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Filers›Hedge Fund›CHANNEL WEALTH LLC
DOSSIER · 13F-HR · Q1 2026

CHANNEL WEALTH LLC

CHANNEL WEALTH's hedge fund based in Omaha, NE — $413M in tracked AUM across 175 positions as of Q1 2026.

CW
CHANNEL WEALTH·Omaha, NE·Hedge Fund
CIK 0001975550 · last filed Mar 31, 2026
Total AUM
$413M
▼ 10.7%
vs prior
Holdings
175
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CHANNEL WEALTH LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$25M99K6.1%
02
CARY
ANGEL OAK FUNDS TRUST
$25M1.2M6.0%
03
TXUE
THORNBURG ETF TR
$18M551K4.3%
04
GOOG
ALPHABET INC
$13M46K3.2%
05
NVDA
NVIDIA CORPORATION
$13M74K3.1%
06
MSFT
MICROSOFT CORP
$12M34K3.0%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M21K2.4%
08
JSI
JANUS DETROIT STR TR
$9M182K2.3%
09
LLY
ELI LILLY & CO
$9M10K2.2%
10
ACWI
ISHARES TR
$9M65K2.2%

Filing history

Filing history loading…
AI Agent · grounded in CHANNEL
haiku-4-5 · 175 positions indexed
Sector mix
  • Financials5%
  • Health Care22%
  • Cons. Disc.14%
  • Communications40%
  • Industrials8%
  • Energy8%
  • Other3%
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