# EDGAR Filing Document

**Accession Number:** 0001658652
**File Stem:** 0001658652-26-000002
**Filing Date:** 2026-4
**Character Count:** 12650
**Document Hash:** c5260e70a33d76f2836012c074115ede
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001658652-26-000002.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0001658652-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Terra Nova Asset Management LLC
- **CENTRAL INDEX KEY:** 0001658652

**ORGANIZATION NAME:**
- **EIN:** 134006438
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17051
- **FILM NUMBER:** 26866616

**BUSINESS ADDRESS:**
- **STREET 1:** 777 THIRD AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 212.355.1234

**MAIL ADDRESS:**
- **STREET 1:** 777 THIRD AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Terra Nova Asset Management LLC<br>**Address:** 777 THIRD AVENUE<br>NEW YORK, NY 10017

**Form 13F File Number:** 028-17051

**CRD Number (if applicable):** 000111676

**SEC File Number (if applicable):** 801-55603

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Baumgartner<br>**Title:** Managing Partner<br>**Phone:** 212-355-1234

**Signature, Place, and Date of Signing:**

/s/Daniel Baumgartner  New York, NY  04-16-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $135160754

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 557832 | 2565 | SH |  | SOLE |  | 0 | 0 | 2565 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 7234507 | 25158 | SH |  | SOLE |  | 0 | 0 | 25158 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 1194023 | 4162 | SH |  | SOLE |  | 0 | 0 | 4162 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3117802 | 14970 | SH |  | SOLE |  | 0 | 0 | 14970 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 423987 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2899413 | 11424 | SH |  | SOLE |  | 0 | 0 | 11424 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 379387 | 1110 | SH |  | SOLE |  | 0 | 0 | 1110 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 402719 | 3280 | SH |  | SOLE |  | 0 | 0 | 3280 |
| AUTOZONE INC | COM | 053332102 | BBG001S6Q5D9 | 2084091 | 617 | SH |  | SOLE |  | 0 | 0 | 617 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 718140 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1976221 | 4124 | SH |  | SOLE |  | 0 | 0 | 4124 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 2104903 | 2189 | SH |  | SOLE |  | 0 | 0 | 2189 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 282326 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| CAMECO CORP | COM | 13321L108 | BBG001S5Y5S6 | 4083506 | 37598 | SH |  | SOLE |  | 0 | 0 | 37598 |
| CELESTICA INC | COM | 15101Q207 | BBG001S9CXM7 | 390409 | 1386 | SH |  | SOLE |  | 0 | 0 | 1386 |
| CHEVRON CORPORATION | COM | 166764100 | BBG001S67ZC5 | 360420 | 1742 | SH |  | SOLE |  | 0 | 0 | 1742 |
| CIENA CORP | COM NEW | 171779309 | BBG001S61J73 | 271761 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| CORTEVA INC | COM | 22052L104 | BBG00BN969D0 | 296585 | 3543 | SH |  | SOLE |  | 0 | 0 | 3543 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 3518899 | 3532 | SH |  | SOLE |  | 0 | 0 | 3532 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 500738 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 2313182 | 2515 | SH |  | SOLE |  | 0 | 0 | 2515 |
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 258781 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | BBG001SCTFP8 | 5837814 | 130834 | SH |  | SOLE |  | 0 | 0 | 130834 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 513628 | 3027 | SH |  | SOLE |  | 0 | 0 | 3027 |
| FORTINET INC | COM | 34959E109 | BBG001S77BL6 | 958903 | 11734 | SH |  | SOLE |  | 0 | 0 | 11734 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 243758 | 4147 | SH |  | SOLE |  | 0 | 0 | 4147 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 4151924 | 14631 | SH |  | SOLE |  | 0 | 0 | 14631 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 5768957 | 6609 | SH |  | SOLE |  | 0 | 0 | 6609 |
| GENERAL DYNAMICS CORP | COM | 369550108 | BBG001S5RHP1 | 307182 | 895 | SH |  | SOLE |  | 0 | 0 | 895 |
| GENMAB A/S | SPONSORED ADS | 372303206 | BBG004MPKMY3 | 1144139 | 42644 | SH |  | SOLE |  | 0 | 0 | 42644 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | BBG01J6K2RX8 | 1741877 | 24589 | SH |  | SOLE |  | 0 | 0 | 24589 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | BBG001T8JBX7 | 805875 | 10555 | SH |  | SOLE |  | 0 | 0 | 10555 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 2227446 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 672596 | 1421 | SH |  | SOLE |  | 0 | 0 | 1421 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJH69 | 3367126 | 14610 | SH |  | SOLE |  | 0 | 0 | 14610 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 229113 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 1918891 | 21766 | SH |  | SOLE |  | 0 | 0 | 21766 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 1857714 | 23617 | SH |  | SOLE |  | 0 | 0 | 23617 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | BBG001SQLN69 | 1565176 | 22970 | SH |  | SOLE |  | 0 | 0 | 22970 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 282051 | 432 | SH |  | SOLE |  | 0 | 0 | 432 |
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 1701416 | 21254 | SH |  | SOLE |  | 0 | 0 | 21254 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | BBG001SFC802 | 287091 | 2440 | SH |  | SOLE |  | 0 | 0 | 2440 |
| ISHARES TR | U.S. TECH ETF | 464287721 | BBG001SFB7Z7 | 2936072 | 16184 | SH |  | SOLE |  | 0 | 0 | 16184 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 269143 | 915 | SH |  | SOLE |  | 0 | 0 | 915 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG001S5SW40 | 906911 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 808162 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 284064 | 470 | SH |  | SOLE |  | 0 | 0 | 470 |
| MCKESSON CORP | COM | 58155Q103 | BBG001S8F8P8 | 2048807 | 2368 | SH |  | SOLE |  | 0 | 0 | 2368 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 2288342 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 4095952 | 11065 | SH |  | SOLE |  | 0 | 0 | 11065 |
| MONDELEZ INTL INC | CL A | 609207105 | BBG001SHHZJ3 | 247737 | 4298 | SH |  | SOLE |  | 0 | 0 | 4298 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | BBG001S5TP26 | 398459 | 584 | SH |  | SOLE |  | 0 | 0 | 584 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 3369077 | 19318 | SH |  | SOLE |  | 0 | 0 | 19318 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG001S5V554 | 988345 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| PAYCHEX INC | COM | 704326107 | BBG001S5V135 | 339068 | 3681 | SH |  | SOLE |  | 0 | 0 | 3681 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 252048 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| RESMED INC | COM | 761152107 | BBG001SBGRC2 | 1672276 | 7450 | SH |  | SOLE |  | 0 | 0 | 7450 |
| ROCKET LAB CORP | COM | 773121108 | BBG01V7JN489 | 2045407 | 31850 | SH |  | SOLE |  | 0 | 0 | 31850 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 3547700 | 18391 | SH |  | SOLE |  | 0 | 0 | 18391 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 | BBG00L5F9FV7 | 4521984 | 40790 | SH |  | SOLE |  | 0 | 0 | 40790 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 | BBG001S7T1Q9 | 1946347 | 17860 | SH |  | SOLE |  | 0 | 0 | 17860 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | BBG001S7T1S7 | 259580 | 4237 | SH |  | SOLE |  | 0 | 0 | 4237 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | BBG001S7T232 | 1822837 | 11271 | SH |  | SOLE |  | 0 | 0 | 11271 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | BBG001S7TD56 | 1161453 | 25309 | SH |  | SOLE |  | 0 | 0 | 25309 |
| SOUTHERN COPPER CORP | COM | 84265V105 | BBG001S6ZM88 | 659008 | 3830 | SH |  | SOLE |  | 0 | 0 | 3830 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 2323566 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| SPINNAKER ETF SERIES | SELECT STOXX EUR | 84858T772 | BBG01Q6GGV58 | 864102 | 21210 | SH |  | SOLE |  | 0 | 0 | 21210 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 611371 | 940 | SH |  | SOLE |  | 0 | 0 | 940 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 2498093 | 7602 | SH |  | SOLE |  | 0 | 0 | 7602 |
| TECHNIPFMC PLC | COM | G87110105 | BBG00DL8NMT5 | 1849228 | 26750 | SH |  | SOLE |  | 0 | 0 | 26750 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 536729 | 2212 | SH |  | SOLE |  | 0 | 0 | 2212 |
| UNITED RENTALS INC | COM | 911363109 | BBG001SBGZ25 | 342424 | 470 | SH |  | SOLE |  | 0 | 0 | 470 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | BBG001S8RV10 | 323175 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| VANECK ETF TRUST | RARE EARTH AND S | 92189H805 | BBG001TCVD33 | 793101 | 9013 | SH |  | SOLE |  | 0 | 0 | 9013 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | BBG002WYN9L7 | 2509060 | 55695 | SH |  | SOLE |  | 0 | 0 | 55695 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | BBG001TC6MF8 | 322076 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 3172714 | 5310 | SH |  | SOLE |  | 0 | 0 | 5310 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | BBG001SHTTM0 | 1947259 | 16118 | SH |  | SOLE |  | 0 | 0 | 16118 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 429098 | 615 | SH |  | SOLE |  | 0 | 0 | 615 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 3211510 | 12816 | SH |  | SOLE |  | 0 | 0 | 12816 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 2248303 | 7439 | SH |  | SOLE |  | 0 | 0 | 7439 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 1452605 | 9663 | SH |  | SOLE |  | 0 | 0 | 9663 |
| WW GRAINGER INC | COM | 384802104 | BBG001S5RRD2 | 1905252 | 1747 | SH |  | SOLE |  | 0 | 0 | 1747 |

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