APPLE INC
$4M13K2.7%09
NVDA
NVIDIA CORPORATION
$4M19K2.7%10
RTX
RTX CORPORATION
$4M21K2.5%

Filing history

2026Q3Sep 30
$155M▼ 4.8%
95 positionsView →2026Q2Jun 30
$163M▲ 20.9%
93 positionsView →2026Q1Mar 31
$135M▼ 11.0%
83 positionsView →2025Q4Dec 31
$152M▼ 4.2%
83 positionsView →2025Q3Sep 30
$159M▲ 10.9%
94 positionsLocked2025Q2Jun 30
$143M▲ 12.6%
89 positionsLocked2025Q1Mar 31
$127M▼ 3.2%
85 positionsLocked2024Q4Dec 31
$131M▼ 2.5%
84 positionsLocked2024Q3Sep 30
$135M▲ 6.3%
84 positionsLocked2024Q2Jun 30
$127M▲ 1.0%
82 positionsLocked2024Q1Mar 31
$126M▲ 10.1%
84 positionsLocked2023Q4Dec 31
$114M▲ 3.8%
84 positionsLocked
Showing 12 of 37