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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 11,121.0 $130K 0.03% -500.0 -4.3% $11.66 -4.9%
82 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 14,623.0 $73K 0.02% -7K -33.8% $4.99 +1.6%
Page 5 of 5  ·  82 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%