CHANNEL WEALTH LLC

Holdings as of 2026-06-30, filed 2026-08-04

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 35 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
188
Value reported by manager
$445.9M
Sum of our stored positions
$445.9M
should match the line above
Disclosure lag
35 d
quarter end to filing
Top 5 concentration
22.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

188 largest shown
IssuerClassValueSharesTypeCUSIP
ANGEL OAK FUNDS TRUSTINCOME ETF$27.8M1,339,35003463K760
THORNBURG ETF TRINTL EQUITY ETF$20.5M593,49588521L306
APPLE INCCOM$18.3M63,133037833100
ISHARES TRMSCI ACWI ETF$18M114,486464288257
ALPHABET INCCAP STK CL C$16.9M47,73302079K107
NVIDIA CORPORATIONCOM$16.4M82,12167066G104
MICROSOFT CORPCOM$14.8M39,634594918104
ELI LILLY & COCOM$13.4M11,143532457108
BERKSHIRE HATHAWAY INC DELCL B NEW$10M19,917084670702
STATE STR SPDR S&P 500 ETF TTR UNIT$9.6M12,90278462F103
GLOBAL X FDSADAPTIVE US$9.4M191,51937954Y574
AMAZON COM INCCOM$8M33,511023135106
ASML HLDG NVN Y REGISTRY SHS$7.4M3,712N07059210
INVESCO QQQ TRUNIT SER 1$7M9,49046090E103
SELECT SECTOR SPDR TRST STR TECHN ETF$6.5M34,23681369Y803
PIMCO ETF TRENHAN SHRT MA AC$6.4M63,74972201R833
VANGUARD WORLD FDEMERGING MRKTS E$6.4M66,654921910683
GOLDMAN SACHS ETF TRACCESS INVT GR$6.3M137,235381430479
JPMORGAN CHASE & COCOM$6.1M18,77946625H100
BROADCOM INCCOM$6.1M16,08711135F101
MERCADOLIBRE INCCOM$6M3,53258733R102
BERKSHIRE HATHAWAY INC DELCL A$6M8084670108
FIRST TR EXCHANGE-TRADED FDSTRUCTURED CR IN$5.9M286,99333738D770
PACER FDS TRDEVELOPED MRKT$5.7M137,29569374H873
SCHWAB STRATEGIC TRUS DIVIDEND EQ$5.6M176,607808524797
INVESCO ACTIVELY MANAGED EXCTOTAL RETURN$5.2M110,64046090A804
TEMA ETF TRUSTDURABLE QTY ETF$5.1M122,52187975E107
VANGUARD SPECIALIZED FUNDSDIV APP ETF$5M21,143921908844
SELECT SECTOR SPDR TRST STR FINL ETF$4.9M92,06681369Y605
MCKESSON CORPCOM$4.7M6,17358155Q103
PACKAGING CORP AMERCOM$4.5M19,050695156109
WISDOMTREE TRJAPAN OPPOR FD$4.4M75,88897717W521
TCW ETF TRUSTFLEXIBLE INCOME$4.3M110,78429287L700
HARBOR ETF TRUSTCOMM ALL WEA ETF$4.2M142,62841151J505
VISA INCCOM CL A$4M11,73892826C839
SELECT SECTOR SPDR TRST STR INDL ETF$3.9M20,93281369Y704
ALPHABET INCCAP STK CL A$3.8M10,51602079K305
JANUS DETROIT STR TRHEND SECU IN ETF$3.6M71,14947103U746
HOME DEPOT INCCOM$3.5M9,838437076102
ASTRAZENECA PLCORD$3.4M17,823G0593M107
INTUITCOM$3.3M12,711461202103
LINDE PLCSHS$3.3M6,358G54950103
PACER FDS TRMETAURUS CAP 400$3.3M73,02269374H436
NU HLDGS LTDORD SHS CL A$3.2M238,693G6683N103
HDFC BANK LTDSPONSORED ADS$3.2M122,03840415F101
COSTCO WHOLESALE CORPORATIONCOM$3M3,20522160K105
SELECT SECTOR SPDR TRST STR CARE ETF$2.8M17,87881369Y209
VISTRA CORPCOM$2.7M16,82792840M102
VEEVA SYS INCCL A COM$2.7M14,996922475108
OKTA INCCL A$2.6M19,409679295105
APPFOLIO INCCOM CL A$2.6M16,48603783C100
VANGUARD INDEX FDSS&P 500 ETF SHS$2.5M3,636922908363
FIRST TR EXCH TRADED FD IIICALIF MUN INCM$2.2M44,98533739P863
CALAMOS ETF TRAUTOC INCOM ETF$2.2M79,76312811T571
TEMA ETF TRUSTELECTRIFICATION$2.2M51,69887975E834
ROBINHOOD MKTS INCCOM CL A$2M20,406770700102
BOSTON SCIENTIFIC CORPCOM$2M46,098101137107
VIKING THERAPEUTICS INCCOM$2M50,02892686J106
GOLDMAN SACHS ETF TRACTIVEBETA INT$1.8M39,940381430107
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$1.7M3,517874039100
SPDR SERIES TRUSTST STR BLO 1 ETF$1.5M16,80178468R663
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM$1.5M26,66646641Q332
TESLA INCCOM$1.5M3,46488160R101
PROSHARES TRS&P 500 DV ARIST$1.4M24,41974348A467
EXXON MOBIL CORPCOM$1.2M9,09430231G102
JOHNSON & JOHNSONCOM$1.2M4,637478160104
SCHWAB STRATEGIC TRFUNDAMENTAL US B$1.1M37,682808524789
GOLDMAN SACHS ETF TRULTR SHOR BD ETF$1.1M22,210381430230
REMITLY GLOBAL INCCOM$1.1M48,95075960P104
ORACLE CORPCOM$1.1M7,41368389X105
CATERPILLAR INCCOM$1.1M1,018149123101
MERCK & CO INCCOM$1.1M8,20758933Y105
VANGUARD INDEX FDSTOTAL STK MKT$1.1M2,848922908769
VANGUARD INDEX FDSGROWTH ETF$1.1M12,234922908736
GE AEROSPACECOM NEW$981.9K2,627369604301
JANUS DETROIT STR TRHENDRSON AAA CL$947.2K18,76047103U845
INTEL CORPCOM$947.2K6,784458140100
INTUITIVE SURGICAL INCCOM NEW$929K2,33646120E602
AMES NATL CORPCOM$926.3K31,284031001100
GE VERNOVA INCCOM$922.3K78536828A101
AMERICAN EXPRESS COCOM$898.1K2,655025816109
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$881K17,42246641Q837
TEMA ETF TRUSTSPACE INNOV ETF$838.6K27,60587975E776
SELECT SECTOR SPDR TRST STR DISCR ETF$812.2K6,92581369Y407
GOLDMAN SACHS ETF TRS&P 500 PREMIUM$779.4K14,02538149W622
AMGEN INCCOM$769.2K2,124031162100
ABBVIE INCCOM$730.3K2,90200287Y109
MICRON TECHNOLOGY INCCOM$726K629595112103
BLACKROCK MUNIHLDNGS CALICOM$707.1K64,34409254L107
INVESCO EXCH TRD SLF IDX FDRUSL 1000 DYNM$701.6K10,23746138J619
STRYKER CORPORATIONCOM$690.4K2,193863667101
PACER FDS TRUS CASH COWS 100$681.7K10,96069374H881
CHEVRON CORPORATIONCOM$672.9K4,059166764100
PROCTER & GAMBLE COCOM$662.8K4,520742718109
META PLATFORMS INCCL A$630.7K1,12030303M102
WALMART INCCOM$624.9K5,517931142103
CISCO SYS INCCOM$618.3K5,26417275R102
COCA COLA COCOM$579.1K7,126191216100
INTERNATIONAL BUSINESS MACHSCOM$573.1K2,038459200101
PIMCO ETF TRMULTISECTOR BD$564.7K21,29272201R585
ISHARES GOLD TRISHARES NEW$555.9K7,362464285204
PARKER-HANNIFIN CORPCOM$554.6K567701094104
ISHARES TREXPND TEC SC ETF$549.5K3,359464287549
RTX CORPORATIONCOM$543.4K2,86475513E101
BANK OF AMER CORPCOM$537.4K9,432060505104
ADVANCED MICRO DEVICES INCCOM$532.7K917007903107
GOLDMAN SACHS GROUP INCCOM$523.9K51838141G104
NUSHARES ETF TRNUVEN AA-BBB CLO$519.2K20,70067092P730
CENCORA INCCOM$493.8K1,74503073E105
ARISTA NETWORKS INCCOM SHS$487.2K2,868040413205
VANGUARD INDEX FDSMID CAP ETF$480.3K5,961922908629
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS$478K8,21392206C102
SCHWAB STRATEGIC TRFUNDAMENTAL US L$468.6K15,066808524771
VANGUARD WORLD FDHEALTH CAR ETF$466.8K1,56192204A504
EMERSON ELEC COCOM$455.6K3,183291011104
DIGITAL RLTY TR INCCOM$454.2K2,529253868103
VANGUARD WORLD FDINF TECH ETF$442.4K3,70292204A702
UNION PAC CORPCOM$439.8K1,617907818108
TIDAL TRUST IFUND GRAN US ETF$439.1K15,881886364231
AMERICAN ELEC PWR CO INCCOM$432.1K3,159025537101
GENIUS SPORTS LIMITEDSHARES CL A$430.8K71,087G3934V109
ENTERPRISE PRODS PARTNERS LCOM$407.7K11,091293792107
PACER FDS TRUS SM CAP CA ETF$396.6K7,83769374H857
CBRE GROUP INCCL A$378.5K2,81012504L109
ISHARES TRCORE S&P500 ETF$371.4K496464287200
STONERIDGE INCCOM$369.3K50,45086183P102
ISHARES TRMSCI USA QLT FCT$367.8K1,67646432F339
BLUE OWL CAPITAL CORPORATIONCOM$366K33,66969121K104
SPDR GOLD TRGOLD SHS$361K98078463V107
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF$359.4K7,42092203J407
NOVO-NORDISK A SADR$359.1K7,490670100205
VANGUARD WHITEHALL FDSHIGH DIV YLD$348.1K2,203921946406
GLOBAL X FDSNASDAQ 100 COVER$347.6K18,85937954Y483
VANGUARD WORLD FDMEGA GRWTH IND$345.9K3,935921910816
DUKE ENERGY CORP NEWCOM NEW$344K2,71826441C204
MARATHON PETE CORPCOM$343.1K1,34256585A102
STARBUCKS CORPCOM$342.2K3,348855244109
FIRST SOLAR INCCOM$340K1,441336433107
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$333.8K1,56946137V357
PFIZER INCCOM$331.6K13,769717081103
NETFLIX INC.COM$330.9K4,63464110L106
COHEN & STEERS INFRASTRUCTURCOM$324.3K11,75319248A109
ISHARES TRESG AWR MSCI USA$320K1,95546435G425
VANGUARD ADMIRAL FDS INC500 GRTH IDX F$319.1K3,862921932505
MORGAN STANLEYCOM NEW$318.2K1,522617446448
S&P GLOBAL INCCOM$316K77678409V104
FIRST TR EXCHANGE TRADED FDBUYWRIT INCM ETF$313.4K13,14233738R308
ISHARES TRCORE S&P SCP ETF$313.4K2,113464287804
SNAP ON INCCOM$309K768833034101
ENERSYSCOM$304K1,30029275Y102
REALTY INCOME CORPCOM$303K4,891756109104
GRAYSCALE BITCOIN TRUST ETFSHS REP COM UT$302.6K6,648389637109
ATOMERA INCCOM$298.8K34,30004965B100
SCHWAB STRATEGIC TRFUNDAMENTAL INTL$288.1K5,460808524755
TARGET CORPCOM$288K2,20587612E106
FASTENAL COCOM$284.6K5,926311900104
PALANTIR TECHNOLOGIES INCCL A$277.8K2,38169608A108
CALAMOS ETF TRNASDAQ AUTOCALLL$274K10,20612811T530
MASTERCARD INCORPORATEDCL A$262.5K51157636Q104
THORNBURG ETF TRMULTI SECTOR BD$262.2K10,34388521L207
WILLIAMS COS INCCOM$260.3K3,501969457100
COMMUNITY WEST BANCSHARES NECOM$259.1K9,646203937107
VERIZON COMMUNICATIONS INCCOM$256.2K6,05192343V104
AVANTOR INCCOM$252.5K25,51005352A100
VERTIV HOLDINGS COCOM CL A$244.8K73192537N108
ISHARES TRINTL DIV GRWTH$239.1K2,71946435G524
UBER TECHNOLOGIES INCCOM$235.3K3,26190353T100
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS$233.8K6,900881624209
VANGUARD INDEX FDSSML CP GRW ETF$233.7K639922908595
VANGUARD INDEX FDSVALUE ETF$226.9K1,041922908744
BLOOM ENERGY CORPCOM CL A$226.7K749093712107
ISHARES TREAFE GRWTH ETF$223.1K1,793464288885
MONDELEZ INTL INCCL A$218.9K3,785609207105
ISHARES TRRUS 1000 GRW ETF$217.4K1,751464287614
IRON MTN INC DELCOM$217.1K1,71946284V101
AT&T INCCOM$214.2K10,34600206R102
SLB LIMITEDCOM STK$214.1K4,606806857108
VERTEX PHARMACEUTICALS INCCOM$210.6K42492532F100
GORMAN RUPP COCOM$209.8K2,287383082104
HONEYWELL INTL INCCOM$203.1K907438516205
LAM RESEARCH CORPCOM NEW$202.4K467512807306
ISHARES TRCORE MSCI PAC$201.7K2,46246434V696
HONEYWELL AEROSPACE INCCOM$200.5K90743849R105
ENOVIX CORPORATIONCOM$162.5K26,770293594107
GLASS HOUSE BRANDS INCSUB REG LTD VTG$140.4K10,800377130406
RIVERNORTH OPPORTUNITIES FDCOM$129.7K11,12176881Y109
ASANA INCCL A$100.3K14,33404342Y104
FS CREDIT OPPORTUNITIES CORPCOMMON STOCK$73K14,62330290Y101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-04

CHANNEL WEALTH LLC — 188 positions reported for 2026Q2 — Tapewire