CHANNEL WEALTH LLC - Portfolio overview

CHANNEL WEALTH LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.80%
2. CARY - ANGEL OAK FUNDS TRUST, 5.72%
3. TXUE - THORNBURG ETF TR, 4.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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