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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 KMB KIMBERLY-CLARK CORP Consumer Defensive 19,241 $1.9M 0.45% SOLD
2 BX BLACKSTONE INC Financial Services 4,560 $524K 0.13% SOLD
3 HON HONEYWELL INTL INC Industrials 1,817 $411K 0.10% SOLD
4 APEI AMERICAN PUB ED INC Consumer Defensive 6,548 $372K 0.09% SOLD
5 BUFF INNOVATOR ETFS TRUST 5,800 $287K 0.07% SOLD
6 USB US BANCORP Financial Services 5,345 $278K 0.07% SOLD
7 PAVE GLOBAL X FDS 4,096 $208K 0.05% SOLD
8 RQI COHEN & STEERS QUALITY INCOM Financial Services 11,363 $137K 0.03% SOLD
9 HIGHLAND OPPS & INCOME FD 10,074 $58K 0.01% SOLD
10 ENVX CALL ENOVIX CORPORATION Industrials 2,000 $10K 0.00% SOLD
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%