CHANNEL WEALTH LLC: 13F holdings

CIK 19755502026Q2

Positions188
Reported value$445.9m
Filed2026-08-04

Top 10 holdings

SecuritySharesValueWeight
ANGEL OAK FUNDS TRUST1,339,350$27.8m6.2%
THORNBURG ETF TR593,495$20.5m4.6%
AAPL APPLE INC63,133$18.3m4.1%
ACWI ISHARES TR114,486$18.0m4.0%
GOOG ALPHABET INC47,733$16.9m3.8%
NVDA NVIDIA CORPORATION82,121$16.4m3.7%
MSFT MICROSOFT CORP39,634$14.8m3.3%
LLY ELI LILLY & CO11,143$13.4m3.0%
BRK-B BERKSHIRE HATHAWAY INC DEL19,917$10.0m2.2%
SPY STATE STR SPDR S&P 500 ETF T12,902$9.6m2.2%

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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