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Institutional

CHANNEL WEALTH LLC

CIK 0001975550
$412.8M
Reported AUM
173
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · CHANNEL WEALTH LLC · Q1 2026

AI · grounded in 13F

CHANNEL WEALTH LLC closed its position in AZNN for a reduction of $4.4M. The fund established new positions in VEXC for $6.47M, MELI for $5.5M, and AZN for $3.84M. Additionally, the fund trimmed its holdings in JEPI by 86% and META by 71%.

Portfolio · Q1 2026

AAPL$25.2MCARY$24.9MTXUEGOOGNVDAMSFTBERKSHIJSILLYACWISPYAUSFOther$251.8MCL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$25.2M6.11%+35,760+56.2%
2CARYANGEL OAK FUNDS TRUST$20.72-0.24%6.04%27.55%$24.9M6.03%+45,065+3.9%
3TXUETHORNBURG ETF TR$34.20-1.80%18.89%33.81%$17.7M4.29%+85,185+18.3%
4GOOGALPHABET INC$365.76-0.95%109.82%172.71%$13.3M3.22%+2,193+5.0%
5NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$13.0M3.15%+4,078+5.8%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$12.5M3.03%+4,804+16.6%
7BRK/BBERKSHIRE HATHAWAY INC DEL$9.9M2.39%+1,796+9.6%
8JSIJANUS DETROIT STR TR$51.28-0.31%5.49%15.95%$9.4M2.27%+43,247+31.2%
9LLYELI LILLY & CO$1131.420.55%48.00%387.10%$9.0M2.18%+512+5.5%
10ACWIISHARES TR$154.39-2.98%24.80%63.87%$9.0M2.17%4,055−5.9%
11SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$9.0M2.17%+769+5.9%
12AUSFGLOBAL X FDS$49.260.12%15.54%87.82%$8.2M1.98%3,216−1.9%
13MINTPIMCO ETF TR$100.510.01%5.06%18.65%$7.2M1.75%21,308−22.8%
14GIGBGOLDMAN SACHS ETF TR$45.54-0.53%6.13%-0.66%$6.8M1.66%+3,682+2.5%
15XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$6.5M1.57%+1,687+3.6%
16VEXCVANGUARD WORLD FD$91.25-4.52%20.15%17.89%$6.5M1.57%+79,571NEW
17JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$6.1M1.48%+1,556+8.1%
18QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$5.9M1.42%+121+1.2%
19BRK/ABERKSHIRE HATHAWAY INC DEL$5.7M1.39%HELD
20ICOWPACER FDS TR$43.63-3.24%34.69%63.01%$5.7M1.39%+3,951+3.0%
21SCHDSCHWAB STRATEGIC TR$32.30-0.89%26.40%50.98%$5.7M1.37%7,069−3.7%
22XLFSELECT SECTOR SPDR TR$52.300.21%3.56%55.63%$5.6M1.36%22,459−16.5%
23AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$5.6M1.36%+12,304+84.3%
24OPPJWISDOMTREE TR$57.15-2.84%59.34%198.17%$5.6M1.35%+10,696+11.7%
25MELIMERCADOLIBRE INC$1607.80-1.65%-35.23%2.49%$5.5M1.33%+3,183NEW
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$5.3M1.29%+6,509+60.9%
27INTUINTUIT$296.76-1.73%-61.23%-42.11%$5.2M1.27%+11,557+2013.4%
28UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$5.2M1.27%+3,722+5.4%
29GTOINVESCO ACTIVELY MANAGED EXC$46.69-0.41%6.13%-1.61%$5.2M1.25%+893+0.8%
30ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$5.1M1.23%1,363−26.3%
31VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$4.5M1.10%375−1.7%
32AZNASTRAZENECA PLC$185.952.28%$3.8M0.93%+19,485NEW
33HDHOME DEPOT INC$310.780.27%$3.8M0.92%+2,656+30.0%
34JAAAJANUS DETROIT STR TR$50.570.04%$3.7M0.90%256−0.3%
35HGERHARBOR ETF TRUST$30.79-2.35%$3.7M0.89%40,631−25.5%
36OKTAOKTA INC$118.72-3.85%$3.6M0.88%+5,209+12.7%
37COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$3.6M0.87%+205+6.0%
38TOLLTEMA ETF TRUST$38.64-2.73%$3.5M0.85%+39,277+60.3%
39LINLINDE PLC$507.900.09%$3.4M0.83%3,604−34.2%
40BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$3.4M0.82%+19,502+56.3%
41GSIEGOLDMAN SACHS ETF TR$44.99-2.24%$3.3M0.81%69,661−47.3%
42VVISA INC$323.571.06%$3.3M0.80%+2,485+29.4%
43VEEVVEEVA SYS INC$172.61-3.35%$3.3M0.80%+2,968+18.8%
44GOOGLALPHABET INC$368.53-0.98%$3.2M0.78%+13+0.1%
45XLISELECT SECTOR SPDR TR$174.18-1.12%$3.2M0.78%+3,746+23.2%
46BILSPDR SERIES TRUST$91.450.04%$3.2M0.77%1,949−5.3%
47VKTXVIKING THERAPEUTICS INC$28.45-4.47%$3.2M0.77%+22,482+29.8%
48XLVSELECT SECTOR SPDR TR$153.010.61%$3.1M0.75%+3,854+22.2%
49QDPLPACER FDS TR$44.86-2.90%$3.1M0.75%+20,033+35.1%
50NUNU HLDGS LTD$11.97-1.24%$3.0M0.73%+209,905NEW
51VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$2.9M0.71%18−0.3%
52HDBHDFC BANK LTD$23.41-2.58%$2.8M0.67%+111,910NEW
53APPFAPPFOLIO INC$166.942.01%$2.6M0.63%2−0.0%
54VOOVANGUARD INDEX FDS$678.00-2.59%$2.5M0.61%1,206−22.2%
55CAIECALAMOS ETF TR$26.97-2.11%$2.1M0.50%+9,902+13.6%
56MCKMCKESSON CORP$775.662.47%$2.0M0.49%586−20.1%
57FCALFIRST TR EXCH TRADED FD III$49.48-0.04%$2.0M0.49%+6,575+19.1%
58ANETARISTA NETWORKS INC$154.27-7.07%$1.9M0.47%+15,778NEW
59KMBKIMBERLY-CLARK CORP$99.044.84%$1.9M0.45%+14,537+309.0%
60XOMEXXON MOBIL CORP$149.92-1.39%$1.5M0.37%132−1.4%
61SCIOFIRST TR EXCHANGE-TRADED FD$20.60-0.15%$1.5M0.36%+71,338NEW
62ORCLORACLE CORP$213.68-9.59%$1.4M0.35%6,881−41.2%
63GSSTGOLDMAN SACHS ETF TR$50.430.00%$1.4M0.33%1,790−6.2%
64METAMETA PLATFORMS INC$593.00-5.51%$1.3M0.32%5,723−71.4%
65NOBLPROSHARES TR$54.530.66%$1.3M0.31%HELD
66TSLATESLA INC$391.00-6.56%$1.3M0.31%+273+8.7%
67TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$1.2M0.30%+239+7.1%
68JNJJOHNSON & JOHNSON$232.772.02%$1.1M0.28%+4+0.1%
69ISRGINTUITIVE SURGICAL INC$422.060.77%$1.1M0.26%49−2.1%
70MRKMERCK & CO INC$120.790.44%$1.0M0.24%+2,470+42.0%
71JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$964K0.23%104,733−86.0%
72FNDBSCHWAB STRATEGIC TR$30.03-1.61%$957K0.23%+175+0.5%
73VTIVANGUARD INDEX FDS$363.38-2.68%$942K0.23%15−0.5%
74GENIGENIUS SPORTS LIMITED$5.93-6.76%$926K0.22%52,020−19.9%
75JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$900K0.22%2,636−12.9%
76VUGVANGUARD INDEX FDS$85.93-3.62%$893K0.22%87−4.1%
77ATLOAMES NATL CORP$29.812.19%$883K0.21%+31,284NEW
78CVXCHEVRON CORPORATION$187.31-0.55%$852K0.21%432−9.5%
79AXPAMERICAN EXPRESS CO$310.66-0.60%$788K0.19%21−0.8%
80MUCBLACKROCK MUNIHLDNGS CALI$10.76-0.55%$784K0.19%6,313−7.7%
81GEVGE VERNOVA INC$933.61-3.09%$756K0.18%122−12.3%
82OMFLINVESCO EXCH TRD SLF IDX FD$67.47-2.12%$752K0.18%+1,000+8.7%
83GEGE AEROSPACE$328.000.11%$744K0.18%33−1.2%
84AMGNAMGEN INC$349.581.15%$743K0.18%14−0.7%
85CATCATERPILLAR INC$904.28-3.85%$721K0.17%185−15.4%
86SYKSTRYKER CORPORATION$305.661.48%$719K0.17%+4+0.2%
87COWZPACER FDS TR$63.91-1.45%$717K0.17%+190+1.7%
88WMTWALMART INC$118.880.97%$686K0.17%+43+0.8%
89ABBVABBVIE INC$227.231.02%$632K0.15%247−7.8%
90RELYREMITLY GLOBAL INC$18.77-5.25%$624K0.15%+39,800NEW
91PGPROCTER & GAMBLE CO$146.544.09%$593K0.14%345−7.8%
92PYLDPIMCO ETF TR$26.24-0.34%$563K0.14%+2,215+11.5%
93RTXRTX CORPORATION$180.990.88%$552K0.13%105−3.5%
94CORCENCORA INC$275.041.75%$548K0.13%+1+0.1%
95BXBLACKSTONE INC$115.35-2.70%$524K0.13%+2,030+80.2%
96KOCOCA COLA CO$79.483.46%$524K0.13%273−3.8%
97NCLONUSHARES ETF TR$24.98-0.10%$516K0.13%+20,700NEW
98PHPARKER-HANNIFIN CORP$882.341.16%$508K0.12%3−0.5%
99VGSHVANGUARD SCOTTSDALE FDS$58.04-0.17%$507K0.12%+8,659NEW
100IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$483K0.12%+680+51.8%
101BACBANK AMERICA CORP$459K0.11%130−1.4%
102DLRDIGITAL RLTY TR INC$456K0.11%105−4.0%
103VOVANGUARD INDEX FDS$447K0.11%137−8.1%
104GSGOLDMAN SACHS GROUP INC$442K0.11%+1+0.2%
105VHTVANGUARD WORLD FD$428K0.10%HELD
106GLDSPDR GOLD TR$428K0.10%1,360−57.8%
107QYLDGLOBAL X FDS$421K0.10%6,038−19.7%
108CSCOCISCO SYS INC$420K0.10%+9+0.2%
109EPDENTERPRISE PRODS PARTNERS L$420K0.10%593−5.1%
110FNDXSCHWAB STRATEGIC TR$419K0.10%+3+0.0%
111EMREMERSON ELEC CO$417K0.10%+1+0.0%
112AEPAMERICAN ELEC PWR CO INC$411K0.10%+23+0.7%
113HONHONEYWELL INTL INC$411K0.10%+2+0.1%
114OBDCBLUE OWL CAPITAL CORPORATION$406K0.10%+64+0.2%
115CALFPACER FDS TR$406K0.10%873−8.8%
116IGMISHARES TR$401K0.10%37−1.1%
117OREALTY INCOME CORP$397K0.10%7,619−54.0%
118UNPUNION PAC CORP$392K0.10%+1+0.1%
119PFEPFIZER INC$378K0.09%822−5.8%
120APEIAMERICAN PUB ED INC$372K0.09%5,100−43.8%
121QUALISHARES TR$368K0.09%+357+22.9%
122VYMVANGUARD WHITEHALL FDS$364K0.09%409−14.3%
123NFLXNETFLIX INC.$357K0.09%+427+13.0%
124DUKDUKE ENERGY CORP NEW$355K0.09%+9+0.3%
125GBTCGRAYSCALE BITCOIN TRUST ETF$351K0.08%+100+1.5%
126SPGIS&P GLOBAL INC$343K0.08%+807NEW
127IVVISHARES TR$343K0.08%46−8.1%
128TAT&T INC$337K0.08%262−2.2%
129FTHIFIRST TR EXCHANGE TRADED FD$330K0.08%1,148−7.4%
130VZVERIZON COMMUNICATIONS INC$329K0.08%123−1.8%
131MPCMARATHON PETE CORP$327K0.08%44−3.2%
132NVONOVO-NORDISK A S$326K0.08%297−3.2%
133TGTTARGET CORP$311K0.08%285−10.0%
134UTFCOHEN & STEERS INFRASTRUCTUR$304K0.07%+371+3.3%
135RSPINVESCO EXCHANGE TRADED FD T$303K0.07%+459+41.1%
136INTCINTEL CORP$299K0.07%+8+0.1%
137SBUXSTARBUCKS CORP$299K0.07%12−0.4%
138FSLRFIRST SOLAR INC$292K0.07%HELD
139MGKVANGUARD WORLD FD$289K0.07%69−8.1%
140BUFFINNOVATOR ETFS TRUST$287K0.07%200−3.3%
141ESGUISHARES TR$282K0.07%56−2.7%
142SNASNAP ON INC$280K0.07%5−0.6%
143USBUS BANCORP$278K0.07%37−0.7%
144FNDFSCHWAB STRATEGIC TR$277K0.07%5−0.1%
145FASTFASTENAL CO$275K0.07%+6+0.1%
146TMBTHORNBURG ETF TR$264K0.06%+10,348NEW
147IJRISHARES TR$263K0.06%71−3.2%
148ENVXENOVIX CORPORATION$259K0.06%145,830−74.5%
149WMBWILLIAMS COS INC$257K0.06%1−0.0%
150MAMASTERCARD INCORPORATED$255K0.06%HELD
151MSMORGAN STANLEY$250K0.06%20−1.3%
152VOOGVANGUARD ADMIRAL FDS INC$243K0.06%+29+5.1%
153EFGISHARES TR$241K0.06%2−0.1%
154CAIQCALAMOS ETF TR$240K0.06%+79+0.8%
155ENSENERSYS$239K0.06%+1,376NEW
156MUMICRON TECHNOLOGY INC$238K0.06%+703NEW
157SRISTONERIDGE INC$235K0.06%+16,850+53.0%
158VTVVANGUARD INDEX FDS$231K0.06%215−15.5%
159CWBCCOMMUNITY WEST BANCSHARES NE$226K0.05%367−3.6%
160HOODROBINHOOD MKTS INC$223K0.05%+3,214NEW
161MDLZMONDELEZ INTL INC$218K0.05%+3+0.1%
162PLTRPALANTIR TECHNOLOGIES INC$213K0.05%+17+1.2%
163TEVATEVA PHARMACEUTICAL INDS LTD$208K0.05%+15+0.2%
164PAVEGLOBAL X FDS$208K0.05%+4,096NEW
165VBKVANGUARD INDEX FDS$202K0.05%47−6.6%
166IWFISHARES TR$201K0.05%6−1.3%
167AVTRAVANTOR INC$200K0.05%HELD
168ATOMATOMERA INC$147K0.04%8,350−17.8%
169RQICOHEN & STEERS QUALITY INCOM$137K0.03%HELD
170RIVRIVERNORTH OPPORTUNITIES FD$129K0.03%HELD
171FSCOFS CREDIT OPPORTUNITIES CORP$113K0.03%20,589−48.3%
172ASANASANA INC$92K0.02%+14,334NEW
173HFROHIGHLAND OPPS & INCOME FD$58K0.01%4,142−29.1%
174AZNNASTRAZENECA PLC47,953EXITED
175TTETOTALENERGIES SE24,964EXITED
176PHMPULTE GROUP INC7,107EXITED
177IEIISHARES TR4,224EXITED
178LINCLINCOLN EDL SVCS CORP20,759EXITED
179IGIBISHARES TR8,829EXITED
180SHYGISHARES TR10,415EXITED
181TLHISHARES TR3,505EXITED
182FTQIFIRST TR EXCHANGE TRADED FD15,971EXITED
183EPIWISDOMTREE TR7,067EXITED
184SHOPSHOPIFY INC1,703EXITED
185VFHVANGUARD WORLD FD1,890EXITED
186VGTVANGUARD WORLD FD314EXITED
187AMDADVANCED MICRO DEVICES INC1,103EXITED
188TMOTHERMO FISHER SCIENTIFIC INC388EXITED
189IBITISHARES BITCOIN TRUST ETF4,293EXITED
190XLPSELECT SECTOR SPDR TR2,636EXITED

Source: SEC EDGAR · accession 0001975550-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.