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Portfolio (Quarterly) Guide ↗

CHANNEL WEALTH LLC

· CIK 0001975550
13F Portfolio $446M AUM 188 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 43 Added 82 Reduced 10 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FCAL FIRST TR EXCH TRADED FD III 44,985.0 $2.2M 0.50% +4K +9.5% $49.65 -2.4%
22 HOOD ROBINHOOD MKTS INC Financial Services 20,406.0 $2.0M 0.46% +17K +534.9% $100.28 +8.8%
23 JEPI J P MORGAN EXCHANGE TRADED F 26,666.0 $1.5M 0.34% +10K +56.7% $56.48 +2.9%
24 TSLA TESLA INC Consumer Cyclical 3,464.0 $1.5M 0.33% +59.0 +1.7% $420.60 -18.1%
25 NOBL PROSHARES TR 24,419.0 $1.4M 0.31% +12K +100.1% $56.16 +4.7%
26 FNDB SCHWAB STRATEGIC TR 37,682.0 $1.1M 0.26% +2K +7.1% $30.46 +4.3%
27 RELY REMITLY GLOBAL INC Technology 48,950.0 $1.1M 0.25% +9K +23.0% $22.41 +15.8%
28 VUG VANGUARD INDEX FDS 12,234.0 $1.1M 0.24% +10K +498.5% $86.14 +1.3%
29 AXP AMERICAN EXPRESS CO Financial Services 2,655.0 $898K 0.20% +50.0 +1.9% $338.25 -0.7%
30 AMGN AMGEN INC Healthcare 2,124.0 $769K 0.17% +13.0 +0.6% $362.16 +22.1%
31 PG PROCTER & GAMBLE CO Consumer Defensive 4,520.0 $663K 0.15% +416.0 +10.1% $146.63 -1.1%
32 KO COCA COLA CO Consumer Defensive 7,126.0 $579K 0.13% +238.0 +3.5% $81.27 +11.2%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 2,038.0 $573K 0.13% +44.0 +2.2% $281.21 -18.3%
34 VO VANGUARD INDEX FDS 5,961.0 $480K 0.11% +4K +283.3% $80.57 +3.2%
35 AEP AMERICAN ELEC PWR CO INC Utilities 3,159.0 $432K 0.10% +24.0 +0.8% $136.79 -9.8%
36 SRI STONERIDGE INC Consumer Cyclical 50,450.0 $369K 0.08% +2K +3.7% $7.32 -1.1%
37 MGK VANGUARD WORLD FD 3,935.0 $346K 0.08% +3K +400.0% $87.91 +0.9%
38 PFE PFIZER INC Healthcare 13,769.0 $332K 0.07% +300.0 +2.2% $24.08 +17.7%
39 NFLX NETFLIX INC. Communication Services 4,634.0 $331K 0.07% +917.0 +24.7% $71.40 +14.5%
40 VOOG VANGUARD ADMIRAL FDS INC 3,862.0 $319K 0.07% +3K +546.9% $82.62 +0.8%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 19.8%
Healthcare 16.6%
Consumer Cyclical 11.5%
Industrials 2.8%
Communication Services 2.7%
Consumer Defensive 2.6%
Utilities 2.1%
Basic Materials 1.6%
Energy 1.5%