Channel Wealth Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 4, 2026, Channel Wealth Llc disclosed 174 stock positions valued at approximately $445.89M as of quarter-end June 30, 2026. The largest holdings include ANGEL OAK FUNDS TRUST, APPLE INC, and ISHARES TR.

Report Period
June 30, 2026
No. of Stocks
174
Portfolio Value
$445.89M
Holdings by Sector
Channel Wealth Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ANGEL OAK FUNDS TRUSTCARYOther6.24%1,339,350+141,391+11.80%$27,831,686
APPLE INCAAPLTechnology4.10%63,133-36,293-36.50%$18,268,300
ISHARES TRACWIOther4.03%114,486+49,654+76.59%$17,970,889
ALPHABET INCGOOGCommunication Services3.78%47,733+1,370+2.95%$16,865,440
NVIDIA CORPORATIONNVDATechnology3.69%82,121+7,662+10.29%$16,431,547
MICROSOFT CORPMSFTTechnology3.32%39,634+5,881+17.42%$14,784,284
ELI LILLY & COLLYHealthcare3.00%11,143+1,358+13.88%$13,365,419
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services2.24%19,917-677-3.29%$9,966,268
STATE STR SPDR S&P 500 ETF TSPYOther2.16%12,902-883-6.41%$9,634,827
GLOBAL X FDSAUSFOther2.10%191,519+22,867+13.56%$9,357,618
AMAZON COM INCAMZNConsumer Cyclical1.79%33,511+6,619+24.61%$7,987,012
ASML HLDG NVASMLOther1.66%3,712-117-3.06%$7,384,801
INVESCO QQQ TRQQQOther1.57%9,490-650-6.41%$6,988,780
SELECT SECTOR SPDR TRXLKOther1.46%34,236-14,647-29.96%$6,522,663
PIMCO ETF TRMINTOther1.44%63,749-8,255-11.46%$6,426,506
GOLDMAN SACHS ETF TRGIGBOther1.41%137,235-12,242-8.19%$6,300,442
JPMORGAN CHASE & COJPMFinancial Services1.38%18,779-2,025-9.73%$6,146,966
BROADCOM INCAVGOTechnology1.36%16,087-1,103-6.42%$6,076,883
MERCADOLIBRE INCMELIConsumer Cyclical1.34%3,532+349+10.96%$5,995,181
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services1.34%8--$5,990,800
PACER FDS TRICOWOther1.28%137,295+2,147+1.59%$5,715,574
SCHWAB STRATEGIC TRSCHDOther1.26%176,607-7,805-4.23%$5,600,195
INVESCO ACTIVELY MANAGED EXCGTOOther1.16%110,640+470+0.43%$5,185,680
VANGUARD SPECIALIZED FUNDSVIGOther1.12%21,143+4+0.02%$5,002,925
SELECT SECTOR SPDR TRXLFOther1.11%92,066-21,921-19.23%$4,935,661
MCKESSON CORPMCKHealthcare1.05%6,173+3,842+164.82%$4,664,319
PACKAGING CORP AMERPKGConsumer Cyclical1.02%19,050+19,050+100.00%$4,539,234
WISDOMTREE TRDXJSOther0.98%75,888-26,528-25.90%$4,376,089
TCW ETF TRUSTFLXROther0.97%110,784+110,784+100.00%$4,343,841
HARBOR ETF TRUSTHGEROther0.94%142,628+24,231+20.47%$4,184,706
Showing 30 of 174 holdings in the latest reporting period.