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 151–172 of 172
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 314 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| CWBC | COMMUNITY WEST BANCSHARES NE | 10K | $100K–$500K | SH |
| IWF | ISHARES TR | 478 | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 388 | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 715 | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 7K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| SRI | STONERIDGE INC | 32K | $100K–$500K | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 12K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 11K | $100K–$500K | SH |
| ATOM | ATOMERA INC | 47K | $100K–$500K | SH |
| HFRO | HIGHLAND OPPS & INCOME FD | 14K | $50K–$100K | SH |