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 51–100 of 172
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| QDPL | PACER FDS TR | 57K | $1M+ | SH |
| MCK | MCKESSON CORP | 3K | $1M+ | SH |
| TOLL | TEMA ETF TRUST | 65K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 73K | $1M+ | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 35K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 25K | $1M+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 29K | $1M+ | SH |
| ENVX | ENOVIX CORPORATION | 196K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| NOBL | PROSHARES TR | 12K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 82K | $500K+ | SH |
| PHM | PULTE GROUP INC | 7K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| O | REALTY INCOME CORP | 14K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 12K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| COWZ | PACER FDS TR | 11K | $500K+ | SH |
| GEV | GE VERNOVA INC | 988 | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| QYLD | GLOBAL X FDS | 31K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 19K | $500K+ | SH |
| IEI | ISHARES TR | 4K | $500K+ | SH |
| LINC | LINCOLN EDL SVCS CORP | 21K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 570 | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IGIB | ISHARES TR | 9K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 9K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 522 | $100K–$500K | SH |