CIK 1975550
CHANNEL WEALTH LLC
Institutional 13F holdings & portfolio
Holdings
172
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 172
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CARY | ANGEL OAK FUNDS TRUST | 1.2M | $1M+ | SH |
| AAPL | APPLE INC | 64K | $1M+ | SH |
| TXUE | THORNBURG ETF TR | 466K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 29K | $1M+ | SH |
| GOOG | ALPHABET INC | 44K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 70K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| ACWI | ISHARES TR | 69K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19K | $1M+ | SH |
| MINT | PIMCO ETF TR | 93K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 13K | $1M+ | SH |
| AUSF | GLOBAL X FDS | 172K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 136K | $1M+ | SH |
| JSI | JANUS DETROIT STR TR | 139K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 122K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| GIGB | GOLDMAN SACHS ETF TR | 146K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 147K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8 | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 69K | $1M+ | SH |
| ASML | ASML HOLDING N V | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 191K | $1M+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 109K | $1M+ | SH |
| ICOW | PACER FDS TR | 131K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 22K | $1M+ | SH |
| LIN | LINDE PLC | 11K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 48K | $1M+ | SH |
| OPPJ | WISDOMTREE TR | 92K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 159K | $1M+ | SH |
| APPF | APPFOLIO INC | 16K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 74K | $1M+ | SH |
| AVGO | BROADCOM INC | 11K | $1M+ | SH |
| OKTA | OKTA INC | 41K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 16K | $1M+ | SH |
| GOOGL | ALPHABET INC | 11K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 37K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 35K | $1M+ | SH |
| ORCL | ORACLE CORP | 17K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 7K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| GENI | GENIUS SPORTS LIMITED | 261K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 17K | $1M+ | SH |
| VKTX | VIKING THERAPEUTICS INC | 75K | $1M+ | SH |