CHANNEL WEALTH LLC
CHANNEL WEALTH LLC reported 188 positions worth $445.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: CARY (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CARY | SH | $27.8M | 6.24% | 1,339,350 | — | — | |
| ▸ 2 | TXUE | SH | $20.5M | 4.59% | 593,495 | — | — | |
| ▸ 3 | AAPL | SH | $18.3M | 4.10% | 63,133 | — | — | |
| ▸ 4 | ACWI | SH | $18.0M | 4.03% | 114,486 | — | — | |
| ▸ 5 | GOOG | SH | $16.9M | 3.78% | 47,733 | — | — | |
| ▸ 6 | NVDA | SH | $16.4M | 3.69% | 82,121 | — | — | |
| ▸ 7 | MSFT | SH | $14.8M | 3.32% | 39,634 | — | — | |
| ▸ 8 | LLY | SH | $13.4M | 3.00% | 11,143 | — | — | |
| ▸ 9 | BRK-B | SH | $10.0M | 2.24% | 19,917 | — | — | |
| ▸ 10 | SPY | SH | $9.6M | 2.16% | 12,902 | — | — |
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Frequently Asked Questions
What stocks does CHANNEL WEALTH LLC hold as of Q2 2026?
CHANNEL WEALTH LLC reported 188 positions worth $445.9M in its Q2 2026 13F filing. Largest positions: CARY (6.2%), TXUE (4.6%), AAPL (4.1%), ACWI (4.0%) and GOOG (3.8%).
What did CHANNEL WEALTH LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CHANNEL WEALTH LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.