Channel Wealth
$446M 13F equity value
196 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Channel Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CARY | ANGEL OAK FUNDS TRUST | 1,339,350 | $28M | 6.2% |
| TXUE | THORNBURG ETF TR | 593,495 | $20M | 4.6% |
| AAPL | APPLE INC | 63,133 | $18M | 4.1% |
| ACWI | ISHARES TR | 114,486 | $18M | 4.0% |
| GOOG | ALPHABET INC | 47,733 | $17M | 3.8% |
| NVDA | NVIDIA CORPORATION | 82,121 | $16M | 3.7% |
| MSFT | MICROSOFT CORP | 39,634 | $15M | 3.3% |
| LLY | ELI LILLY & CO | 11,143 | $13M | 3.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 19,917 | $10M | 2.2% |
| SPY | STATE STR SPDR S&P 500 ETF T | 12,902 | $10M | 2.2% |
Track Channel Wealth's 13F portfolio: $446M in reported holdings, 196 positions. Top holdings and quarterly changes on SentiSense.
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