CHANNEL WEALTH LLC: 13F holdings
CIK 19755502026Q2
| Positions | 188 |
|---|
| Reported value | $445.9m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 188 (+15 vs prior quarter) |
|---|
| Reported value | $445.9m (+8.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CARY ANGEL OAK FUNDS TRUST | 1,339,350 | $27.8m | 6.2% |
| THORNBURG ETF TR | 593,495 | $20.5m | 4.6% |
| AAPL APPLE INC | 63,133 | $18.3m | 4.1% |
| ACWI ISHARES TR | 114,486 | $18.0m | 4.0% |
| GOOG ALPHABET INC | 47,733 | $16.9m | 3.8% |
| NVDA NVIDIA CORPORATION | 82,121 | $16.4m | 3.7% |
| MSFT MICROSOFT CORP | 39,634 | $14.8m | 3.3% |
| LLY ELI LILLY & CO | 11,143 | $13.4m | 3.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 19,917 | $10.0m | 2.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,902 | $9.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1975550")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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