13F Insight
DOSSIER · 13F-HR · Q1 2026

CHANNEL WEALTH LLC

$413M in tracked AUM across 175 positions as of Q1 2026.

CW
CIK 0001975550 · last filed Mar 31, 2026
Total AUM
$413M
as of Q1 2026
Holdings
175
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$413M▲ 4.5%
175 positionsView →2025Q4Dec 31
$395M▲ 5.7%
172 positionsView →2025Q3Sep 30
$374M▲ 5.7%
174 positionsView →2025Q2Jun 30
$354M▲ 9.9%
179 positionsLocked2025Q1Mar 31
$322M▲ 4.8%
167 positionsLocked2024Q4Dec 31
$307M▲ 1.1%
160 positionsLocked2024Q3Sep 30
$304M▲ 10.0%
164 positionsLocked2024Q2Jun 30
$276M▲ 10.9%
164 positionsLocked2024Q1Mar 31
$249M▲ 17.4%
178 positionsLocked2023Q4Dec 31
$212M▲ 18.6%
173 positionsLocked2023Q3Sep 30
$179M▲ 2.7%
177 positionsLocked2023Q2Jun 30
$174M▲ 12.0%
184 positionsLocked
Showing 12 of 13