Channel Wealth Llc Portfolio Stock Holdings

Channel Wealth Llc disclosed 173 stock positions valued at approximately $412.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ANGEL OAK FUNDS TRUST, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.

Report Period
March 31, 2026
No. of Stocks
173
Portfolio Value
$412.8M
Holdings by Sector
Channel Wealth Llc Portfolio Holdings in Q1 2026

163 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology6.11%99,426+35,760+56.17%$25,233,350
ANGEL OAK FUNDS TRUSTCARYOther6.03%1,197,959+45,065+3.91%$24,885,082
ALPHABET INCGOOGCommunication Services3.22%46,363+2,193+4.96%$13,299,577
NVIDIA CORPORATIONNVDATechnology3.15%74,459+4,078+5.79%$12,985,569
MICROSOFT CORPMSFTTechnology3.03%33,753+4,804+16.59%$12,494,447
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services2.39%20,594+1,796+9.55%$9,868,645
JANUS DETROIT STR TRJSIOther2.27%182,044+43,247+31.16%$9,384,351
ELI LILLY & COLLYHealthcare2.18%9,785+512+5.52%$9,000,393
ISHARES TRACWIOther2.17%64,832-4,055-5.89%$8,970,804
STATE STR SPDR S&P 500 ETF TSPYOther2.17%13,785+769+5.91%$8,964,937
GLOBAL X FDSAUSFOther1.98%168,652-3,216-1.87%$8,154,324
PIMCO ETF TRMINTOther1.75%72,004-21,308-22.84%$7,241,481
GOLDMAN SACHS ETF TRGIGBOther1.66%149,477+3,682+2.53%$6,846,047
SELECT SECTOR SPDR TRXLKOther1.57%48,883+1,687+3.57%$6,496,551
JPMORGAN CHASE & COJPMFinancial Services1.48%20,804+1,556+8.08%$6,119,685
INVESCO QQQ TRQQQOther1.42%10,140+121+1.21%$5,852,786
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services1.39%8--$5,745,120
PACER FDS TRICOWOther1.39%135,148+3,951+3.01%$5,735,681
SCHWAB STRATEGIC TRSCHDOther1.37%184,412-7,069-3.69%$5,657,747
SELECT SECTOR SPDR TRXLFOther1.36%113,987-22,459-16.46%$5,627,538
AMAZON COM INCAMZNConsumer Cyclical1.36%26,892+12,304+84.34%$5,600,797
WISDOMTREE TRDXJSOther1.35%102,416+10,696+11.66%$5,567,336
MERCADOLIBRE INCMELIConsumer Cyclical1.33%3,183+3,183+100.00%$5,503,471
BROADCOM INCAVGOTechnology1.29%17,190+6,509+60.94%$5,320,477
INTUITINTUTechnology1.27%12,131+11,557+2013.41%$5,245,202
UBER TECHNOLOGIES INCUBERTechnology1.27%72,734+3,722+5.39%$5,231,757
INVESCO ACTIVELY MANAGED EXCGTOOther1.25%110,170+893+0.82%$5,159,261
ASML HLDG NVASMLOther1.23%3,829-1,363-26.25%$5,057,458
VANGUARD SPECIALIZED FUNDSVIGOther1.10%21,139-375-1.74%$4,546,256
HOME DEPOT INCHDConsumer Cyclical0.92%11,509+2,656+30.00%$3,785,171
JANUS DETROIT STR TRJAAAOther0.90%74,123-256-0.34%$3,733,577
HARBOR ETF TRUSTHGEROther0.89%118,397-40,631-25.55%$3,671,491
OKTA INCOKTATechnology0.88%46,264+5,209+12.69%$3,641,439
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.87%3,605+205+6.03%$3,592,232
LINDE PLCLINOther0.83%6,923-3,604-34.24%$3,432,146
BOSTON SCIENTIFIC CORPBSXHealthcare0.82%54,124+19,502+56.33%$3,396,281
GOLDMAN SACHS ETF TRGSIEOther0.81%77,552-69,661-47.32%$3,344,818
VISA INCVFinancial Services0.80%10,937+2,485+29.40%$3,305,599
VEEVA SYS INCVEEVHealthcare0.80%18,779+2,968+18.77%$3,298,719
ALPHABET INCGOOGLCommunication Services0.78%11,186+13+0.12%$3,216,549
SELECT SECTOR SPDR TRXLIOther0.78%19,877+3,746+23.22%$3,214,707
SPDR SERIES TRUSTBILOther0.77%34,842-1,949-5.30%$3,192,921
VIKING THERAPEUTICS INCVKTXHealthcare0.77%97,957+22,482+29.79%$3,187,521
SELECT SECTOR SPDR TRXLVOther0.75%21,188+3,854+22.23%$3,106,373
PACER FDS TRQDPLOther0.75%77,095+20,033+35.11%$3,094,501
NU HLDGS LTDG6683N103Other0.73%209,905+209,905+100.00%$3,016,335
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.71%6,588-18-0.27%$2,941,806
HDFC BANK LTDHDBFinancial Services0.67%111,910+111,910+100.00%$2,784,321
APPFOLIO INCAPPFTechnology0.63%16,486-2-0.01%$2,601,821
VANGUARD INDEX FDSVOOOther0.61%4,222-1,206-22.22%$2,522,924
MCKESSON CORPMCKHealthcare0.49%2,331-586-20.09%$2,017,154
FIRST TR EXCH TRADED FD IIIFCALOther0.49%41,084+6,575+19.05%$2,008,597
ARISTA NETWORKS INCANETOther0.47%15,778+15,778+100.00%$1,937,223
KIMBERLY-CLARK CORPKMBConsumer Defensive0.45%19,241+14,537+309.03%$1,856,179
EXXON MOBIL CORPXOMEnergy0.37%9,065-132-1.44%$1,538,007
ORACLE CORPORCLTechnology0.35%9,816-6,881-41.21%$1,444,032
GOLDMAN SACHS ETF TRGSSTOther0.33%27,305-1,790-6.15%$1,380,268
META PLATFORMS INCMETACommunication Services0.32%2,297-5,723-71.36%$1,313,952
PROSHARES TRNOBLOther0.31%12,202--$1,293,576
TESLA INCTSLAConsumer Cyclical0.31%3,405+273+8.72%$1,265,809
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.30%3,605+239+7.10%$1,218,310
JOHNSON & JOHNSONJNJHealthcare0.28%4,673+4+0.09%$1,142,268
INTUITIVE SURGICAL INCISRGHealthcare0.26%2,338-49-2.05%$1,077,795
MERCK & CO INCMRKHealthcare0.24%8,353+2,470+41.99%$1,004,804
J P MORGAN EXCHANGE TRADED FJEPIOther0.23%17,013-104,733-86.03%$964,272
SCHWAB STRATEGIC TRFNDBOther0.23%35,191+175+0.50%$957,195
VANGUARD INDEX FDSVTIOther0.23%2,936-15-0.51%$941,898
J P MORGAN EXCHANGE TRADED FJPSTOther0.22%17,779-2,636-12.91%$899,795
VANGUARD INDEX FDSVUGOther0.22%2,044-87-4.08%$892,799
AMES NATL CORPATLOFinancial Services0.21%31,284+31,284+100.00%$882,834
CHEVRON CORPORATIONCVXEnergy0.21%4,117-432-9.50%$851,733
AMERICAN EXPRESS COAXPFinancial Services0.19%2,605-21-0.80%$787,960
BLACKROCK MUNIHLDNGS CALIMUCFinancial Services0.19%75,421-6,313-7.72%$784,379
GE VERNOVA INCGEVUtilities0.18%866-122-12.35%$755,931
INVESCO EXCH TRD SLF IDX FDOMFLOther0.18%12,515+1,000+8.68%$752,402
GE AEROSPACEGEIndustrials0.18%2,623-33-1.24%$744,424
AMGEN INCAMGNHealthcare0.18%2,111-14-0.66%$742,863
CATERPILLAR INCCATIndustrials0.17%1,018-185-15.38%$721,212
STRYKER CORPORATIONSYKHealthcare0.17%2,189+4+0.18%$719,246
PACER FDS TRCOWZOther0.17%11,460+190+1.69%$716,938
WALMART INCWMTConsumer Defensive0.17%5,517+43+0.79%$685,653
ABBVIE INCABBVHealthcare0.15%2,905-247-7.84%$631,808
REMITLY GLOBAL INCRELYTechnology0.15%39,800+39,800+100.00%$623,666
PROCTER & GAMBLE COPGConsumer Defensive0.14%4,104-345-7.75%$592,717
PIMCO ETF TRPYLDOther0.14%21,492+2,215+11.49%$563,090
RTX CORPORATIONRTXIndustrials0.13%2,864-105-3.54%$552,492
CENCORA INCCORHealthcare0.13%1,743+1+0.06%$547,546
BLACKSTONE INCBXFinancial Services0.13%4,560+2,030+80.24%$524,354
COCA COLA COKOConsumer Defensive0.13%6,888-273-3.81%$523,841
PARKER-HANNIFIN CORPPHIndustrials0.12%567-3-0.53%$507,601
VANGUARD SCOTTSDALE FDSVGSHOther0.12%8,659+8,659+100.00%$506,898
INTERNATIONAL BUSINESS MACHSIBMTechnology0.12%1,994+680+51.75%$483,326
BANK AMERICA CORPBACFinancial Services0.11%9,424-130-1.36%$459,430
DIGITAL RLTY TR INCDLRReal Estate0.11%2,529-105-3.99%$455,751
VANGUARD INDEX FDSVOOther0.11%1,555-137-8.10%$446,610
GOLDMAN SACHS GROUP INCGSFinancial Services0.11%523+1+0.19%$442,453
VANGUARD WORLD FDVHTOther0.10%1,571--$427,830
SPDR GOLD TRGLDOther0.10%994-1,360-57.77%$427,708
GLOBAL X FDSQYLDOther0.10%24,571-6,038-19.73%$421,393
CISCO SYS INCCSCOTechnology0.10%5,414+9+0.17%$420,072
Channel Wealth Llc Options Holdings in Q1 2026

1 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026ENVXEnovix CorporationCALL1,000$5,180

Notional value represents the total exposure of the options position.